Your browser does not support the audio element. Episode 1: What Has Value? Jeff and Doug discuss where value accrues in the crypto-asset ecosystem.

Podcast Breakdown

0:15 Intro

0:35 Background of Jeff and Doug

1:05 Where can value potentially accrue? Utility Tokens, Dapps, Store of Value Tokens (Money)

1:34 Dapps value accural via rent-seeking

2:30 Dapps accure value to the platform rather than applications on it. (Fat Protocols)

2:48 Dapps capture little value in comparison to some tokens

3:02 Utility tokens: Why they dont capture value

4:00 Utility Supply Demand Problems

5:00 SoV tokens: Usecases and Upside

6:29 SoV tokens have Trillions of dollars in upside compared to utility tokens Billions

7:12 What makes a good Store of Value

9:24 Money as Belief: casestudy with Bitcoin and its forks

10:25 Bitcoin's Big Advantage

11:00 Bitcoin's Big Disadvantage

12:01 Does Bitcoin's weaker fungibility ruin its long term value proposition compared to privacy coins like Monero?

13:15 Flow of value from fiat to BTC to other crypto-assets

14:05 Why would people choose Monero over Bitcoin?