JA Westenberg
@joanwestenberg.eth
In crypto, value investing requires betting directly against the hype cycles and trends. https://paragraph.xyz/@idle/value-investing-in-crypto
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0xChris
@0xchris
The challenge I find is that most assets with intrinsic value ultimately are securities. Great for buyers but problematic for sellers —who are then forced to price correctly to cover the overhead brought by securitization.
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JA Westenberg
@joanwestenberg.eth
Almost all crypto assets are securities and should be treated as such
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