Recording pod today about

1) How to value an L1/L2
2) Should we treat issuance as an expense

With @kylesamani and @santiagoroel 
 
Drops tomorrow on Empire.

This pod with @kylesamani and @santiagoroel is now live on Empire.

We covered why MEV is the only metric that matters, how to value crypto assets, and how to think about the cost of airdrops. Great chat.

Cofounder, Managing Partner @ Multicoin Capital

I like crypto & Harry Potter⚡️ | Sometimes write http://obviously.substack.com | Casts not investment advice