Forwarded from 손톱 먹은 쥐
DAO-Legal-Framework-Jennings-Kerr10.19.21-Final.pdf
475.7 KB
A Legal Framework for
Decentralized Autonomous Organizations (a16z)
Decentralized Autonomous Organizations (a16z)
Forwarded from 손톱 먹은 쥐
Andreessen Horowitz
DAO Entity Features & Entity Selection
Reference guides for key decentralized autonomous organization (DAO) entity selection, and features, from Miles Jennings’ & David Kerr’s ongoing series of legal frameworks for DAOs. Read part two, “DAO Entity Selection Framework,” from which the below graphics…
Forwarded from 손톱 먹은 쥐
Hanhwa_x_Xangle_Digital_Asset_Report_비트코인_가치평가.pdf
1.5 MB
Bitcoin valuation(xangle&Hanhwa)
Forwarded from BYIC
Tascha Che
- 기존의 기업가치 평가방식은 레이어 1 토큰 가치를 평가할 때 적합하지 않음
- 레이어 1 토큰은 기업 주식보다 국가 화폐에 가까운 성격을 지님
- 본질적으로 레이어 1 토큰 가치는 해당 블록체인의 생태계 규모와 성장에 달려 있음
Many people try to value layer 1 blockchain tokens like stocks.
That’s absurd.
Instead of pricing Ethereum, Solana & so on like *companies*, you should price them like *countries*.
Here’s how.
https://xangle.io/research/61dbc96f2170cb6def545626
https://twitter.com/TaschaLabs/status/1457060324939423745
- 기존의 기업가치 평가방식은 레이어 1 토큰 가치를 평가할 때 적합하지 않음
- 레이어 1 토큰은 기업 주식보다 국가 화폐에 가까운 성격을 지님
- 본질적으로 레이어 1 토큰 가치는 해당 블록체인의 생태계 규모와 성장에 달려 있음
Many people try to value layer 1 blockchain tokens like stocks.
That’s absurd.
Instead of pricing Ethereum, Solana & so on like *companies*, you should price them like *countries*.
Here’s how.
https://xangle.io/research/61dbc96f2170cb6def545626
https://twitter.com/TaschaLabs/status/1457060324939423745
Xangle
지금까지의 레이어 1 가치 평가는 잘못됐다!
쟁글은 비트코인 시세, 이더리움 시세, 리플 시세 등 개방형 가상자산 공시 포털입니다. 글로벌 파트너와 함께 크립토 평가 및 가상자산 투자정보를 확인하세요!
이더리움의 정의 Definition for Ethereum
1. 가치의 저장 수단 '디지털 은'
2. Web 3.0 네트워크 운용에 필요한 자본: 원자재 혹은 화폐
- 네트워크 모델 가치평가 (NVM, Network Value to Metcalfe Ratio)
- GMI 네트워크 가치 모델 (Global Macro Investor Network Value Model)
- QTM 가치평가 (Quantative Theory of Money, 화폐 수량설)
3. 잠재적인 고성장 기술기업의 증권: 주식 또는 이자부자산 (Interest-bearing Asset)
- PSR 가치평가 (Price to Sales Ratio)
- PoS 컨센서스 하에서는 이자부 자산 (interest-bearing Asset)
-> 가상자산 시장과 함께 발전하는 가치평가 모델 Development of Valuation Models
https://xangle.io/research/6235a74fdfb6bbdbb37c5ac9
1. 가치의 저장 수단 '디지털 은'
2. Web 3.0 네트워크 운용에 필요한 자본: 원자재 혹은 화폐
- 네트워크 모델 가치평가 (NVM, Network Value to Metcalfe Ratio)
- GMI 네트워크 가치 모델 (Global Macro Investor Network Value Model)
- QTM 가치평가 (Quantative Theory of Money, 화폐 수량설)
3. 잠재적인 고성장 기술기업의 증권: 주식 또는 이자부자산 (Interest-bearing Asset)
- PSR 가치평가 (Price to Sales Ratio)
- PoS 컨센서스 하에서는 이자부 자산 (interest-bearing Asset)
-> 가상자산 시장과 함께 발전하는 가치평가 모델 Development of Valuation Models
https://xangle.io/research/6235a74fdfb6bbdbb37c5ac9
Xangle
[Xangle 가치평가 시리즈] ② 이더리움과 Layer 1
쟁글은 신뢰할 수 있는 정보와 깊이 있는 리서치를 바탕으로 한 크립토 투자 필수 서비스입니다. 중요한 정보를 놓치지 말고, 성공적인 투자를 위해 꼭 확인하세요!
Valuing Layer 1s - Memes, Money, or More?
- Crypto offers the unique ability to combine all three into one asset. (capital, consumable, store of value)
- Meaningful revenue capture from network fees and MEV produces strong tokenomics.
- Monolithic blockchains appear unable to reach the scale required
- A modular stack with rollups paying rent back to the base layer could be the superior route for maximizing revenue to the L1’s native asset.
https://members.delphidigital.io/reports/valuing-layer-1s-memes-money-or-more
- Crypto offers the unique ability to combine all three into one asset. (capital, consumable, store of value)
- Meaningful revenue capture from network fees and MEV produces strong tokenomics.
- Monolithic blockchains appear unable to reach the scale required
- A modular stack with rollups paying rent back to the base layer could be the superior route for maximizing revenue to the L1’s native asset.
https://members.delphidigital.io/reports/valuing-layer-1s-memes-money-or-more
Delphi Digital
Valuing Layer 1s - Memes, Money, or More? - Delphi Digital
Over a decade after BTC went live, and we're still discovering why crypto assets have value. We unpack the essential value components for major L1s.
DAOs: Absorbing the Internet
- DAOs are a new way of organizing people.
- Various types of DAOs have emerged to serve different use-cases.
- Meaningful assets are being managed by these entities.
- DAOs have clear vulnerabilities that have yet to be fully addressed.
https://www.readthegeneralist.com/briefing/dao#toc-history-and-lore-2
- DAOs are a new way of organizing people.
- Various types of DAOs have emerged to serve different use-cases.
- Meaningful assets are being managed by these entities.
- DAOs have clear vulnerabilities that have yet to be fully addressed.
https://www.readthegeneralist.com/briefing/dao#toc-history-and-lore-2
Hsieh2018_Article_BitcoinAndTheRiseOfDecentraliz.pdf
511.8 KB
Bitcoin and the rise of decentralized autonomous organizations
Bootstrapping a Decentralized Autonomous Organization: Part 1, Part 2, Part 3 By Vitalik Buterin
Part 1
https://bitcoinmagazine.com/technical/bootstrapping-a-decentralized-autonomous-corporation-part-i-1379644274
Part 2
https://bitcoinmagazine.com/technical/bootstrapping-an-autonomous-decentralized-corporation-part-2-interacting-with-the-world-1379808279
Part 3
https://bitcoinmagazine.com/technical/bootstrapping-a-decentralized-autonomous-corporation-part-3-identity-corp-1380073003
Part 1
https://bitcoinmagazine.com/technical/bootstrapping-a-decentralized-autonomous-corporation-part-i-1379644274
Part 2
https://bitcoinmagazine.com/technical/bootstrapping-an-autonomous-decentralized-corporation-part-2-interacting-with-the-world-1379808279
Part 3
https://bitcoinmagazine.com/technical/bootstrapping-a-decentralized-autonomous-corporation-part-3-identity-corp-1380073003
Bitcoin Magazine
Bootstrapping A Decentralized Autonomous Corporation: Part I
Corporations, US presidential candidate Mitt Romney reminds us, are people. Whether or not you agree with the conclusions that his partisans draw from that