Token Fundamentals Part II Felipe Montealegre

Subscribe to the newsletter! https://newsletter.blockspacemedia.com Welcome back to The Great Show! Today, we finish the second half of our chat with Felipe Montealegre from Theia Research on traditional private equity valuation methods and crypto investing. We explore fundamental analysis in DeFi, token valuations, shareholder rights, and the evolution of crypto markets. Felipe shares insights on identifying quality revenue streams, evaluating moats, and building sustainable value in the crypto ecosystem. Topics:  • DeFi Investment Strategies • Token Valuation Methods • VC vs Liquid Fund Dynamics • Revenue Sustainability • Market Psychology • Risk Management Approaches 🐦Follow our guests on Twitter: @TheiaResearch Timesstamps 00:00 Start 00:32 Wall street follow fast problem 01:41 Micropayments for services 05:20 Fat protocol thesis 07:10 Lack of innovation 09:26 The social role of investors 11:17 Lending on Solana 13:18 Incentive programs 16:38 Hyperliquid air drop 22:08 Radium 30:51 Houdini 35:54 Absolute trash projects 38:43 Bad token strategies 40:27 VC 44:30 VC vs liquid investing 52:01 Being early vs actual utility 55:57 LP process 59:35 Bitcoin 1:02:56 Private equity 👋 The Gwart Show is sponsored by Ellipsis Labs. Ellipsis Labs is building Atlas, the blockchain purpose-built for verifiable finance. You may know of Ellipsis Labs by their first product Phoenix, a fully on-chain orderbook DEX that’s done over 50 billion dollars in unincentivized volume. They are one of the strongest teams I know in crypto. If you’re interested in working for a mission-driven company, Ellipsis Labs is hiring engineers passionate about crypto and finance to work on Atlas. You can learn more and apply on Ellipsis Labs’ Twitter “at Ellipsis_Labs”. Don’t forget to check out Atlas too, @atlasxyz on Twitter. Enjoy the show? Check out our website and newsletter by clicking here. Questions or want to sponsor? [email protected] Learn more about your ad choices. Visit megaphone.fm/adchoices