Value Accrual

Whether and how a token captures the value the protocol it governs creates.

351 talks

• Stani Kulechov: The Aave Token-Centric Future Is Here (...And What's Coming Next)
• What Makes a Good Token? | Roundup
• Santiago Santos: My New Crypto Investing Playbook
• Too many tokens, too little value: what crypto got wrong
• Hivemind: Are L1s Still Overvalued, Hyperliquid’s End Game & State of The Market
• The case for Canton Network as institutional blockchain infrastructure
• DeFi's Revenue Meta: Fundamentals Matter for Valuations | Felix Machart - Greenfield Capital
• From Vanity to Value: The Next Era of Onchain Revenue | Johannes Säuberlich - 1kx
• Why Crypto Expectations Are Low but the Potential for Upside Is High
• Pendle V2 and Looking At Boros | TN
• How to Invest in the Intents Economy with Haseeb Qureshi, Avichal Garg, & Matt Kummel
• Sky's stablecoin strategy and why Ethereum still matters to institutions
• Ethereum can win and still be a weak investment
• Jordi Alexander on Market Outlook, Token Buybacks, and Neo Finance
• Why Crypto Still Struggles to Capture the Value It Creates | Roundup
• Aerodrome’s Big Upgrade | Alexander Cutler
• Why 2025 disappointed and Ethereum's role in 2026
• You're Valuing Ethereum Wrong (And Here's Why)
• Crypto Is Not Dead | Livestream
• Fixing Crypto’s Broken Token Structures | Roundup
• Is 2025 Crypto's Dot-com Moment? | Weekly Roundup
• Why most Layer 1s may not justify their valuations: Santi Santos
• Lark Davis: My Bull & Bear Thesis for Digital Assets in 2026
• Fundamentals Are The New King of Crypto | Smac & Noah Goldberg