Cryptoasset Valuation: Considerations regarding “On Value, Velocity and Monetary Theory”https://medium.com/blockchain-advisory-group/cryptoasset-valuation-considerations-regarding-on-value-velocity-and-monetary-theory-1b06e659b360 …
The biggest mistake in all your articles is assuming MoE assets and SoV assets will be separate... which I believe is completely false.
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Thanks for taking the time to read through, and thanks for the feedback. I don't think I explicitly claim "SoV will certainly be separate from MoE use cases," unless you mean that my implicit assumption throughout is that it's possible to treat them separately.
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Your SoV tweetstorm is compelling, but I think it is limiting to only think that the world will develop in a single, discrete way that is imaginable / conceivable now. E.g., I think it's possible that different assets will be used for SoV vs. MoE vs. provisioning utility
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It's also possible that MoE and SoV are inextricably linked and that due to strong path dependency, BTC captures both of these, assuming that a scaling solution is adopted and proves effective.
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Oh - if it seemed like I was a strong believer in separation of MoE and SoV assets from the "Thoughts on Evans" article, it's because we were reasoning within a Baumol-Tobin framework, which has separate MoE and SoV assets by specification, right
End of conversation
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