Raoul Pal & Chris Burniske: How an Expert Values Crypto
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- Опубліковано 2 кві 2023
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Ever wonder how experts value crypto? Well, we’ve got the episode for you…
In this wide-ranging discussion, Chris Burniske, partner at Placeholder VC, joins Raoul to dig into his crypto-valuation model.
Chris and Raoul also break down their thoughts on the bitcoin halving cycles, yield in ETH, the current state of DeFi, what areas we should focus on for investing in crypto, and why even some great projects may be struggling to scale as far or as fast as others. Recorded on March 1, 2023.
Thanks for watching Real Vision Crypto!
#raoulpal #decentralisedfinance #defi
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Raoul, I can binge watch these all day! Which is exactly what I'm doing lol. Some are my first watch, some this will be my third time watching. Always learn things I missed the first time around 😂 great content mate! Keep it up! 🎉
A great, clear, really informative and entertaining chat for me as a relatively new active crypto/BTC retail individual investor. I wanted to get into the game before the 2021/2 boom and bust but covid money probs suspended by buying until autumn last year (2022). I caught the BTC low in a small way and with these and other insights, I see a path to get through the volatility to see the long term growth potential over my 12 plan before retirement at 70. Thanks Raoul and team for putting these excellent videos together with a diverse and interesting set of like minded people.
Raoul. You and PlanB should have a live discussion about the 4 year cycle. Would love to hear more on this.
f yea
Lol BTC toa million eth to ten k what elder
If we're repeating the last cycle, expect a 50% retracement later this year
One of the best discussions I’ve heard recently. Chris is awesome.
Thanks for watching!
Agreed. Chris has always been someone who is extremely thoughtful when he speaks
awesome interview, great points
Awesome interview, thanks a lot! Appreciate so much. Raoul is providing so precious insights and information that helps me understand the market and improve my knowledge. I’m so grateful, hope you will continue to share your vision on this channel, because there are so few such really valuable and open resources here)
Appreciate the kind words, Grigoriy!
@ 21:31 the proxy is the move index. Reducing volatility
Chris really is an impressive speaker/thinker. Great episode!
Thanks for watching!
This was amazing thank you
You're so welcome!
Thanks!
We appreciate you!!
thanks for this interview, such a great convo ! can anyone break down what Chris says @24:07 and why those spreads won't work for institutional players?
I assume this is because the difference is just too vast. Glad you found the conversation helpful.
❤
54:20
Great interview Raoul and Chris! :) And thanks for your unique perspectives on the next bull run....which seems......oddly suspicious on the....timing....ANYWAYYY, thanks! =P
Lack of client diversity among Ethereum staking nodes (too many nodes run geth) presently exposes the network to huge systemic risk.
From that point of view, I have to disagree with Chris: Ethereum, at present, offers no risk minimized yield.
Thankfully, the fix for this is easy, as node operators simply need to switch over to minority clients.
This is the elephant in the room that, for some reason, everyone's been ignoring.
It's time the community demand that the worst offenders, namely Staking-as-a-service and LSD providers, make the requisite changes to ensure
Ethereum doesn't suffer a potentially catastrophic breakdown.
Interesting points. Thanks for watching!
Basically risk free?
I don't understand how you think is a "standard" network with the gas fees when chains with better technology exist
Currently exchange rates between currencies are decided by certain people, from Traditional Finance.
Will the current method of setting exchange rates change in the near future?
The crypto industry allows one to transmit currency, exchange currencies, and settle the transaction more quickly than Traditional Finance.
Soon the world may have two reserve currencies.
Thanks for watching!
I totally agree that Defi is only at V1. We still need truly decentralized oracles for multi chain and web2, safe bridges, best practice collateral, DIDs, algorithmic stable coins, DAO governance, etc. We don't have all the cogs in place yet. Once we have the whole package together, then Defi will be off to the races as an actual fully usable network of networks. Flare networks achieves 2 of these, decentralized oracles with both state and time series data, and guaranteed bridges. Cardano and many others are working on private DIDs, algo stables, mature governance, etc. Defi is the way forward but we're not there yet.
A thoughtful analysis. Thank you for watching.
Sorry, but you're clueless. Chainlink has already won decentralized oracles, and soon they're going to make briges extinct with CCIP, which is what enterprises will also be using to come on-chain. Just read up on the phase 2 pilots SWIFT, DTCC, BNY Mellon, Citi, BNP Paribas are doing with Chainlink's CCIP.
Awesome discussion!
Thanks for watching it!
If base layers become nation states how do you deal with the fact that Ethereum has not implemented any working form of government, yet? There are other layer one with far more advanced approaches.
Furthermore if you believe in exponential growth how can you not value first principle building over we-will-figure-it-out-on-the-way? The first principles approach will be slow in the beginning but will accelerate over time. The other approach will be fast in the beginning and slow down over time.
One of these days Raoul I will be buying you a bottle of wine .and moving there as well .ty for your personal perspective! Me and my son ty !!! I am a single dad and you've changed my life ..... well it will b .
That's lovely to hear. Thanks @Everything Crypto!
Chris was the inspiration for Coinrotator which literally tracks relative strength of all coins against btc eth and usdt
Thanks for watching!
HEX will outperform Soylana. The HEX/ETH chart is looking very promising as we go into its 2nd cycle.
Lol, "Love the ETHBTC chart, it looks like it's ready to explode" It went up 2% and now it's down 13% from 10 March 2023. Nice explosing, sir
“What’s the book called”? Haha
Its all about the tokenomics.....adoption is no good if the tokenomics are terrible. This is grave mistake everyone makes. People think adoption drives the price.....well to an extent yes, but if the supply isnt low enough, it will create sell pressure!
Classic example Uniswap has HUGE adoption, but look at the performance of the UNI token....pretty mediocre in crypto terms. Pulsechain for example will correct this, its the same as Uniswap essentially, but with each transaction the PulseX token gets bought up AND burned! Game theory at is best!
Thanks for watching!
I am such a big fan of real vision.
LOL
Bitcoin halving is very CORRECT my dude
Ah just say you got on there to buy shrooms lmao jk jk
This is too much in the weeds, so few people understand these details or use them. Bitcoin is simple and most alts will die on the vine.
Thanks for watching!
Spammers shilling Qartn. Ignore.
Blocking them now!
No real alpha.
So funny that they‘re still talking about SOL. This blockchain is so unreliable and not mature from a technical perspective.
This must be a VCs thing I don’t get imo.
SOL is a joke yet Raul keeps pushing that narrative... SOL doesnt work and is hemorrhaging developers. Raul seems to understand Tech only from a macro perspective hence him missing the fact SOL is dying a death of a 1000 paper cuts... I wonder if he understands this? In the end, ETH is the gold standard, plain and simple. Its the digital economy of the future.
Always DYOR!
SOL is being pamped non stop once again.....reckless on part of Raul and Chris. It has massive issues.
Shillers. Especially Raul...Biggest dissapointment out there. Sounds so nice and genuine. A real trickster. Bewar of these guys and the outlook they give you. test it in time..come back at this again in about 5 weeks and see.... I bet against Raul for a long time now...and not doing so bad at it...Maybe one day Raul..Maybe one day you can say ...see it told you so...until then...NEXT !!!!!