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Knowledge Protocol. Daily curated links from the space of blockchain, bitcoin, tokens, cryptocurrencies and protocols. No news, no bullshit, deep knowledge only.

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The Store of Value Thesis ()

"One way of thinking about cryptoasset valuation says that only assets that can become a store of value (SoV) are deserving of high network value. This is a mental model that has been around for a while, and one that we largely hold when making investment decisions. So let’s unpack it."

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