Token-valuation arguments built around buybacks, business comparisons and disclosed investment interests.
Why read DCF GOD?
DCF GOD offers compact examples of how an investor builds a token thesis from a few operating assumptions. His ETHFI post separates automated buybacks from cashback purchases and states that dcf cap holds the asset. Read the assumptions and the exposure disclosure together: the useful part is seeing what he counts and how that becomes his investment argument.
His GRASS post uses valuations of web-data companies as a comparison for a token and quotes a benchmark supplied by the project. It gives you a different question to examine: whether those companies, their rights and the token are comparable. The post also discloses a dcf cap position. Read these as arguments from an interested participant, with the underlying assumptions available for scrutiny.
Start with the original
Selected work
Market commentary ·
An ETHFI buyback thesis with a position disclosure
His own post identifies which buybacks enter his estimate and discloses that dcf cap holds ETHFI.
Market commentary ·
Comparing a token valuation with web-data companies
His GRASS argument combines company valuations with a project-supplied benchmark. Check the comparison and his disclosed position.
Onchain
Linked wallets
- Ethereum
0xfa4fc4ec2f81a4897743c5b4f45907c02ce06199Open in explorer