Lorenzo Valente (@lorenzoark) 's Twitter Profile
Lorenzo Valente

@lorenzoark

Crypto at @ARKinvest I Director of Research I Disclosure: arkinv.st/2rxmMRG

ID: 1792929584377155584

linkhttps://ark-invest.com/ calendar_today21-05-2024 14:46:08

445 Tweet

1,1K Takipçi

230 Takip Edilen

Lorenzo Valente (@lorenzoark) 's Twitter Profile Photo
Lorenzo Valente
@lorenzoark

20 days ago

The reason non-sovereign SoVs are not cash flow–producing assets is basically: 1) Cash flows are volatile—they depend on market cycles and apps with PMF. Apps and companies die on an SoV timeframe (20–50 years), so embedding that into the value of an SoV is hard. 2) For