The Quality Minus Junk Quant Thesis in Crypto-Assets

Creating models that evaluate the real market value of crypto-assets is one of the pivotal challenges of the space. While the valuation methodologies for crypto-assets are still in its infancy, we can draw inspiration from many ideas from the quantitative investing world. As a completely digital asset, quant models are likely to be dominant in the crypto space but there is still a wide gap between both schools of thought. Adapting quant ideas to crypto-assets is not only intellectually fascinating but, arguably, one of the most effective mechanisms to develop valuation models for this new asset class. Today, I would…...