This essay focuses on valuation models for three types of cryptoassets: stores of value, security tokens, and utility tokens. For stores of value it argues for the equation of exchange, and for the other two it introduces new models to back into present and future valuations. This is essential reading for token holders and project creators. There's also a healthy conversation on twitter here:
https://twitter.com/KyleSamani/status/963433389075369984