Research
Enterprise
Valuations
Tokenomics
Macro

Understanding Market Caps and Flows

Jun 12, 2022 ⋅  8 min read

As volumes dry up in bear markets, the emissions and unlocks of tokens grow in importance. Understanding market cap through the lens of upcoming unlocks can help level set expectations of price performance in bear periods. Which tokens are expected to see the highest inflation? How much buyer inflows are implied in the inflation projections? As liquidity becomes scarce, these become the dominating questions to answer in order to navigate the bear market successfully.

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Dustin was previously the Enterprise research director at Messari. He has a broad focus across crypto with a particular interest in AI x Crypto, Consumer financialization, DeFi, and general infrastructure.

About the author

Dustin was previously the Enterprise research director at Messari. He has a broad focus across crypto with a particular interest in AI x Crypto, Consumer financialization, DeFi, and general infrastructure.