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Valuations
How Trevor +
Polymath
Value Crypto
Trevor Koverko - CEO
Silicon Valley Entrepreneur - 2 Exits
2013 : eProf – Peter Schiff TechCrunch BNN
2015 : Polymath Labs...
Crypto Success
Early Bitcoin adopter since 2012
Angel/Advisor
Shapeshift - first 2 rounds
Kryptokit/Jaxx
Ethereum 2000 per...
2 Categories of Tokens
Protocol
/App
Tokens
Digital coins used to
transfer value or gain
access to decentralized
networks....
ST’s Will Dominate the Blockchain Universe
Security Token Market Cap
$10 Trillion
Security Token Market Cap
$10 Million
20...
The Obvious
1. Team
2. Product/Traction
3. Tech
Valuations
Common Pitfalls in Valuing Crypto
Price * Supply
vs.
Price * Circulating Supply
Token Economics
Questions to ask:
1. Was there a pre-sale? What were discounts?
2. What % held @ head office vs. issued to...
Other Questions
Questions to ask:
1. How large were bonuses?
2. Early purchasers - Dedicated or Flippers?
3. Did the token...
PE Ratio ---> PV Ratio
50x
65x
Case Study
Utility Token (Team, Product, Tech)
● QTum
● EOS
Security Token (Team, NAV, Fundraising Ability)
● MoNage
● BCAP
Trevor@Polymath.Network
+1 (416)-902-4773
www.polymath.network
Contact Us
Trevor Koverko - Vauing Cryptocurrency 2.0
Trevor Koverko - Vauing Cryptocurrency 2.0
Trevor Koverko - Vauing Cryptocurrency 2.0
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Trevor Koverko - Vauing Cryptocurrency 2.0

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Trevor Koverkos presentation from the October 23rd conference call Valuing Cryptocurrency 2.0

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Trevor Koverko - Vauing Cryptocurrency 2.0

  1. 1. Valuations How Trevor + Polymath Value Crypto
  2. 2. Trevor Koverko - CEO Silicon Valley Entrepreneur - 2 Exits 2013 : eProf – Peter Schiff TechCrunch BNN 2015 : Polymath Labs (world’s first VR exit) - Demo Academic All-Canadian from Canada’s top business school (Ivey Business School) Austrian Economist Mündliche Prüfung scholar Founded DAI, world leading private equity firm focused on acquiring ultra profitable websites Former NHL hockey player (New York Rangers)
  3. 3. Crypto Success Early Bitcoin adopter since 2012 Angel/Advisor Shapeshift - first 2 rounds Kryptokit/Jaxx Ethereum 2000 per BTC Factom - Pre mine MaidSafe - Pre mine EOS - Private Round 27 Pre ICO deals Recognized investor and thought leader in the community Podcast/Speaking Circuit Satoshi Roundtable ATMs Principal and advisor to first generation of public blockchain companies - TSX.V
  4. 4. 2 Categories of Tokens Protocol /App Tokens Digital coins used to transfer value or gain access to decentralized networks. Security Tokens Digital coins that represent shares in traditional financial assets. Securities Tokens launch during regulated ICO’s with mandatory KYC/AML/accreditation Tokens launch during unregulated crowd-sales
  5. 5. ST’s Will Dominate the Blockchain Universe Security Token Market Cap $10 Trillion Security Token Market Cap $10 Million 2017ST STAPP 2017 2027 STs Will Dominate the Blockchain Universe APP App Token Market Cap $500 billion App Token Market Cap $100 billion
  6. 6. The Obvious 1. Team 2. Product/Traction 3. Tech
  7. 7. Valuations Common Pitfalls in Valuing Crypto Price * Supply vs. Price * Circulating Supply
  8. 8. Token Economics Questions to ask: 1. Was there a pre-sale? What were discounts? 2. What % held @ head office vs. issued to the public? 3. Coming supply dump? When? How much? 4. Founders vesting? For how long? Cliff?
  9. 9. Other Questions Questions to ask: 1. How large were bonuses? 2. Early purchasers - Dedicated or Flippers? 3. Did the token sale sell out? 4. Post Sale support
  10. 10. PE Ratio ---> PV Ratio 50x 65x
  11. 11. Case Study Utility Token (Team, Product, Tech) ● QTum ● EOS Security Token (Team, NAV, Fundraising Ability) ● MoNage ● BCAP
  12. 12. Trevor@Polymath.Network +1 (416)-902-4773 www.polymath.network Contact Us

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