Eric’s Substack
Eric WallachMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 6 | Subscribers | Read | ewallach.substack.com |
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Chainlink Network Financials and Valuation [1Q23 Update]
Disclaimer: Little of what I publish here is “final.” I open source 100% of my research and iterate publicly—whether it’s a Dune dashboard or a financial model—so that we can learn together. (See a complete guide to my public Dune queries/d...
ENS Financials and Valuation
shined in FY22, albeit with a sharp slowdown in H2. I walk through use cases, KPIs, and present two valuation models. I’ve open sourced the models so you can play around with them here.
Chainlink Network Financials and Valuation
Update: 01/10/2022 \- Check out the underlying Dune dashboards and valuation models:
Authors
The writers behind this newsletter.
Platoon Digital
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