Coverage Universe
Crypto
Monetary protocols and the equity proxies levered to them — a different moat framework from the miners in Hard Assets.
4Names
67Avg moat
65Avg growth
79Avg val
—Avg score
2In IM25
Versus the book
How this bucket sits against coverage
Moat67vs71 book-4
Growth65vs75 book-10
Val79vs72 book+7
4 stocks · Crypto
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