Coverage Universe
Crypto
Monetary protocols and the equity proxies levered to them — a different moat framework from the miners in Hard Assets.
4Names
65Avg moat
63Avg growth
67Avg val
—Avg score
1In IM25
4 stocks · Crypto
Versus the book
How this bucket sits against coverage
Moat65vs68 book-3
Growth63vs74 book-11
Val67vs72 book-5
Other sectors