According to @adriannewman21, Web3 product design should embed DeFi rails and casino-style game loops rather than equating Web3 solely with a token, distinguishing Web3 from the token-centric notion of crypto, source: @adriannewman21 on X, Sep 12, 2025. According to @adriannewman21, DeFi is the decentralized value transfer layer, casino mechanics capture human behavior to induce transactions, and the token aligns incentives, forming a practical three-layer model to evaluate protocols, source: @adriannewman21 on X, Sep 12, 2025. According to @adriannewman21, traders can apply this framework by categorizing protocols into value transfer, transaction induction, and incentive alignment layers when forming token theses and monitoring on-chain traction, source: @adriannewman21 on X, Sep 12, 2025.

According to the article's author, blockchain valuation models remain unstandardized and controversial, similar to early internet challenges. Traditional methods like discounted cash flow (DCF) are inadequate for public infrastructure like blockchains, as they miss key aspects such as token emissions and decentralized coordination. A proposed velocity-based framework, focusing on asset movement metrics like stablecoin turnover and DeFi lending, could provide traders with better tools for assessing cryptocurrency investments and market dynamics.