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OCV, On Crypto Valuation, is an open source book project led by which Chance Jiang and his team mates at Breakpoints.live.
OCV Newsletter is for Web3 professionals who’s deliberate practicing your English with key concepts from Web3 and crypto trending tech and events, curated by Chance Jiang, author of OCV.
Tired of navigating the volatile crypto market without a compass? The On Crypto Valuation (OCV) Newsletter, now available as a dedicated section on Breakpoints.live, is your essential guide to mastering the fundamental principles of crypto asset valuation.
How to subscribe: click title of this site or go to https://breakpoints.live, you'll be prompted to enter your email to subscribe to OCV Newsletter.
Drawing on the powerful insights of Austrian Economics and the groundbreaking Three Utilities of Money framework (Store of Value, Medium of Exchange, Unit of Account), the OCV Newsletter empowers you to:
Gain Clarity with Your Web3 English: Understand the core functions of different cryptocurrencies, from Bitcoin's role as digital gold to the utility of alt-coins and stablecoins.
Develop Mental Models: Learn practical ways to evaluate crypto assets based on their inherent utility, moving beyond market hype.
Navigate Complexity: Decipher the nuances of cryptocurrencies with overlapping utilities, like Ethereum, and understand their unique valuation challenges.
Stay Informed: Receive concise updates and insights from Chance Jiang, the author of "On Crypto Valuation," connecting his expert knowledge with the dynamic world of Web3.
Don't just invest, understand. By subscribing to the OCV Newsletter as one of your chosen sections on Breakpoints, you'll join a community of forward-thinkers dedicated to building a solid foundation in crypto valuation. Elevate your understanding and make more informed decisions.
Subscribe to the OCV Newsletter today on Breakpoints and start your journey towards mastering
The No. 1 Economics Principle for Crypto Valuation
Office for Web3, the office hours theme and a sub-channel under Breakpoints.live community. Using Office for Web3 hours, we're sharing, discussing and co-investing in exciting crypto / web3 projects that could transform the world.
Disclaimer: NONE of the information discussed and shared on this channel constitute any financial or investment advisory. Office for Web3 is ONLY focused on the ideas, products, services and public conversations that COULD lead to web3 ventures, whose conversation channels are hosted elsewhere.
Breakpoints.live community members, including crypto investors, are collectively incubating projects like tiktag.app, tikoly.com and more, with partners around the world, such as StartingBlock Ventures and many many more.
Anchoring the Physical World On-Chain for the Next Generation of Finance
Core Thesis: The next quantum leap in blockchain utility and value creation will be driven by the verifiable integration of dynamic, real-world data onto decentralized ledgers. While the tokenization of static Real-World Assets (RWAs) is foundational, the true potential lies in continuously anchoring operational data from these assets, creating a transparent, composable, and automated bridge between the physical economy and decentralized finance (DeFi). Breakpoints.live community is building the essential infrastructure—the verifiable data oracle layer—to make this future a reality, starting with resource utilization.
RWA Tokenization is Just the Beginning: Tokenizing assets like real estate or private equity brings illiquid assets on-chain, improving access and fractionalization. However, this often represents a static snapshot. The real value unlock comes from integrating the dynamic behavior and operational cash flows of these assets. Knowing a building exists on-chain is useful; knowing its real-time energy consumption, occupancy status, or maintenance needs, verifiably recorded, is transformative for financing, insurance, and management.
The Criticality of Verifiable Dynamic Data: Trust in RWA data is paramount. For DeFi protocols, financial institutions, and automated systems to interact meaningfully with RWAs, the data streams representing their status and performance must be tamper-proof, transparent, and reliably linked to the physical source. Self-reported or centrally managed data introduces trust bottlenecks and limits automation potential. The physical world needs a trust-minimized data conduit to the digital world.
Resource Accounting as the Beachhead: Physical resource consumption (energy, water, materials, machine hours) is a universal, high-frequency data point fundamental to economic activity and asset performance. It directly impacts operational costs, revenue generation (billing), and sustainability metrics (ESG). By focusing initially on resource accounting and billing data from tiktag.app
, Breakpoints.live establishes a critical, high-value data feed. This provides the foundational layer and proves the model for anchoring diverse physical world data streams on-chain.
Unlocking New Financial Primitives and Analytics: Anchoring verifiable RWA operational data enables:
Hyper-granular Finance: Yield generation based on actual measured usage (e.g., energy generated, miles driven), automated billing and settlement triggered by resource consumption events.
Data-Driven Risk Assessment: More accurate underwriting and dynamic risk modeling based on real-time asset performance data.
Advanced Simulation: AI models (like tikoly's prototype) trained on high-fidelity, on-chain RWA data can simulate asset behavior, predict maintenance needs, optimize resource allocation, and forecast cash flows with unprecedented accuracy.
Enhanced Composability: RWA operational data becomes a programmable building block within the DeFi ecosystem, allowing developers to create novel applications combining physical asset performance with decentralized financial instruments.
The Need for Specialized Infrastructure: Generic oracle solutions are often optimized for price feeds or simple event triggers. Anchoring diverse, high-frequency operational data from the physical world requires specialized infrastructure:
Measurement & Verification: Robust mechanisms to capture data at the source (e.g., tiktag.app
).
Data Integrity & Anchoring: Secure protocols and tools (like tiko CLI
and tikoly APIs) to transmit and immutably record data on-chain.
Accessibility & Standardization: APIs and developer tools that make it easy for applications to consume and utilize this on-chain RWA data.
Decentralized Governance (DAO): Ensures the neutrality, resilience, and community-driven evolution of this critical data infrastructure.
Tiktag is the universal resource accounting and billing solution built for Web3 economies.
Since 2023, core product team of Breakpoints.live has been working on tiktag.app, the resource accounting solutions for RWA - Real-world Assets. Starting Q2 2025, we accelerate the design and dev of the underlying software stack behind tiktag.app and tikoly.com, both projects are working together to bring more real-world assets onto Web3.
Breakpoints.live believes the future belongs to systems that seamlessly merge physical reality with the trust, transparency, and programmability of blockchain. We are building the essential data infrastructure to power this convergence. By providing the tools and protocols to anchor verifiable, dynamic RWA data on-chain, starting with the fundamental metric of resource consumption via tiktag.app
, Breakpoints.live aims to build the canonical data oracle for the physical world, unlocking trillions in value and enabling a new generation of sophisticated, data-driven financial applications and automated physical asset management. We are not just tokenizing assets; we are bringing their operational pulse on-chain.