Shoot the Sh*t Pod: Episode 5 Join the research team to chat Internet Capital Markets, valuing L1s, Coinbase, & more 1:13 Market Update 7:12 Coinbase in S&P 11:55 Analyst Forecast 13:27 How to Value L1s 36:09 IPO Multiples 38:24 Internet Capital Markets 46:19 Hyperliquid & Bear Case 59:52 On-Chain Stuff