Better ROI — XDC or HBAR Through 2030. Jake Claver, recorded May 2026.
What this recording covers
Claver outlines a framework for comparing distributed ledger networks through 2030 by evaluating total addressable markets and token supply schedules. He reviews economic data across international trade finance, including bills of lading and import-export volume, to estimate the addressable market for trade-focused networks. He contrasts this against the economic scale of digital software, internet services, and web applications. Applying market share assumptions and evaluating current circulating supply alongside projected full token distribution schedules, Claver explains how to assess network scale. He emphasizes that comparing long-term performance between networks depends on evaluating the underlying economic size of focus industry verticals against total token supply dynamics across multi-year cycles. He notes that market penetration across specific sectors determines overall ledger utilization.
Where this fits
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