Understanding the economics of Urbit can be tricky; there are many different layers of analogy and historical comparison for how to value Urbit address space, network effects, and commercial potential.

There is also potentially interesting territory around Urbit’s differences from previously existing infrastructure, land, etc paradigms, and the potential to unlock new forms of economic activity. Some thinking has been done here, including by Tlon and by Justin Murphy; but much more (and more detailed) work remains.

Does the submission employ a systematic valuation methodology?

Does the review show a qualitative familiarity with Urbit sufficient for a plausible valuation?

Does the review demonstrate familiarity with basic economics and finance?

Some possible avenues of inquiry: Analyses of how the current Urbit address space market and implications for future value

How art market actors perceive value, implications for growth

Urbit ID as a decentralized ID protocol (including for protocols on top of Urbit

Urbit as a cryptographic asset (rare sigils and names, galaxies as DAO voting shares)

Urbit OS as a stable computing stack

Urbit network valuation (Stars as ISPs, stars as CDNs, Urbit as tokenized DNS, software distribution, payments)

Urbit as ‘digital land’

Urbit as Schelling Point for various protocols, cryptocurrencies, DAOs

Emergent use cases for Urbit which are difficult or impossible under current paradigms, or are highly competitive with existing businesses, and how to value them

Urbit as hedge against geopolitical, technological, etc risk

Qualifying research papers can be either in academic style and submitted to peer reviewed journals, or be narrative-driven for publication elsewhere, but in either case must be detailed, sober-minded, thorough argumentation with citations where appropriate.