https://ethdigitaloil.com - The Bull Case Paper https://onet | wmougayar no Binance Square

Página Inicial

Artigos Populares

Favoritos e Gostos

Centro de Criador

--

https://ethdigitaloil.com - The Bull Case Paperhttps://onethereum.org - Marketing Site
https://ethmrc.com - Research Center
https://ethereumdashboards.com/ - 100+ Dashboards

Aviso Legal: inclui opiniões de terceiros. Não se trata de aconselhamento financeiro. Poderá incluir conteúdos patrocinados. Consulta os Termos e Condições.

ETH

2.427,41

+0.55%

0

0

Fica a saber as últimas notícias sobre criptomoedas

⚡️ Participa nas mais recentes discussões sobre criptomoedas

💬 Interage com os teus criadores preferidos

👍 Desfruta de conteúdos que sejam do teu interesse

E-mail/Número de telefone

Criador Relevante

@wmougayar

Explorar Mais do Criador

Why Crypto Prices Should Decouple from Macro and Geopolitical Noise Digital assets are built on fundamentally different premises than fiat-based markets Bitcoin and Ethereum were designed as non-sovereign digital assets. Yet markets still treat them like tech stocks, swinging wildly with inflation prints or central bank guidance.

--

Revisiting the DCF argument for Blockchains Although I have already made a clear case for why Ethereum Should Not be Valued Based on Fees or Discounted Cash Flow (https://t.co/yPtk8mxSl7), the DCF and Fee-Based Model is simply misapplied logic. Applying traditional metrics to blockchains is shortsighted, but if a chain like Solana wants to apply it to themselves, that’s fine. But don’t apply it to Ethereum, because Ethereum is way beyond that. DCF, validator revenue, or protocol fees miss the point. It is the equivalent of valuing Amazon in 1998 by its shipping costs. If you see Solana like a software-as-a-service (SaaS) company, estimating its future cash flows and discounting them back to present value, that’s fine. But don’t apply it to Ethereum because Ethereum is not that. The DCF framework quickly collapses under scrutiny: * Blockchains aren’t companies. They don’t have shareholders, retained earnings, or management seeking to maximize profits. But if Solana sees themselves otherwise, fine, do it for yourself, but not for Ethereum. * Fee structures are dynamic and often political. Protocols can—and do—lower fees for strategic reasons (e.g., Layer 2 scaling). * Subsidies distort reality. Solana heavily subsidizes validator revenues, which inflates perceived “earnings” without reflecting the real, organic usage. So, maybe one should discount the Solana DCF by the % amounts being artificially subsidized. That’s at least 25%, if not more. Ultimately, DCF assumes a central issuer and a predictable revenue stream, neither of which are natural to decentralized public blockchains. But then, Solana is not a public blockchain. It is tilting more as being a private blockchain. So, let’s not compare Solana to Ethereum on that basis. Let Solana be judged against database companies or Hyperliquid and let’s see how it fares.

--

So tell me if each headline is not bullish for Ethereum. https://ethmrc.com/

--

Ethereum is still the king of the hill in DeFi. And by adding 2 L2’s, Ethereum’s TVL is x8 times the closest competitor. I rest my case. TVL: Top 10 Alternative Chains Diversifying DeFi, Ethereum Maintains Dominance https://blockchainreporter.net/tvl-top-10-alternative-chains-diversifying-defi-ethereum-maintains-dominance/

--

We should stop comparing 1 chain to another. The battleground is not Blockchain X vs Blockchain Y. The future belongs to the chain protocol that gathers the largest and most active network around it. Ethereum is a protocol approaching 200 L2 or EVM compatible chains around it. That is an order of magnitude more than the next one. The Protocol is Ethereum’s EVM. The Network is Ethereum’s L2’s. The Settlement Platform is Ethereum. The ticker is ETH.

--

Últimas Notícias

Bitcoin(BTC) Surpasses 107,000 USDT with a 1.82% Increase in 24 Hours

--

Whale Sells Bitcoin and Opens High-Leverage Position

--

EU to Proceed with Stablecoin Regulations Despite ECB Warnings

--

Trader Faces Significant Losses After Leveraged Bitcoin Bet

--

U.S. Exchanges Discuss Regulatory Reforms with SEC

--

Preferências de cookies

Termos e Condições da Plataforma

Termos e Condições da Plataforma

Preferências de cookies