Pro Macro: Valuing Digital Assets: A Breakthrough

Published on: April 28th, 2022

Metcalfe’s Law helps explain the success of crypto price developments. But we need a way of calibrating network effects in association with the other variables which make up the “macro” framework for digital assets. Thanks to some advanced quantitative analysis, I outline below a model for valuation which both explains recent price behaviour and points to a bright future ahead.

Comments

  • sL
    scott L.
    28 April 2022 @ 19:42
    1 0
    Impact of lightning network on BTC volume?
  • JM
    Jake M.
    28 April 2022 @ 22:55
    5 0
    how do you define an "active" user? like a wallet address that has received or sent crypto within the last 24 hours?
  • KH
    Kevin H.
    29 April 2022 @ 00:31
    3 0
    This is awesome, thanks! You suggest BTC can reach $600,000 by end of 2024. As a long-term ETH HODL'er I'm curious about where ETH might be by end of 2024. Thanks again for sharing this!
  • DF
    David F.
    30 April 2022 @ 13:19
    0 0
    This is the analytical process we have all thought about. Thanks, Raoul & Remi.
  • BS
    Bernd S.
    14 May 2022 @ 20:33
    0 0
    Raoul and team, quick question. This is pretty amazing. Thought somehow these correlations feel too good to be true (I hope my feeling is wrong ;)). Quick question: which units do you measure Daily Transaction Volumes in?