Great fundamental valuation model presented by @arca dubbed Sum of Its Parts (Utility, Financial, Social) value a highly recommended reading #CryptoHomework 📚📖
Arca
Arca5.8. klo 04.55
ETH is worth $450B. SOL is $90B. But where’s the economic activity to back that up? New post breaks down why Layer-1 valuations are wildly disconnected from fundamentals—and what actually drives value in crypto. Read this week’s That’s Our 2 Satoshis: #crypto #DeFi #Ethereum #Layer1
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