According to the author, blockchain valuation models remain debated and unstandardized, similar to early internet eras, which affects cryptocurrency trading by increasing volatility in assets like ETH and BNB. Traditional models like discounted cash flow are inadequate for decentralized systems, as they miss key dynamics such as token emissions and infrastructure value [source: article]. This uncertainty can lead to price swings, as seen in ETH's recent 2.442% rise. The proposed velocity and flow framework, focusing on transaction movements and capital reuse, offers a potential solution for traders to assess real-time market activity and make informed decisions.

According to @cookiedotfun, Avalanche (AVAX) has been fully integrated into Cookie DAO’s analytics platform, enabling every Avalanche project and agent to be tracked with both onchain data and offchain social metrics. This upgrade in Cookie DAO v1.0 provides traders with a unified view of AVAX projects’ blockchain activity and community engagement, which is expected to enhance decision-making for trading AVAX tokens and related assets. The integration offers new data-driven tools for analyzing Avalanche ecosystem projects, supporting more informed trading strategies (source: @cookiedotfun on Twitter, May 6, 2025).

According to Milk Road, since 2024, DeFi's onchain metrics have surged by 218%, while its market cap increased by 69% from $70 billion to $118 billion. If DeFi prices matched these fundamental metrics, the market cap could be around $210 billion, suggesting a potential undervaluation.