According to @CoinMarketCap, 10 of 12 commonly used Ethereum valuation models currently flag ETH as undervalued, indicating an 83% model-consensus signal with a composite fair value estimate around USD 4,500, as highlighted by CryptoQuant CEO Ki Young Ju; source: @CoinMarketCap. This breadth of undervaluation indicates ETH is trading below aggregate fair value benchmarks tracked by these models, a data point traders can monitor for potential mean-reversion and risk-reward calibration; source: @CoinMarketCap.

According to @ki_young_ju, 10 out of 12 Ethereum valuation models indicate ETH is undervalued, signaling a strong majority reading across models for traders to note, source: @ki_young_ju on X, Nov 29, 2025. For transparency, the post does not disclose which specific valuation models were used or their parameters, source: @ki_young_ju on X, Nov 29, 2025. The claim references an analysis shared by @simonkim_nft, adding external confirmation to the undervaluation statement without additional methodological detail, source: linked @simonkim_nft post on X, Nov 29, 2025.

According to the author, the ongoing debate over blockchain valuation models creates uncertainty in crypto markets, similar to early internet valuation challenges, which can lead to price volatility and affect trading decisions. Traders should monitor emerging frameworks like velocity and flow, focusing on asset movement and economic activity, to better gauge blockchain utility and anticipate market trends.

According to the author, blockchain valuation models remain unresolved, similar to early internet era missteps like the dot-com bubble's focus on eyeballs over earnings, which can lead to market inefficiencies and trading risks for cryptocurrencies such as ETH and ADA. The author proposes a velocity and flow framework, measuring on-chain activities like stablecoin turnover and DeFi lending, to offer traders a more accurate tool for assessing blockchain value and identifying opportunities (source: article).

According to the analyst, blockchain valuation models remain unstandardized and flawed, similar to early internet valuation failures, which could lead to increased volatility and mispricing in cryptocurrency markets. The author proposes a velocity and flow framework to measure economic movement, such as stablecoin turnover and DeFi activity, offering traders better insights for assets like ETH and ADA.

According to the author, blockchain valuation models remain debated, drawing parallels to the dot-com era, which creates uncertainty for crypto traders as traditional metrics like discounted cash flow (DCF) often fail to capture blockchain value; the proposed velocity and flow framework, focusing on DeFi activity and NFT trading, could provide more accurate insights for trading decisions.

According to the author, blockchain valuation models are still debated and lack standardization, similar to early internet valuation struggles, which creates pricing uncertainty for crypto assets and could increase market volatility. The author highlights that traditional metrics like discounted cash flow are inadequate, and proposes a new framework based on velocity and flow to measure economic activity, advising traders to incorporate such analyses for better risk assessment in cryptocurrency investments.

According to market analysis, blockchain valuation models remain unstandardized, leading to investment uncertainties and market volatility. Current price surges, such as ETH up 7% to $2399, ADA up 6% to $0.58, and DOT up 8.6% to $3.42, reflect the ongoing debate over how to assess crypto assets effectively. A proposed velocity-based model could offer traders better insights into economic flows and utility, as per the analysis.