Posted 1/31/2024, 4:50:00 PM
Crypto Maturing from Speculation to Fundamentals-Based Analysis as On-Chain Data Quality Improves
- As crypto networks mature, on-chain data now allows for fundamental analysis like in traditional finance
- In traditional finance, concepts like P/E ratio emerged as data quality improved, allowing valuations based on business fundamentals
- Similarly, crypto is moving from speculation towards fundamentals-based analysis using on-chain data like users, fees, developer activity
- Quality on-chain data providers are enabling new crypto investment frameworks and products based on network fundamentals
- The future of crypto investing will likely be fundamentals-based as data quality continues improving