Are all valuation models ultimately just memes? Hasu Yes, absolutely. Su Zhu2 main valuation approaches: absolute & relative valuationRelative valuationstock to flow (why does s2f model only apply to BTC and not to other tokens?)HODL wavesGoldAbsolute valuationValuing the crypto asset like it is a nation state economy, company, commodity, moneyHigh desire for some kind of valuation model for crypto assets as more institutional investors, who are used to valuation in equities and fixed income,...

Are all valuation models ultimately just memes? Hasu Yes, absolutely. Su Zhu2 main valuation approaches: absolute & relative valuationRelative valuationstock to flow (why does s2f model only apply to BTC and not to other tokens?)HODL wavesGoldAbsolute valuationValuing the crypto asset like it is a nation state economy, company, commodity, moneyHigh desire for some kind of valuation model for crypto assets as more institutional investors, who are used to valuation in equities and fixed income,...