Vasil Hard Fork için Cardano “Agresif Fiyatlı”: Messari

Yakın zamanda atılan bir tweette, zincir üstü analiz firması Messari wrote, “Among the growing ecosystems, Cardano is priced more aggressively.” The upcoming Vasil hard fork is slated to bring significant improvements to Cardano, specifically higher throughput and smart contract enhancements.

Büyüyen ekosistemler arasında, @Cardano daha agresif fiyatlandırılır.

Yaklaşan Vasil hard fork'un Cardano'ya önemli iyileştirmeler, özellikle daha yüksek verim ve akıllı sözleşme geliştirmeleri getirmesi planlanıyor. @Cardano @cardano_balina pic.twitter.com/P68S8UwwQq

- Messari (@MessariCrypto) Instagram Profilini Görüntüle Ağustos 8, 2022

It states in a report titled “Non-EVM chains in the bear market” that “Cardano was priced aggressively compared to its adoption metrics.”

According to a chart provided by Messari, Cardano was demonstrating a transaction multiple and TVL multiple of 240 and 127, respectively, which was far higher than other blockchains such as Solana, Tezos, Algorand and NEO.

Transaction multiples are a type of financial metric used to value an asset. Cardano having greater transaction multiples and TVL multiples might mean, in a way, that Cardano was “overvalued” in Messari’s context.

İlanlarım

Bu tür geleneksel katsayıları uygulamanın, özellikle de yanlış veya kusurlu ölçümlere dayalı olduğunda, kriptoda değer yaratan şeyleri elde edemediğiniz anlamına geleceğine inanıyorum.

- ADA balinası (@cardano_whale) Ağustos 9, 2022

Cardano’s community-focused Twitter account, ADA Balinası, is of a different opinion, as he believes the metrics used by Messari were “flawed.” He stated, when referring to the chart provided by Messari, “Convinced that applying these sorts of traditional multiples — especially when based on inaccurate or flawed metrics — will mean that you continue to not get what drives value in crypto.”

I look at crypto valuation in two stages. In the early years (now-2025?) it’ll mostly be about network growth, see charts

Beyond that, valuation likely matures to other frameworks and I hinted at one in the below tweet. Imo blindly focusing on TVL etc metrics missed the point https://t.co/b9m1mLmzKI

- ADA balinası (@cardano_whale) Haziran 6, 2022

Referencing a chart, he tagged “Market cap per protocol x subreddit size.” He claims that Cardano has a fair value, saying “ADA has fallen back to a perfectly neutral valuation. Some others have some ways to go or need strong adoption to justify valuations. ALGO, EGLD undervalued?”

Ayrıca şunları ekledi:

I look at crypto valuation in two stages. In the early years (now-2025?) it’ll mostly be about network growth. Beyond that, valuation likely matures to other frameworks. Imo blindly focusing on TVL etc metrics missed the point.”

Cardano large addresses continue to accumulate

Meanwhile, Cardano large addresses continue to accumulate ahead of the Vasil hard fork.

?? #Cardano köpekbalığı ve balina adresleri toplamda ~138 milyon dolar biriktirdi $ ADA Haziran ortasından sonra 8 gün içinde yerel fiyatın tepesine çıktı. Bu şimdilik sadece hafif bir birikim, ancak bu eğilim Ağustos ayı boyunca devam ederse ilginçleşebilir. https://t.co/7ix8VPSkZG pic.twitter.com/uPfuLfbbkl

- Santiment (@santimentfeed) Tarafindan Çekilen Ilginç Fotograflari Görüntüle Ağustos 5, 2022

Zincir içi analitik firmasına göre Santiment, “Cardano shark & whale addresses have accumulated a combined ~$138M in $ADA in 8 days after the mid-June dump around the local price top. This is only a mild accumulation for now, but could get interesting if this trend continues throughout August.”

Yayınlandığı tarihte, ADA son 0.534 saatte %1.04 düşüşle 24 dolardan el değiştiriyordu.