Why Crypto: Valuation by Productivity
Traditionally stocks are evaluated through discounted cash flows, or by comparing PE ratios from different sectors. This works well for some “first-derivative” value stocks when you have a reasonable idea of top and bottom line trajectory.
Another way you can calculate value is by looking at the total market size and predicting market share. For example, assuming the EV market is $160B and it grows at a CAGR 22.6% for the next 5 years, you can…