📊 Data analysis: The valuation logic for this sector is undergoing a fundamental change!
Over the past month, I tracked data from 20 AI + blockchain projects. I noticed an interesting trend: the market is shifting from hype around concepts to a focus on fundamentals.
📈 Key changes
• Developer activity is becoming more closely correlated with token prices
• The number of real users is becoming a core valuation metric
• Revenue and cash flow are starting to be factored into pricing models
💡 What does this mean?
The industry is maturing. Speculators are gradually leaving, while value investors are stepping in.
🎯 Investment opportunities
Look for projects with real products, active users, and revenue models.
In the next bull market, the winners will be projects with genuine value.
#DataAnalysis #ValuationLogic #AI #Blockchain #ValueInvesting
Over the past month, I tracked data from 20 AI + blockchain projects. I noticed an interesting trend: the market is shifting from hype around concepts to a focus on fundamentals.
📈 Key changes
• Developer activity is becoming more closely correlated with token prices
• The number of real users is becoming a core valuation metric
• Revenue and cash flow are starting to be factored into pricing models
💡 What does this mean?
The industry is maturing. Speculators are gradually leaving, while value investors are stepping in.
🎯 Investment opportunities
Look for projects with real products, active users, and revenue models.
In the next bull market, the winners will be projects with genuine value.
#DataAnalysis #ValuationLogic #AI #Blockchain #ValueInvesting