It is pretty interesting to see how Bitcoin has had a steady growth the last 5 years, with a couple price bubbles on top, but it is closing in on FV/Price = 1.
Yeah, there's a lot of interesting analyses you can make using that data. I honestly think that fair value will soon sit alongside exchange price. Ppl will want to know.
Unlike industry or commodities, there are no underlying assets in crypto, we are used to think of market caps as indicators of the net assets/revenue but that does not apply for crypto
That's true. What do you think of the idea that its impossible to compare mkt cap since coin supply is arbitrarily chosen? Like xmr's coin supply is 2x that of Dash, so can't compare