Ethereum Updates: Traditional Finance Encounters Blockchain—Ethereum Dashboard Integrates Classic and Modern Valuation Approaches

Bitget App

Trade smarter

Bitget-RWA2025/11/27 01:52

By:Bitget-RWA

- Simon Kim, founder of Hashed, launched an Ethereum valuation dashboard showing $4,747.4 fair value, indicating 56.9% undervaluation vs. $3,022.3 market price. - The tool combines eight models (DCF, Metcalfe's Law, TVL) with weighted reliability, producing five "buy" signals and highlighting 217.1% undervaluation via Metcalfe's Law. - By blending traditional finance metrics with blockchain data, the dashboard aims to shift crypto analysis from speculation to institutional-grade fundamental evaluation. - C

Simon Kim, the founder of the venture capital firm Hashed, has launched a live

Ethereum

valuation dashboard that calculates the cryptocurrency’s estimated fair price at $4,747.4, indicating it is currently undervalued by 56.9% compared to its market price of $3,022.3

according to the report

. This platform refreshes every two minutes and

incorporates eight different valuation frameworks

, such as Discounted Cash Flow (DCF), Metcalfe’s Law, and Total Value Locked (TVL) multiple analysis, to deliver institutional-level perspectives on Ethereum’s fundamental value. The project highlights a rising trend among institutions to use fundamental analysis in crypto, moving away from the market’s traditionally speculative approach.

The dashboard merges techniques from conventional finance with blockchain-specific indicators. Standard models like DCF, which treats staking rewards as ongoing cash flows, and the Price-to-Earnings (P/E) ratio, modified to view transaction fees as earnings, are used alongside crypto-native metrics like TVL multiples and Metcalfe’s Law. The latter, which asserts that a network’s value increases with the square of its user base,

produced the highest valuation at $9,583.6

, suggesting Ethereum is undervalued by 217.1%. In contrast, the P/E model indicated Ethereum is 70.2% overvalued at $899.2, while the Revenue Yield model pointed to a 52.4% overvaluation at $1,438.8.

Ethereum Updates: Traditional Finance Encounters Blockchain—Ethereum Dashboard Integrates Classic and Modern Valuation Approaches image 0

The overall fair value of $4,747.4 is determined by assigning greater weight to more reliable models—those like Metcalfe’s Law and DCF are weighted nine times higher than less reliable ones, such as Staking Scarcity. This methodology resulted in five “buy” signals, one “hold,” and two “sell” signals across the eight models.

Kim pointed out that the dashboard is not an absolute valuation

but rather a resource to prompt investors to look beyond mere price speculation. For example, the TVL multiple model, which multiplies Ethereum’s TVL by 7 and divides by its supply,

calculates a fair value of $3,998

, indicating a 32% undervaluation.

The launch of the dashboard emphasizes Ethereum’s significance as a core asset in the digital asset space. With 12.1 million daily transactions across Ethereum and its Layer 2 networks, and $68.9 billion worth of ETH staked, the platform’s utility goes far beyond speculative trading

according to analysis

. Kim’s tool is designed to bring transparency to a market often influenced by hype, especially for projects built on Ethereum, including decentralized finance (DeFi) applications and NFTs

according to reports

. A more stable and accurately valued Ethereum could increase trust in these sectors, potentially reducing price swings and enhancing liquidity

according to experts

Although the dashboard represents an innovative approach, its effectiveness will depend on whether it gains traction among institutional players and the wider market. Some critics argue that certain models, like the P/E ratio based on transaction fees, depend on assumptions that may not remain valid as the network evolves. Still, Kim’s initiative signals a broader movement toward applying traditional financial analysis to the crypto sector, a development that could strengthen market credibility and attract more long-term investment.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

PoolX: Earn new token airdrops

Lock your assets and earn 10%+ APR

Lock now!

- ZKsync's Atlas Upgrade solves throughput bottlenecks with Airbender RISC-V zkVM, enabling 15,000+ TPS at $0.0001 per transaction. - Modular ZKsync OS reduces gas fees by 70% since 2023, enabling real-time financial applications while maintaining regulatory compliance. - Deutsche Bank and UBS test ZKsync for asset tokenization, highlighting its institutional appeal through privacy-preserving ZK features and sub-second finality. - Upcoming Fusaka upgrade aims to push TPS to 30,000 by December 2025, but reg

Bitget-RWA•2025/11/27 11:02

ZK Atlas Enhancement: Driving Institutional Embrace Amid the Blockchain Scalability Competition

Bitcoin Updates: Bitcoin Receives Major-Cap Status as Nasdaq Increases Options Limits Fourfold

- Nasdaq seeks SEC approval to quadruple IBIT options limits from 250,000 to 1 million contracts, aligning Bitcoin ETF with high-liquidity assets like EEM and GLD . - The proposal cites IBIT's $86.2B market cap, 44.6M daily shares traded, and industry support for addressing institutional demand amid Bitcoin's rapid financial instrument maturation. - Experts argue higher limits will reduce spreads, enable sophisticated hedging, and treat Bitcoin as a "mega-cap asset," while Nasdaq also seeks unlimited FLEX

Bitget-RWA•2025/11/27 10:50

Bitcoin Updates: Bitcoin Receives Major-Cap Status as Nasdaq Increases Options Limits Fourfold

XRP Update: ADGM's Green Light for RLUSD Strengthens UAE's Pursuit of Digital Financial Growth

- Ripple's RLUSD stablecoin secured ADGM approval as an institutional fiat-backed token in November 2025, following DIFC's June 2025 greenlight. - The UAE's dual regulatory endorsements position RLUSD for cross-border settlements, with $1.2B market cap driven by institutional demand for collateral and treasury tools. - ADGM's stringent oversight framework requires full reserve backing and AML compliance, aligning RLUSD with global standards under NYDFS charter . - XRP prices surged 24% in late 2025 amid $1

Bitget-RWA•2025/11/27 10:50

XRP Update: ADGM's Green Light for RLUSD Strengthens UAE's Pursuit of Digital Financial Growth

Bitcoin Updates: SpaceX Strengthens Bitcoin Holdings as Institutions Adjust Portfolios

- SpaceX transfers 1,163 BTC ($105M) to new wallets, increasing total holdings to 6,095 BTC ($556.7M) amid Bitcoin's rebound above $91,300. - Institutional Bitcoin interest grows as ETFs see $2.6B outflows, contrasting with SpaceX's secure custody strategy mirroring Tesla's $1.05B BTC treasury management. - Analysts view the activity as routine security adjustments rather than liquidation, highlighting corporate Bitcoin adoption focused on treasury diversification over speculation. - Market debates persist

Bitget-RWA•2025/11/27 10:50