Upcoming Vasil hard fork slated to bring significant improvements to Cardano
У недавном твиту, фирма за анализу на ланцу Мессариа 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.
Међу растућим екосистемима, @Цардано цена је агресивнија.
Предстојећи Васил хард форк ће донети значајна побољшања Цардану, посебно већу пропусност и побољшања паметних уговора. @Цардано @цардано_вхале пиц.твиттер.цом/П68С8УввКк
- Мессари (@МессариЦрипто) Август КСНУМКС, КСНУМКС
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.
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.
— АДА кит (@цардано_вхале) Август КСНУМКС, КСНУМКС
Царданов Твитер налог који је фокусиран на заједницу, АДА Вхале, 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
— АДА кит (@цардано_вхале) Јун 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?”
Даље је додао:
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.
?? #Цардано адресе ајкула и китова су заједно прикупиле ~138 милиона долара $ АДА за 8 дана након пада средином јуна око локалног врха цена. Ово је за сада само блага акумулација, али би могла постати занимљива ако се овај тренд настави током августа. https://t.co/7ix8VPSkZG пиц.твиттер.цом/уПфуЛфббкл
- Сантимент (@сантиментфеед) Август КСНУМКС, КСНУМКС
Према аналитичкој фирми на ланцу Сантимент, “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.”
У време објављивања, ADA је променио власника на 0.534 долара, што је пад од 1.04% у последња 24 сата.
Source: https://u.today/cardano-aggressively-priced-for-vasil-hard-fork-messari