According to the author, blockchain valuation models remain debated, drawing parallels to the dot-com era, which creates uncertainty for crypto traders as traditional metrics like discounted cash flow (DCF) often fail to capture blockchain value; the proposed velocity and flow framework, focusing on DeFi activity and NFT trading, could provide more accurate insights for trading decisions.

According to Compounding Quality, pricing power is a critical factor for assessing the long-term performance of both traditional equities and crypto-related stocks, as it directly influences a company’s ability to maintain profit margins under inflationary pressures (source: @QCompounding, 2025-06-04). For crypto traders, monitoring companies or protocols with strong pricing power can reveal which projects are more resilient during market volatility, ultimately impacting the valuation of related tokens and DeFi assets.