According to the author, blockchain valuation models are still debated and unstandardized, similar to early internet valuation failures, creating uncertainty for cryptocurrency traders. Current methods like discounted cash flow (DCF) and monetary store of value (MSOV) are criticized as incomplete, potentially misleading investments in assets such as ETH and ADA. The author proposes a velocity and flow framework focusing on transaction dynamics to better assess value, which could inform trading strategies amid market volatility.

According to @MilkRoadDaily, application revenue is currently the most influential metric driving the cryptocurrency markets. Traders focusing on app revenue data—especially from leading DeFi and Layer 1 blockchain projects—can identify tokens with real user adoption and robust fee generation, which historically correlates with price outperformance (source: @MilkRoadDaily, June 10, 2025). Monitoring app revenue trends across platforms like Ethereum, Solana, and Base provides actionable signals for both short-term trades and long-term investments. Ignoring this metric risks missing out on top-performing altcoins, as revenue growth directly reflects on-chain activity and growing demand for protocol tokens.

According to Michaël van de Poppe (@CryptoMichNL), SUI is showing strong recovery following recent FUD linked to the Cetus exploit, with total value locked (TVL) rebounding by $300 million to reach $1.8 billion. This rapid TVL recovery signals renewed investor confidence and network resilience, while the stabilization of SUI's price reinforces its position as a leading blockchain for adoption. For crypto traders, these metrics suggest SUI maintains strong momentum, making it a key asset to watch for potential trading opportunities and further ecosystem growth (Source: Twitter/@CryptoMichNL, May 28, 2025).

According to Miles Deutscher, traders can leverage ChatGPT (o3) to filter crypto tokens by applying specific metrics: a minimum 30-day TVL growth of 30%, a fully diluted valuation (FDV) under $100 million, and an FDV/TVL ratio of at least 1:1 (Source: Miles Deutscher, Twitter, May 20, 2025). These trading criteria help identify potentially undervalued tokens with strong recent growth while avoiding overvalued projects, making them attractive for short-term investment strategies in the current market landscape.

According to IntoTheBlock, recent DeFi metrics as of April 2025 indicate a steady increase in total value locked (TVL), with major protocols such as Uniswap, Aave, and Curve showing consistent growth in both user activity and trading volume (source: IntoTheBlock Twitter, April 30, 2025). This uptick in TVL and volume signals heightened liquidity and user engagement, which are critical indicators for traders assessing market sentiment and potential short-term price movements across DeFi tokens.