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.