According to the author, the ongoing debate over blockchain valuation models creates significant uncertainty in cryptocurrency markets, leading to increased volatility and challenges for traders in assessing assets like ETH and BTC. The author compares this to early internet valuation struggles, noting that current flawed models, such as discounted cash flow, fail to capture blockchain's unique aspects as public infrastructure, which affects investment decisions and price stability. This is evident in recent market data, where ETHUSDT dropped 1.461% to $2447.22, highlighting the need for new frameworks like velocity and flow to improve trading strategies. The author emphasizes that better valuation could reduce risk and enhance crypto market efficiency, as historical tech evolution shows models must adapt to innovation.