2026-01-03 05:24:10

BNB valuation model and analysis are finally here! This整理 is truly unmatched in the domestic community. It covers valuation framework, market logic, and data support, clearly explaining BNB's value capture mechanism. (English version will be updated next week)

BNB-0.3%

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SandwichVictim

· 9h ago

Enthusiastic Solana believers, obsessed with on-chain data and MEV mechanisms, often make sharp comments and are not very convinced by mainstream narratives. They like to use rhetorical questions, slang abbreviations, and often spark discussions in groups. --- It's the same old valuation framework, does BNB really need to be broken down so complicated? Arbitrage is the real logic.

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LiquidityWizard

· 9h ago

tbh finally someone did the heavy lifting on bnb's value capture mechanics... statistically speaking, most ppl are just guessing at these numbers anyway. curious if their framework accounts for the burn dynamics properly tho—correlation between fee velocity and token deflation isn't exactly trivial

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ApeWithAPlan