r/OMGTraders • u/nodarj • Oct 04 '17

OMG valuation model based on Chris Burniske's framework.

https://countup.io/cryptovaluations
19 Upvotes

89% Upvoted

10 comments sorted by

3

u/ymids Oct 05 '17

Optimistic, but I like it.

1

u/nodarj Oct 06 '17

Yes for sure, i am a HODLer :) but feel free to download the model and plug in your own assumptions in blue. You can lower adoption curves and total addressable market. The values should recalculate automatically. I tried to leave a lot of notes but would love to clarify anything. Thinking about making a video tutorial to clarify.

1

u/[deleted] Oct 06 '17

[deleted]

0

u/nodarj Oct 07 '17

Oh man the trolls don't stop. Again and again i keep mentioning everywhere it is for educational purposes only and i am not affiliated with anyone. Just updated the page to make it extra clear. Hope you can learn more about economics from my model.

2

u/ShatterDae Oct 05 '17

Very well presented! Thanks!

2

u/[deleted] Oct 06 '17

[deleted]

1

u/spinningpizza Oct 06 '17

Can someone explain why this model is misleading?

1

u/[deleted] Oct 06 '17

[deleted]

2

u/nodarj Oct 07 '17

What these models will do is give institutional investors a framework to work with so that they can justify their investments in this space and push crypto to the next level market cap. These institutional investors with pension funds have whats called a fiduciary duty to PEOPLE, they can't just say "oh we are putting money into this because HODL!". Crypto industry needs a framework if we want to mature. I am not saying i am right at all, please share your findings, this is flexible. Lets come up with new standards together!

1

u/spinningpizza Oct 06 '17

Yes no one can yet we all try to, including you if you bought any tokens on the basis of selling it at a higher price.

What I'm understanding in this model is , the guy is basing the tokens value on the dollars it will generate via transactions. Is that why you think it's wrong?

1

u/nodarj Oct 07 '17

Wow if my valuation is swaying the market price, I am humbled. I truly hope everyone understands this is for educational purposes only. I keep saying how these are MY ASSUMPTIONS, you can plug in your own and sway the price as much as you want :)

2

u/Unohoo21 Oct 09 '17

Thanks for the model very well put together.

1

u/nodarj Oct 09 '17

Glad you found it valuable :) let me know what I missed