Core Viewpoint - Bitcoin is increasingly being compared to high-beta tech stocks rather than being viewed as "digital gold," indicating a shift in perception among analysts [1][3]. Market Volatility - Bitcoin has faced significant volatility, particularly after reaching a peak near $126,000 in early October, followed by a sharp decline to around $92,617.58 due to macroeconomic factors, including President Trump's tariff announcement [2][3]. - The asset's current trading level is well below its monthly high, reinforcing the argument that it behaves like a high-beta macro asset [3]. Adoption and Valuation - Raoul Pal has drawn parallels between Bitcoin's growth trajectory and that of major tech firms like Google, suggesting that Bitcoin is in a similar adoption phase as Google was about a decade ago, with significant user-growth potential [4]. - Pal emphasizes that Bitcoin's valuation should be understood through a network-driven adoption model, akin to Metcalfe's Law, which highlights the importance of user growth in determining value [4].

Photo by BeInCrypto Simon Kim, founder of venture capital firm Hashed, has introduced a real-time dashboard that estimates Ethereum’s fair value at $4,747.4. With Ethereum trading at $3,022.3, the tool suggests an undervaluation of 56.9%. The dashboard updates every two minutes and uses eight distinct valuation models. The Ethereum Valuation Dashboard combines methods from traditional finance and crypto-native analysis. Kim aims to provide a rigorous valuation approach, reflecting broader institutional in ...

Bitcoin’s plunge has focused investors on a little-known valuation model. - Getty Images/iStockphoto Bitcoin’s roughly $40,000 loss from its early October peak equals about a 30% haircut — but the cryptocurrency still fetches far more than its current fair-market value. That’s according to a bitcoin BTCUSD valuation model based on something known as Metcalfe’s Law, which assumes that the value of a network is a function of the number of users. I last wrote about this model in September 2024 — and by its ...

Core Insights - Silicon Labs is hosting the sixth annual Works With conference series in 2025, focusing on the future of IoT with in-person events in Austin, Shenzhen, and Bangalore, along with a virtual event for broader accessibility [1][2] Group 1: Conference Details - The Works With 2025 conference aims to connect developers and innovators globally, emphasizing breakthroughs in IoT, including embedded wireless and AI at the edge [2] - The Austin summit will broaden its invitation process to include senior executives and decision-makers, facilitating discussions on emerging market trends and strategic IoT challenges [3] - The event will feature keynotes and discussions on how AI, next-generation IoT platforms, and secure wireless innovations are transforming smart homes and enterprises [4][5] Group 2: Opportunities and Networking - Works With 2025 will provide opportunities for live demonstrations, visionary insights, and networking, highlighting the convergence of AI, software, and wireless innovation [6] - Sponsorship opportunities are available for companies to showcase their leadership in the IoT space and connect with a qualified audience [6][8] Group 3: Company Background - Silicon Labs is a leading innovator in low-power connectivity, providing solutions for smart home, industrial IoT, and smart cities markets, with operations in over 16 countries [10]

Network Effects & Value Drivers - Network effects and Metcalfe's Law are crucial for understanding value and price drivers in the Exponential Age [1] - Solana's strategy of building network value with their new Seeker phone is considered clever [1] Solana Mobile Strategy - Solana is betting big on mobile [1] - Solana is building network value with their new Seeker phone [1]

Network Effects & Value Drivers - Network effects and Metcalfe's Law are crucial for understanding value and price in the Exponential Age [1][2] - Solana is strategically building network value with its new Seeker phone [3] Mobile Strategy - Solana is making a significant bet on mobile [4] - The company's roadmap involves a deep dive into mobile [4]