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On-chain-Analytics

온체인 가치평가 — NVT · MVRV · S2F 비판

Woobull · Glassnode · Plan B S2F 의 학술 평가

Willy Woo NVT (2017), Murad Mahmudov & David Puell MVRV (2018), Plan B S2F (2019) 의 정량 모델 + 학계 비판. NY Fed Staff Report 1052 의 macro 시각

▎key papers

  1. [1]Woo, W.(2017)
    Bitcoin's NVT Ratio
    Woobull Chartslink →
  2. [2]Plan B (anonymous)(2019)
    Modeling Bitcoin Value with Scarcity
    Mediumlink →
  3. [3]Liu, Y., Sheng, J., & Wang, W.(2023)
    Technology and Cryptocurrency Valuation: Evidence from Machine Learning
    NY Fed Staff Report 1052link →

▎posts

  1. #P4온체인 가치평가 모델 비교 — NVT · MVRV · S2F · NY Fed예정 · 2027-01-28