I appreciate that! Much of the analysis here is trying to justify the percentages, but honestly its guesswork. For the DBAP, Ethereum is in an optimal position to stay the DBAP but its a challenging goal. For eGold, Ethereum wasn't designed explicitly for it, BTC has a big head start, etc so much lower probability.
RE: What's Ether Worth? A Probabilistic Valuation
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What's Ether Worth? A Probabilistic Valuation
Excellent attempt at valuation nonetheless. I really think the gas spend idea to be viewed as cash flow was perfect.
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