Home
Creators
Search Recent Random
Posts
Search DMs Popular Hash Lookup Tags Random
Importer
Import FAQ
Register Favorites Keys Review DMs Logout
Community
Telegram ThePornDude
Home Creators Posts Import Register Favorites Logout

Fun Thought Experiment - Value of Scarcity! (Patreon)

Published:
2025-02-23 18:38:46
Imported:
2026-06
Tags:
haven't archived this post yet. have a subscription? use the importer!

Content

As you know, I create composite scores to value assets, and just running the numbers, if Solana was valued the same way as Bitcoin - based on the matrix above, the market of Solana would be 24 Trillion dollars!

Of course this is madness - but it is a thought experiment based on Ratios and Data.

Remember it is hard to put a price on Scarcity. Eg a limited edition Gucci Handbag sells for north of $5000 but only costs $340 to make - scarcity drives demand!

Files

Previews only

Comments

HardasNails

I'm not very fond of Guggi handbags!

J - man

I know I’m not gonna be able to explain this, but I wish someone smarter than me could understand what I’m trying to say and maybe they could see it too. When James puts the tabby model up gor me that seems like the ultimate indicator and the last time he had it up for a while, I noticed something I had never noticed before I see patterns not that it means anything, but my parents were art teachers and I went to art college. I don’t know if it’s just naturally from being an art or what but this is what I saw And tell me if this to me it sounds like a very plausible outcome. Please bear with me. I know I am not great at texting or punctuation or spelling or anything that helps you understand this.! But I noticed when he had the tabby set up and the price of bitcoin you could almost draw a trend line from the first peak right to where we’re at now and it looks like they’re in perfectly in line and it looks like the first one hit orange and went way high into the red and then came down and it looks like the second cycle Went in the orange and then went in the red for about half as much time and then came down and it looks like last cycle there was only a tiny little blip of red and then it came back down and this cycle. It looks like to my eyes we shouldn’t have any red For the trend to continue little bit less than less the last cycle had such a small amount of red in the model if I feel like it just looks like this one it looks like the top could’ve been to me or is in or in December or whatever however you say it because I wish someone could understand me God I wish James could and show me why I’m wrong or look at it and tell me oh my God you’ve seen something nobody else’s seen because I don’t know. I can just see it so clearly it looks like the first one we had you know way obviously we have diminishing returns so Don’t you think the tabby would also isn’t it also diminishing because I noticed the red is diminishing from a lot to a little to just one little tiny dot , and that makes me think we should have no red this cycle. I hope someone can break apart what I said who understands This crazy place and can either tell me how stupid I am or just maybe just maybe I’m right all I know is I don’t have the model to play with it, but when James put it up the other week and I had it up for a while when he was talking the more and more I looked at it the more you can see that if any of you have it pull it up and tell me if you don’t see the same thing each cycle the tabby is getting way less than less time in the red And to my eyes. It looks like we really shouldn’t get any red this cycle maybe a little more orange, but it really if it continues the pattern of going down there’s not enough red in the last cycle for me to see any red coming in this one if if I’m just making more words and making it more confusing sorry But I feel like someone smart should really look into what I’m saying because it looks really clear to me, but I’m by far. I am not a TA guy and I’m I’m definitely I’m I’m new to the space also so but God I would love someone who knows their shit. God bless someone like even James my Lord to look at that and see what I’m seeing and just tell me how crazy I am or maybe like I said could I possibly be right? It’s really creepy looking man pull up the tabby and then just overlay it with all the cycles and tell me if it doesn’t look like what I’m trying to say??