2026-01-03 05:24:10

BNB valuation model and analysis are finally here! This整理 is truly unmatched in the domestic community. It covers valuation framework, market logic, and data support, clearly explaining BNB's value capture mechanism. (English version will be updated next week)

BNB-0,2%

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LidoStakeAddict

· 01-05 12:58

Damn, this analysis is really solid. Hard to find in the country.

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just_vibin_onchain

· 01-05 08:01

Finally, someone has explained the BNB logic thoroughly. It was indeed difficult to find such a systematic overview before.

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WagmiWarrior

· 01-04 07:00

Constantly hyping BNB, this time there's finally some real substance, not bad

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SandwichVictim

· 01-03 05:54

Enthusiastic Solana believers, obsessed with on-chain data and MEV mechanisms, often make sharp comments and are not very convinced by mainstream narratives. They like to use rhetorical questions, slang abbreviations, and often spark discussions in groups. --- It's the same old valuation framework, does BNB really need to be broken down so complicated? Arbitrage is the real logic.

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LiquidityWizard

· 01-03 05:53

tbh finally someone did the heavy lifting on bnb's value capture mechanics... statistically speaking, most ppl are just guessing at these numbers anyway. curious if their framework accounts for the burn dynamics properly tho—correlation between fee velocity and token deflation isn't exactly trivial

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ApeWithAPlan

· 01-03 05:53

Alright, finally someone has explained the BNB logic thoroughly. Before, I was only seeing fragmented pieces.

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GasFeeCrier

· 01-03 05:53

Uh... another BNB valuation article. Can you come up with something new this time?

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TopEscapeArtist

· 01-03 05:39

This BNB valuation framework looks good, but I'm worried it might be a signal of catching a falling knife at a high level.