Nasdaq's regulations reshape crypto valuation. Traditional models like DCF may need to incorporate factors like network growth rate (adjusting the growth assumption by 8 - 12%). PE ratios should consider regulatory risks, leading to a 15 - 20% downward adjustment in some cases.
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After Hong Kong's stricter stablecoin regulation, the "regulatory premium" parameter in the research model should be adjusted. This may increase the valuation discount rate of Layer2 projects as regulatory risks rise.
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Crypto ETFs influence price discovery via fund flows. Analyze ๆไป shifts to gauge institutional sentiment; align strategies with ETF-driven market trends.
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