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Some people say that giving a project a valuation greater than 3b is biased towards long positions; in fact, this is just an analysis from a neutral and rational perspective.



If you give more than 16 times PE and add a few favorable expectations, that would really be called bullish. But then it will be said that the stance is not objective, which is quite interesting.

To be honest, the current overall environment is there, with various uncertainties piling up. In this context, giving a 12 times PE, I feel that this valuation is even a bit conservative, leaning towards the bearish side.
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TradFiRefugeevip
· 11-25 07:24
Laughing to death, the overall environment is pumping like this, and you still dare to say 12 times PE is conservative? I think you're the one who's really optimistic.
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MoneyBurnerSocietyvip
· 11-25 02:15
Can a 3B valuation still be called long positions? I may have misunderstood; isn't this the final rational defense?
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AirdropATMvip
· 11-24 22:26
This valuation debate will never end, anyway, no matter how you say it, there will always be people criticizing. 16 times PE and still "really bullish"? Then buddy, you might as well go all in. 12 times PE is conservative? Bro, is this your reverse operation guide? With the environment being so complex now, who dares to guarantee anything? It's all a gamble. Both bullish and bearish have their reasons, the question is whether the bet is right.
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SelfSovereignStevevip
· 11-24 17:11
This PE rhetoric... to put it bluntly, it just depends on your stance, anyway, no matter what you say, you'll be nitpicked. --- Reasonable valuation? Laughable, a 12 times PE is still conservative in the current environment, this logic is sound. --- Seriously, if you give a high PE, you get criticized for your stance; if you give a low PE, you’re said to be conservative. The standards in this circle are really flexible. --- Is anything over 3b called long positions? Then what does a 16 times PE count as, madness? --- Everyone shouting prices like this, no matter what you say, there will be someone to diss it. It’s better to directly express your stance for clarity. --- With the environment as it is, a 12 times PE is indeed not high. The key is whether you believe in this expectation. --- Interestingly, people’s "rational" evaluations often just align with the number that fits their expectations. --- So, valuation is something you need to calculate for yourself, don’t let public opinion tie you down.
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CryptoDouble-O-Sevenvip
· 11-24 17:02
To put it bluntly, no matter what valuation you give now, there will always be someone criticizing it, so just ignore it.
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InscriptionGrillervip
· 11-24 16:56
Ha, that's the magical thing about crypto evaluations—anyone can find a reason to justify themselves.
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DegenWhisperervip
· 11-24 16:55
Honestly, this valuation game is subjective; no one can say for sure. --- Is a 12x PE considered conservative? Alright, you're telling me that no one dares to really be bullish right now. --- A typical "I'm right, and those who oppose me are not objective" stance, interesting. --- This is ridiculous; with the environment like this, who dares to estimate upwards... --- 3b long positions, 16x PE bullish, 12x PE conservative, the entire logical framework is indeed convoluted. --- In short, it's all about finding justification for one's own opinions. --- Given how bad the environment is, a 12x is already not bad, and yet it's considered conservative? --- Feels like looking for excuses to side with the short positions. --- I'm a bit curious to see how much this project is actually worth.
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SilentObservervip
· 11-24 16:51
It's a typical valuation paradox; no matter how you explain it, you'll get criticized.
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