CryptoQuant CEO: 10 of 12 valuation frameworks rank Ethereum undervalued
CryptoQuant CEO Ki Young Ju reported that Ethereum appears undervalued according to 10 of the 12 major valuation frameworks used on the ETHVal platform.
The composite fair value across these models is roughly $4,535.1, implying close to 60% upside from current market levels.
Ju emphasized that experts from academia and traditional finance constructed these models, aiming to move analysis away from speculative narratives. Most of the methodologies place ETH well above the $4,000 mark, suggesting consistent bullish alignment. Reliability ratings on the models range from one to three, giving investors a tiered understanding of confidence. Despite the varied approaches, the overall conclusion leans strongly toward ETH trading below true value.
Network-effect and yield models assign the highest valuations
Metcalfe’s law delivered the most aggressive valuation, projecting ETH at $9,534 and indicating over 213% undervaluation. Close behind was the DCF staking yield model, which priced ETH at $8,996.80, or roughly 200% above its market price. Additional models such as Validator Economics ($6,985.1), Settlement Layer ($5,105.8) and the Commitment Premium ($5,068.9) show substantial undervaluation as well.
Broader ecosystem metrics, including App Capital and the L2 Ecosystem model, place ETH between $4,716 and $4,920. Only two models—Revenue Yield and the P/S Ratio—suggest ETH is overpriced, valuing it at $1,433.8 and $923.4 respectively. The diversity in outputs highlights how assumptions around network growth, staking economics and ecosystem activity shape perceived fair value.
ETH price drops despite institutional inflows and bullish signals
Ethereum declined 5% in the past 24 hours even as valuation models and institutional flows signaled renewed optimism. Spot Ethereum ETFs recorded $76.55 million in inflows on Friday, marking a five-day winning streak and eclipsing the day’s Bitcoin ETF inflows. Recent data also showed Ethereum futures growing faster than those of Bitcoin and Solana, reflecting deeper derivatives activity.
Open interest has been climbing steadily, suggesting traders are positioning for volatility rather than exiting markets. Exchange reserves for ETH are now at all-time lows, hinting at reduced selling pressure from spot holders. Despite these fundamentals, short-term price action remains weak, keeping ETH below the fair-value territory suggested by the models.
Recently we wrote that Ethereum (ETH) currently trades at $2,827.79, marking a pronounced daily decline of 5.5%.
Latest Ethereum News
-
Afghanistan
-
Albania
-
Algeria
-
Angola
-
Argentina
-
Armenia
-
Australia
-
Austria
-
Azerbaijan
-
Bahamas
-
Bahrain
-
Bangladesh
-
Belarus
-
Belgium
-
Bolivia
-
Botswana
-
Brazil
-
Brunei
-
Bulgaria
-
Cambodia
-
Cameroon
-
Canada
-
Chile
-
China
-
Colombia
-
Congo
-
Costa Rica
-
Cote d'Ivoire
-
Croatia
-
Cuba
-
Cyprus
-
Czechia
-
DR Congo
-
Denmark
-
Dominican Republic
-
Ecuador
-
Egypt
-
El Salvador
-
Estonia
-
Eswatini
-
Ethiopia
-
Finland
-
France
-
Georgia
-
Germany
-
Ghana
-
Greece
-
Haiti
-
Hong Kong
-
Hungary
-
India
-
Indonesia
-
Iran, Islamic republic
-
Iraq
-
Ireland
-
Israel
-
Italy
-
Jamaica
-
Japan
-
Jordan
-
Kazakhstan
-
Kenya
-
Korea
-
Kuwait
-
Kyrgyzstan
-
Laos
-
Latvia
-
Lebanon
-
Lesotho
-
Libya
-
Lithuania
-
Luxembourg
-
Madagascar
-
Malaysia
-
Malta
-
Mauritius
-
Mexico
-
Moldova
-
Mongolia
-
Montenegro
-
Morocco
-
Mozambique
-
Myanmar
-
Namibia
-
Nepal
-
Netherlands
-
New Zealand
-
Nigeria
-
North Macedonia
-
Norway
-
Oman
-
Pakistan
-
Palestine
-
Panama
-
Papua New Guinea
-
Paraguay
-
Peru
-
Philippines
-
Poland
-
Portugal
-
Puerto Rico
-
Qatar
-
Reunion
-
Romania
-
Rwanda
-
Saudi Arabia
-
Serbia
-
Singapore
-
Slovakia
-
Slovenia
-
Somalia
-
South Africa
-
Spain
-
Sri Lanka
-
Sweden
-
Switzerland
-
Syria
-
Taiwan
-
Tajikistan
-
Tanzania
-
Thailand
-
Trinidad and Tobago
-
Tunisia
-
Turkey
-
UAE
-
Uganda
-
Ukraine
-
United Kingdom
-
United States
-
Uruguay
-
Uzbekistan
-
Venezuela
-
Vietnam
-
Yemen
-
Zambia
-
Zimbabwe
- Forex
- Crypto
