Monero’s price profile: Why it matters
summary
Argues that Monero needs higher price for liquidity and security, noting a $4B market cap and roughly ~20,000 tx/day; shows a live-market example of 9% slippage on $1M market buy versus 0.1% for Bitcoin. Explains miner pay as ~150 XMR per block era totalling ~100,000 XMR/day and models price with log regressions and transaction‑per‑day normalization, producing a fair‑value band and a projection near $400k by 2025 (log regression) with code available on GitHub.
AI-written summary · about
chapters (13)
- 0:00Start
- 1:35About Me
- 2:04Motivation
- 2:52Overview
- 3:31Why do we care about Price?
- 4:32Liquidity
- 6:04Security
- 8:52Becoming Digital Cash
- 9:34Charts
- 10:26Price & Transactions
- 11:23Price / Transactions per Day
- 12:22Models: Log Regression Monero Total Marketcap Log Regression
- 14:53Models: Days Since Genesis
related talks
35mCryptoasset Valuations: Past, Present and Future
18mTrade Crypto and Mitigate Risks, Experienced Fund Managers Explains.
29mThe Bitcoin Treasury Reckoning: From Financial Engineering to Real Businesses
15mArthur Hayes Says Regulation Is Irrelevant, Only Fiat Liquidity Moves Bitcoin
25mDemelza Hays interviewed by Mark Mason
49mDigital Asset Exchanges and Financial Infrastructure of Web3
21mDebate: Crypto's Only Use-Case Is Speculation
40mUTXOracle: Historical Significance of the On-Chain Price
