Hacking Through the Weeds to Find the Crypto Gems
What Lurks Beneath the Surface Can Capsize you as a Cryptoasset Investor Five Components of Distribution: Insider skin in the game (allocations subject to vestings and lock ups reflecting their preferred status in obtaining tokens) Optimized for long-term usage of product Equitable token sale (at least 80% of tokens if […]
Ignore This Reality at Your Peril as a Cryptoasset Investor Five components of Investability Disciplined Well Structured Capital Allocation Process Proven Natural Demand (adoption increasing over time) Mechanism to Capture Value Brand Defensibility When investing in something you want to make sure your money is well spent via a disciplined […]
Understanding What They Bring to the Table to Make Your Investment A Success Five components of team evaluation: Track record of historical achievements Distinctive Combination of Skills Unique Qualifications for Tackling the Problem Experience Building Distributed Systems Transparent and consistent ethical behavior For a project to succeed its founding team […]
The Foundation of Successful Cryptoasset Investing When starting the process of evaluating a cryptoassets investment potential. Focus on its cryptoeconomics. Absent robust cryptoeconomics a project is unlikely to deliver value to you as an investor no matter how interesting it might be. Five components of cryptoeconomic evaluation: The project requires […]
Ripple is a system is optimized for permissioned financial institutions to transact directly with each other cost efficiently. XRP was issued as a liquidity management tool to facilitate transactions in illiquid currencies as needed across the network. So XRP will only ever be involved in a fraction of the activity […]
Author’s: Chris Burniske and Jack Tatar Bitcoin, with a capital B, is a platform that carries upon it programmable money, known as bitcoin with a lowercase b. Chapter 3 – Blockchain, Not bitcoin? 5 stages of Gartner’s Hype Cycle for Emerging Technologies • Innovation Trigger • Peak of Inflated Expectations • Trough of […]
I’ve been trying to create a framework to add discipline to my cryptoasset investment process. Given there are 1000s of tokens already and more coming every day. The first step I’ve taken is to create a set of filters to help screen out coins falling short of the criteria I […]