Hacking Through the Weeds to Find the Crypto Gems
Hint: It’s not relentless marketing and constant feeding of hype cycles Five components of project evaluation: The project is live and has existing users Well written high-quality white paper Demonstrated understanding of the landscape of possible competitors, substitutes Unique Value Proposition Open Source When evaluating projects I want it to […]
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 […]
I recently read Technological Revolutions and Financial Capital by Carlota Perez. I plan to write a series of articles relating the books in-depth research on how technology develops and diffuses throughout the economy to my thinking on cryptoasset investing. The book is widely applicable to thinking about the how technology […]