Crypto fundamentals 101 Chapter 4: Total Addressable Market
1. IntroductionYou might have heard many times people saying TAM this, TAM that, but what the heck TAM means? Well it makes reference to “Total Addressable Market” which in short is “how big the market for your product is”. This should be one of the first checkmarks in your due diligence sheet if you aim to achieve an objective value of how big your product can really be The bigger the better right? As a rule of thumb that is correct, sometimes you can find small niches that are really profit...
Crypto fundamentals 101 Chapter 4: Total Addressable Market
1. IntroductionYou might have heard many times people saying TAM this, TAM that, but what the heck TAM means? Well it makes reference to “Total Addressable Market” which in short is “how big the market for your product is”. This should be one of the first checkmarks in your due diligence sheet if you aim to achieve an objective value of how big your product can really be The bigger the better right? As a rule of thumb that is correct, sometimes you can find small niches that are really profit...
Crypto fundamentals 101 Chapter 3: Tokenomics
“Tokenomics” is one of the most used words in crypto, and yet still probably the most overlooked factor by newcomers at the time of investing. It makes reference to all the important information in relation with the token and it has a big impact on the token price action. I like to think about tokenomics like a complex equation with multiple variables, almost infinite combinations, being some of them way more bullish than others, as we will see in this article. Main objective is to identify h...
Crypto fundamentals 101 Chapter 3: Tokenomics
“Tokenomics” is one of the most used words in crypto, and yet still probably the most overlooked factor by newcomers at the time of investing. It makes reference to all the important information in relation with the token and it has a big impact on the token price action. I like to think about tokenomics like a complex equation with multiple variables, almost infinite combinations, being some of them way more bullish than others, as we will see in this article. Main objective is to identify h...
New cash flow protocols: A rising tide lifts all the boats
1. Why cash flow tokenomics are net positive for the space?When the first article about cashflow protocols was written, there were only about 20 projects distributing sound money to holders/stakers. That number has grown considerably last 4 months as new projects try to ride the #realyield wave that has bring good results so far to GMX, GNS, UMAMI and other projects with some of the best performance in 2022. https://mirror.xyz/0x6D2BcfEFb7CFa52c2F7526823aA97f593F3683f4/BnXt4W0w72iKiSRhu13vwri...
New cash flow protocols: A rising tide lifts all the boats
1. Why cash flow tokenomics are net positive for the space?When the first article about cashflow protocols was written, there were only about 20 projects distributing sound money to holders/stakers. That number has grown considerably last 4 months as new projects try to ride the #realyield wave that has bring good results so far to GMX, GNS, UMAMI and other projects with some of the best performance in 2022. https://mirror.xyz/0x6D2BcfEFb7CFa52c2F7526823aA97f593F3683f4/BnXt4W0w72iKiSRhu13vwri...
Crypto fundamentals 101 Chapter 2: Pricing power
1. IntroductionWe dedicated the last chapter to analyze one of the most important metrics in revenue generation, and this week we will focus on the main profit lever, as that is what should be the main proxy to determine how good or bad a business is. In the words of one of the best fundamentals investors out there….“The single most important decision in evaluating a business is pricing power. If you’ve got the power to raise prices without losing business to a competitor, you’ve got a very g...
Crypto fundamentals 101 Chapter 2: Pricing power
1. IntroductionWe dedicated the last chapter to analyze one of the most important metrics in revenue generation, and this week we will focus on the main profit lever, as that is what should be the main proxy to determine how good or bad a business is. In the words of one of the best fundamentals investors out there….“The single most important decision in evaluating a business is pricing power. If you’ve got the power to raise prices without losing business to a competitor, you’ve got a very g...
Crypto fundamentals 101 Chapter 1: Capital Efficiency
1. IntroductionArchimedes once said “Give me a lever long enough and a fulcrum on which to place it, and I shall move the world” He knew that the longer the lever, the less force he needed to apply to move a given object. Point being, efficiency has been pursed since the ancient times. Doing more with less. Efficiency still is one of the main metrics to analyze business models out there. Crypto is no exception. One of the most well known metrics within DeFi is the TVL (Total Value Locked) whi...
Crypto fundamentals 101 Chapter 1: Capital Efficiency
1. IntroductionArchimedes once said “Give me a lever long enough and a fulcrum on which to place it, and I shall move the world” He knew that the longer the lever, the less force he needed to apply to move a given object. Point being, efficiency has been pursed since the ancient times. Doing more with less. Efficiency still is one of the main metrics to analyze business models out there. Crypto is no exception. One of the most well known metrics within DeFi is the TVL (Total Value Locked) whi...
