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Posts6

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Feb 27

Search for Fundamentals

The decentralised finance (DeFi) sector has transitioned from speculative chaos to a landscape where business fundamentals increasingly dictate value. Yet, amidst volatile markets and narrative-driven cycles, identifying projects with sustainable economic models remains challenging. This analysis introduces a high-level systematic framework for uncovering fundamentally undervalued DeFi assets by applying traditional financial rigour to on-chain metrics – a methodology that reveals hidden oppo...

Feb 27

Search for Fundamentals

The decentralised finance (DeFi) sector has transitioned from speculative chaos to a landscape where business fundamentals increasingly dictate value. Yet, amidst volatile markets and narrative-driven cycles, identifying projects with sustainable economic models remains challenging. This analysis introduces a high-level systematic framework for uncovering fundamentally undervalued DeFi assets by applying traditional financial rigour to on-chain metrics – a methodology that reveals hidden oppo...

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ReDeFining DeFi

Based on the original datonomy™ methodology and the publicly available approximated list of underlying assets as of late 2022, I came up with a structured plan for re-evaluating the existing framework, specifically focusing on the decentralised finance (DeFi) sector and its sub-sectors, since it encapsulates about 20% of the entire classification and arguably has the most innovation happening. As a result of the sub-sector analysis, the following updated token analysis framework is proposed:

Post cover image

ReDeFining DeFi

Based on the original datonomy™ methodology and the publicly available approximated list of underlying assets as of late 2022, I came up with a structured plan for re-evaluating the existing framework, specifically focusing on the decentralised finance (DeFi) sector and its sub-sectors, since it encapsulates about 20% of the entire classification and arguably has the most innovation happening. As a result of the sub-sector analysis, the following updated token analysis framework is proposed:

Post cover image

ReDeFining DeFi, 301030

Let's continue the series with a closer look at the next sub-sector, decentralised lending301030, Decentralised Lending Definition: Protocols offering lending and borrowing services, often using collateralised assets in liquidity pools. It is worth noting that nearly every protocol in this category is pursuing a broader mission than the core lending/borrowing operations enable, thus making stronger arguments for creating a broader 3010 Sectoral overview

Post cover image

ReDeFining DeFi, 301030

Let's continue the series with a closer look at the next sub-sector, decentralised lending301030, Decentralised Lending Definition: Protocols offering lending and borrowing services, often using collateralised assets in liquidity pools. It is worth noting that nearly every protocol in this category is pursuing a broader mission than the core lending/borrowing operations enable, thus making stronger arguments for creating a broader 3010 Sectoral overview

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ReDeFining DeFi, 301020

Let's continue the series with the derivatives trading sub-sector, which is closely related to 301010, decentralised exchanges, but strongly focused on derivatives and/or specifically perpetuals, not solely on spot trading.301020, Derivatives Trading Definition: Platforms facilitating the creation and trading of derivatives like options, perpetual futures, and synthetic assets.The combined sub-sector Market Cap stands at $13,459m as of 16/12/2024, up c. 116% from $6,231m as of 01/01/2024, com...

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ReDeFining DeFi, 301020

Let's continue the series with the derivatives trading sub-sector, which is closely related to 301010, decentralised exchanges, but strongly focused on derivatives and/or specifically perpetuals, not solely on spot trading.301020, Derivatives Trading Definition: Platforms facilitating the creation and trading of derivatives like options, perpetual futures, and synthetic assets.The combined sub-sector Market Cap stands at $13,459m as of 16/12/2024, up c. 116% from $6,231m as of 01/01/2024, com...

Post cover image

Search for Fundamentals

The decentralised finance (DeFi) sector has transitioned from speculative chaos to a landscape where business fundamentals increasingly dictate value. Yet, amidst volatile markets and narrative-driven cycles, identifying projects with sustainable economic models remains challenging. This analysis introduces a high-level systematic framework for uncovering fundamentally undervalued DeFi assets by applying traditional financial rigour to on-chain metrics – a methodology that reveals hidden oppo...

Post cover image

Search for Fundamentals

The decentralised finance (DeFi) sector has transitioned from speculative chaos to a landscape where business fundamentals increasingly dictate value. Yet, amidst volatile markets and narrative-driven cycles, identifying projects with sustainable economic models remains challenging. This analysis introduces a high-level systematic framework for uncovering fundamentally undervalued DeFi assets by applying traditional financial rigour to on-chain metrics – a methodology that reveals hidden oppo...

Post cover image

ReDeFining DeFi, 301040

Let's continue the series with a closer look at the next sub-sector, stablecoin issuers. 301040, Decentralised Lending Definition: Protocols managing the issuance and governance of stablecoins. It is worth noting that nearly every protocol in this category is pursuing a broader mission than the core definition, particularly around lending/borrowing operations and other DeFi use cases, thus again making a strong argument for creating a broader 3010 Sectoral overview

Post cover image

ReDeFining DeFi, 301040

Let's continue the series with a closer look at the next sub-sector, stablecoin issuers. 301040, Decentralised Lending Definition: Protocols managing the issuance and governance of stablecoins. It is worth noting that nearly every protocol in this category is pursuing a broader mission than the core definition, particularly around lending/borrowing operations and other DeFi use cases, thus again making a strong argument for creating a broader 3010 Sectoral overview

Post cover image

ReDeFining DeFi, 301010

Let's kick off the series with one of the busiest sub-sectors of DeFi, decentralised exchanges – protocols enabling peer-to-peer asset exchanges using automated market-making or order book models. The combined sub-sector Market Cap stands at $23,300m as of 14/12/2024, up c. 83% from $12,747m as of 01/01/2024, compared to c. 120% growth in the total crypto Market Cap over the course of 2024. Below is the proposed composition of the 301010 sub-sector, fro...

Post cover image

ReDeFining DeFi, 301010

Let's kick off the series with one of the busiest sub-sectors of DeFi, decentralised exchanges – protocols enabling peer-to-peer asset exchanges using automated market-making or order book models. The combined sub-sector Market Cap stands at $23,300m as of 14/12/2024, up c. 83% from $12,747m as of 01/01/2024, compared to c. 120% growth in the total crypto Market Cap over the course of 2024. Below is the proposed composition of the 301010 sub-sector, fro...

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Coin Kotei

Making fundamental crypto analysis great again.

Coin Kotei

Making fundamental crypto analysis great again.

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