chandanCrypto Applications Product Market Fit Analysis
In Crypto, there are a lot of applications that haven’t found product-market fit. But there is also a handful of applications that have a product market fit and are growing stably Here I will just explain my thoughts on which applications have Product-Market-Fit. Storage of Value (an asset that maintains or increases its value rather than depreciating)Bitcoin is the dominant product-market fit for this, followed by ETH. However, BTC has questionable long-term sustainability properties. Thanks...
chandanHow to Protect Your Crypto Wallet 95% of the Time
Always keep your private key and seed phrase offline, such as by writing them down on paper and storing them in a secure location that only you have access to. Do not save them on any device or cloud storage, as these can potentially be hacked and your wallet compromised.To further increase security, you can consider leaving out a few words from your seed phrase when writing it down, and memorizing or securely storing these words separately. This way, even if someone gets hold of the paper wi...
chandanAre Layer 2s Superior to Alt-1 for Scaling Capabilities?
Traditional monolithic execution layers rely on 1000s of block producers and non-producing full nodes, requiring a majority of them to act honestly. In contrast, layer 2s only require a single honest "Sequencer" to guarantee network integrity. This asymmetric trade-off suggests that layer 2s will consistently deliver high throughput and significant performance advantages, even when the same hardware is employed by both layer 1 and layer 2. This is due to the inefficiencies of synchronization ...
Researching Layer 1/2s, DeFi, and modular ecosystems.
chandanCrypto Applications Product Market Fit Analysis
In Crypto, there are a lot of applications that haven’t found product-market fit. But there is also a handful of applications that have a product market fit and are growing stably Here I will just explain my thoughts on which applications have Product-Market-Fit. Storage of Value (an asset that maintains or increases its value rather than depreciating)Bitcoin is the dominant product-market fit for this, followed by ETH. However, BTC has questionable long-term sustainability properties. Thanks...
chandanHow to Protect Your Crypto Wallet 95% of the Time
Always keep your private key and seed phrase offline, such as by writing them down on paper and storing them in a secure location that only you have access to. Do not save them on any device or cloud storage, as these can potentially be hacked and your wallet compromised.To further increase security, you can consider leaving out a few words from your seed phrase when writing it down, and memorizing or securely storing these words separately. This way, even if someone gets hold of the paper wi...
chandanAre Layer 2s Superior to Alt-1 for Scaling Capabilities?
Traditional monolithic execution layers rely on 1000s of block producers and non-producing full nodes, requiring a majority of them to act honestly. In contrast, layer 2s only require a single honest "Sequencer" to guarantee network integrity. This asymmetric trade-off suggests that layer 2s will consistently deliver high throughput and significant performance advantages, even when the same hardware is employed by both layer 1 and layer 2. This is due to the inefficiencies of synchronization ...
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Researching Layer 1/2s, DeFi, and modular ecosystems.
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100% Bitcoin mining will be carbon neutral very soon…
Bitcoin mining units help to incentivize renewable energy generation in remote areas where Energy generated by Hydro- Wind- Solar- and Methane can’t be transported to the grid.
Now >50% of Bitcoin mining energy comes from renewables.
There are more nations that mining Bitcoin than those that accept Bitcoin as legal tender, Nature of the free market.
https://batcoinz.com/comparing-bitcoin-mining-to-other-industries-energy-mix/
Bitcoin as an ESG-friendly asset with Daniel Batten
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This article explains in detail how blobs are published by layer2s.
https://mirror.xyz/alexhook.eth/W4PYt5zGWjw9VcB8Z6KIJDoyCU0RPA1d304cM0J75mQ
—
Bitcoins holders are looking for on-chain stable and secure Yield and restaking protocols(Babylon) can fill in this place.
Bitcoin miner companies are very investable now with the rise in the network activity.
We Invest in projects that can become a category leader.
Analyzing the Evolving Blockchain Landscape With VanEck
—
Allowing a small group of people to decide how much money to create and where to send it breeds corruption. It’s really that simple. It may be a great idea in theory. Trust a small group of people to incentivize behavior amongst the masses via taxation and money printing. But the reality is that power corrupts.
The private sector does not have full transparency into how the money is used. For example, the Department of Defense has failed 6 audits in a row and cannot account for over $2.5 trillion of assets (during a period of relative peace!). Again, this breeds corruption. Here’s Jon Stewart calling it out:
https://thedefireport.io/research/studying-mmt-to-become-a-better-investor
—
Solana has a staking ratio (the percentage of circulating SOL staked) of over 70%, much higher than Ethereum’s 27%. Yet, LSTs make up only 6% of the staked supply (compared to over 40% on Ethereum). Every major project needs an LST because of Stake-weighted Quality-of-Service, Bullish sanctum!
—
Intent-based architecture is the best way to engineer Cross-Chain value transfer and create chain abstraction applications. Must read to understand how Intent-based systems are better then messaging based system for cross-chain.
https://archetype.mirror.xyz/aV7c1hoVjy48RlhaaJJiGDAaoLGXkiDWMIMmkdJDDLQ
—
Worth reading, the trading volumes of telegram Bots are truly impressive, this is because telegram graphs are where many people find alpha, ability to trade there itself is a killer feature.
https://panteracapital.com/blockchain-letter/ton-our-largest-investment-ever/
—
perps will become the listing engine for RWAs, outpace tokenizers, and usher in the golden age of the ‘perpification of everything’
https://x.com/kaledora/status/1792942427374030879
—
The adoption curve of Web3 and cryptocurrencies closely resembles that of the internet itself.
It’s been 15 years since the inception of Bitcoin, which is equivalent to the state of the internet 15 years after its inception, around 1998.
100% Bitcoin mining will be carbon neutral very soon…
Bitcoin mining units help to incentivize renewable energy generation in remote areas where Energy generated by Hydro- Wind- Solar- and Methane can’t be transported to the grid.
Now >50% of Bitcoin mining energy comes from renewables.
There are more nations that mining Bitcoin than those that accept Bitcoin as legal tender, Nature of the free market.
https://batcoinz.com/comparing-bitcoin-mining-to-other-industries-energy-mix/
Bitcoin as an ESG-friendly asset with Daniel Batten
—
This article explains in detail how blobs are published by layer2s.
https://mirror.xyz/alexhook.eth/W4PYt5zGWjw9VcB8Z6KIJDoyCU0RPA1d304cM0J75mQ
—
Bitcoins holders are looking for on-chain stable and secure Yield and restaking protocols(Babylon) can fill in this place.
Bitcoin miner companies are very investable now with the rise in the network activity.
We Invest in projects that can become a category leader.
Analyzing the Evolving Blockchain Landscape With VanEck
—
Allowing a small group of people to decide how much money to create and where to send it breeds corruption. It’s really that simple. It may be a great idea in theory. Trust a small group of people to incentivize behavior amongst the masses via taxation and money printing. But the reality is that power corrupts.
The private sector does not have full transparency into how the money is used. For example, the Department of Defense has failed 6 audits in a row and cannot account for over $2.5 trillion of assets (during a period of relative peace!). Again, this breeds corruption. Here’s Jon Stewart calling it out:
https://thedefireport.io/research/studying-mmt-to-become-a-better-investor
—
Solana has a staking ratio (the percentage of circulating SOL staked) of over 70%, much higher than Ethereum’s 27%. Yet, LSTs make up only 6% of the staked supply (compared to over 40% on Ethereum). Every major project needs an LST because of Stake-weighted Quality-of-Service, Bullish sanctum!
—
Intent-based architecture is the best way to engineer Cross-Chain value transfer and create chain abstraction applications. Must read to understand how Intent-based systems are better then messaging based system for cross-chain.
https://archetype.mirror.xyz/aV7c1hoVjy48RlhaaJJiGDAaoLGXkiDWMIMmkdJDDLQ
—
Worth reading, the trading volumes of telegram Bots are truly impressive, this is because telegram graphs are where many people find alpha, ability to trade there itself is a killer feature.
https://panteracapital.com/blockchain-letter/ton-our-largest-investment-ever/
—
perps will become the listing engine for RWAs, outpace tokenizers, and usher in the golden age of the ‘perpification of everything’
https://x.com/kaledora/status/1792942427374030879
—
The adoption curve of Web3 and cryptocurrencies closely resembles that of the internet itself.
It’s been 15 years since the inception of Bitcoin, which is equivalent to the state of the internet 15 years after its inception, around 1998.
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