Really like the thought process in evaluating coins. Was wondering if there is a way to tell what projects have had recent developer updates or technical maintenance? Figure if there are still developers working on a project, refining code and plugging holes after a 80%+ decline in value, then it’s got some true believers and worth a look. Whereas if no code update has been pushed in months, then it’s most likely abandoned. Thanks.
its has been quite sometime since you have covered a new interest protocol. Honestly i think there is a big interest into covering low cap defis, in range 20-50m Fdv. Nobody cares about Aave and Uniswap, as those might be good products, but risk return on defi above 200-300m fdv becomes quite bad for majority.
We definitely have to be careful about recommending smaller cap coins because of the size of our audience, but if we find any we have *long term* conviction on we'll definitely share.
I didnt express it clearly, though analyis and recomendations is two different things. Covering with analysis and details about potential usage, revenue etc it with/or without clear opinion expression is just an independent research, not really a pump and dump scheme and if interpreted as such by some....well not really your fault.
Most interesting paragraph - suggests BTC may not have a place as the alt reserve currency?!?!
At this point you can see where this is heading. While it is certainly possible to deal with large numbers and have BTC push functions, the more likely scenario is that governments as large as Russia do not want to simply “give up” their currencies. They back a stable Ruble and use that on chain. Both parties feel like they have control of their unit of account. Control is everything when you are dealing with billionaires. If you 50 year old boomer boss micromanages your life for 40 hours a week just imagine the intensity of a Saudi Prince.
The key (for "them") is control and nobody controls bitcoin. They want a settlement layer outside of Swift but will probably be denominated in tokenized fiat currency.
Really like the thought process in evaluating coins. Was wondering if there is a way to tell what projects have had recent developer updates or technical maintenance? Figure if there are still developers working on a project, refining code and plugging holes after a 80%+ decline in value, then it’s got some true believers and worth a look. Whereas if no code update has been pushed in months, then it’s most likely abandoned. Thanks.
Great question, have answered that in today's paid post for you.
That's definitely a factor we look at when guessing whether a team has what it takes to pump their coin.
https://defieducation.substack.com/p/the-defi-roundup-january-28-2023
its has been quite sometime since you have covered a new interest protocol. Honestly i think there is a big interest into covering low cap defis, in range 20-50m Fdv. Nobody cares about Aave and Uniswap, as those might be good products, but risk return on defi above 200-300m fdv becomes quite bad for majority.
We definitely have to be careful about recommending smaller cap coins because of the size of our audience, but if we find any we have *long term* conviction on we'll definitely share.
I didnt express it clearly, though analyis and recomendations is two different things. Covering with analysis and details about potential usage, revenue etc it with/or without clear opinion expression is just an independent research, not really a pump and dump scheme and if interpreted as such by some....well not really your fault.
Just an opinion of a long time reader.
Most interesting paragraph - suggests BTC may not have a place as the alt reserve currency?!?!
At this point you can see where this is heading. While it is certainly possible to deal with large numbers and have BTC push functions, the more likely scenario is that governments as large as Russia do not want to simply “give up” their currencies. They back a stable Ruble and use that on chain. Both parties feel like they have control of their unit of account. Control is everything when you are dealing with billionaires. If you 50 year old boomer boss micromanages your life for 40 hours a week just imagine the intensity of a Saudi Prince.
The key (for "them") is control and nobody controls bitcoin. They want a settlement layer outside of Swift but will probably be denominated in tokenized fiat currency.