Huge fan of your very detailed fundamental analysis of crypto projects. It is truly refreshing and enlightening. Thanks so much for performing this service.
I have a couple questions:
How do you initially select the cryptos you will perform a deep dive analysis?
Are there cryptos out there you would give a 5/5 overall rating on technology and investment quality from a long term perspective?
I know you don't speak to price much, which I appreciate as too many make baseless assertions about price of cryptos but just wondering if you have any methodology in how to determine if a price of a crypto is expensive or cheap (i.e. overvalued or undervalued)?
Thanks again!
Thanks a lot!
Regarding your questions:
1. So far, Adrien was the one selecting the cryptos on which we did the analysis. Mostly based on how much of a game changer the project was.
2. a rating of 5/5 for "long term perspective" would be rather reckless, no one knows where crypto will be in 1 year so how could we say 5/5 for in 10 years (as in, 10 years would mean "long term")? You can find other ratings in the "Overall Rating" section though.
3. A good rule of thumb is to look at the project's market cap compared to similar projects, or projects that it tries to compete with. For that reason we added the "Competitors" section. And yes, we don't do price assertion, mostly because no-one in the team has the required experience for that. Maybe one day, once we get a super star crypto trader on board ;)
Thanks so much for the detailed responses. I really appreciate it.
Sorry if this is pushing it, but just wondering if you could also recommend any other blogs or authors that are performing high quality fundamental analysis on crypto currencies such as yourselves?
Thanks again and look forward to your next post!
Cheers,
Ben