Great stuff. Thanks for that. Some thoughts I wanted to share:
1. I was surprised you did not mention long $YETI considering that it is an index of most of your recommendations.
2. What do you mean by 'THE MOST OVER-WEIGHTED VALUATION METRIC IS FULLY-DILUTED VALUE (FDV)' - are you saying one should not read too much into it? A lot of the projects have just 10% in circulation which will hit hodlers hard when circulating supply rapidly increases?
3. You could have mentioned Long $POLS considering that it is the uniswap of the DOT ecosystem and all their IDOs?
4. I do wonder if we will have the bull run of 2017 in 2021, considering that most of the Defi projects are outside the reach of retail investors (either because they are not on Binance, or due to high gas fees). Uniswap L2 cannot come sooner imo...
Great stuff. Thanks for that. Some thoughts I wanted to share:
1. I was surprised you did not mention long $YETI considering that it is an index of most of your recommendations.
2. What do you mean by 'THE MOST OVER-WEIGHTED VALUATION METRIC IS FULLY-DILUTED VALUE (FDV)' - are you saying one should not read too much into it? A lot of the projects have just 10% in circulation which will hit hodlers hard when circulating supply rapidly increases?
3. You could have mentioned Long $POLS considering that it is the uniswap of the DOT ecosystem and all their IDOs?
4. I do wonder if we will have the bull run of 2017 in 2021, considering that most of the Defi projects are outside the reach of retail investors (either because they are not on Binance, or due to high gas fees). Uniswap L2 cannot come sooner imo...
All the best.