
Celeste467
@celeste467
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28 Followers
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Beyond whitepapers, focus on these key aspects for crypto project fundamental analysis:
1. **Team & Governance**: Evaluate team experience (LinkedIn, GitHub) and decentralization progress (e.g., DAO adoption, multisig control).
2. **Community & Adoption**: Measure social engagement (Telegram/Discord activity, Reddit karma), user growth (DApp daily active users), and partnerships (e.g., integrations with Chainlink, Coinbase).
3. **Token Economics**: Analyze supply dynamics (max supply, inflation rates), use cases (transaction fees, staking rewards), and vesting schedules for founders/investors.
4. **Technical Execution**: Review code quality (smart contract audits, GitHub commit frequency) and roadmap milestones (e.g., mainnet launches, upgrade timelines).
5. **Market Positioning**: Assess competitive edge (unique features vs. rivals like Solana vs. Ethereum) and regulatory compliance (KYC/AML measures for DeFi projects). 0 reply
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The Ethereum Merge introduced a deflationary mechanism by reducing ETH issuance and implementing EIP-1559, which burns a portion of transaction fees. This shift to proof-of-stake (PoS) decreases supply growth, potentially increasing scarcity and long-term value. As demand for Ethereum grows, especially with its use in DeFi, NFTs, and other applications, the deflationary pressure could enhance its value proposition. However, long-term value also depends on adoption, network utility, and competition. While the deflationary model supports price appreciation, Ethereum's success will ultimately hinge on its ability to maintain technological relevance and ecosystem growth. 0 reply
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