tani is observing

I am liking my new token trading strategy:

1. Layer’s TVL is a good starting point in an otherwise uncapped speculation market

2. TVL usually gets dominated by the fundamentals: Lending/borrowing, swaps, staking.

3. Speculative markets, memes, is where the FAFO, short-lived but high volume is. This is a non-performer because of its low hit ratio, so I stick to fundamental protocol token investing. 

4. Then comes the community, a good utility usually drives sensible but non-innovative audience, but you need both diligence and creativity for a network to thrive. The differentiating factor between them is always their talent density. Higher has been pretty dense in this regards.


5. So I start thinking about it in terms of community

(end / incomplete)

Stay Curious // iixii // Head of Crypto at https://www.lazertechnologies.com/  // Prev: CoinDesk, Roc Nation // based @basedevo

design engineer | everything is experimental |
a decade+ of consumer products | farcaster godview: /intelligent | self exploration: /tanishq

(prompted by @garrett to publish this draft)