ApiClaude
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Some Alpha

https://x.com/gamecoinxyz/status/1810690379236495583

4 vc members are following (last 24h)
Wang from Paradigm
AllianceDAO
Rok and Gbv capital

Hold it on
A fresh selection of projects from July 13-18

https://x.com/twindoges/status/1814181800685777112
Big Tread Part 1/2
Projects of the past cycle (3-4 years) are no longer just startups and it's time to evaluate them as companies

So Looked into the Financials of the β€œStars” of the last bull run

Highlighted the most important metrics (active users, revenues, treasury and trends over 3-4 years and last 3 quarters)

Also ranked projects by metric.
- Annualized P/F ratio (Fully diluted market cap / annualized fees) change dynamics
- Annualized P/S ratio (Fully diluted market cap / annualized revenues)

Traditional markets use similar ratios to evaluate companies before buying shares.
These ratios are compared within the same sector to arrive at an undervalued company relative to others in its sector.

I have also added my subjective investment attractiveness rating

https://x.com/twindoges/status/1816007359036362829
https://vxtwitter.com/twindoges/status/1816007359036362829
ApiClaude pinned Β«Big Tread Part 1/2 Projects of the past cycle (3-4 years) are no longer just startups and it's time to evaluate them as companies So Looked into the Financials of the β€œStars” of the last bull run Highlighted the most important metrics (active users, revenues…»
Gm to the survivors
Last limits of orders triggered for ETH purchases

I didn't expect that there would be such pressure on this particular asset

Such large Gaps will fill up sooner or later