Feedback
CryptoBaba:
- I would use just one sentence per topic. I won't use "/" also.
- The second question of each topic can be removed also as it is always the same. It can appear if you put your mouse on top of the question.
- (Question 1): We can analyze what is the impact of a project value proposition in the market
- More pressing the problem, the more successful the project.
- Can we Identify current problems like: bad interfaces, high costs, poor experiences, and long wait time.
- What is the tech they’re using? Is it feasible ?
- Have you used the product ? It will crystallize the use case, value proposition and product offering
- What is the value created for the users ?
(Question 3): The second sentence sounds better to me than the first.
(Question 4): I Did not like this question, maybe just question number 5 is enough.
- (Question 5): If the project gains value how it will impact demand. Also, this question can be related to the supply side of the analysis then someone can extrapolate to price action.
- (Question 6): Are you analyzing token distribution or how transparent the project is regarding to its sales? This question is a little vague.
(Question 7): Alternatively, can we describe the project flywheel and demonstrate how it is spinning up? Or should we look for traction signs?
- Ex: Partnerships, Users/Wallets, Results, TVL, Milestone hit, and Investors.
- Link to Dune Analytics
- Earning a lot of money before actually building something can be a red flag?
- (Question 8): The classification stand-alone does not help too much, maybe we should use this question to compare the project's current FDV with its pairs in the same segment.
- (Question 9): I am not sure how this question can help, again if there are pairs in the traditional world the comparison of value can bring more information
- (Question 10): As @Jason Nutter said, this is more related to portfolio analysis, i am not sure if in this context it will help, bcz with this tool we are evaluating a protocol value.
- (Question 11): This is a very wide and open question, the answer can be very big. Maybe we can link this question to a tool like Moonfire. Or we define which topics regarding tokenomics we want to compare and we use a benchmark for each segment.
- (Question 12): We can create an additional question to analyze the leadership of the project.
- (Question 13): The second sentence seems better to me. Also, we should compare the answer with market good practice to be able to have a conclusion.
More:
Team Analysis: Past experience & track record, Ability to produce results, Clarity & good communication, and How compatible & complementary the team is.
Market Size: You can use the market size to determine how long to hold.
- Small but growing spaces;