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CryptoBaba:

  1. (Question 1): We can analyze what is the impact of a project value proposition in the market
    1. More pressing the problem, the more successful the project.
    2. Can we Identify current problems like: bad interfaces, high costs, poor experiences, and long wait time.
    3. What is the tech they’re using? Is it feasible ?
    4. Have you used the product ? It will crystallize the use case, value proposition and product offering
    5. What is the value created for the users ?
  2. (Question 3): The second sentence sounds better to me than the first.
  3. (Question 4): I Did not like this question, maybe just question number 5 is enough.
  4. (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.
  5. (Question 6): Are you analyzing token distribution or how transparent the project is regarding to its sales? This question is a little vague.
  6. (Question 7): Alternatively, can we describe the project flywheel and demonstrate how it is spinning up? Or should we look for traction signs?
    1. Ex: Partnerships, Users/Wallets, Results, TVL, Milestone hit, and Investors.
    2. Link to Dune Analytics
    3. Earning a lot of money before actually building something can be a red flag?
  7. (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.
  8. (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
  9. (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.
  10. (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.
  11. (Question 12): We can create an additional question to analyze the leadership of the project.
  12. (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.