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token-takeaway

A Solid Performance

A Solid Performance

Token Takeaway: SOL; Over the past week, one group of digital assets stood out in our in-house models: ‘Ethereum Killers’. These are blockchains that specialise in housing applications such as decentralised exchanges or lending protocols. The term often splits opinion within the space, while I am inclined to see these

There Is More Utility Than Meets the Eye

There Is More Utility Than Meets the Eye

Token Takeaway: ETH; We will deep dive into Ethereum’s innovative blockchain and its utility token ETH over the next two weeks. This week will focus on qualitative analysis, including the team, the ecosystem, and finally, the ETH token. Sector: Layer 1, Smart contracts, dApps Ethereum is an open-source, public,

Token Takeaway Recap

Token Takeaway Recap

Four tokens have been through our rigorous qualitative and quantitative analysis since the start of the Token Takeaway series. Last week, we finished our analysis of COMP which is the native governance token of Compound.Finance. Check out part two, here. This week, we are looking back at the highlights

Compound the Growth in DeFi

Compound the Growth in DeFi

Token Takeaway: COMP; Since our Token Takeaway series started, we have been focused on covering the highest quality of tokens that pop up through our market screening. A couple of weeks ago, we covered Axie, which has since experienced parabolic growth and rewarded investors with a three-bagger. COMP is this

Compound Finance: Global Credit Markets Benefit All

Compound Finance: Global Credit Markets Benefit All

Token Takeaway: COMP; Axie Infinity and other NFT-based tokens have offered investors the best trades over the past week. That should not come as a surprise as Delphi Digital estimates that Axie Infinity will have an annualised revenue of $1bn. See my two-part analysis of AXS from last week, here.

Axie Infinity: Play-To-Earn Pays Off

Axie Infinity: Play-To-Earn Pays Off

Token Takeaway: AXS; In part I, I guided readers through a more qualitative analysis of the AXS token and the surrounding Axie Infinity ecosystem. Since that post, the token’s price has risen from $13 to nearly $30, which makes it the perfect time to take a more quantitative look

Axie Infinity: The Get Rich Game Economy

Axie Infinity: The Get Rich Game Economy

Token Takeaway: AXS; Whilst Quant has recently been the main talking point, we deep-dived into MIR last week, which is attempting to recreate a decentralised stock market. Readers can find my QNT research here and here. For my MIR analysis, see here. This week, I want to look at the