Valuation of Utility Tokens based on the Quantity Theory of Money

This article is gold, I have learned a lot about the basis of the theory of money and token valuation. Thanks Jay Pazos for sharing it. Acronyms to remind: TAM: Total addressable market. SAM: Serviceable available market. SOM: Serviceable obtainable market, the market that the company can realistically address. PSOM: %market penetration of the company in … Read more

Crypto-currencies are more stable than some fiat currencies

Since I look into trading on crypto-currencies, I use to invest sometime reading news about them, trying to understand the real use, the real applications that are solving real problems with these virtual coins. The predominant comment you find when you talk to anybody is: Bitcoin is very unpredictable and the value fluctuates a lot, … Read more

New buzzword, Flippening

New buzzword, at least to me Flippening is defined as an expected paradigm shift in the world of cryptocurrency, where the values of cryptocurrencies are no longer primarily based on the value of Bitcoin. If flippening happens, it will mark the end of the absolute dominance and special status that Bitcoin has had in cryptocurrency … Read more

Cryptoasset Valuations

Background I have had some conversations about the maturity of the cryptocurrencies market related to the maturity of the companies and how I miss to have the fundamental indicators as you can have for a public company (Revenue, Costs, P/E, balance sheets…). The companies publishing cyptocurrencies are private companies and they do not have  obligation … Read more

Cryptocurrencies scams

The cryptocurrencies have a side B, the scams. There are so many, and we cannot ignore them. Ponzi schemes, false roadmaps, … Shit happens, but with a proper due dilligence you can minimize the risks. Basic due dilligence (basic questions) The general consensus about due dilligence is: do a standard due diligence as if it … Read more

Etherium ecosystem

Simon Wardley says related to maps: practice, practice, practice… so here there is a practice. The map Development environment Solidity: is quite mature and the community of developers is increasing, there are so many places where you can learn how to develop in solidity, and the documentation is quite good. There are other languages but … Read more

Etherium Maturity

This week I noticed 2 things: Around 90% of the coming ICOs are based on Etherium. More Than 70% of Ethereum DApps are Games. Maturity of the ecosystem I acquired the habit of checking the market capital volume of the 100 top cryptocurrencies. Doing it, I notice how the lifecycle of the currencies are happening. … Read more