Module 5: Fundamental Analysis and Tokenomics
Supply, unlocks, value accrual, revenue, and valuation. How to tell whether a token captures any of the value its product creates.
- 1. What Fundamental Analysis Means in Crypto · about 5 min
- 2. Reading a Whitepaper Critically · about 5 min
- 3. Supply Mechanics: Issuance, Emissions, and Burns · about 5 min
- 4. Token Distribution: Who Owns What · about 5 min
- 5. Vesting, Unlocks, and the Low-Float Problem · about 5 min
- 6. Value Accrual: How a Token Captures Value · about 6 min
- 7. Protocol Revenue and Key Metrics · about 6 min
- 8. Valuation Frameworks · about 6 min
- 9. Evaluating Layer 1 and Layer 2 Networks · about 6 min
- 10. Evaluating DeFi Protocols · about 5 min
- 11. Team, Investors, and Governance · about 5 min
- 12. Community, Developers, and Ecosystem · about 5 min
- 13. Competition and Moats · about 5 min
- 14. Red Flags and a Due Diligence Checklist · about 5 min
- 15. Putting It Together: A Full Analysis · about 7 min