- Jason's investment Process
- P/E Ratios
- How to measure Relative Value
- DeFi protocols’ value will depend on three key variables:
- DeFi metrics that matter
- Marketcap or FDV / TVL is a meme metric
- Investing in a paradigm shift
- Under-explored Sector
- Diversification in crypto
- Rekt Capital: Crypto Money Flow
- 2017 bull run as fictional bubble, while 2021 bull run has legit products that are about to become very useful
- The TIE: Research-driven crypto investing, digital collectibles & evaluating early stage token deals
- a16z: Crypto is experiencing it's 4th major phase right now
- 2017 vs 2020 Bull Markets: What's different this time?
- Potential hockey-stick growth areas
- Messari's 2021 Crypto Theses
- Electric Capital Crypto Developer Report
- Messari Tweet Thread: 121 Crypto Theses for 2021
- Why the price to sales ratio (P/S) is a useful tool for crypto investors
- The Block Research: 2021 Digital Asset Outlook Report