Ep. 510 Value Add Investing in the Web3 World
CRYPTO 101
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Is Bitcoin the Market Cap of the Future?
I would focus on just pure data in terms of traction on chain. Total value locked is also KPI, which I don't really like because it's often in dollars. So for me, what is most important is actually developer traction and number of wallets. But I would not read Twitter. Avoiding Twitter and at least being able to think for yourself is really important. Take everything you read with a grain of salt. At a high level, do you kind of think that Bitcoin will ever be the market cap of it, will ever be overtaken by Ethereum? Or do you thinkthereum is gonna stay kind of number two in Bitcoin, will always stay number one?
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