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DYOR

Matrices | Value System

Always Do Your Own Research - DYOR before investing.

Schema​

Resources​

Advice​

What is the best checklist to filter advice?

  • What is their incentive?
  • What type of an investor are they?
  • How clear is their investment thesis?
  • What is their time horizon? Does it align with mine?
  • How is the idea structured and how does the idea fit into their thesis?
  • Do I have similar exposures already?
  • Does this fit with my value/belief system?
warning

Everyone pumps their bags

Data Analysis​

See onchain data tools.

Automation​

The endgame is a positive feedback loop between AI, Blockchain and DePIN.

Leverage AI Agents to automate capture of insights from onchain data. Then pass insights through intents to close the loop on arbitrage oppoortunities.

Background​

Research the lead developers and investors

Messari is helpful to track timeline and funding and find out key contributors and investors. Binance Research is more useful for finding out technical specifications. Typically information will be a bit outdated.

ICO drops provides greater details of history and will inform of any changes in direction.

  • Compare information on all sources for how capital was raised
  • Confirm that most tokens are in the community

Tools

Origin Story​

Check in documentation for the following.

  • Tokenomics (Find whitepaper)
  • Inflation
  • ICO
  • Consensus Mechanisms
  • Premining
  • Mining
  • Staking
  • Airdrops

Find out who owns the most of the currency.

  • If ERC20 Etherscan.io
  • Otherwise block explorer for the chain - No Info = RED FLAG

Governance​

People: find interviews with project leaders.

  1. Arrange content chronologically
  2. Watch at 2x speed
  3. Confirm their comments aligned with documented purpose
  4. Confirm background credentials on LinkedIn

Subscribe to a dedicated YouTube channel for the currency.

Are they doing what they said they were going to do?

Roadmap and News​

Interviews with project leader will be most valuable. Roadmaps are often out of date.

Read the blog to confirm if project has been true to its word, if only presence is GitHub this is a Red Flag. Scan for news on change of Tokenomics or Partnerships.

Recent Headlines?​

If no news, no necessarily a Red Flag.

News Resources:

Quantitative Analysis​

What do the key metrics indicate?

  • Discounted Cashflow
  • Developer Ecosystem

Technical Analysis​

Does the timing seem right?

  • Analysing charts
  • Trends