Thanks for the mention King @Ebubechi_GMI There's a lot to look at when trying to deep delve to build a solid bias on a project. Other than the tech the team is building, which 99% of the time CT really isn't using. You build an AI Agent that allows devs to launch coins, very few would really use it as most want to always have control of how they carry out their launches. So it boils down to the narratives, team, tokenomics, a means to generate revenue, and possibly the people publicly backing it. For tokenomics, sometimes it may look unhealthy at first glance. We could see a token have a 1bn supply and valued at 30m mcap, and a lot of people would see that as late or too high and write it off due to the higher numbers in supply. A fundamental analyst could look into the same supply and find out that only 5% of the total supply will be circulating for the next 6 months, team and VC tokens locked for maybe 1 year, and he may see that as early. Why? 5% of 1bn tokens is 50m...
Fundamental Analysis in Web3: Reading Beyond the Hype. In crypto, most people stare at charts like theyâre fortune cookies, hoping the next candle tells them if theyâll make it or get rekt. But real edge comes from something deeper: Fundamental Analysis (FA). In TradFi, analysts dig into balance sheets and quarterly reports. In Web3? Forget that. Youâre looking at community strength, tokenomics, adoption, governance, and ecosystem vibes. A solid FA doesnât ask âWhen moon?â but âWhy does this project exist and does it actually work?â Think of it like scouting a band before they blow up. You donât just check their Spotify streams, you look at fan loyalty, consistency, and whether they can sell out shows. Same with Web3 projects: is the protocol solving a real problem? Are incentives built for long-term growth, or just ponzinomics? Does on-chain data (wallet activity, dev commits, liquidity flows) show life, or is it just smoke and mirrors? A Web3 fundamental analyst wears many hats:...
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