Overview
The ICO Explosion: A Flash in the Pan?
Remember 2017-18? The ICO era promised a revolution, funding countless crypto startups brimming with potential. Yet, 99% of these ideas fizzled out by 2019, unable to translate dreams into sustainable products. However, a select few weathered the storm, evolving into mature projects with robust business models and on-chain revenue generation. DeFi emerged as a shining example, with Uniswap, Aave, and MakerDAO becoming revenue-generating powerhouses.
Beyond Hype: Entering the Age of Fundamentals
Today, we find ourselves in a new landscape. DeFi protocols, L1s, L2s, and various other services boast ongoing cashflows, user demand, and significant value locked within their platforms. This mirrors the classic startup journey: idea, maturity, revenue generation, and finally, a sustainable business model. Yet, unlike Web2, Web3 startups must endure bear cycles, their growth intricately linked to the price action of their bootstrapping tokens.
Regulation Beckons: Institutions Demand More Than Social Buzz
Regulation is knocking on the door, ushering in an era where institutional adoption hinges on genuine fundamentals, not just social media hype. Just like they analyze stocks and equities, institutions will meticulously dissect web3 startups and their tokens.
Bridging the Gap: Traditional Analysis Meets OnChain Data
Can we apply traditional analysis to web3 startups? Partially, yes. But tokens introduce unique economic features and onchain data, playing a crucial role in investment decisions. Recognizing this growing demand, countless onchain tools have emerged, each serving specific purposes: tokenomics analysis, growth data, and comprehensive dashboards. However, this abundance often leaves users overwhelmed, unsure how to translate data into actionable insights.
Data Models: Unlocking the Ocean of Blockchain Data
We lack a cohesive data model that analyzes everything at once, presenting clear actionable insights. Crypto tokens deserve their own valuation models, and blockchains, brimming with data, hold the potential for thousands of such models, mirroring the vast technical indicators available on trading platforms.
DYOR's Vision: Empowering Informed Decisions
DYOR is actively building an arsenal of data models for the crypto industry, empowering investors with knowledge based on onchain data, fundamentals, social signals, and tokenomics. This will equip you to make well-informed decisions, navigating the exciting yet complex world of web3.
Join us on this journey as we unlock the power of data and empower the future of informed crypto investment.
Last updated