The Art of investing in Web3 companies – a holistic framework for finding real value

Key Takeaways

• Importance of understanding the tokenomics and dependencies of a Web3 project
• Need to evaluate the value proposition of a token and its utility
• Many Web3 projects fail to differentiate themselves, leading to a lack of adoption
• Importance of understanding the community and target audience
• Need to distinguish between token value and token use
• Airdrops and free tokens may not be sustainable
• Importance of understanding the regulatory framework and its implications
• Utility of a token needs to be clear and understandable
• Community participation and feedback are crucial
• Use cases and revenue streams need to be clear and sustainable
• Importance of due diligence in evaluating a Web3 project
• Willingness to explore new technologies and use cases is crucial
• Importance of Web3-specific metrics in evaluating a project
• Importance of understanding the role of AI in the Web3 space
• Tokenomics analysis is crucial in evaluating a project
• Evaluation of community feedback and adoption is crucial
• Need to prioritize sustainable tokenomics and revenue streams
• Importance of clear and understandable token utility
• Tokenomics and dependencies should be considered in evaluating a project.