Research Summary
The report provides a comprehensive checklist for researching new DeFi projects. The nine-point checklist includes analysis of financials, whitepaper/documents, team, investors, community, past and future roadmaps, and the product. The report uses the Maverick Protocol as an example to demonstrate the application of this checklist.
Key Takeaways
Importance of a Research Framework
- Systematic Approach: The report emphasizes the importance of a systematic research framework in DeFi investments. This approach can help shift the odds in favor of the investor, as opposed to relying on chance.
Components of the Checklist
- Financial Analysis: The checklist includes an analysis of both absolute financials and financial trends. This provides a comprehensive view of the project’s financial health.
- Team and Investors: The report suggests researching the team behind the project and its investors. This can provide insights into the project’s credibility and potential for success.
- Community and Roadmaps: The checklist also includes an examination of the project’s community and its past and future roadmaps. This can help gauge the project’s traction and future plans.
- Product Analysis: The final point on the checklist is an analysis of the product itself. This can help determine the project’s viability and potential for growth.
Application of the Checklist
- Case Study – Maverick Protocol: The report uses the Maverick Protocol as an example to demonstrate the application of the checklist. It highlights the importance of strong volume metrics in the selection of this project for analysis.
Actionable Insights
- Adopt a Systematic Approach: Investors should adopt a systematic approach to researching new DeFi projects. This can help them make more informed investment decisions.
- Use a Comprehensive Checklist: The nine-point checklist provided in the report can serve as a comprehensive guide for investors. It covers key quantitative and qualitative aspects of a project.
- Consider Volume Metrics: The report suggests that investors should consider volume metrics when selecting projects for analysis. This can provide insights into the project’s performance and potential for success.
