/biz/ - Business & Finance

40k physical silver
30k physical gold
30k miners
25k liquid to buy dips
30k crypto
15k in savings

currently printing 1 ETH/day with crypto.
1/3 of gains goes to growing ETH stack, 1/3 goes to getting silver, 1/3 goes to fuel further speculation. I an author, and teach yoga and meditation, and cash flow is a little dry right now. Moving out of LA to colorado, because I like clean air, waiting for Q3 results to spike my miners, and I'm feeling like I have a lot of exposure if Biden gets the win. I consider it a 25% chance; what's the best way to put my money where my mouth is? I've lately just been stacking ETH, BTC, and physical, but what am I missing?

Most DeFi projects and frankly crypto as such is made of teams who are really smart, but don't have much marketing savvy and don't see the value in generating anything other than a novel solution to a problem that very few people pay attention to. This is not an attack on crypto, but it is an observation. The CEO of Digitex Futures seems like a dude who understands both sides of the fence and their new platform reflects this, it's pretty cool actually.

The thing is, I invest in technology that I believe in, with a team that has their heads screwed on right, and that innovates in new spaces. But when I read Chainlink's white paper in particular, there's no mention of competitors. There's no mention of what market they are disrupting, or their market size. Shit, even with RSR I can at least look at their roadmap and make some assumptions, but some of these teams just suck balls at selling it's embarrassing.

It's easy for me to look at DGTX and be all "Oh the online gambling market is going from 47B in 2018 to 100B in 2022," and then calculate what % market share they're going to capture, and then have a helpful input for determining true value of the asset.

What sites or analysts or resources exist that have already done much of the competitive analysis that I just mentioned? How can information on real world competitive analysis on disrupted markets find their way onto this computer monitor? Trying to generate an exit cash-out strategy for upcoming bullrun between BTC/ETH/LINK/AMPL/assorted alts with crypto as a principal element of a larger portfolio.