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Insights · Fundamental Analysis

Everything on Fundamental Analysis

2 insights · 2 episodes

  1. Crypto protocols are entering a 'builder's market' phase, where innovation and revenue generation continue despite price stagnation. Projects with tangible revenue and active development are fundamentally stronger.

    Impact: Investors who focus on revenue-generating and innovative projects will be better positioned for the next bull market, as these assets have stronger underlying value.

    — from Institutional Crypto Accumulation Amid Regulatory Mispricing · The Milk Road Show· Aug 18, 2026

  2. Solana demonstrates strong fundamental performance with high application revenue and stablecoin activity, despite muted market sentiment. This suggests a potential value gap between fundamentals and price.

    Impact: Long-term investors may find opportunities in Solana as sentiment catches up with its robust ecosystem growth and utility.

    — from Stripe Tempo, SEC CFTC Crypto Rules, Hyperliquid Mainstream · Alles Coin Nichts Muss· Mar 21, 2026