Evaluate technology projects?
This is my personal perspective
Technology projects in this cycle will not be considered in terms of roadmap, backers, tokens or promises. These should be for reference only.
The roadmap only worked in the previous 2 cycles, how many people are still interested in this cycle? If the roadmap is important, then why is memecoin rising so strongly?
If supporters are important? Please help me count how many projects supported by a16z, multicoin or coinbase have collapsed. Venture capital funds invest in thousands of projects based on initial standards, but only a few projects perform well.
If token economics matter, why do WLD or TON still play an important role in the new cycle?
So what aspects need to be considered?
At the average investor level, you only need to evaluate the following aspects: business model + metrics (onchain, social) + project's ability to build an attention economy.
In terms of business model, the project needs to adhere to the current meta and narrative of the overall market or information, protocols and tools that maximally support internal needs.
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