Tech_Metrics's profile picture. To the point. Data-driven

Mihai Grigore ๐Ÿš€

@Tech_Metrics

To the point. Data-driven

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High valuations in digital assets? Where to look for value? Turns out the only sector in digital assets where ๐๐ซ๐ข๐œ๐ž-๐ญ๐จ-๐’๐š๐ฅ๐ž๐ฌ (๐/๐’) ๐ซ๐š๐ญ๐ข๐จ๐ฌ ๐ก๐š๐ฏ๐ž ๐›๐ž๐œ๐จ๐ฆ๐ž ๐ฆ๐จ๐ซ๐ž ๐š๐ญ๐ญ๐ซ๐š๐œ๐ญ๐ข๐ฏ๐ž lately is Decentralized Physical Infrastructure Networks (DePINs).โ€ฆ

Tech_Metrics's tweet image. High valuations in digital assets? Where to look for value? Turns out the only sector in digital assets where ๐๐ซ๐ข๐œ๐ž-๐ญ๐จ-๐’๐š๐ฅ๐ž๐ฌ (๐/๐’) ๐ซ๐š๐ญ๐ข๐จ๐ฌ ๐ก๐š๐ฏ๐ž ๐›๐ž๐œ๐จ๐ฆ๐ž ๐ฆ๐จ๐ซ๐ž ๐š๐ญ๐ญ๐ซ๐š๐œ๐ญ๐ข๐ฏ๐ž lately is Decentralized Physical Infrastructure Networks (DePINs).โ€ฆ

๐‹๐ข๐ช๐ฎ๐ข๐๐ข๐ญ๐ฒ ๐ข๐ฌ ๐ค๐ข๐ง๐  โ€” it drives valuations of digital assets. So is the case for decentralized networks. ๐–๐ก๐š๐ญ ๐๐จ๐ž๐ฌ ๐ญ๐ก๐š๐ญ ๐ฆ๐ž๐š๐ง? Despite similar revenues, certain decentralized networks have higher fully diluted valuations (FDVs) and price-to-salesโ€ฆ

Tech_Metrics's tweet image. ๐‹๐ข๐ช๐ฎ๐ข๐๐ข๐ญ๐ฒ ๐ข๐ฌ ๐ค๐ข๐ง๐  โ€” it drives valuations of digital assets. So is the case for decentralized networks.

๐–๐ก๐š๐ญ ๐๐จ๐ž๐ฌ ๐ญ๐ก๐š๐ญ ๐ฆ๐ž๐š๐ง?
Despite similar revenues, certain decentralized networks have higher fully diluted valuations (FDVs) and price-to-salesโ€ฆ

Mihai Grigore ๐Ÿš€ reposted

๐Ÿš€ VC Panel @ETHBucharest_ ๐Ÿ‡ท๐Ÿ‡ด โ€œLetโ€™s get ugly quickly & make mistakes early.โ€ ๐Ÿง  AI x Blockchain = coordination power ๐Ÿ‘ฉโ€๐Ÿš€ Founders: obsession > code. Being technical isnโ€™t a must anymore! ๐ŸŽฎ GameFi: big potential, but weโ€™re early. Gamers resist switching games or adoptingโ€ฆ

CornaroLabs's tweet image. ๐Ÿš€ VC Panel @ETHBucharest_  ๐Ÿ‡ท๐Ÿ‡ด
 
โ€œLetโ€™s get ugly quickly & make mistakes early.โ€

๐Ÿง  AI x Blockchain = coordination power
๐Ÿ‘ฉโ€๐Ÿš€ Founders: obsession > code. Being technical isnโ€™t a must anymore! 
๐ŸŽฎ GameFi: big potential, but weโ€™re early. Gamers resist switching games or adoptingโ€ฆ

How profitable is it to run decentralized infrastructure? Looked at profit margins for Decentralized Physical Infrastructure Networks (DePINs): For ๐——๐—ถ๐—ด๐—ถ๐˜๐—ฎ๐—น ๐—ฅ๐—ฒ๐˜€๐—ผ๐˜‚๐—ฟ๐—ฐ๐—ฒ ๐—ก๐—ฒ๐˜๐˜„๐—ผ๐—ฟ๐—ธ๐˜€ (๐——๐—ฅ๐—ก๐˜€), reward based profit margins range from 0% to 200%. ๐——๐—ฅ๐—ก๐˜€ ๐˜๐—ต๐—ฎ๐˜โ€ฆ

Tech_Metrics's tweet image. How profitable is it to run decentralized infrastructure? Looked at profit margins for Decentralized Physical Infrastructure Networks (DePINs):

For ๐——๐—ถ๐—ด๐—ถ๐˜๐—ฎ๐—น ๐—ฅ๐—ฒ๐˜€๐—ผ๐˜‚๐—ฟ๐—ฐ๐—ฒ ๐—ก๐—ฒ๐˜๐˜„๐—ผ๐—ฟ๐—ธ๐˜€ (๐——๐—ฅ๐—ก๐˜€), reward based profit margins range from 0% to 200%. ๐——๐—ฅ๐—ก๐˜€ ๐˜๐—ต๐—ฎ๐˜โ€ฆ

Mihai Grigore ๐Ÿš€ reposted

Today, we @1kxnetwork release Part 2 of our DePIN Tokenomics Series with @dylangbane and @tech_metrics from @MessariCrypto. We analyzed the reward mechanisms of 27 DePINs - here's what the data reveals ๐Ÿงต


Most DePINs require "skin-in-the-game": - Digital Resource Networks primarily use a Stake for Access token incentive model; - Physical Resource Networks primarily use a Node-Purchase model. Check my research w/ @KoschigRobert (@1kxnetwork) & @dylangbane (@MessariCrypto) below:

Tech_Metrics's tweet image. Most DePINs require "skin-in-the-game": 
- Digital Resource Networks primarily use a Stake for Access token incentive model;
- Physical Resource Networks primarily use a Node-Purchase model.

Check my research w/ @KoschigRobert (@1kxnetwork) & @dylangbane (@MessariCrypto) below:

We @1kxnetwork just published our first report on DePIN tokenomics with @dylangbane and @tech_metrics from @MessariCrypto, starting with an analysis of incentive mechanisms on 100+ DePINs ๐Ÿงต

KoschigRobert's tweet image. We @1kxnetwork just published our first report on DePIN tokenomics with @dylangbane and @tech_metrics from @MessariCrypto, starting with an analysis of incentive mechanisms on 100+ DePINs ๐Ÿงต


Mihai Grigore ๐Ÿš€ reposted

After a full day with @ethereumJoseph l, glad to meet those 2 legends @StefanDGeorge from @GnosisDAO @GnosisVC and @tech_metrics from @MessariCrypto at @cfcstmoritz, always learning a ton ๐Ÿ‘

francescoswiss's tweet image. After a full day with @ethereumJoseph l, glad to meet those 2 legends    @StefanDGeorge from @GnosisDAO @GnosisVC and  @tech_metrics from @MessariCrypto at @cfcstmoritz, always learning a ton ๐Ÿ‘
francescoswiss's tweet image. After a full day with @ethereumJoseph l, glad to meet those 2 legends    @StefanDGeorge from @GnosisDAO @GnosisVC and  @tech_metrics from @MessariCrypto at @cfcstmoritz, always learning a ton ๐Ÿ‘

Mihai Grigore ๐Ÿš€ reposted

We @1kxnetwork just published our first report on DePIN tokenomics with @dylangbane and @tech_metrics from @MessariCrypto, starting with an analysis of incentive mechanisms on 100+ DePINs ๐Ÿงต

KoschigRobert's tweet image. We @1kxnetwork just published our first report on DePIN tokenomics with @dylangbane and @tech_metrics from @MessariCrypto, starting with an analysis of incentive mechanisms on 100+ DePINs ๐Ÿงต

Mihai Grigore ๐Ÿš€ reposted

gm gm โ˜€๏ธ๐Ÿ‡จ๐Ÿ‡ญ seems that thereโ€™s quite a small world after all, even here at @cfcstmoritz ๐Ÿ˜Ž๐Ÿ˜Ž๐Ÿค“

lucianmincu's tweet image. gm gm โ˜€๏ธ๐Ÿ‡จ๐Ÿ‡ญ

seems that thereโ€™s quite a small world after all, even here at @cfcstmoritz ๐Ÿ˜Ž๐Ÿ˜Ž๐Ÿค“

Published research has a problem: if experiments cannot be reproduced, the results cannot be truly verified. DeSci aims to solve for transparency of data sets & methodologies. Bullish DeSci ๐Ÿš€

PHDegens ๐Ÿค DeSci Season. A list to follow along: x.com/i/lists/187521โ€ฆ

MessariCrypto's tweet image. PHDegens ๐Ÿค DeSci Season.

A list to follow along: x.com/i/lists/187521โ€ฆ


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