L1 Ecosystem Plays for 2022

Below, I have provided a list of L1 ecosystems that I am interested in for the remainder of Q4 2021 and Q1 2022, along with corresponding projects that look particularly attractive. There are 32 projects listed across 5 L1 ecosystems and before we begin taking a look at them, I would like to highlight the fact that these have been selected primarily due to their charts, market caps and other metrics, as well as sector, as opposed to any deep fundamental analysis of the projects themselves, and that I also do not yet have a position in the majority of them.


Where I Am At With NFTs

Though I have been spending quite a bit of time of late poring over NFTs and immersing myself in the space, I do not in any way consider myself an expert on them, and though I believe - from a speculator's perspective - that the mechanisms of price discovery are near enough identical, there are some glaring discrepancies.


Coin Report #78: Morpheus Labs

Welcome to the 78th Coin Report. In today’s report, I will be assessing the fundamental and technical strengths and weaknesses of Morpheus Labs. This will be comprised of an analysis of a number of significant metrics, an evaluation of the project’s community and development and an overview of its price-history. The report will conclude with a grading out of 10.