Would you prefer receiving 7% fixed for a year or 0.5% variable that could spike up to 50% for a few days but you wouldn't know when that would happen? There has been a lot of discussion about crypto FAANG projects recently, but they all seem to have missed a crucial differentiator. The differing quality of those revenue streams. In our last newsletter, we looked at MakerDAO’s, the biggest crypto project, scaling plan and explored possible revenue, expense and earnings number

Last week we went through MakerDAO’s revenue and expense numbers. At 18.3 P/E, it is currently valued at a lower P/E multiple than every FAANG company. You can join the Insiders Club to get your hands on a complete analysis here . What about its future earnings potential? Good question. In this week’s newsletter, we will unpack MakerDAO founder Rune Christenson’s controversial “ Endgame ” plan that aims to scale the market cap of DAI, Maker's stablecoin, from the current $4bi

Part 1: $56 billions Who are the Facebook, Apple, Amazon, Netflix and Google of crypto? Crypto is (in)famous for its rollercoaster image to the masses. But what if we can find projects that: generate revenue and earnings hold clear market leadership have clear advantages over competitors This would put crypto projects in the same valuation framework that the Wall Street uses for the FAANG stocks of Nasdaq. I wrote about the 5 FAANG names spanning across 5 different crypto ver