POV Crypto Episode 29 – Evaluating Currencies with Murad Mahmudov

Murad is famous for his in-depth analysis and commentary on currencies, their adoption process, how capital and the social layer interacts, and much more.

1 min readFeb 15, 2019

Murad’s super specific, concrete charts
Using on-chain analytics to inform trading
Indicators of a currency’s value
Evaluating a blockchain based on its consensus mechanism, rather than what its capable of
What gives a base chain its value?
PoS having a ton of competitors in the future
PoS as a family of constructions
The small number of investable opportunities create investable opportunities in-of-itself
DApps with even just a little usage will receive significant investment
Rationality of BTC maximalism
Positive sentiments to MakerDAO
Volatility and its role in currency