With Olympus DAO’s market cap falling 80% from its highs, are treasury-backed tokens dead? In my opinion — their valuation is just coming back to reality. For those that haven’t been following my articles for the past six weeks, I’ve been saying the following about treasury-backed rebase tokens: The APY…

I had a rather thought-provoking conversation last night with a friend that got me to think about Bitcoin and crypto in another way. Frequently we draw the lines between Bitcoin and gold, that the properties of Bitcoin as a store of value could be considered superior to gold. But I…

Given the relatively aggressive sell-off with Olympus DAO and many other rebase tokens, I figured it was a good time for an update on the current state of the ecosystem. What happened with Olympus DAO?! The crash in $OHM price was largely due to a whale derisking his portfolio after being in Olympus DAO for…

In a recent article by the folks behind Wonderland, they reveal their strategy of focusing more on $WMEMO vs. $TIME. I believe this is an absolute brilliant move and I’d like to explain why. …

Based on the numbers I’ve been crunching on the sector we may call “Rebase Tokens” or “OHM Forks” or “Reserve Currencies” — I will be shifting my focus on the types of crypto assets I analyze. I will be broadening my scope to basically any protocol that has a treasury…

Blood in the streets! It’s been a little bit since I did an update on the scoring of my Top 15 rebase tokens. I also finally added the fifth pillar to my Bludex Score rating system: social sentiment. The social sentiment score takes into account a variety of factors including…

While the bearish sentiment and fear in the crypto markets are rather palpable at the moment, we should all be accustomed to the volatility. Wealth is created from prioritizing long-term fundamentals alongside sound valuation techniques. I have no way of knowing how close we are to the current bottom of…

The DeFi story of 2021 was arguably Olympus DAO bursting onto the scene and kicking off the DeFi 2.0 craze. “OHM Fork Season” has been in full effect since October of 2021 and the question on everyone’s mind is- Will the craze continue into 2022 or is this just a…

A few interesting updates and changes to my Top 15 list. My thoughts below on some new valuation data and a “solvency ratio” I’m working on. Welcome back OtterClam Finance & Fortress DAO Thanks for the great participation in a recent Twitter poll I ran to add some new rebase tokens to my Top 15 list! It…