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29 Mar, 9 tweets, 3 min read
(1) I find this amazing that people try to analyze cryptocurrency fundamentally. I mean it doesn't produce cash-flow so it is all debatable.

a. Is it about volume per 24 hours?
b. Is it about exchange listings?
c. Is it about developers?
d. Is it about transactions per second?
(2)
 e. Is it about deflationary asset vs inflationary asset, what is the level of inflation?
f. Is it utility token or is it store of value alike token?
g. Is BTC the only store of value token or some other ones as well?
(3) 8. What is more important, how many projects launched on it or how many users it has.
h. Is network value growing or shrinking
i. Are new addresses in the network created automatically or there are new users behind?
j. For SM platforms are new dapps launching there or not?
(4)
k. For SM platforms, are users happy or unhappy?
l. Is cryptocurrency usable in developing nations while providing decentralisation?
m. How much is governance worth,$ADA have or will governance and BTC and ETH don't. How much is market valuing anticipation of governance
(5)
 We all appear that we know that we can value cryptocurrency from a fundamental point of view - actually we don't. Part is hype but partially one can sometimes completely overlook a value proposition of something while giving too much value to something else!
(6)

I will start - I value decentralized governance very highly, much higher than number of launched dapps or smart contracts running, in my head almost 40 billion USD valuation of $ADA is 100% justified.

Yet in case of ADA we always hear: 0 dapps!
(7) I consider to be somewhat easy to launch new DAPPs and projects on Cardano based on a very good platform. I consider this to be hard to write a good platform, especially considering potential DeFi hacks.

What is much harder is to build a decentralized ecosystem of governance
(8) What about you, why do we all feel like experts? Why 15 TPS #Ethereum has almost 200 billion evaluation? From my point of view and my fundamental analysis I don't get it. Market values so highly app DAPPs on #ETH and teams building there, why?

It's all relative!

#Cardano
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CardanoFans Stakepool (CRFA) Profile picture
28 Mar
(1) From today, for a special promotion Cardano Fans (CRFA) staking pool will be reducing a fee from 1% to 0% until we reach at least 5 mln total staked ADA (currently 3,1 mln).

Why delegate to us? We try to support Cardano as much as we can (regular analysis, projects).
(2) We established a partnership with @nierop_pieter to bring Cardano Business Intelligence. To get us fast off the ground we will use Google Spreadsheets and Google Data Studio with multiple dimensions and API integrations
(3) Many people in crypto focus on price and Warren Buffer says: "the price is the least interesting in an asset". This is the whole idea of Cardano Business Intelligence, we analyze inflows and outflows and analyze on chain data as a business - collectively. Price just distracts
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CardanoFans Stakepool (CRFA) Profile picture
27 Mar
(1) Recent new attacks that compare #Cardano to new #EOS or #Tezos are insane.

For some bizarre reason many people think that lack of massive success of some of these chains have something to do with the fact that, e.g. EOS has dPOS and Tezos has smart contracts(not in Solidity)
(2) IMHO lack of massive success of EOS or Tezos has nothing to do with those things! These are technical solutions but actual failures in my view were in totally different places - away from technology!
(3) EOS had only 11 validators (centralized), very hard to use wallet that required some other person to send tokens and smart contracts that you would need to write in C++, later on came Solidity support. There was also no vision, no mission and no governance component.
Read 10 tweets
CardanoFans Stakepool (CRFA) Profile picture
20 Mar
Cardano as "2017 Ancient Tech argument"

(1) A few people start coming out how Cardano is ancient tech. To some extend this is actually true but it is a feature rather than a bug let me explain.

(2) 1 trillion USD Bitcoin is also ancient tech but it is build upon science.
(3) Ouroboros Praos of course cannot be considered ancient albeit there are some new interesting consensus algorithms, e.g. the one used by @avalancheavax

(4) I made a few times mistake in my life by focusing on tech I was thinking this will drive company to the next level
(5) I was impressed by microservices architectures yet some companies with monolithic platforms were way more more successful. They focused on UX and consumer rather than on technical details.
Read 19 tweets
CardanoFans Stakepool (CRFA) Profile picture
5 Mar
(1) Do you like greek tragedies like @Mashinsky likes them? ETH has in front of it one. Why? Two choices, both equally tragic.

Users complain on fees, miners voted against: EIP-1559 with majority of hash power, ETH developers will still proceed with eip-1559. What does it mean?
(2) Without massive competition, normally ETH 2.0 would be the right solution but it is long time in the future.

Choices now:
- loosing users on high fees
or
- EIP-1559 which may decrease gas price in the short term but burning fees means also scarcity so gas will go up...
(3) Since so many ETH miners voted against EIP-1559, there is a non zero chance that they perform 51% hash power attack on ETH to "teach" ETH developers who is in power. This would be fatal - effectively double spend, chain blocks re-org attack(s)...
Read 7 tweets
CardanoFans Stakepool (CRFA) Profile picture
17 Feb
(1) I was actually thinking about tribalism in crypto a bit. I think it comes not from bag holding but from VALUES. Honestly. So actually holding all crypto assets in this respect is either because you have no values - care only about money and gains.
(2) I know it is really harsh what I wrote but it is true, I can sell my $ADA bags to whatever crypto I fancy... I am not 100% in ADA so a bit of a hypocrite but at least I understand mechanics. My heart is with $ADA. It's about what values I want to follow and sign up to.
(3) I wonder if you know what I mean, do you agree? Do you look at this in this way as well or would you say like we say in Polish: "money doesn't smell".

BTW: some people are got to Cardano are discovered it independently I know usually have high moral values.
Read 7 tweets
CardanoFans Stakepool (CRFA) Profile picture
6 Feb
(1) Project Catalyst / Voltaire are really game changers. Think of this like this. Multiple teams and companies are forming a larger ecosystem being financed by Cardano's treasury. All of them work towards increasing value in Cardano and ultimately $ADA commodity token.
(2) Normally in a company you would have multiple departments and teams working towards company's profit, here you are funded by treasury and are working to increase value of Cardano.
(3) A team or a company is kinda like a contractor of Cardano to deliver a particular deliverable, which they propose themselves. Here comes an interesting thing we could do in catalyst -> users would request that somebody solves a certain problem and vote and then..
Read 13 tweets

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