I think the past three years have made it crystal clear: fundamentals, whitepapers, roadmaps, partnerships, updates — all of that is basically irrelevant. Examples is $STRK $AEVO or like $ZK

But I’ve identified a few key things that actually matter and are worth paying attention to:

🖤Fundraising rounds: at what prices did funds get in, and when?

🖤Token unlocks — who’s receiving them and in what volumes? (Keep in mind: unlocking doesn’t mean tokens will instantly flood the market.)

🖤Was there an airdrop system in place, or did the project launch with just institutional backing?

🖤Compare the current circulating supply, FDV, and market cap (which is mostly a made-up figure that doesn’t reflect the real amount of money on the table — it’s just a formula).

🖤What sector is the token in? Is there a narrative or hype cycle tied to it — #RWA , NFTs, GameFi, etc.?

🖤On-chain analytics.

Since I’m now spending less time on testnets (explained why in an earlier post), I want to dive deeper into on-chain wallet analysis — tracking flows, distribution, fund movements, alerts on market makers and big players.

I do understand that on-chain tracking stops the moment funds are moved to a CEX — that’s where the trace ends.

So blind trust in transactions and volume metrics is not the way to go either.

Over time, I’ve come to realize the importance of keeping a minimal but high-quality set of tools and asset analysis methods.