⇒ ⇒ For Canto itself
1. Canto's current ecosystem is still in its early stages. Apart from the three DeFi tools of DEX, lending, and stablecoins, it lacks innovative applications. At the same time, due to the team's main concept of free public facilities, the economic benefits that liquidity providers (LPs) can obtain are very limited. However, after CSR, its value capture ability has been improved.
2. For the Canto ecosystem, it only needs to sacrifice the protocol income of a few leading projects in exchange for richer and free composability, which is an innovation in the stereotyped DeFi world.
3. We believe that with the dual support of 0 fees and the high speed and efficiency provided by Cosmos, Canto can attract a wave of DeFi developers to start their innovative experiments.
⇒ ⇒ For Alpha Discovery
(1) For innovative concepts and new public chains, you must have a certain amount of advance understanding in order to seize Alpha.
(2) Pay attention to the Alpha opportunities summarized by English-language experts every month to see if there are any targets related to your Watchlist, and understand the events and track them
(3) Observe the popularity of English Twitter, understand English memes and top CTs, observe community discussions, and understand the community depth of the project.
(4) Events, coin prices, and TVL all have a transmission process. It depends on which profit you want to make. Don’t wait for Chinese information to come out before paying attention, because then you will have no choice but to take over.
(5) If you are just speculating, you can take a look at the picture below.
This article comes from @7updao Investment Research Association member @Ryanqyz_hodl, article "CantoCSR incident review, project analysis and discovery logic"
