🚨 Value Investing Ratings | January 2024
Every month we share the best blockchains to buy
Blockchains provide infrastructure for the coordination of economic activity. In other words, they are open-source platforms that are globally accessible and auditable 24/7.
Every month we share the best blockchains to buy based on our value investment framework.
We believe these tokens will outperform the market in the long-term.
Let’s dive in!
Fundamental Analysis
Benchmarking
Valuation
Full Analysis
Key Takeaways
Stacks is the top protocol in terms TVL & Daily Transactions growth.
NEAR belongs to the “best in-class bucket” (90% percentile) in 3 different categories among Layer 1s.
Stacks, Solana & Cardano are clearly the best as TLV growth among
ALTs are outperforming EVMs in every category except for daily active users: people are still interacting mostly with EVM protocols.
ALTs and L1s have the best fundamentals (they outperformed BTC in the last 356 days).