Check out our Crypto coverage here!

RAD.STACK

Recurring research reports
on Crypto

Monthly reports analyzing how ICOs are impacting various sectors including comparisons of different decentralized applications, market sizing, and fundamental token price analysis.

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Definition
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Comparison
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Market Sizing
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Valuation
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What is a Radicle Report?

Detailed research and analysis on startups by sector

Definition - We define a market and identify the startups competing to disrupt it
Comparison - We benchmark startups to isolate their similarities and differences
Market Sizing - We perform bottoms up market sizing analysis
Valuation - We consider valuation precedents to understand the size of an opportunity

Thesis

Decentralization is real and it will affect numerous existing industries. What can be decentralized will be decentralized (or at least attempted!).

At Radicle, we’re left asking what’s justified and what’s not. Which are the good opportunities and which are not? Which sectors are prone to decentralization and which sectors have no shot?

While ICO’s are novel funding mechanisms and provide striking incentives that could instantaneously instantiate a network, there’s the question of whether a decentralized approach to certain categories is differentiated and compelling – or is it ultimately a solution looking for a problem? On top of that, there’s the fact that speculation in crypto assets inflates prices and distracts from the key question of how best to build a sustainable decentralized service ecosystem.

As with other nascent industries the crypto-ecosystem has attracted both admirable entrepreneurs working on meaningful projects as well as a host of fraudsters launching scam ICOs and poorly designed projects. Numerous new projects are ICO-ing by minute, and we’re here to help filter out the signal from the noise. We’re here to help you have a strategic point of view when analyzing the crypto space – whether you’re day-trading, making long-term investments, worried about your own corporation or wondering how crypto could improve it, or you’re just straight-up curious.

Instead of being distracted by each new ICO that pops up everyday, we bucket crypto platforms into different sectors (or – decentralized economies, if you will). From there we’re ask ourselves a standard set of questions:

  • What are the dApps competing to become the dominant provider in a given category?
  • What problems do these platforms solve?
  • What is the size of the opportunity they are competing for?
  • Why is the sector ripe for decentralization? In other words, how does decentralization solve not only the original problems, but also the problems presented by their centralized counterparts?
  • Do these crypto economic networks have sound incentive models that will contribute to healthy (if not, exponential) supply-demand dynamics?
  • Based on the Quantity Theory of Money, what can we estimate to be the fundamentally derived value per token of a given coin? And relatedly what do current market prices imply about investor expectations for the future?
  • Which crypto networks are have the best shot of instantiating a network and disrupting their centralized counterparts?
Crypto assets create foundations for decentralized systems that can disrupt their centralized counterparts. Decentralization is a framework for understanding the problems of institutional centralized companies. Centralization isn’t perfect and centralized companies will be disrupted. New networks will be born. Our decentralization framework will help you identify which industries and which crypto economic networks are worth your attention.



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