David Gokhshtein

@davidgokhshtein

Stop using market cap as your entire thesis. That number doesn’t tell you if the project is actually building anything, if people care, if the team is active, or if there’s a real community behind it. Ask better questions. What are they building? Why does it matter? Who is it for? Is anyone actually using it? Does the community show up when the chart isn’t green? Can people explain it without sounding clueless? This stuff isn’t hard to figure out anymore. We have more tools, more data, and more access than ever. If you still can’t spot real opportunity in this market, stop blaming the market. You’re just not paying attention.