©2018 by Cardinal Capital.

LITMUS TEST
 

  1. Blockchain enabler or inhibitor?

  2. Scalability and addressable market?

  3. Token type, utility & economic

 

 

EVALUATION FACTOR
 

Project specific due diligence

  • Team background

  • Addressing market segment

  • Technical soundness

  • Go-to-market strategy

  • Competitive analysis

  • Tokenomic

 

Market specific metric

  • Market adoption

  • Participation / penetration rate

  • Network & community activity

 
 Portfolio management

  • Systemic & idiosyncratic risk assessment

  • Constant adjustment and position adaptive approach