2026-01-13 00:25:44

Regarding project investment screening, I use a six-dimensional evaluation system.

First is the **industry track**. This is the most fundamental and critical point—no matter how strong the team is, if the industry hits a ceiling, it's all for nothing. Check whether the project's specific sub-sector has enough imagination space; this directly determines the upper limit.

Next is the **structural performance of financials**. It's not about short-term numerical fluctuations, but whether there are genuine signs of improvement in the overall financial health.

The third is **revenue sustainability**. Being able to make money is one thing; being able to do so consistently and stably is another. This tests the resilience of the business model.

**Moats** determine competitiveness. Whether a sustainable, hard-to-copy advantage has been formed is the guarantee of long-term value.

**Product positioning** is also crucial—whether it remains at the conceptual level or has already created real value deep within the industry chain. The difference is huge.

Finally, there is the **team**. Talent and execution ability often decide whether strategies can truly be implemented.

In my work, I use ChatGPT Pro as a research assistant, which greatly improves analysis efficiency. When combined with this framework and good tools, it can cover the key dimensions of project evaluation.

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OldLeekConfession

· 7h ago

I totally agree that the ceiling of the track is crucial. No matter how strong the team is, they can't save a bad track. In my opinion, the easiest to fall into is those projects that look good financially but lack sustainability—just a bunch of number games. The real test of vision is the moat. Most projects don't have one; frankly, it's just hype.

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FlashLoanPrince

· 7h ago

To be honest, I never really thought through the ceiling of the track before; only after stepping into pitfalls did I understand. The moat is the hardest to evaluate; it seems most projects are just paper tigers. No matter how much the team boasts about execution, in the end, the financial statements speak for themselves. ChatGPT Pro is not万能; sometimes you have to dig deep into the industry chain yourself to be assured. This framework is a bit verbose; I prefer to focus directly on the moat and cash flow. Sustainable income is well said; many projects are doomed after burning through their funding.

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Token_Sherpa

· 7h ago

nah this is just tradfi playbook dressed up for crypto lol... where's the tokenomics analysis tho? sustainable yield or ponzinomics, that's literally all that matters

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FantasyGuardian

· 7h ago

The track ceiling is really crucial. No matter how talented the team is, they can't save a bad track. Moats are what I care about most. Without them, everything is pointless to discuss. Many projects stumble on product positioning; just shouting concepts doesn't help. I like the term "financial structural performance" to avoid being misled by short-term fluctuations. Poor team execution can cause the entire market to fall apart. Tools can indeed improve efficiency, but the core still depends on having judgment. The six dimensions are comprehensive, but in practical application, the most difficult part is probably choosing the right track.

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