Note: This guest post (which is over 10K words in length) is from the brilliant Katya Kovalenko at P2P Capital. Next week we’ll be posting an interview with her on the Flippening Podcast, with an audiobook version of this article coming the following week. Enjoy this deep dive.
This post is a private investor’s take on the smart contract space and possible ways to evaluate and invest in smart contract platforms. By no means, should this be considered as the ultimate framework or as
The views expressed in this post are my own and might differ from those of other partners at P2P Capital, though our general vision about the smart contract space is in alignment.
Another important disclosure is that while I mention many projects in this post, not all of them are part of our firm’s or my personal investment portfolio, and I cannot endorse or verify claims of their future performance. My analysis is based on the public information, provided by these projects, and other analytical resources available in the public space.
You can check the list of P2P Capital portfolio projects here. I personally hold Bitcoin.