there’s like 3 good investments happening per cycle key to good investment: - understanding the userbase of the project you are investing in. if it’s a yield product, you gotta know the whales. if it’s a perp dex, know the traders etc. they can help you validate the project - founder has a solid gtm plan. it might not be perfect, but if he has it, he is defo ahead of most - the product is better than competition, ie you genuinely enjoy using it yourself