2026-01-09 01:25:10

Once, when evaluating a coin, you looked at candlestick charts, listened to stories, and waited for hype cycles. But now, things are different. As the crypto market becomes more professionalized, real on-chain performance is beating all short-seller promises.

To survive in this information explosion, you need a reliable filtering tool. And that tool is on-chain fundamental analysis.

Why focus on on-chain fundamentals? Simply put, it provides DeFi with the most powerful competitive weapon against traditional finance. This is not just one of the reasons DeFi wins, but also something every investor must master to establish a foothold in this field.

Over the past four years, I have been working with DeFi data—initially as a researcher, and later as part of a leading data tracking platform team. During this process, I have developed a practical analytical framework, and today I want to share some truly useful methodologies.

How impressive is on-chain data? How do traditional investors do their homework? They wait for quarterly reports from listed companies, which usually happen once every quarter. But in the crypto world, data flows in real-time, is transparent, and cannot be tampered with. Some people are even calling for changes in disclosure frequency—from quarterly reports to semi-annual reports. How big is the difference? Make your own judgment.

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ForkTongue

· 01-09 01:53

Sounds good, but there are very few who can truly understand on-chain data; most still buy coins based on stories.

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RiddleMaster

· 01-09 01:52

Sounds good, but isn't it still necessary to monitor the charts and on-chain data? Those who truly make money never rely on just listening to stories.

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PermabullPete

· 01-09 01:47

Honestly, I'm already tired of the candlestick charts. Now looking at on-chain data feels truly refreshing. That's why those trend-following influencers always fail at bottom-fishing; on-chain data never lies. Quarterly reports vs. real-time data, the difference is indeed huge, no wonder some people are starting to wake up. People who listen to stories every day should be feeling pretty anxious now, haha. The transparency of data is something traditional finance can really never learn.

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HashRateHustler

· 01-09 01:34

That's what they say, but in actual practice, how many people are really looking at on-chain data? Most are still just following the trend and buying and selling. On-chain data is indeed transparent, but the problem is that most retail investors can't understand it. It sounds good to say that quarterly reports have become real-time data, but I just want to ask—can your methodology achieve stable profits? Data transparency ≠ price increase; these two are not equivalent. I've long given up on candlestick charts; now I rely on intuition and luck.

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LeverageAddict

· 01-09 01:29

Not bad, but the ones who really make money are those old foxes who understand the technical side. On-chain data is indeed transparent, but the problem is most people simply can't understand it. A reliable analytical framework sounds very appealing, but in practice, it's easy to get stuck. Real-time data updates are definitely an advantage, far beyond traditional finance. From quarterly reports to semi-annual reports? Come on, you need tools at least; just looking at raw data, who the hell can handle that? Honestly, on-chain fundamental analysis is much more reliable than technical analysis, now I understand. The phrase "shorts promise to defeat everything" is a bit absolute; the market is always a battle of information. Basically, it's about upgrading from gambling to doing homework, right? Got it.

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