Field Note #4. On "Evolving Towards a Fundamental Investment Framework for Crypto"
Around 2016 (~8 years after entering the workforce), I began more formally sketching & "mapping" personal fundamental investment frameworks (depicted).
That the map != the terrain does not mean one should walk a terrain without a map. Nor does it mean that one should rip up old maps; topographies can be surprisingly similar.
In crypto investing, a map is more necessary than ever to avoid the piercing problem of info overwhelm, data smog, analysis paralysis, and information fatigue (cf. Field Note 3: On "info smog").
Looking for fellow "crypto cartographers" to iterate and refine fundamentally-oriented crypto investment heuristics, lenses, frameworks, and... maps.