Disclosure
• No position
• No incentives
• Research based solely on official sources.
Sources
• https://t.co/dbvvrTz5Te
• https://t.co/zzUP7C0T7z
• https://t.co/Q0EDDWAgdh
What would you investigate first before evaluating a pre-TGE infrastructure project?
End of thread.
My research left me with two conclusions:
• the technical foundations look promising;
• the biggest unknowns are ecosystem growth and future token economics.
I'll continue following the project as new milestones are delivered.
One of the strongest indicators for any infrastructure project is whether development is visible.
Things I always check:
• repository activity
• documentation quality
• engineering transparency
• consistency between roadmap and implementation
Most people evaluate pre-TGE projects backwards.
They start with token speculation.
I prefer to start with the fundamentals:
• What is being built?
• Is there real technical progress?
• What are the execution risks?
After reviewing Miden's official documentation, here's my takeaway.
Instead of relying on social media, I reviewed primary sources:
• Official documentation
• GitHub repositories
• Technical articles
• Public roadmap
Primary sources consistently provide more reliable signals than social media narratives.
@0xMiden is building a zero-knowledge execution platform designed to improve scalability while preserving security and developer flexibility.
Before thinking about a future token, I wanted to answer a simpler question:
Does the technology solve a meaningful problem?
End of thread
Sources:
Squid Stats https://t.co/mAQrGhgZba
solana:Boo3tqHtsQ7YfqLotNDXibDCEoLA7hQS87SEeBGtf2ep announcement blog
https://t.co/LEGZzkYr62
solana:Boo3tqHtsQ7YfqLotNDXibDCEoLA7hQS87SEeBGtf2ep explained https://t.co/Rtluq3pYJd
solana:Boo3tqHtsQ7YfqLotNDXibDCEoLA7hQS87SEeBGtf2ep Public Sale FAQ https://t.co/ruT2PWcbVo
Squid Dev Docs overview https://t.co/J6UfwlHk54
Everyone is trying to get into the next public sale.
Far fewer people ask a much more important question:
What actually makes a project worth holding after TGE?
I spent some time reviewing Squid using only official sources.
Here's what stood out.
My research leaves me optimistic about the product, but still cautious about the market structure after TGE.
When you evaluate a pre-TGE project, what matters most to you:
product,
team,
or tokenomics?