How to pick the right crypto project?

PLUS: without getting rugged!

In partnership with

How to pick the right project without getting rugged?

We will explain the full details..

Check these 4 things..

Before taking entry to any project..

  • Sentiment

  • Tokenomics

  • Utility

  • Risk

Let’s Dive Deep ⤵️ 

🧠 Sentiment Analysis

Crypto-il oru project success aavumo ennariyaan nokkenda first thing: sentiment. In simple terms, publicinte mood. Are they hyped 🔥 or scared 😨?

🗣️ Sentiment = Social Signals:

  • Twitter-il memes share aakunnundo?

  • Telegram/Discord-il hype undo?

  • Google search trend etha level-il?
    All these show whether a coin has real community fire 🔥 or just dust 💨.

💡 Example:
Elon Musk April 4, 2023-il Twitter logo Shiba Inu akki. DOGE price went +30% in one day. Why? Not fundamentals – pure sentiment!

📊 Sentiment Tools:

  • Crypto Fear & Greed Index

  • Tweet volume trackers

  • Reddit/Twitter/Telegram buzz

🟢 Positive Sentiment Signs:
Viral memes
Influencers bullish
Mass Twitter threads

🔴 Negative Sentiment Signs:
⚠️ FUD (Fear, Uncertainty, Doubt)
⚠️ Regulatory warnings
⚠️ Silence in groups

📌 Bottomline:
Hype veendum crash aakum. So always ask:
🧠 Why are people excited?
If answer is “Elon meme,” okay – but don’t forget to check tokenomics too!

💰 Tokenomics

Okay so now hype undu… but ee coininte engine entha? That’s where tokenomics comes in – oru tokeninte full money logic:
➡️ How many tokens exist?
➡️ How fast is it printed?
➡️ Who holds how much?
➡️ Will it get dumped?

👀 Supply & Inflation – Mint cheyyunnath evide vare?

  • Bitcoin has 21 million cap. No more. So supply tight → value up.

  • Avalanche (AVAX) also fixed supply: 720 million. Fees burn cheyyunnu → deflationary 🔥

  • But Terra Luna? Unlimited minting. When peg failed, LUNA flooded → death spiral 💀

📦 Distribution & Vesting – Who gets what and when?

  • If founders/VCs get too many tokens early and no lockups, they'll dump on you 🐳💨

  • Good projects like AVAX lock team tokens for years.

  • Scammy tokens = no lock + sudden pump → dump → rug.

📉 Too Much = Too Bad:
Market-il excess tokens vanal price collapse aavum.
Look for:

  • Hard caps

  • Burn mechanisms

  • Steady, slow releases

Avoid:

  • Unlimited mint

  • No lock-ups

  • Founder dump signals

📌 TL;DR:
Tokenomics is coininte metabolism. Bad setup means “rally kazhinjal rug pull”. Always check:
🔥 Is it designed to survive long-term?
💸 Or just another pump-and-dump game?

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🛠️ Utility

Crypto project nokiit just ask this..
👉 “Ee tokeninte actual use enthaa?”
If the only thing you can do is “buy-cheyyuka, wait-cheyyuka, sell-cheyyuka” — warning bell 🔔!

📈 Real-World Usage = Real Value
Strong utility means token is not just for holding — people are actually using it on-chain.
Examples below 👇

🔷 Ethereum (ETH)

  • The OG utility beast 💪

  • Over 1 million transactions/day

  • Powers DeFi, NFTs, DAOs, dApps — you name it

  • In 2024, ETH smart contracts held over $50 billion+ in value

  • This is like the electricity of the crypto world 🔌

💾 Filecoin (FIL)

  • Not hype — real decentralized storage

  • In late 2024: Added 3.1 petabytes/day 😳

  • Millions of txns for storing files across the globe

  • Crypto project with actual backend use-case

⚖️ Uniswap (UNI)

  • The biggest decentralized exchange 🌊

  • UNI token = governance power

  • Everytime someone swaps ETH for meme coin, Uniswap is getting the volume

  • Utility is directly tied to billions in trading

💵 Stablecoins (USDC, USDT)

  • They don’t “pump” like other tokens

  • But used in billions worth of transfers per month

  • Think of them as the PayPal of crypto world — fast, global, stable

🚨 Low Utility = High Danger

  • Many meme coins exist just for hype

  • No apps, no platforms, no users

  • Just trade-cheyyan vendi ullath = risky af 😬

  • Example: Shiba Inu — despite market cap, it has almost no real usage

🔥 RISK:

Crypto il paisa idunne munpe oru cheriya reality check venam:
“Worst case entha?”

pump aakum enna vishwasam okke super aanu...
But what if it crashes, hacks, or vanishes?

Let’s break the 4 Major Risks below:

🔐 1. Security & Tech: "Ee code test cheythittundo?"

  • DeFi projects poleyulla DAO (2016) got hacked big time 🧨

  • Nalla projects will have audit reports from trusted firms

  • No audit? Appo oru red flag 🚩

  • Hack cheythittundo? Look for past incidents

📣 Crypto Mafia Rule: Audit illa + smart contract bugs = run away!

🕴️ 2. Team & Governance: “Aaranu ithu nadathunne?”

  • Celsius Network – withdrew wrong collateral → collapse 🔥

  • FTX – Sam Bankman Fraud story you know: no risk control, fund misuse

  • Anonymous team = Risky

  • Experienced, transparent team = Safer

📣 Crypto Mafia Rule: Face illa, past record illa? Not worth trusting!

⚖️ 3. Regulatory Risk: "Ee tokeninte nadakkil karyamundo?"

  • XRP? SEC case still running

  • Monero, Zcash? Banned in some countries due to privacy issues

  • If government says illegal... price will dump faster than your hopes

📣 Crypto Mafia Rule: Law thakarunna project? Stay out before they stay down!

📉 4. Market Risk: “Low cap aano? Hype mathram aano?”

  • Small cap = easily manipulated

  • Single exchange dependency = project collapses if delisted

  • One-use-case coin = fragile setup

📣 Crypto Mafia Rule: If one tweet can destroy it, think before investing.

📝 Crypto Mafia Risk Checklist:
Audited code?
Transparent & known team?
Regulatory-safe?
Market spread and real demand?

If any of these fail, the project can collapse just like:

  •  FTX (no controls, mismanaged funds)

  •  Terra/LUNA (unlimited minting + panic = $0)

🧠 Crypto Mafia Summary:

Crypto eval = not just price charts.
You need to check:

  • 📊 Sentiment

  • 💰 Tokenomics

  • 🔧 Utility

  • 🚨 Risk

One pillar fails → entire thing collapses 😵
Example: Strong sentiment but bad tokenomics? 🤡
Good utility but no audit? 🎯 Hacker entry confirmed.

👉 Read whitepaper.
👉 Check distribution charts.
👉 Use sites like CoinStats, Messari.
👉 Do Mafia homework 🕵️

🔑 Final Takeaway:
Crypto world il survive cheyyan, you need all 4 legs of the table strong.
If one breaks, the table crashes — and your portfolio too.

Appo athrollu innathe mafia letter.... Bie! 👋

DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research