musaaliyu

Crypto Research Analyst

MUSA ALIYU

📍 Nigeria | 📧 [email protected] | 🔗 []https://www.linkedin.com/in/musa-aliyu-b49b82354?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app| 🔗  [The Graph (GRT) Analysis

🛠 Coin Overview

Name: The Graph (GRT)

Market Rank: #65

Total Supply: 10.79 billion

Circulating Supply: 9.54 billion

Market Cap: $1.69 billion

Fully Diluted Valuation (FDV): $1.92 billion

Liquidity Ratio: 6.66%

Holder Distribution:

Whales: 59.83%

Other Holders: 40.17%



📊 Fundamental Analysis

✅ FDV is close to Market Cap – This indicates that the coin is not overly inflated, which is a positive sign for investors.
❌ High Liquidity Ratio (6.66%) – A high liquidity ratio means increased price volatility, which may lead to unstable price movements.
❌ High Whale Dominance (88.20%) – This is risky because whales can easily manipulate the price through large sell-offs (dumping).

🛠 Use Case

1. Indexing and Querying Blockchain Data – The Graph simplifies retrieving blockchain data for developers and Web3 applications.


2. Building Open APIs – Developers can create Subgraph APIs that allow seamless access to blockchain data.


3. Reducing Network Congestion – The Graph helps improve blockchain scalability by making data more accessible and efficient.



💰 Tokenomics (Token Distribution)

Curators Program Grant – 3%

Edge and Node – 8%

Foundation – 20.17%

Testnet Indexer – 3.02%

Early Team – 23.19%

Community Sale – 2.02%

Seed Funding – 17.15%

Strategic Round – 17.14%


📈 Utility Value

Enables easy access to blockchain data.

Reduces congestion and enhances scalability.

Improves the experience of developers and Web3 applications.


⚔️ Competitors

Flare Network (Market Cap: $1B)

Covalent (Market Cap: $500M)

Chainlink (Market Cap: $7.5B)


✅ Competitive Advantage – The Graph has strong ecosystem support and a community-driven model. It is one of the leading solutions for blockchain data indexing and querying in Web3.

🧑‍💼 Advisors & Team

Advisors:

1. Jared Konecky – Member of Square Ventures, an investment firm.


2. Rafael – Experienced blockchain consultant.



Core Team:

1. Jannis Pohlman


2. Tegan Kline


3. Brandon Ramirez


4. Rodrigo Coelho


5. Aaron Kelly
✅ The team is relatively large, which helps with project development and innovation. (Rating: 6/10)




💰 Investors

Tiger Global Management

Reciprocal Ventures

Fenbushi Capital

Fintech Collective
✅ Backed by strong institutional investors, which adds credibility. (Rating: 6/10)


📉 Vesting Schedule

Foundation – 30%

Investors – 20%

Team – 20%

Advisors – 7%

Community – 23%


🚨 Risk Analysis

❌ Whale Dominance (88.20%) – A small number of holders control most of the supply, increasing the risk of large sell-offs (dumping).
❌ High Liquidity Ratio – This could lead to price instability.

📊 Final Rating

Fundamentals: 7/10

Team: 6/10

Investors: 6/10

Tokenomics & Vesting: 5/10 (due to whale dominance)

Use Case & Utility: 8/10

Competitors: 6.5/10


Overall Score: 6.5/10 – The Graph has strong potential but carries high risks due to whale dominance and liquidity concerns.]


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Professional Summary

A passionate Crypto Research Analyst with expertise in technical and fundamental analysis, blockchain research, and financial market trends. Holds a Cryptocurrency & Blockchain Certificate from Bitkova Academy, Nigeria. Skilled in on-chain analytics, chart pattern analysis, and market research, providing insightful reports on the Web3 space.


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Skills

✅ Crypto & Blockchain Research
✅ Tokenomics & DeFi Analysis
✅ On-chain & Market Data Analysis
✅ Fundamental & Technical Analysis
✅ Report Writing & Trend Forecasting


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Education & Certifications

📌 Bitkova Academy, Nigeria – Certificate in Cryptocurrency & Blockchain [Year]


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Experience

Freelance Crypto Researcher | Remote | [Year - Present]

Conduct research on DeFi protocols, NFTs, and Web3 projects

Analyze market trends, token utilities, and trading volume

Prepare research reports & write insightful articles on crypto markets

Monitor on-chain analytics and assess investment opportunities



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Projects & Contributions

Market Analysis Reports: Analyzed BTC, ETH, and altcoin trends

Personal Trading Journal: Documented chart patterns & price actions

Content Creation: Published Facebook posts on market insights



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Tools & Technologies

📊 TradingView | 🖥️ CoinGecko | 📈 Dune Analytics | 🛠️ Messari | 📑 Google Docs


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Languages

📌 English | 📌 Hausa


Experiece: 6 months

Yearly salary: $20,000

Hourly rate: $200

Nationality: 🇳🇬 Nigeria

Residency: 🇳🇬 Nigeria


Experience


Skills

marketing-analyst
analyst
english