Venture Capital Partner Adam Cochran's 10,000-word cryptographic paper Chapter 7: Growth Stocks, Summary

Adam Cochran, a partner at Cinneamhain Ventures, has released his 2022 Crypto Thesis outlining his top picks across various sectors, categorizing them into seven main categories. This article covers the seventh chapter: Moonshots and Conclusions.

Original link: https://twitter.com/adamscochran/status/1476652328736342023

• 1. God Tier projects: ETH, YFI, CVX, KP3R
• 2. Outperforming the market/key catalysts: FLX, CRV, ALCX, BAL, ZRX, FXS, RBN
• 3. Outperforming the market + top farms: FTM, AVAX, ZEC, Gearbox, Euler Finance
• 4. Value-driven/long-term market outperformers: MKR, HNT, LDO, COMP, RARE, SNX, SYN, GNO
• 5. Medium risk with clear potential: PERP, FST, CAP, MCB, DPX, HND, API3, ANGLE
• 6. High risk, either 50x or zero: GEL, NFTX, RAMP, THALES, PICKLE, BABL, PREMIA, PENDLE
• 7. Potential picks, summary: Cowswap, Element Finance, Opyn, Cozy Finance, Pods, Volumex

This category is what Adam Cochran believes to have potential for coin issuance and protocols worth interacting with, where CowSwap announced the launch of a decentralized autonomous organization on 1/28, issuing the governance token COW based on CoWDAO and CowSwap.

Cochran emphasizes that this list is not financial advice and at most serves as a starting point for readers' research. Readers should not merely mimic and expect profits; he tends to update the asset list every three months, assess risks, and reallocate.

He is also quite optimistic about the developments in 2022, including the rebirth of DeFi 1.0, integration of new token models, and the gradual development of many technologies bridging the gap.