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Alphas in Valhalla ⚔️ Alphas in Valhalla ⚔️ @alphasnvalhalla · 7.16K subscribers
Post #10951 247
The strongest signals I'd personally watch for on $MINTFOLIO as we proceed, and looking to have survived into a new week are;

1. AUM (How much capital is actually sitting inside Mintfolio portfolios?).

This will help tell if people are merely creating baskets or actually allocating capital to them.

2. Number of Active Portfolios
For this i mean, not just how many have been created, but how many have meaningful AUM/volume.

The interesting signal is:
More creators → more strategies → more capital.

3. Creators Count.
This is important because Mintfolio's is permissionless asset management.

I would love to see researchers/traders/investors creating different strategies ranging from ;
AI,Semiconductors, RWA, Crypto
Macro, Berkshire-style, and Inverse strategies, etc.


More creators means the strategy marketplace is developing.

4. Fees generated
Mintfolio lets creators charge entry and management fees, while the protocol takes 10% of creator fees.

5. Capital-Per-Portfolio
This is a very underrated metric.
I would prefer to see 20 to 30 portfolios minted/created with say 500 - 1000USD or even more, than 100 portfolios with $10 each.

Won't add the TVL and Portfolio volume as metrics rn as project is still under 15 to 30 days for a lowcap.

But yeah, these are what i will be looking out for to strengthen my thesis and position on it.

NB: AUM = Assets Under Management/Total capital invested in these portfolios.

For Mintfolio, imagine:
Portfolio A = $5k
Portfolio B = $2.5k
Portfolio C = $1.5k

Then Mintfolio AUM = $9k.

A rising AUM means more capital is actually flowing into and staying inside the portfolios, which signals bullish.

$MINTFOLIO
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