A BULL/BEAR case for Gitcoin/GTC in 2023

[Vega]

@a33titude

The bull case for GTC basically boils down to:

ONE OF THESE THREE:

1. Grants will be successful & have $billions/year in capital going through it.
   2.OR*
2. Passport will be the foundation of a new sybil resistant economy in web3.
   4.OR*
3. Mutual Grants allow Gitcoin to get upside in the next Uniswap. (new)

AND BOTH OF THESE TWO:

4. Governance rights to manage these systems will somehow become valuable.
   5.AND*
5. GitcoinDAO will survive to get to that point.

This is very concise!

It was great to see these two posts go live in the last few days. They will help greatly to outline these points.

An Interactive Model for Gitcoin Revenue Growth Forecasting

TL;DR This post will: Share the results of our revenue survey Share an interactive model for forecasting revenue growth (w/ raw survey data) Discuss the high and low ranges for revenue growth Discuss the variables with the highest impact for the lowest effort [image] Sustainability of Gitcoin is a hot topic. There is discussion around protocol fees, service offerings, and even mutual grants or investment potential. Then there is the gnarly conversation around GTC utility. @nategosselin ,…

GTC Financial Model

(DISCLAIMER: This is not financial advise. Do your own research. Talk to an accountant. This post and the document linked from it are provided for informational purposes only.) There isn’t a financial model for Gitcoin publicly available on the forum, so I have been working with @a33titude on one in order to understand the potential value of Gitcoin’s economies. In this document, we took the most plausible revenue models for GTC Utility and built a spreadsheet around how growth of those rev…