Exploring Cudos Fundamentals with Unique 4T Model
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Fundamentals are very important if you are looking to invest in any projects, Talking about Cudos fundamentals we already wrote an article on that if you want to read the normal Fundamentals analysis of CUDOS you can read that article. This article is also a fundamentals article but in this article we are taking an unique 4T’s model for analysing Cudos. I often use this method for myself to check whether the project I am looking for has any future potential or not.
Talking about 4T’s of the model it’s the short form of TAM, Team, Timing & Technology of the project combination of these four word make 4T model which I am going to use to understand the future potential of CUDOS.
TAM (Total Addressable Market)
TAM which means total addressable market is kind of self explanatory sentence which means what is the total market size the project or company is targeting for, sometimes they also look for future market size according to the percentages market is growing by each year.
In the case of CUDOS, we can first see the TAM of cloud computing which is around $400 Billion and expected to grow by more than 15% till 2030 which will make it more than $1.5 trillion market size.
If we look at other aspects of Cudos then it will increase the market we are looking at but in this article we are only analysing the Core of CUDOS which is Cloud Computing and for that the total addressable market for CUDOS is $1.5 trillion.
Looking at Cudos what is offering like decentralisation with use of blockchain technology, option of reusable Cloud. If Cudos is able to grab 10–20% of Market share over the course of 10–15 years then we are talking about $150–300 billion market share for CUDOS. In the worst case scenario if Cudos is only able to capture 1% of market share then that’s $15 billion and looking at Cudos at the moment the market cap is near about 60 million dollars.
Team
We already talked about TEAM of Cudos several times in the last fundamental analysis article we have discussed about team in depth, I also have created an video about Cudos team if you are interested you can watch that video.
Cudos team is one of the most experienced team I ever see in any project they are coming from the same industry, CEO of CUDOS Matt Hawkins already founded runs it for the long time of period till he founded CUDO which is the foundational body of CUDOS. In brief we can say CUDOS team is highly respected in there fields and they already has an successful career in past.
Timing
Timing is the most crucial part of any project for eg imagine a new smartphone company in today’s market where the market is over crowded by multiple companies and startups, or take an another eg of starting an social media company in 90’s early days of internet this idea is multi billion dollar but launching an social media platform in 90’s is like a failure because there were no users of that at that moment. So probably now you have understood the importance of timing for launching or starting up a new project or company.
In the Case if Cudos where the target market is still growing & Cudos is also targeting the future of Web which is web3 which is in the early stage the timing for CUDOS to start is great in every term, talking about digitalisation the world is rapidly becoming digital, which is still early days for digital economy and CUDOS fits their as well according to the timing, so we can say CUDOS is one of the project in the industry which is starting at the right moment. So the Timing for CUDOS to join the Cloud Computing party is not late or we can say it’s still early.
Technology
Last in the model we are discussing about Technology, in today’s world almost every business is based on technology or dependent on technology. I don’t remember any business in today’s world where anyone is operating their business without use or support of any technology.
Talking about Cudos then it’s a technology company, they are leading their way with the use of latest technologies in the cloud computing space with Blockchain, where each & every product is based on technology. Where Cudos is also building a new age of Cloud Computing which will power the new age of Web3 revolution.
Conclusion
The model of 4T for fundamentals is a really good tool to analyze any project. CUDOS is one of the best projects currently operating in the market according to this model, because the TAM they are targeting is really moving fast & it’s still early to join the space with new technological improvements while having one of the best possible team members for handling it.
About Cudos
Cudos is powering the metaverse bringing together DeFi, NFTs, and gaming experiences to realise the vision of a decentralised Web3, enabling all users to benefit from the growth of the network. We’re an interoperable, open platform launchpad that will provide the infrastructure required to meet the 1000x higher computing needs for the creation of fully immersive, gamified digital realities. Cudos is a Layer 1 blockchain and Layer 2 community-governed compute network, designed to ensure decentralised, permissionless access to high-performance computing at scale. Our native utility token CUDOS is the lifeblood of our network and offers an attractive annual yield and liquidity for stakers and holders.
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