DCF GOD
Pseudonymous crypto investor and market commentator
Token-valuation arguments built around buybacks, business comparisons and disclosed investment interests.
Why read DCF GOD?
DCF GOD offers compact examples of how an investor builds a token thesis from a few operating assumptions. His ETHFI post separates automated buybacks from cashback purchases and states that dcf cap holds the asset. Read the assumptions and the exposure disclosure together: the useful part is seeing what he counts and how that becomes his investment argument.
His GRASS post uses valuations of web-data companies as a comparison for a token and quotes a benchmark supplied by the project. It gives you a different question to examine: whether those companies, their rights and the token are comparable. The post also discloses a dcf cap position. Read these as arguments from an interested participant, with the underlying assumptions available for scrutiny.
Selected work
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An ETHFI buyback thesis with a position disclosure
His own post identifies which buybacks enter his estimate and discloses that dcf cap holds ETHFI.
Cite this selection
XFollowList, “An ETHFI buyback thesis with a position disclosure” reading notes in the DCF GOD profile. https://xfollowlist.com/people/dcfgod#work-9c018fd578ee
The linked work is the original source; this permalink identifies XFollowList’s reason to read it. Original work published .
Profile-source checking date and references · Dated reading map
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Comparing a token valuation with web-data companies
His GRASS argument combines company valuations with a project-supplied benchmark. Check the comparison and his disclosed position.
Cite this selection
XFollowList, “Comparing a token valuation with web-data companies” reading notes in the DCF GOD profile. https://xfollowlist.com/people/dcfgod#work-ec5ef4dfa59b
The linked work is the original source; this permalink identifies XFollowList’s reason to read it. Original work published .
Profile-source checking date and references · Dated reading map
Linked wallets
- Ethereum
0xfa4fc4ec2f81a4897743c5b4f45907c02ce06199Open in explorer
Tokens in linked wallets
Open a token on Yieldo for its holders, DEX activity and contract details.
0xfa4f…6199-
FJOFjord Foundry
Balance 1,428,048.7495479 FJO
Share of supply1.43%View on Yieldo
Sources & further reading
Profile sources checked . This describes checking these references, separately from the publication dates of selected works.
- The current pseudonymous profile; the linked posts are his own text and disclosures.Link to this source note
Cite this profile’s source check
XFollowList, DCF GOD profile sources. Sources checked 2026-10-10. https://xfollowlist.com/people/dcfgod#sources-checked