Services

Investment Analysis

Token economics and yield-market analysis grounded in on-chain data — what drives supply, demand, and price formation.

What's included

  • Token economic models: what makes float grow or shrink, what creates holding demand, and what bounds price or peg.
  • Historical backtesting of stress scenarios, depeg mechanics, and buyback or burn programs against real on-chain history.
  • Yield-market coverage across 17 lending protocols, plus Pendle, Curve, Balancer, and major DEX venues — rates, TVL, and utilization tracked hourly.
  • Opportunity screening that scores farming and lending positions on risk-adjusted terms, not headline APY.
  • Custom analysis for funds and family offices building DeFi exposure.
Request an investment briefing See sample work