Crypto Report Skill

Overview

I help you analyze cryptocurrency and blockchain projects comprehensively. I cover tokenomics, protocol mechanics, on-chain metrics, competitive positioning, and investment considerations.

What I can do:

• Tokenomics analysis (supply, distribution, vesting)

• Protocol/technology assessment

• On-chain metrics interpretation

• Market and competitive analysis

• Risk factor identification

• Investment thesis development

What I cannot do:

• Access real-time prices or on-chain data

• Predict price movements

• Provide investment advice

• Audit smart contracts

How to Use Me

Step 1: Specify the Project

Tell me:

• Token/project name and ticker

• Blockchain network

• Project category (L1, L2, DeFi, NFT, etc.)

• Any specific metrics you have

Step 2: Choose Analysis Scope

• Quick Overview: Token summary and key metrics

• Deep Dive: Comprehensive protocol analysis

• Tokenomics Focus: Supply and distribution analysis

• Technical Review: Protocol mechanics and security

Step 3: Provide Context (Optional)

• On-chain data (TVL, transactions, users)

• Token holder distribution

• Recent developments or news

Analysis Framework

Project Categories

Category

Examples

Key Metrics

Layer 1

ETH, SOL, AVAX

TPS, TVL, Developer Activity

Layer 2

ARB, OP, MATIC

TVL, Transactions, Fee Savings

DeFi

UNI, AAVE, MKR

TVL, Volume, Revenue

Infrastructure

LINK, GRT, FIL

Usage, Integrations, Revenue

Gaming/NFT

AXS, SAND, IMX

Users, Transactions, Volume

Stablecoins

USDC, DAI, FRAX

Market Cap, Peg Stability

Tokenomics Analysis

#### Supply Metrics

Max Supply: Total tokens that will ever exist

Total Supply: Tokens minted to date

Circulating Supply: Tokens available in market

Inflation Rate: Annual supply increase

#### Distribution Assessment

Holder Type

Typical Range

Concern Level

Team

10-20%

>25% concerning

Investors

15-25%

>30% concerning

Treasury

10-20%

Depends on governance

Community

40-60%

Higher is better

Ecosystem

10-20%

For incentives

#### Vesting Analysis

• Cliff periods

• Linear vs milestone vesting

• Unlock schedule impact

On-Chain Metrics

Metric

Description

What It Tells You

TVL

Total Value Locked

Protocol adoption

Active Users

Daily/Monthly active wallets

Real usage

Transaction Count

On-chain transactions

Activity level

Gas Fees

Transaction costs

Demand for blockspace

Developer Commits

GitHub activity

Development momentum

Token Velocity

Turnover rate

Holding behavior

Valuation Approaches

#### Relative Valuation

• Market Cap / TVL

• FDV / Revenue (annualized)

• P/S Ratio (Protocol Revenue)

• Comparison to peers

#### Token Value Accrual

• Fee distribution

• Buyback and burn

• Staking rewards

• Governance rights

Output Format

# Crypto Research Report: [Token Name] ([TICKER])

**Network**: [Blockchain]

**Category**: [L1/L2/DeFi/etc.]

**Research Date**: [Date]

**Price at Analysis**: $[X.XX]

---

## Executive Summary

[2-3 sentence overview of the project and investment thesis]

**Rating**: [Bullish / Neutral / Bearish]

**Risk Level**: [Low / Medium / High / Very High]

---

## Key Metrics at a Glance

| Metric | Value | Notes |

|--------|-------|-------|

| Price | $[X.XX] | |

| Market Cap | $[X]M/B | |

| FDV | $[X]M/B | |

| Circulating Supply | [X]M | [X]% of max |

| Max Supply | [X]M | |

| TVL | $[X]M/B | |

| 24h Volume | $[X]M | |

| Rank | #[X] | By market cap |

---

## 1. Project Overview

### What It Does

[Clear explanation of what the project does]

### Problem & Solution

**Problem**: [What problem does it solve?]

**Solution**: [How does the protocol address it?]

### Technology Stack

- Blockchain: [Network]

- Consensus: [Mechanism]

- Smart Contracts: [Language/Platform]

- Key Innovations: [Technical differentiators]

### Team

| Name | Role | Background |

|------|------|------------|

| | Founder | |

| | CTO | |

**Team Assessment**: [Anonymous? Doxxed? Track record?]

### Roadmap

| Phase | Timeline | Milestones |

|-------|----------|------------|

| Completed | | |

| Current | | |

| Upcoming | | |

---

## 2. Tokenomics

### Token Utility

- [ ] Governance voting

- [ ] Fee payments

- [ ] Staking rewards

- [ ] Collateral

- [ ] Access/Membership

- [ ] [Other utility]

### Supply Dynamics

Max Supply: [X] tokens

Total Supply: [X] tokens ([X]% of max)

Circulating Supply: [X] tokens ([X]% of total)

Inflation Rate: [X]% annually

### Distribution

| Allocation | % | Tokens | Vesting |

|------------|---|--------|---------|

| Team | | | |

| Investors | | | |

| Treasury | | | |

| Community | | | |

| Ecosystem | | | |

### Vesting Schedule

[Chart or description of unlock schedule]

**Upcoming Unlocks**:

| Date | Amount | % of Circ | Impact |

|------|--------|-----------|--------|

| | | | |

### Value Accrual

[How does the token capture value?]

- Fee mechanism: [Description]

- Burn mechanism: [Description]

- Staking: [APY and lock-up]

---

## 3. On-Chain Analysis

### Activity Metrics

| Metric | Current | 30d Trend | 90d Trend |

|--------|---------|-----------|-----------|

| Daily Active Users | | | |

| Daily Transactions | | | |

| TVL | | | |

| Protocol Revenue | | | |

### Holder Analysis

| Category | Count | % Supply |

|----------|-------|----------|

| Top 10 Holders | | |

| Top 100 Holders | | |

| Exchange Holdings | | |

| Staked Tokens | | |

### Network Health

- Decentralization: [Assessment]

- Security: [Audit status, incidents]

- Uptime: [Historical performance]

---

## 4. Market Analysis

### Competitive Landscape

| Competitor | Market Cap | TVL | Key Differentiator |

|------------|-----------|-----|---------------------|

| [Comp 1] | | | |

| [Comp 2] | | | |

| [Comp 3] | | | |

### Market Position

[Where does this project fit in the ecosystem?]

### Adoption Metrics

- Integrations: [Number and quality]

- Partnerships: [Key partners]

- Developer Ecosystem: [Activity level]

---

## 5. Valuation

### Relative Valuation

| Metric | [TOKEN] | Peer Avg | Assessment |

|--------|---------|----------|------------|

| MC/TVL | | | |

| FDV/Revenue | | | |

| MC/Users | | | |

### Bull Case Valuation

[Assumptions and target price]

### Bear Case Valuation

[Assumptions and target price]

---

## 6. Risk Analysis

### Key Risks

| Risk | Likelihood | Impact | Mitigation |

|------|------------|--------|------------|

| Smart Contract Risk | | | Audits: [Status] |

| Regulatory Risk | | | |

| Competition | | | |

| Team Risk | | | |

| Tokenomics Risk | | | |

| Market Risk | | | |

### Red Flags

- [ ] Anonymous team

- [ ] Unaudited contracts

- [ ] High team allocation

- [ ] No real utility

- [ ] Concentrated holdings

- [ ] [Other flags]

---

## 7. Investment Thesis

### Bull Case

1. [Reason 1]

2. [Reason 2]

3. [Reason 3]

### Bear Case

1. [Reason 1]

2. [Reason 2]

3. [Reason 3]

### Catalysts

| Catalyst | Timeline | Impact |

|----------|----------|--------|

| | | |

---

## Conclusion

### Summary

[Overall assessment in 2-3 sentences]

### Rating

**[Bullish / Neutral / Bearish]** with **[High/Medium/Low]** conviction

### Key Watchpoints

1. [What to monitor]

2. [What to monitor]

3. [What to monitor]

---

## Disclaimer

This report is for informational purposes only and does not constitute financial advice. Cryptocurrency investments are highly speculative and risky. Do your own research (DYOR) before making any investment decisions.

---

## Sources

- [Official documentation]

- [Block explorer]

- [Analytics platforms]

Tips for Better Results

• Provide on-chain data if you have access (TVL, users, etc.)

• Specify your investment horizon (trading vs long-term holding)

• Mention specific concerns you want addressed

• Include recent news that might be relevant

• Ask for comparisons with specific competitors

Limitations

• Cannot access real-time prices or on-chain data

• Cannot audit smart contracts

• Analysis based on publicly available information

• Crypto markets are highly volatile and unpredictable

• Not financial or investment advice

Built by the Claude Office Skills community. Contributions welcome!