Altcoin Due Diligence
A repeatable research workflow for checking the token, product, team, supply, security, liquidity, governance, and thesis before capital is at risk.
Read episode briefing →Evidence stack
A practical evidence stack for turning crypto narratives into verifiable claims, dated research files, scenario ranges, and explicit thesis-break conditions.
Source hierarchy
No single source is enough. Use each source for the claim it can actually support.
Verified contracts, explorers, code repositories, governance votes, protocol parameters, and official rule text.
Documentation, white papers, roadmaps, audit reports, incident postmortems, treasury reports, and issuer disclosures.
Research publications, standards bodies, regulator guidance, reproducible analytics, and competing technical views.
Research file
Decision states
A research process does not need to end with a purchase. The decision state should follow the evidence and the risk budget.
Research briefings

A repeatable research workflow for checking the token, product, team, supply, security, liquidity, governance, and thesis before capital is at risk.
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Learn how circulating supply, vesting, emissions, staking, governance, and token utility shape the economic story behind an altcoin.
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A research framework for comparing base-layer networks with scaling networks, including security, fees, bridges, governance, and token value capture.
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How to evaluate Solana-based tokens by checking mint controls, program design, product usage, liquidity, governance, and dependence on incentives.
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A practical way to distinguish protocol usage from token value, evaluate DeFi revenue, and map smart-contract, oracle, governance, and liquidity risk.
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Understand how fiat-backed, crypto-backed, and algorithmic stablecoins support altcoin markets—and where reserve, redemption, liquidity, and depeg risks appear.
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