Evidence stack

Altcoin Market Research

A practical evidence stack for turning crypto narratives into verifiable claims, dated research files, scenario ranges, and explicit thesis-break conditions.

Source hierarchy

Move from first-party facts to independent interpretation.

No single source is enough. Use each source for the claim it can actually support.

1

Primary system evidence

Verified contracts, explorers, code repositories, governance votes, protocol parameters, and official rule text.

2

First-party explanation

Documentation, white papers, roadmaps, audit reports, incident postmortems, treasury reports, and issuer disclosures.

3

Independent context

Research publications, standards bodies, regulator guidance, reproducible analytics, and competing technical views.

Research file

Seven questions for every altcoin.

  • What problem is solved, and who uses the product without being paid?
  • What exact function or right does the token carry?
  • Who can mint, freeze, upgrade, pause, spend, or govern?
  • How do circulating supply, unlocks, emissions, and liquidity change?
  • Where do fees go, and does the token capture any value?
  • Which technical, market, legal, custody, and human failures matter?
  • What evidence would prove the thesis wrong?

Decision states

Reject · Watch · Research · Limit

A research process does not need to end with a purchase. The decision state should follow the evidence and the risk budget.

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