| name | on-chain-research-tokenomics |
| description | Covers on-chain analysis for trading and research (holdings, flows, whales, TVL, multichain), tokenomics basics (supply types, vesting, utility, incentives), and caveats about labels and price causality. Use when the user asks about on-chain metrics, exchange flows, whale tracking, TVL, token unlocks, vesting, governance tokens, or comparing on-chain vs technical analysis. |
On-chain research and tokenomics
Not investment advice.
On-chain analysis (trading & research)
Uses public ledger data (balances, transfers, contract events, timestamps) alongside technical and fundamental lenses.
Building blocks: Holdings; transactions (audit trail via tx hashes; can monitor in near real time).
| Lens | Notes |
|---|
| Top holders / concentration | Float risk; often aggregated to entities when labeled |
| Exchange flows | Heuristic only—inflows/outflows need context (stablecoins, market-making, era) |
| ETF / treasury | Flows where addresses or filings are public |
| Whales | Large relative size; following whales is risky |
| Multichain | L2s, bridges—partial views mislead |
Macro-style metrics (examples): active addresses, tx count/volume, TVL, unique holders—definitions vary by indexer.
Visualization helps for complex paths; tables alone miss structure.
Tokenomics (educational)
Tokenomics = issuance, distribution, utility, and incentives.
Supply: Circulating vs total vs max (if any). Float = unlocked vs locked—watch vesting calendars (not deterministic for price).
Distribution: Mining/staking rewards; public sales; airdrops; team/investor locks; DAO/treasury.
Utility: Fees; access; staking; LSTs; restaking (protocol-specific); governance.
Demand levers (examples): incentives, burns, buyback-and-burn, liquidity mining, buybacks—verify in docs and contracts.
Governance: Token voting exists on a spectrum; not always fully decentralized.
Caveats
Labels and clusters can be wrong; correlation ≠ causation; past patterns ≠ future prices.
