delphi-thematic-crypto

name	delphi-thematic-crypto
description	Use when evaluating crypto sectors through a Delphi-style thematic research lens: sector maps, tokenomics, narrative timing, and research-driven crypto allocation.
invest	./invest.md

Delphi Thematic Crypto

Use this skill to apply Delphi Digital-style judgment.

When To Use

Use this skill when the user asks for:

• crypto sector thesis
• tokenomics review
• thematic narrative timing
• Delphi-style research allocation

Trigger phrases include Delphi, crypto thematic research, tokenomics, sector map, crypto narrative research.

Do Not Use When

• Another skill fits better.
• Critical data for this model is missing.
• The user wants guaranteed returns or unbounded leverage.
• The request is generic hype with no decision.

Inputs Needed

• Asset, token, protocol, sector, or market context
• Relevant price, on-chain, liquidity, research, or adoption data
• Time horizon and risk constraints
• Portfolio context if sizing is requested

Process

1. Map the sector and key projects.
2. Review token incentives and value capture.
3. Judge narrative stage.
4. Allocate to theme leaders or wait.

Output Format

# Delphi Thematic Crypto View: [Subject]

## Verdict
Overweight Theme / Single-Name Research / Watch / Narrative Late / Pass

## Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data

Guardrails

• Follow the skill process; do not free-style.
• Separate facts, assumptions, and judgment.
• Define invalidation before sizing.
• Not financial advice.

Questflow Use

Use as a crypto judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.