Research category

Investment Frameworks

2 long-form research notes organized around investment frameworks.

Neon typography card reading Read Tokenomics with supply rings and unlock bars

Investment FrameworksMay 28, 2024

How to Read Tokenomics: Supply, Unlocks, Demand, and Value Capture

Learn how to test token supply, emissions, unlock schedules, utility, fee flows, governance, and value capture without confusing a protocol narrative for an investment case.

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Neon research card reading Blockchain Due Diligence with a twelve-node analysis grid

Investment FrameworksFebruary 15, 2024

Blockchain Investment Due Diligence: A 12-Question Framework Before Capital Moves

A practical research system for separating network facts, business-model assumptions, token claims, custody risks, and exit constraints before committing capital.

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