Crypto research desk

Crypto Daily & Weekly Intelligence

A tactical research hub for crypto market regime, BTC/ETH/SOL bias, smart-money flow clusters, perps positioning, DeFi money flow, catalysts, and execution windows.

Desk stackPhase 1
CMC/CG baseline
Explorer truth
Dune dashboards
DeFiLlama flow
Perps leverage
Narrative engine

Phase 1 ships the research product and publishing structure. Live source modules are audited and exposed clearly; deeper automation comes after the format is locked.

Data discipline

Daily source stack

Every crypto report separates narrative from money flow. X tells us what people believe. Price, perps, flow, calendar, and liquidity tell us whether money agrees.

CoinMarketCap / CoinGecko

Clean market cap, FDV, supply, volume, category tags, listings, ATH drawdown, and rank changes.

Cadence: Every report + token card.

Refresh: MC · FDV · MC/FDV · 24h volume · volume/MC · circulating/max supply · rank · categories

Blockchain explorers

Solscan, Etherscan, Basescan, Arbiscan, BscScan, SuiVision, AptosScan, and native L1 explorers for holder and contract behavior.

Cadence: Token watchlist + deep dives.

Refresh: holder count · top holder concentration · contract age · transfers · mint/burn · deployer/admin wallet · CEX wallet movement

Dune Analytics

Deep dashboards for stablecoins, DEX volume, bridges, L2s, chains, protocol usage, wallets, fees, and thematic rotations.

Cadence: Weekly by default; daily when a narrative moves.

Refresh: stablecoin supply · DEX share · bridge netflow · chain activity · protocol fees · user cohorts · retention

DeFiLlama

TVL, fees, revenue, DEX volume, stablecoins, yields, chains, protocols, bridge flows.

Cadence: Daily + weekly.

Refresh: TVL · fees · revenue · stablecoin supply · DEX volume · chain/protocol rankings · bridge flows

Perps data

Hyperliquid, Binance futures, Coinglass-like liquidation/funding/OI context.

Cadence: Daily; intraday for big moves.

Refresh: funding · open interest · OI delta · liquidation clusters · long/short crowding · basis

Nansen / Arkham / entity intelligence

Smart money, entity flow, exchange inflow/outflow, whale movement, wallet behavior.

Cadence: Daily summary + alert-worthy changes.

Refresh: flow direction · entity class · exchange pressure · wallet cluster · size class · freshness

PANews / WatcherGuru / C4 / Layergg / official sources

Catalysts, listings, regulatory headlines, protocol updates, airdrops, ecosystem narratives.

Cadence: Live/daily.

Refresh: headline velocity · source quality · official confirmation · narrative status · asset impact

Curated X timelines

Protocol founders, ETF analysts, on-chain analysts, ecosystem builders, exchange/listing accounts, macro accounts.

Cadence: Daily narrative scan.

Refresh: emerging themes · founder updates · ecosystem launches · mindshare change · influencer concentration

Token unlock / supply schedule

Unlock dates, cliff/linear vesting, inflation, emissions, staking rewards, insider/VC allocation.

Cadence: Every token card + weekly watchlist.

Refresh: next unlock · % circulating · team/VC allocation · emissions · float · supply overhang

On-chain intelligence

Dune research tracks

Dune is the forensic layer: stablecoins, DEX rotation, bridge flows, L2 health, protocol fees, wallet cohorts, and narrative-specific dashboards. We turn dashboards into trader-readable conclusions.

Stablecoin liquidity

Stablecoin supply and deployment show whether dry powder is entering, leaving, or rotating chains.

Dune stablecoin overviewstablecoin balances by chainstablecoin usage by CEX/DEX/bridge/lending

Daily question: Is liquidity expanding, contracting, or just rotating?

DEX volume rotation

DEX share reveals where speculation and real trading activity are moving before CEX narratives catch up.

DEX volume by chainprotocol market sharenew pool activityvolume/liquidity anomalies

Daily question: Which chain/protocol is gaining real trading activity today?

Bridge and chain flows

Bridge netflow exposes capital migration between ecosystems.

bridge volumenetflow by chainL2 deposits/withdrawalscross-chain stablecoin movement

Daily question: Where is capital moving, and is price following?

L2 and appchain health

Users, fees, transactions, and retention separate real chains from empty incentives.

L2 activitygas/feesactive usersretentionsequencer revenue

Daily question: Which ecosystem has real usage momentum?

Protocol revenue and fees

Revenue/fees are the closest crypto gets to fundamentals.

fees by protocolrevenue by protocolP/F or revenue/FDV proxiesDEX/perps fee share

Daily question: Which tokens have usage that can justify attention?

Wallet cohorts and holders

Holder growth, concentration, and cohort behavior expose accumulation/distribution quality.

holder counttop holder concentrationnew holderswhale cohortsretention

Daily question: Is the token being accumulated broadly or by a fragile cluster?

Narrative-specific dashboards

AI, RWA, BTCFi, restaking, memecoins, DePIN, and prediction markets each need specific metrics.

sector dashboardsprotocol-specific Dune boardsairdrop/points dashboardsmemecoin launchpad boards

Daily question: Which narrative has data confirmation instead of just social noise?

Narrative engine

Categories we track

Newbies get a map of what a token actually belongs to. Advanced traders get a behavior label: rotation, early gem, unlock risk, mania, accumulation, or trap.

Core majors

BTCETHSOLstablecoinsETF flows

Sets the market regime and determines whether alt risk is worth taking.

Infrastructure

L1L2modularoracleZKprivacyinteroperabilitystorage

Score by usage, developers, integrations, fees, and ecosystem quality.

Financial apps

DeFiperps DEXspot DEXlendingrestakingRWApaymentsBTCFiprediction markets

Score by TVL quality, volume, fees, revenue, user retention, and risk.

Attention markets

AIgamingmemesSocialFiNFTGambleFilaunchpadsconsumer crypto

Score by narrative ignition, volume, holder growth, social concentration, and exit-liquidity risk.

Behavior labels

bluechip rotationhigh beta altearly gemrevenue protocolairdrop farmingVC unlock riskretail maniasmart-flow accumulationexchange listing speculationdead cat bouncecapitulation recovery

Helps traders understand what kind of trade they are taking, not just what ticker they like.