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Daily Coins

Section · Coverage

Analysis

This is where The Daily Coins thinks out loud. Our Analysis category is for the pieces that do not fit a news cycle — framework essays, cycle-position arguments, post-mortems of past calls, and the occasional sharp opinion on something the rest of crypto media is getting wrong.

The standard we hold these pieces to is higher than the daily news desk. Analysis pieces are research-led, numbers-anchored, and signed.

What you will find here

  • Cycle position essays — where we think we are in the macro/halving/institutional-adoption cycle.
  • Framework pieces — how we think about valuation, how we evaluate L2s, what "real DeFi yield" means.
  • Post-mortems — when our calls are wrong, we say so. The corrections page is the public ledger.
  • Counter-takes — pieces written explicitly to push back on consensus narratives.
  • Long reads on individual assets — deep essays when something has changed structurally.

The frameworks we use

  • The institutional-bid framework — that BTC and increasingly ETH are now allocator assets.
  • The fee-and-burn framework for Ethereum — DCF on net burn.
  • The L2 architecture-does-not-matter-but-economics-do framework.
  • The DeFi healthy-cycle framework — five metrics for a healthy on-chain cycle.
  • The prediction-scoring methodology — see /methodology/.

How we write these

  1. Non-consensus thesis. Or a consensus thesis with non-consensus evidence.
  2. The numbers check out. Every claim anchored to verifiable data.
  3. Challenged internally. Reviewed by at least one editor whose job is to find the weakest argument.

What gets in your way as a reader

Almost every crypto author is talking their book without saying so. Authors here disclose holdings on every piece. When we are wrong, we say so on the corrections page.

Related coverage

See /editorial-guidelines/, /team/, and /corrections/. Write to us at /contact/.

Articles

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