▪ RESEARCH DESK · FIELD THESES
Theses for the markets we actually trade.
Six research briefs on the verticals this terminal covers — written as working documents, not marketing. Every thesis maps to a live panel somewhere on this site.
THESES
6
FORMAT
LIVING DOCS
BUILT FOR
TRADERS + AGENTS
THE STACK — READ IN ANY ORDER
METHODOLOGY
How these are written
Every thesis on this desk follows the same contract: state the regime change, quantify it where the data exists, name the winners with reasons, and end in a playbook you can execute. Where a claim is live in the terminal, the page links to the panel that proves it — floors, sales velocity, wallet DNA, chain TVL. Where the future is opinion, it is labeled as such. Nothing here is financial advice; everything here is opinion with receipts.
PNTHR AI RESEARCH DESK · THESES UPDATED AS REGIMES CHANGE, NOT ON A CALENDAR · SOURCES: LIVE TERMINAL DATA (COINGECKO, ALCHEMY, RARIBLE, HELIUS), PUBLIC DISCLOSURES, AND OUR OWN MEASUREMENTS · NOT FINANCIAL ADVICE.