token-analysis

# Token Analysis Skill Founder-first research framework for early-stage crypto tokens. Evaluate tokens systematically, manage a watchlist, and monitor positions. For deep analysis, read `references/playbook.md` in this skill's directory — it contains the investment philosophy (metagame lifecycle, attention theory, probabilistic thinking) that informs every evaluation. For a completed example showing expected depth and tone, see `references/example-analysis.md`. ## Analysis Framework **Always verify token identity by contract address + chain before analysis.** Ticker symbols are not unique — multiple tokens can share the same symbol. Use the contract address from DexScreener as the canonical identifier. When evaluating any token, assess these in order: ### 1. Founder / Dev Deep Dive (MOST IMPORTANT) - Find the dev/founder's X/Twitter account. Search for their recent tweets, bio, follower count. - Background: prior projects, exits, credentials. - Social graph: who follows them? Notable backers/mutuals? Quality of engaged accounts (builders vs bots). - Activity: posting frequency, shipping updates, engagement levels. - Red flags: anonymous with no history, inactive, only posting price action. - If no founder/dev can be identified, flag this as a significant risk factor. Anonymous with no history is a red flag — not a dealbreaker if product traction is strong, but requires higher conviction on other criteria. - Always hyperlink: `[@dev](https://x.com/dev)` ### 2. Product...