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Thesis

The narrative intelligence platform

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Institutional-grade crypto research from €29/mo.

Narrative-first AI analysis that shows you what's really driving crypto markets.

For analysts who build conviction, not chase charts.

Enterprise research for indie investors

The same quality bar as tools that cost 10× more, priced for analysts who pay out of pocket.

  • Messari Pro$300/mo
  • Token Terminal Pro$200/mo
  • Thesis Pro€29/mo

Get started free · What you get: institutional-grade analysis, honest limits, no upsell maze.

Research report

One report. Narrative, risk, wallets, and volume.

Every analysis includes institutional narrative work plus on-chain holder context and market activity in one product.

Sample report

Render (RNDR)

Risk probability

38%

Research indicator, not investment advice

Market sentiment

74

Market signalsBullish

+52%

vs 7-day average volume

Top wallets
0x3730…73414.82%
0x38AA…3F8e3.15%

Holder concentration · illustrative

Wallet data via DeFiLlama & on-chain sources · Volume via CoinGeckoPro: email narrative alerts
Features

Everything we ship today

Wallet intelligence and market signals ship inside every report. Alerts, watchlist, and comparison unlock on Pro.

Live on thesis.stackedge.ai, not a roadmap slide

In every research report

In report

Wallet intelligence

Top on-chain holders and supply concentration from live Ethereum data, with DeFi protocol context when available.

In report

Market signals

CoinGecko-powered volume check: 24h vs 7-day average with bullish / neutral / bearish activity score.

Platform & Pro workflow

In report

AI due diligence

Institutional-grade memos across fundamentals, catalysts, and risk.

In report

Narrative detection

Surface the story driving attention before metrics catch up.

In report

Risk analysis

Concentration, unlocks, tokenomics, and credibility in one view.

Pro

Token comparison

Compare 2–3 tokens on narrative, traction, valuation, and risk (Pro).

Pro

Narrative alerts

Email, Telegram, and Discord when sentiment crosses your threshold on your latest saved analysis. Checked every 6 hours (Pro).

Pro

Watchlist

Save tokens and track thesis evolution in one place (Pro).

How it works

From token to intelligence in minutes

A workflow designed for analysts who need depth without the deck-building overhead.

1

Tell us what to analyze

Paste a token symbol, project name, contract address, or URL. Thesis accepts the same inputs you already use in your research flow.

2

Our AI generates institutional-grade insights

Thesis synthesizes narrative context, tokenomics risks, sentiment, and comparable projects into a structured report, not a wall of metrics.

3

Wallets, volume, narrative, verdict

Your report adds top holder concentration, 24h volume anomalies, bull/bear cases, risk score, and a clear verdict, ready to stress-test or share.

Why Thesis

Built differently on purpose.

Competitors give you data. We give you the story.

Most platforms dump metrics. Thesis distills narrative momentum, risk, and the Thesis Score, a conviction verdict Messari never gives.

Data platforms

Messari, Token Terminal

100+ metrics per token

Thesis

Narrative, risk, wallets and volume in one report

Less noise. Faster conviction on what deserves depth.

Built for analysts, not traders

Thesis is for people who write memos, build models, and need a sharper first pass, not another price ticker.

Analyst feedback

For people who actually do the research.

Trusted by researchers across the EU

Saves me 30 min per research session. The first pass is dramatically sharper.

Maya R.

Crypto research lead

Finally a tool built for analysts, not traders.

Adrien L.

Digital assets analyst

Institutional quality without the enterprise price.

Sofia M.

Web3 fund operator

Community research

See shared analyses from other researchers

Real report format, example tokens. Open a shared link to see how Thesis structures narrative, risk, and sentiment.

Render

84/100STRONG

RENDER screens as a core AI compute beneficiary with improving developer adoption and constructive narrative momentum, offset by emission-led supply pressure.

AIInfrastructureDePIN

Risk indicator 38% · Example report

View full report

Ondo

61/100MODERATE

ONDO benefits from sustained RWA narrative attention and institutional partnership headlines, with moderate tokenomics risk from unlock cadence.

AIInfrastructureDePIN

Risk indicator 32% · Example report

View full report

Celestia

29/100WEAK

TIA remains a modular infrastructure bellwether with healthy staking demand, though FDV overhang and competing L2 narratives cap near-term upside.

AIInfrastructureDePIN

Risk indicator 45% · Example report

View full report
Trust & security

Your data, handled seriously.

GDPR compliant

SOC 2 in progress

In progress

Stripe payments

Clerk authentication

Supabase database

Pricing

Two tiers. Start free, scale with Pro.

Choose the plan that fits your research style, from three analyses a month to full institutional workflow.

Free

Free

€0

per month

Experience Thesis with no payment details.

  • 3 analyses per month
  • Full report: narrative, risk, wallets, volume signals
  • Thesis Score composite + verdict on every report
  • Basic narrative detection
  • Risk probability score
  • No credit card required
  • Narrative alerts (email, Telegram, Discord)
  • Watchlist & comparison
  • Thesis Score component breakdown
  • Permanent share links
Get started
Popular
Pro

Pro

€29/month

Full research stack for analysts who need volume and depth.

  • 200 analyses per month (compare uses 2 credits)
  • Everything in Free, plus Pro workflow
  • Full Thesis Score breakdown with component rationales
  • Narrative alerts via email, Telegram, and Discord
  • Watchlist sorted by Thesis Score
  • Permanent public share links
  • Cancel anytime

All plans: GDPR compliant, no hidden fees, cancel anytime.

Feature comparison

FeatureFreePro
Analyses per month3200
Full research report
Risk probability score
Thesis Score (composite + verdict)
Thesis Score component breakdown
Wallet intelligence (in report)
Market signals (volume)
Tokenomics risks (in report)
Watchlist
Comparison tool (2 credits)
Narrative alerts (email / Telegram / Discord)
Share links (30 days / permanent)30dPermanent

Start with a free analysis.

See narrative, risk, top wallets, and volume activity in one pass. Pro adds multi-channel alerts and the full research stack.

Pro is €29/month · 200 analyses · email/Telegram/Discord alerts · watchlist · compare.