START FREE · 3 REPORTS A MONTH · NO CREDIT CARD
Narrative research for analysts who think first, act second.
See what's really driving markets before the metrics catch up. Wallet concentration, sentiment, risk, and a research score in one structured memo — not a wall of 100 metrics.
One report. Narrative, risk, wallets, and volume.
Every analysis is a structured first-pass memo: narrative context, on-chain holders, and market activity in one report. Research indicator only, not a buy or sell signal.
Same report shape on Free: narrative, risk, wallets, and volume. 3 analyses/month.
Sample Free report
Render (RNDR)
Thesis Score
84
Composite 0–100 built from narrative strength, market timing, risk-adjusted setup, and holder conviction. Research indicator, not a price forecast. How the Thesis Score is calculated
38%
Scored separately from the Thesis Score: wallet concentration plus unlock and tokenomics pressure. Research indicator, not investment advice.
Market sentiment
74
0–100 attention intensity from the report narrative — not a price forecast.
+52%
vs 7-day average volume
Holder concentration · illustrative
From token to a structured first-pass memo in minutes
A workflow designed for analysts who need depth without the deck-building overhead.
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.
Takes about 10 seconds
Our AI drafts a structured research memo
Thesis synthesizes narrative context, tokenomics risks, sentiment, and comparable projects into a structured first pass, not a wall of metrics.
Ready in under two minutes
Wallets, volume, narrative, research verdict
Your report adds top holder concentration, 24h volume anomalies, bull/bear cases, risk score, and a research verdict to decide what deserves deeper diligence.
3 free reports every month
Sign up with email or Google. No credit card required.
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
Wallet intelligence
Top on-chain holders and supply concentration from live Ethereum data, with DeFi protocol context when available.
Market signals
CoinGecko-powered volume check: 24h vs 7-day average with bullish / neutral / bearish activity score.
Platform & Pro workflow
AI due diligence
Structured first-pass memos across fundamentals, catalysts, and risk.
Narrative detection
Surface the story driving attention before metrics catch up.
Risk analysis
Concentration, unlocks, tokenomics, and credibility in one view.
Token comparison
Compare 2–3 tokens on narrative, traction, valuation, and risk (Pro).
Narrative alerts
Email, Telegram, and Discord when sentiment crosses your threshold. Checked every 6 hours. Max one alert per token per 24 hours (Pro).
Watchlist
Save tokens and track thesis evolution in one place (Pro).
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 research indicator that ranks what deserves a deeper pass.
Data platforms
Messari, Token Terminal
100+ metrics per token
Thesis
Narrative, risk, wallets and volume in one first-pass 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.
What people say after the third report.
Notes from EU researchers using Thesis in live workflows — not anonymous five-star paste.
“I used to bounce between Messari, DeFiLlama, and three Telegram channels before writing a memo. Now I run Thesis first and only chase the gaps. Maybe 25–40 minutes saved on a mid-cap — I still verify unlocks myself though.”
Camille D.
Digital assets analyst · Paris
Pro · 6 weeks in
“The wallet concentration block is what sold me. Caught a thin-float story that looked fine on narrative alone. Alerts get noisy if you set them too tight — the report itself is the product.”
Jonas K.
Independent researcher · Berlin
Pro · alerts on
“We don’t need another terminal. We needed a sharper first pass for associates. Thesis Score plus bull/bear framing is good enough to brief a partner without rewriting everything from scratch.”
Elena V.
Research ops · Lisbon fund
Team · Free → Pro
“I’m not a quant. I needed something that tells me why a token is moving, not just the volume spike. Shared a Render memo with a colleague and he asked if I wrote it — that was the moment.”
Marc T.
Part-time researcher · Barcelona
Free · weekend research
Voluntary user notes for illustration. Not paid endorsements. Your results will differ.
Narrative research at an accessible price
Research grade. Without the enterprise price tag.
A structured first-pass memo with on-chain context and a research score, priced for analysts who pay out of pocket.
- Token Terminal Pro$350/mo
- MessariEnterprise (quote)
- Thesis Pro€29/mo
Get started free · Competitor prices checked July 2026. Token Terminal Pro list price $350/user/mo. Messari Pro retired; Enterprise is quote-only.
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
€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
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
| Feature | Free | Pro |
|---|---|---|
| Analyses per month | 3 | 200 |
| 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) | - | ✓ |
| Thesis vs reality (30-day risk calibration) | ✓ | ✓ |
| Share links (30 days / permanent) | 30d | Permanent |
Questions before you start
How fast is the analysis?
Typically under two minutes for most tokens.
Can I export reports?
Yes. Download a PDF from any report you generate.
What if I disagree with the Thesis Score?
It is a starting point, not gospel. Every report is a first pass you verify before deeper diligence.
How often is data updated?
Wallet and volume widgets use live sources when available. Narrative alerts check sentiment every 6 hours.
Can I build a team workspace?
There is no separate team plan today. Desks share reports via links; Pro adds permanent links, watchlist, and alerts.
What is limited on Free?
Free includes 3 full reports per month — the same narrative, risk, wallets, and volume shape as Pro. Alerts, watchlist, comparison, and the Thesis Score component breakdown are Pro.
Trust & security
- GDPR compliant
- Stripe payments
- Clerk authentication
- Supabase database
Start with a free first-pass analysis.
See narrative, risk, top wallets, and volume activity in one pass. Decide what deserves deeper diligence. Pro adds multi-channel alerts and the full research stack.
Pro is €29/month · 200 analyses · email/Telegram/Discord alerts · watchlist · compare.