Sourced first-pass crypto research from €29/mo.
Narrative-first AI analysis that shows you what's really driving crypto markets.
For analysts who need a sharper first pass before deeper diligence.
Narrative research at an accessible price
A sourced first pass 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.
One report. Narrative, risk, wallets, and volume.
Every analysis is a sourced first pass: narrative context, on-chain holders, and market activity in one report. Research indicator only, not a buy or sell signal.
Sample report
Render (RNDR)
38%
Research indicator, not investment advice
Market sentiment
74
+52%
vs 7-day average volume
Holder concentration · illustrative
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 on your latest saved analysis. Checked every 6 hours (Pro).
Watchlist
Save tokens and track thesis evolution in one place (Pro).
From token to a sourced first pass 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.
Our AI drafts a sourced research memo
Thesis synthesizes narrative context, tokenomics risks, sentiment, and comparable projects into a structured first pass, not a wall of metrics.
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.
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.
For people who actually do the research.
Built with feedback from EU-based researchers
“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
Representative examples for illustration only; results vary.
Your data, handled seriously.
GDPR compliant
Stripe payments
Clerk authentication
Supabase database
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) | - | ✓ |
| Share links (30 days / permanent) | 30d | Permanent |
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.