A project launches something useful.
The token does nothing.
Does that weaken your thesis — or reveal that your thesis was about price?
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What is the most misleading number on a token page?
Price
Market cap
Volume
Holder count
Advertised yield
What context does it need?
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🔴 “I need to make it back today.”
🟢 “I need a reason to take this trade.”
What helps you interrupt a revenge-trading spiral?
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The price falls.
What tells you whether the thesis changed?
A product metric?
A funding issue?
Token supply?
A broken assumption?
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Your watchlist has 50 coins.
You have time to understand five.
Which five survive — and what is your selection rule?
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If the token ticker disappeared, would you recognize the project from its product?
Name one that passes the test.
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A small position you can explain.
Or a large position you cannot?
What rule keeps your conviction from becoming overexposure?
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What is one crypto feature you have explained successfully to someone outside crypto?
And did they want to use it?
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CRYPTO CALENDAR 🗓️
Coinbase’s Q3 results are due October 29, after market close, per its October 14 announcement.
Which metric will you check first?
investor.coinbase.com/news/n…
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