A repeatable, data-grounded way to decide whether a consumer market is real, defensible, and worth the price — before the narrative decides for you.
Built by generalising the structure crypto analysts use — fundamentals, on-chain behaviour, sentiment, risk, valuation — into nine questions that hold for any market with consumers at the end of it. The discipline is not asking all nine equally. It is knowing, per market, which one carries the verdict — and grounding each in a source you can name.
Each row is a movement. Hover a lens to read it; tap to jump to its full page below.
Load a worked market in the Analysis tab and its load-bearing lens lights up. Lens 09 carries a red border: the one lens that is never optional.
A market read is worthless without a timestamp, a confidence level, and a pre-committed way to be proven wrong. This footer turns an opinion into a track record you can grade later — and it's the guard that stops an AI confabulating a thesis from vibes.
Write theses against these nine lenses, timestamp them, and grade yourself when the catalyst lands. The instrument is meant to be edited — add lenses, swap in your own worked markets, tune the dominance rules to your sector. It is a starting position, not a doctrine.
The lit cell carries this market's verdict. Every finding below links to its real source, badged by tier.