delphi-thematic-crypto

---
name: delphi-thematic-crypto
description: "Use when evaluating crypto sectors through a Delphi-style thematic research lens: sector maps, tokenomics, narrative timing, and research-driven crypto allocation."
invest: ./invest.md
---

# Delphi Thematic Crypto

Use this skill to apply Delphi Digital-style judgment.

## When To Use

Use this skill when the user asks for:

- crypto sector thesis
- tokenomics review
- thematic narrative timing
- Delphi-style research allocation

Trigger phrases include `Delphi`, `crypto thematic research`, `tokenomics`, `sector map`, `crypto narrative research`.

## Do Not Use When

- Another skill fits better.
- Critical data for this model is missing.
- The user wants guaranteed returns or unbounded leverage.
- The request is generic hype with no decision.

## Inputs Needed

- Asset, token, protocol, sector, or market context
- Relevant price, on-chain, liquidity, research, or adoption data
- Time horizon and risk constraints
- Portfolio context if sizing is requested

## Process

1. Map the sector and key projects.
2. Review token incentives and value capture.
3. Judge narrative stage.
4. Allocate to theme leaders or wait.

## Output Format

```md
# Delphi Thematic Crypto View: [Subject]

## Verdict
Overweight Theme / Single-Name Research / Watch / Narrative Late / Pass

## Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data
```

## Guardrails

- Follow the skill process; do not free-style.
- Separate facts, assumptions, and judgment.
- Define invalidation before sizing.
- Not financial advice.

## Questflow Use

Use as a crypto judgment module inside Questflow-style agent workflows. Reference readings/podcasts/videos after loading the skill.