Cross-Asset Comparison

TI Token Scorecard

Ten tokens. Four analytical dimensions, each anchored to an existing TI framework. Plus a TI Read column with the current position and a one-line falsifier or watch item. One row per token, one cell per dimension, qualitative grade with a one-line explanation.

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How to read this

Demand Durability Anchored to TI's fee-durability tier classification (1 = sticky borrowing / institutional flow; 5 = mercenary incentive flow). A protocol on Tier 4-5 cashflow is rated lower regardless of headline revenue.

Competitive Moat Combines TI research-page competitive position with measurable market share (TVL, fee share within category, volume share). Validates whether the protocol can defend its revenue base.

Value Capture Anchored to TI's Net Buyback Yield framework (gross buyback minus sell-through times unlocks, divided by market cap). Measures whether token holders actually receive a share of revenue, net of dilution. F when the value-capture mechanism has not been activated.

Reflexivity Does success on one variable amplify the others (HYPE: volume to fees to buybacks to price)? Does failure cascade (AAVE: pool concentration triggered the rsETH event)? This is the dynamic dimension the static frameworks do not capture.

TI Read The shipping artifact: TI's current position (Buy / Hold / No rating / Avoid) with a one-line falsifier or what-to-watch. Where signal coverage exists, this matches the signal stack; where TI tracks but does not signal, "No rating" is honest.

Grade scale

Worst F D C- C B- B A- A Best

Sources

Each grade is derived from data already on a TI surface: research pages, reports (notably the May-June 2026 cross-asset value-accrual series), data/asset-risk-scores.json, value-accrual-empirics cohort data, and NBY framework computations. The Reflexivity column was introduced June 2 2026 to capture the dynamic dimension that the static frameworks miss, and is informed by Delphi Consulting's State of Token Markets scorecard format (June 2026). TI's version anchors every cell to TI data and adds the TI Read column.