Agent skill

Token Economics

by agiprolabs in agiprolabs/claude-trading-skills

Token supply dynamics, vesting analysis, inflation modeling, and valuation frameworks for crypto tokens

MITAuto-check passedBusiness, Finance & HR

Install Token Economics

skills CLI
$ npx skills add agiprolabs/claude-trading-skills --skill token-economics -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install agiprolabs/claude-trading-skills token-economics --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/agiprolabs/claude-trading-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/token-economics .claude/skills/token-economics && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
token-economics
GitHub stars
410
Token cost
~2.5k tokens
SKILL.md length
696 words
Files
5 (incl. scripts, references)
Skills in repo
68
Repo updated
First seen
Licence
MIT

At a glance

Token supply dynamics, vesting analysis, inflation modeling, and valuation frameworks for crypto tokens

  • Tasks that involve Crypto and DeFi analysis
  • SKILL.md covers Why Tokenomics Matters, Key Supply Concepts, Supply Dynamics and Vesting and Unlock Schedules, plus 5 more sections
  • Runs Python scripts from its folder

What it does

Token Economics is an agent skill from agiprolabs/claude-trading-skills. Token supply dynamics, vesting analysis, inflation modeling, and valuation frameworks for crypto tokens

Its SKILL.md is about 2.5k tokens, which your agent loads only when the skill is triggered. The skill folder holds 6 other files, including scripts and reference files (for example `references/supply_analysis.md`, `references/valuation_frameworks.md` and `scripts/supply_modeler.py`).

It sits in Business, Finance & HR, covering Crypto and DeFi analysis. The repository describes itself as: 68 trading, DeFi, and quantitative finance Agent Skills. Works with Claude Code, Cursor, Codex, Gemini CLI, and 30+ other tools. The licence is MIT.

When your agent uses it

  • Tasks that involve Crypto and DeFi analysis

Example prompts

  • “/token-economics”

Requirements

  • Python 3

What it can do on your machine

Read from SKILL.md and the folder at commit 981e1d7. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Ships 2 files in scripts/ (Python), which the agent can run.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Token Economics loads about 2.5k tokens when it runs, and up to ~7.2k if it reads all its reference files. Until then it costs about 30 tokens; SKILL.md has 696 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~30
When it runs · the whole SKILL.md, loaded when a task matches
~2.5k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~7.2k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from agiprolabs/claude-trading-skills at commit 981e1d7, republished under its MIT licence (© agiprolabs). 696 words, ~2,519 tokens.

Download SKILL.mdSave it as .claude/skills/token-economics/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.
name
token-economics
description
Token supply dynamics, vesting analysis, inflation modeling, and valuation frameworks for crypto tokens

Token Economics

Tokenomics — the study of token supply dynamics, distribution, and value accrual — is one of the most important factors in crypto asset analysis. Supply changes directly affect price: new tokens entering circulation create selling pressure, while burns and locks reduce it. Understanding these dynamics lets you estimate dilution risk, identify overvalued or undervalued tokens, and anticipate price-moving unlock events.

Why Tokenomics Matters

Price is a function of demand and supply. In crypto, supply is programmable and constantly changing:

  • A token inflating at 50%/year needs 50% demand growth just to maintain price
  • A large unlock releasing 10% of circulating supply in one day often causes 5-20% drawdowns
  • Tokens with >80% of supply locked have extreme dilution risk ahead
  • Protocols that burn fees can become net deflationary, creating structural price support

Key Supply Concepts

Total Supply vs Circulating Supply
total_supply      = maximum tokens that will ever exist (or current total minted)
circulating_supply = tokens currently available for trading
locked_supply     = total_supply - circulating_supply
circulating_pct   = circulating_supply / total_supply * 100
Market Cap vs Fully Diluted Valuation
market_cap = price * circulating_supply
fdv        = price * total_supply
fdv_mcap_ratio = fdv / market_cap

The FDV/MCap ratio measures future dilution risk:

FDV/MCapDilution RiskInterpretation
1.0-1.5LowMost supply already circulating
1.5-3.0ModerateSignificant supply still locked
3.0-5.0HighMajority of supply not yet released
>5.0Very HighToken will face massive dilution
Net Inflation Rate
python
annual_new_tokens = emissions + vesting_unlocks + rewards
annual_burned     = fee_burns + buyback_burns
net_new_tokens    = annual_new_tokens - annual_burned
net_inflation_rate = net_new_tokens / circulating_supply * 100  # percent per year

Supply Dynamics

Inflationary Pressure (tokens entering circulation)
  • Emissions: Block rewards, liquidity mining, staking rewards
  • Vesting unlocks: Team, investor, and advisor tokens unlocking on schedule
  • Unlock events: Large one-time releases (cliff expirations)
  • Treasury spending: DAO or foundation distributing tokens
Deflationary Pressure (tokens leaving circulation)
  • Fee burns: Protocol burns a portion of transaction fees (like EIP-1559)
  • Buyback and burn: Protocol uses revenue to buy and permanently destroy tokens
  • Staking locks: Tokens locked in staking (temporarily removed from circulation)
  • Lost tokens: Permanently inaccessible tokens (lost keys, burn addresses)
Selling Pressure Estimation
python
daily_emissions_usd = daily_new_tokens * token_price
percent_sold = 0.50  # assume 50% of new tokens are sold (conservative)
daily_sell_pressure = daily_emissions_usd * percent_sold
sell_pressure_ratio = daily_sell_pressure / daily_volume
# > 0.05 (5%) = significant selling pressure
# > 0.10 (10%) = heavy selling pressure

Vesting and Unlock Schedules

Key Concepts
  • Cliff: Period before any tokens unlock (typically 6-12 months)
  • Linear vesting: Constant rate of unlock after cliff (monthly or daily)
  • Stepped vesting: Periodic unlocks at set intervals (quarterly)
  • TGE unlock: Percentage released at Token Generation Event
Analyzing Unlock Impact
python
unlock_amount_tokens = 10_000_000
avg_daily_volume_tokens = 5_000_000
unlock_volume_ratio = unlock_amount_tokens / avg_daily_volume_tokens

# Impact assessment:
# < 1x daily volume: minor impact
# 1-5x daily volume: moderate impact, expect 2-5% drawdown
# 5-10x daily volume: major impact, expect 5-15% drawdown
# > 10x daily volume: severe impact, expect 10-30% drawdown
Tracking Sources
  • CoinGecko / CoinMarketCap: Basic supply data
  • Token Terminal: Revenue and valuation metrics
  • Token Unlocks (token.unlocks.app): Detailed unlock schedules
  • Project documentation: Whitepapers, tokenomics pages
  • On-chain: Vesting contract state, treasury balances

Token Distribution Analysis

Typical Allocation Ranges
CategoryTypical RangeRed Flag
Team/Founders15-25%>30%
Investors (Seed+Series)10-30%>40%
Community/Ecosystem20-40%<15%
Treasury/DAO10-20%<5%
Public Sale5-20%<2%
Advisors2-5%>10%
Distribution Red Flags
  • >50% insider allocation (team + investors): Insiders control price
  • Short vesting (<1 year): Quick dump risk
  • No cliff: Immediate selling from day one
  • Large single wallets: Concentration risk (use token-holder-analysis skill)
  • Unlabeled large allocations: Hidden insider holdings
Show full SKILL.md (277 more words)Show less
Distribution Quality Score
python
def distribution_score(team_pct: float, investor_pct: float,
                       community_pct: float, cliff_months: int,
                       vesting_months: int) -> str:
    """Rate token distribution quality."""
    score = 0
    insider_pct = team_pct + investor_pct

    if insider_pct < 30: score += 3
    elif insider_pct < 50: score += 1

    if community_pct > 30: score += 2
    elif community_pct > 20: score += 1

    if cliff_months >= 12: score += 2
    elif cliff_months >= 6: score += 1

    if vesting_months >= 36: score += 2
    elif vesting_months >= 24: score += 1

    if score >= 8: return "Excellent"
    if score >= 6: return "Good"
    if score >= 4: return "Moderate"
    return "Poor"

Valuation Frameworks

Revenue-Based Metrics
python
# Price-to-Earnings (for fee-generating protocols)
pe_ratio = fdv / annualized_net_revenue

# Price-to-Sales
ps_ratio = fdv / annualized_total_volume

# Price-to-Fees
pf_ratio = fdv / annualized_protocol_fees

# Revenue Multiple (adjusted for token value accrual)
rev_multiple = fdv / (annualized_fees * fee_share_to_token_holders)

Typical ranges (crypto, highly variable):

  • P/E: 10x-100x+ (DeFi protocols)
  • P/S: 0.5x-50x
  • P/F: 20x-500x
Network Value Metrics
python
# Network Value to Transactions (NVT)
nvt = market_cap / daily_transaction_volume_usd
# High NVT (>100): potentially overvalued or store-of-value
# Low NVT (<20): potentially undervalued or high activity

# Market Value to Realized Value (MVRV)
# realized_value = sum of each token at its last-moved price
mvrv = market_cap / realized_value
# MVRV > 3.0: historically overvalued zone
# MVRV < 1.0: historically undervalued zone
Comparable Analysis
python
def comparable_analysis(target: dict, peers: list[dict]) -> dict:
    """Compare target token metrics against peer group.

    Each dict has: name, fdv, revenue, tvl, users
    Returns premium/discount percentages.
    """
    peer_fdv_rev = [p["fdv"] / p["revenue"] for p in peers if p["revenue"] > 0]
    peer_fdv_tvl = [p["fdv"] / p["tvl"] for p in peers if p["tvl"] > 0]

    avg_fdv_rev = sum(peer_fdv_rev) / len(peer_fdv_rev) if peer_fdv_rev else 0
    avg_fdv_tvl = sum(peer_fdv_tvl) / len(peer_fdv_tvl) if peer_fdv_tvl else 0

    target_fdv_rev = target["fdv"] / target["revenue"] if target["revenue"] > 0 else 0
    target_fdv_tvl = target["fdv"] / target["tvl"] if target["tvl"] > 0 else 0

    return {
        "fdv_rev_premium": (target_fdv_rev / avg_fdv_rev - 1) * 100 if avg_fdv_rev else None,
        "fdv_tvl_premium": (target_fdv_tvl / avg_fdv_tvl - 1) * 100 if avg_fdv_tvl else None,
    }
Token Value Accrual Mechanisms
MechanismDescriptionValuation Impact
Fee sharingHolders receive protocol revenueDirect cash flow, use DCF
GovernanceVoting rights on protocolHard to value, often overpriced
UtilityRequired for protocol useDemand scales with usage
Buyback & burnProtocol buys and burnsReduces supply, structural bid
Staking rewardsYield from stakingInflationary if from emissions
veToken modelLock for boosted rewards + governanceReduces circulating supply

PumpFun Token Economics

PumpFun tokens on Solana have simplified tokenomics:

  • Fixed supply: 1,000,000,000 tokens (1 billion)
  • No vesting: All tokens available immediately at launch
  • No team allocation: 100% available on bonding curve
  • Bonding curve pricing: Price determined by curve math, not supply changes
  • Post-graduation: After bonding curve completes, supply is fully liquid on Raydium
  • No inflation: No emissions, no staking rewards, no additional minting

Analysis focus for PumpFun tokens shifts from supply dynamics to:

  • Holder concentration (use token-holder-analysis)
  • Volume sustainability
  • Liquidity depth (use liquidity-analysis)
  • Dev wallet behavior

Integration with Other Skills

SkillIntegration
defillama-apiFetch TVL, revenue, fees for valuation metrics
token-holder-analysisAnalyze holder concentration and whale behavior
coingecko-apiFetch supply data, market cap, FDV
liquidity-analysisAssess trading liquidity relative to supply
risk-managementSupply dilution as risk factor
position-sizingAdjust size for dilution risk

Files

References
  • references/supply_analysis.md — Circulating supply tracking, inflation modeling, unlock analysis, burn mechanics
  • references/valuation_frameworks.md — Revenue-based valuation, NVT, MVRV, comparable analysis, value accrual
Scripts
  • scripts/tokenomics_analyzer.py — Fetch and analyze token supply metrics from CoinGecko, calculate dilution risk and basic valuations
  • scripts/supply_modeler.py — Project token supply over 12 months given emission and burn parameters, scenario analysis

© agiprolabs, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 4 other files (scripts, references) in skills/token-economics of agiprolabs/claude-trading-skills.

  • SKILL.md
  • references/supply_analysis.md
  • references/valuation_frameworks.md
  • scripts/supply_modeler.py
  • scripts/tokenomics_analyzer.py

Open the folder on GitHubat commit 981e1d7

Compare with similar skills

Token Economics next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Token Economics compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Token Economics this skillagiprolabs/claude-trading-skills410—~2.5kAutomated safety check: PassMIT
Technical Analysttradermonty/claude-trading-skills3k4 repos~4.6kAutomated safety check: PassMIT
Polyclawchainstacklabs/polyclaw3591 repos~2kAutomated safety check: PassApache-2.0
Longbridge Researchhelsome/folio2713 repos~2.1kAutomated safety check: PassMIT
Stock Analysis24mlight/StockClaw1012 repos~2kAutomated safety check: NotesMIT
Swapper Depositswapperfinance/swapper-toolkit852—~1.8kAutomated safety check: PassMIT

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Questions about Token Economics

What does Token Economics do?

Token supply dynamics, vesting analysis, inflation modeling, and valuation frameworks for crypto tokens. Token Economics is an agent skill from agiprolabs/claude-trading-skills.

When should I use Token Economics?

Token Economics fits situations like: tasks that involve Crypto and DeFi analysis.

How do I install Token Economics in Claude Code?

Run `npx skills add agiprolabs/claude-trading-skills --skill token-economics -a claude-code`. Or copy the skill folder (skills/token-economics in agiprolabs/claude-trading-skills) into .claude/skills/token-economics in your project. Claude Code loads it when a task matches its description.

How do I install Token Economics in Codex?

Run `npx skills add agiprolabs/claude-trading-skills --skill token-economics -a codex`. Or copy the skill folder (skills/token-economics in agiprolabs/claude-trading-skills) into .agents/skills/token-economics in your project. Codex loads it when a task matches its description.

Can I use Token Economics in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add agiprolabs/claude-trading-skills --skill token-economics -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/token-economics, .gemini/skills/token-economics, .github/skills/token-economics and .opencode/skills/token-economics in your project.

What does Token Economics need to run?

Going by SKILL.md and its folder, Token Economics needs Python for the scripts in its folder. Our summary lists: Python 3.

Does Token Economics access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Token Economics safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Token Economics use?

Token Economics is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Token Economics use?

About 2.5k tokens (SKILL.md is roughly 10k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 4.7k tokens, read only when the agent opens those files.

What are the alternatives to Token Economics?

Skills that share tags, products or a category with Token Economics: Technical Analyst (tradermonty/claude-trading-skills, 3k stars), Polyclaw (chainstacklabs/polyclaw, 359 stars), Longbridge Research (helsome/folio, 271 stars) and Stock Analysis (24mlight/StockClaw, 101 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Token Economics?

agiprolabs (a GitHub user) maintains it in agiprolabs/claude-trading-skills, which has 410 GitHub stars. The repository holds 68 skills in this directory. The repository was last updated on September 3, 2026.

Source: agiprolabs/claude-trading-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.