# Token Economics

Token supply dynamics, vesting analysis, inflation modeling, and valuation frameworks...

- Repository: https://github.com/agiprolabs/claude-trading-skills (507 stars)
- Category: Engineering
- License: MIT
- Last updated: 2026-09-03
- Runs scripts: yes, review before use

## Install

Claude Code: `npx skills add agiprolabs/claude-trading-skills --skill token-economics -g -a claude-code -y`
Codex: `npx skills add agiprolabs/claude-trading-skills --skill token-economics -g -a codex -y`
Cursor: `npx skills add agiprolabs/claude-trading-skills --skill token-economics -g -a cursor -y`
Gemini CLI: `npx skills add agiprolabs/claude-trading-skills --skill token-economics -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add agiprolabs/claude-trading-skills`

## Description

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

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# 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/MCap | Dilution Risk | Interpretation |
|----------|---------------|----------------|
| 1.0-1.5  | Low           | Most supply already circulating |
| 1.5-3.0  | Moderate      | Significant supply still locked |
| 3.0-5.0  | High          | Majority of supply not yet released |
| >5.0     | Very High     | Token will face massive dilution |

### Net Inflation Rate

The rest: https://github.com/agiprolabs/claude-trading-skills/blob/HEAD/skills/token-economics/SKILL.md