Research shortlist ordered by evidence state. A lead is not a recommendation or validated undervaluation.
supporting evidence with material risks — Multiple independent supporting findings survive, but one or more material risks still require resolution.
Revenue growth coincides with a declining revenue multiple.
Risk: Reported total supply is high relative to circulating supply.
supporting evidence with material risks — Multiple independent supporting findings survive, but one or more material risks still require resolution.
Revenue growth coincides with a declining revenue multiple.
Risk: Reported total supply is high relative to circulating supply.
supporting evidence with material risks — Multiple independent supporting findings survive, but one or more material risks still require resolution.
Revenue growth coincides with a declining revenue multiple.
Risk: Reported total supply is high relative to circulating supply.
Known conflicts across the full research universe.
Camelot Token: GRAIL/xGRAIL are in an active migration to FRONTIER — Camelot's live application is accepting GRAIL and xGRAIL deposits for a FRONTIER migration through October 21, 2026. FRONTIER is distributed after the window on a cliff and vesting schedule that the migration page says is still to be announced. Current GRAIL valuation and supply signals therefore do not describe a stable long-term token structure. (Checked: 2026-09-28)
Kodiak Finance: KDK allocation and unlock path remains unresolved — Kodiak's official documentation confirms a 100,000,000 KDK maximum supply and documents KDK/xKDK conversion mechanics and protocol audits, but the reviewed official pages do not resolve the large gap between currently reported circulating supply and maximum supply. The dilution/unlock question remains material until a complete allocation and release schedule is verified. (Checked: 2026-09-28)
Pangolin: Official PNG tokenomics conflict with legacy provider supply fields — Pangolin's official tokenomics states that PNG has a 230,000,000 maximum supply, that all tokens are in circulation, and that inflation is zero after emissions ended. The current provider payload still reports the original 538,000,000 supply. Provider-derived dilution and market-cap-to-FDV warnings are therefore superseded for this research pass, while the source conflict remains visible. (Checked: 2026-09-28)
No additional gates in the current deep-research shortlist.
Research Brief: 2026-10-21, 4:19:51 a.m.. Signals compare completed research runs; “new” does not necessarily mean within the past 24 hours.
Continuing: 2478 · Resolved: 95
Full research evidence and change audit · Deep research dossiers · Historical coverage
Short-horizon paper trading experiments remain isolated from long-term fundamental research. They do not influence the fundamental lead ranking.
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