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Tokenomics Audit Checklist

DeFi Strategies • Yield Models • Token Income

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Tokenomics Audit Checklist — Evaluating Economic Soundness of Tokens

This checklist helps investors, researchers, and developers evaluate whether a token has sustainable and transparent tokenomics. It examines total supply, inflation, utility, burn mechanisms, and the fairness of distribution — all of which impact long-term value, risk, and community trust.

Use Case: This index helps filter strong, undervalued projects from unsustainable or manipulative token models.

Key Concepts:

  • Emission Control — Rules governing new token creation
  • Supply Cap — Limits on maximum tokens in existence
  • Unlock Schedules — Timed releases for team or investor holdings
  • Centralization Risk — Degree of protocol or treasury control
  • Governance Exposure — How community influences tokenomics
  • Tokenomics — The foundational economic model behind token supply and demand
  • Tokenomics Design — The architecture layer where monetary rules are built
  • Token Supply Models — Structural blueprints for inflationary, deflationary, and fixed supply
  • Token Behavior Index — Companion index mapping monetary models across token types
  • Token Classification System — Categorizing tokens by function, backing, and economic role
  • Token Sinks — Mechanisms that permanently remove tokens from circulation
  • Token Decay Awareness — Understanding how inflation and emission erode value
  • Token Unlock Structures — How locked allocations release into circulating supply
  • Token Vesting Models — Scheduled distribution frameworks for team and investor tokens
  • Emission Sustainability — Whether reward output can persist without diluting holders
  • Governance — On-chain decision-making that shapes tokenomics policy
  • Supply Structure — How total and circulating supply are organized

Summary: The Tokenomics Audit Checklist is the first filter for any token position. If supply, emission, utility, and governance don’t pass scrutiny — the price is irrelevant. Audit the economics before you audit the chart.

Audit Question Details / What to Look For
1. What is the total supply? Is it capped or inflationary?
2. How is new supply created? Mining, staking, minting, rebase?
3. What is the circulating supply today? Is it transparent and regularly updated?
4. Is there a vesting schedule? When do team, advisors, and investors unlock?
5. Are there burn mechanics? How are tokens removed from circulation?
6. What is the token’s actual utility? Is it required for something meaningful?
7. Who controls token issuance? Is the inflation policy on-chain or centralized?
8. Is the treasury decentralized? Or is it managed by a core team?
9. Are there staking incentives? How are they funded and are they sustainable?
10. What percentage of supply is locked? How much is active in circulation?
11. Are rewards sustainable? Or fueled by temporary emissions or inflation?
12. Is there a public dashboard or whitepaper? Does it clearly show all metrics and mechanics?
Bonus: Does the project have a live audit page for token flows?

Tokenomics Red Flag vs Green Flag Reference

quick-scan signals that separate sound economics from unsustainable models

Audit Area 🟢 Green Flag 🔴 Red Flag
Supply Cap Hard cap or deflationary burn active Unlimited mint with no burn mechanism
Emission Schedule Published, verifiable, on-chain Hidden, admin-controlled, or absent
Team Allocation Less than 20% with vesting over 2+ years Over 30% with short cliff or no lock
Token Utility Required for gas, staking, access, or governance No function beyond trading and speculation
Treasury Control DAO-governed multisig with public spending Single wallet controlled by founding team
Holder Distribution Top 10 wallets hold less than 30% Top 5 wallets hold over 50% of supply
Yield Source Funded by protocol revenue or real activity Funded entirely by new token emissions
Transparency Live dashboard, audited contracts, public docs No whitepaper, no audit, no explorer data

Audit Rule: A single red flag doesn’t kill a project — but three or more in combination should disqualify it from your portfolio. Green flags compound trust. Red flags compound risk. The checklist exists to make the invisible visible before capital is deployed.

Tokenomics Audit Process Framework

a structured walkthrough for evaluating any token’s economic model

Step 1 — Pull the Supply Data
Start with total supply, circulating supply, and the gap between them. That gap represents locked, vesting, or unreleased tokens — future sell pressure. If circulating is 20% of total, 80% of the supply is coming. Check CoinGecko, block explorers, and the project whitepaper. If the data isn’t publicly available — that’s your first red flag.
Step 2 — Map the Emission Schedule
How fast does new supply enter? Monthly? Per epoch? Per block? Compare emission rate against demand drivers. If the protocol mints 5% new supply per year but user growth is flat — holders are being diluted in real terms. Emission should decelerate over time or be offset by burns.
Step 3 — Trace the Treasury
Who controls the treasury and how is it spent? DAO-governed treasuries with public voting are the gold standard. Team-controlled wallets with no transparency are the red flag standard. Track treasury outflows — if large amounts move to exchanges, insiders may be selling. Follow the money, not the roadmap.
Step 4 — Score and Decide
Run the full 12-question audit. Assign pass/fail to each. If 9+ pass — the tokenomics are sound. If 6–8 pass — proceed with caution and size small. Below 6 — walk away regardless of price action. Compare against benchmarks like $BTC (fixed supply), $FLR (emission-scheduled), and $KAG/$KAU (metal-backed). The best tokenomics are the ones that don’t need defending.

Tokenomics Due Diligence Checklist

the pre-deployment audit every position deserves

Supply and Emission
☐ Total supply cap verified (or unlimited documented)
☐ Circulating vs total supply ratio calculated
☐ Emission schedule published and on-chain
☐ Burn mechanism active and trackable
☐ Net supply direction confirmed (inflation vs deflation)
Supply is destiny — know the trajectory
Distribution and Vesting
☐ Team allocation percentage documented
☐ Vesting schedule with cliff and linear periods reviewed
☐ Investor unlock dates mapped against your hold timeline
☐ Top wallet concentration checked via block explorer
☐ No single entity controls more than 20% of supply
Unlocks are scheduled sell pressure — know the dates
Utility and Governance
☐ Token required for network function (gas, staking, access)
☐ Governance rights documented and active
☐ Treasury controlled by DAO or multisig — not single wallet
☐ Revenue model sustains rewards without pure emission
☐ Community can propose and vote on tokenomics changes
Utility creates demand — governance creates accountability
Benchmark Comparison
☐ Compared against BTC (fixed supply benchmark)
☐ Compared against $KAG/$KAU (metal-backed benchmark)
☐ Compared against FLR (emission-scheduled benchmark)
☐ Yield sustainability scored against protocol revenue
☐ Overall audit score: 9+ pass / 6–8 caution / below 6 reject
Every token should earn its place against the best

Capital Rotation Map

tokenomics audit priority across market phases

Phase Market Behavior Audit Posture
1. BTC Accumulation Quiet, disbelief Deep audit season — research tokenomics while prices are low and noise is quiet
2. ETH Rotation Early optimism builds Deploy into projects that passed audit — sound tokenomics attract early capital
3. Large Alt Season Momentum accelerates Re-audit holdings — emission rates accelerate, dilution risk rises
4. Small/Meme Mania Euphoria, “easy money” Most new tokens fail the checklist — audit ruthlessly or avoid entirely
5. Peak Distribution “This time is different” Exit positions that scored below 8 — only the soundest tokenomics survive
6. RWA Preservation Capitulation, reset Preserve in $KAG/$KAU + Ledger — the ultimate tokenomics: metal-backed, yield-bearing, redeemable
Audited Conviction: The tokenomics audit is the difference between investing and gambling. Every token tells you exactly what it plans to do with your purchasing power — if you read the emission schedule, the vesting calendar, and the treasury controls. Run the 12-question checklist before every position. Score it honestly. Compare it against benchmarks that have already proven themselves — BTC for scarcity, $KAG/$KAU for physical backing, FLR for structured emission. Deploy into what passes. Avoid what doesn’t. Store conviction positions in Ledger and Tangem. The best tokenomics don’t need hype — they need time.

 
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