Crypto Coin Show Research
Research that starts with the founders, not the price chart
12 years of Crypto Coin Show interviews turned into a dataset, cross-checked against on-chain and market data. The sector reports are free to read and cite. The coin deep dives are for CCS Insider members.
New paid report · Nov 2026Hyperliquid (HYPE): crypto's best cash-flow machine, priced for itUnlock for $10/mo- 1,088founder interviews in the dataset
- 5free sector reports
- 32Learn guides behind them
- $10/moCCS Insider, cancel any time
1,084founder conversations
Flagship report · Free
The CCS Interview Index: what 1,084 founder conversations say about where crypto is building, 2018 to 2026
Twelve years of Crypto Coin Show founder interviews as a dataset: topic shares by year, the four shifts, and the 2026 class of companies, repeat guests and conference episodes behind the AI and tokenization surge.
- AI went from under 4% of founder interviews in every year through 2023 to 41% in 2026, the fastest shift of any topic in twelve years of the archive, and...
- Tokenization and real-world assets rose from 4% of episodes in 2023 to 38% in 2026, and the year's biggest tokenization guest was a brokerage: Robinhood Chain launched July 1, 2026...
- Regulation & Policy reached 25% of 2026 episodes, three times its 2024 share, and the guests split on the Clarity Act before the Senate failed to invoke cloture 49 to...
Coin reports: one token, taken apart
Each paid report takes one token apart and ends with a standing read on the majors. No price targets, no shilling: the same founder-first method as the free reports, pointed at a single asset.
Every report closes with
$BTC
$ETH
$SOL
$NEAR$HYPE
$AVAX
$INJ
$HBAR
$BTC$ETH$SOL$NEAR$HYPE$AVAX$INJ$HBAR- Inside every coin report
- Revenue, fees and who actually pays them
- Supply, unlocks, buybacks and dilution
- What the founders told us on the show, on the record
- Bull, base and bear cases through five investor lenses
- The level where it starts to look cheap, and why
$HYPEHyperliquidInsiderHyperliquid (HYPE): Crypto's Best Cash-Flow Machine, Priced for ItHyperliquid burns nearly all of its protocol revenue buying HYPE, about $68M in the last 30 days, but at 22 to 27 times revenue the price already assumes that holds.Unlock for $10/mo$BTCInsiderBitcoin (BTC) Deep Dive: A Fairly Priced Monetary Network in a Hostile Macro RegimeBitcoin trades about 40% above its aggregate cost basis and 40% below its peak, while Fed hikes, ETF outflows and a weakening fee market cap near-term upside.Unlock for $10/moNext in the pipeline
$LINKInfrastructure$NEARAI
$TAOAI
$AAVEDeFi
$ONDOTokenization
$SUIL1$INJOn-chain finance$HBAREnterprise$AVAXL1
$LINKInfrastructure$NEARAI$TAOAI$AAVEDeFi$ONDOTokenization$SUIL1$INJOn-chain finance$HBAREnterprise$AVAXL1Members vote on the order. Building a project that belongs on this list? Commission an independent report, disclosed as sponsored, same method, same bear case.
Coin reportsOne token per report, founders on the record, bull and bear case, dated sources.
Altcoin TA packsLevels and setups across the majors and the coins we cover, with the charts.
The paid newsletterAshton's own read on the market, the one he does not publish free.
$10/moNo price targets, no shilling, no model portfolio. Just the work.Join CCS Insider
Sector reports
Free to read, cite with a link31 interviewsTokenization & RWA · Oct 2026State of Tokenization: what 31 founder interviews say changed in real-world assets, 2025 to 2026Every real-world asset interview on Crypto Coin Show since January 2025, refreshed October 2026 with 2026 founders and RWA.xyz data. Stocks, funds and credit replaced exotic assets, and distribution and liquidity became the hard problems.
29 interviewsStablecoins · Oct 2026Stablecoins after GENIUS: what 29 founder interviews say changed between 2025 and 2026Onchain data to October 2026 and a hand-screened read of every stablecoin conversation on Crypto Coin Show since January 2025: supply flat near $300 billion, usage at records, founders moving to payments, yield as the fault line.52 interviewsCrypto x AI · Oct 2026Crypto x AI: what 52 founder interviews say changed between 2025 and 2026A hand-screened read of every AI conversation on Crypto Coin Show since January 2025 shows the crypto AI pitch moving from ownership to proof, checked against x402 volumes, AI token caps and GPU network revenue as of October 2026.27 interviewsPolicy & Regulation · Oct 2026State of Crypto Policy: what 27 founder interviews say changed between 2025 and 2026A hand-screened read of every policy conversation on Crypto Coin Show since January 2025, with Charles Hoskinson's Clarity Act critique, the September 2026 Senate vote and the rulemaking that followed it.
29 interviewsStablecoins · Oct 2026Stablecoins after GENIUS: what 29 founder interviews say changed between 2025 and 2026Onchain data to October 2026 and a hand-screened read of every stablecoin conversation on Crypto Coin Show since January 2025: supply flat near $300 billion, usage at records, founders moving to payments, yield as the fault line.52 interviewsCrypto x AI · Oct 2026Crypto x AI: what 52 founder interviews say changed between 2025 and 2026A hand-screened read of every AI conversation on Crypto Coin Show since January 2025 shows the crypto AI pitch moving from ownership to proof, checked against x402 volumes, AI token caps and GPU network revenue as of October 2026.27 interviewsPolicy & Regulation · Oct 2026State of Crypto Policy: what 27 founder interviews say changed between 2025 and 2026A hand-screened read of every policy conversation on Crypto Coin Show since January 2025, with Charles Hoskinson's Clarity Act critique, the September 2026 Senate vote and the rulemaking that followed it.Founders on the recordEvery report starts from what builders said in CCS interviews, hand-screened, not keyword-matched.
Checked against the dataOn-chain, ETF flow, supply and revenue numbers dated to the day, with sources listed.
Disclosed, alwaysSponsors, holdings and interview relationships are stated in the report, never hidden.