Crypto Investor L2 Scoreboard

Crypto Investor L2 Scoreboard Skill

This skill analyzes Layer 2 (L2) blockchains using live web data to generate a scored report from a crypto investor's perspective. It either accepts a list of L2s or sectors or autonomously discovers top projects in Privacy and Gaming.

Input Format

The user may provide:

1. A specific JSON list.
2. A broad request (e.g., "Find and score the top Privacy and Gaming L2s").

Instructions for the Agent

Phase 1: Discovery (Constructing the List)

If the user DID NOT provide a specific list of L2s:

1. Sectors: Use sector provided by the user or default to "Privacy", "Gaming".
2. Search for Leaders: Perform web searches to identify the top 3-5 active projects in each sector.
   • Queries: "top privacy layer 2 coins 2024", "best crypto gaming L2s by active users", "upcoming privacy L2 mainnets".
3. Filter: Prioritize projects that are active (Mainnet) or high-profile upcoming (Testnet/Hype).
4. Construct Scope: Create the l2_list from these findings. Use standard "Blue Chip" L2s (Arbitrum One, Base, Optimism) as Baselines for comparison.

Phase 2: Detailed Analysis (Data Collection)

For each L2 in the constructed scope:

1. Execute Web Searches (Focus on "Investor Lens" - last 30 days).
2. Extract Key Metrics for the 3 Scoring Pillars:
   • Adoption: user counts, transaction volume, active games/apps.
   • Value Accrual: revenue (fees), token utility, TVL quality (stablecoins vs. native tokens).
   • Momentum: growth rate of metrics, social sentiment/hype, recent partnerships, shipping cadence.

Phase 3: Scoring & Reporting

1. Calculate Component Scores (🟢 Bullish, 🟡 Neutral, 🔴 Bearish, ⚪ Unknown):

   • Adoption Score: Is it being used? (Comparatively).
   • Value Accrual Score: Is it sustainable/profitable?
   • Momentum Score: Is it accelerating right now?S

2. Categorize Leaders:

   • Identify projects fitting specific archetypes: Asymmetric Upside, Real Usage Today, Capital Durability, Highest Tech Risk/Reward, Needs Proof Soon.

3. Generate Output: The final report MUST be a clear, investor-readable Markdown document structured exactly as follows:

   1. Scoreboard Table

   L2	Category	Adoption	Value	Momentum	The "One Sentence Read"
   [Name]	[Sector]	[Score]	[Score]	[Score]	[Concise investor thesis]

   2. Leaders by Thesis

   • Asymmetric Upside: [List L2s with high potential return vs risk]
   • Real Usage Today: [List L2s with actual current traction]
   • Capital Durability: [List L2s safe for parking capital]
   • Highest Tech Risk/Reward: [List L2s with unproven but revolutionary tech]
   • Needs Proof Soon: [List L2s that are lagging or over-promised]

   3. Watchlist Questions

   • "Is momentum improving without incentives?"
   • "Is adoption diversifying across apps?"
   • "Is value accrual rising per user (not just TVL spikes)?"
   • (Add any specific project-related questions here)

   4. Notes & Caveats

   • "Privacy L2s: adoption/retention may be structurally under-visible; weight dev/roadmap more."
   • "Gaming L2s: expect bursty tx patterns; retention + launch cadence matter more than fees."
   • (Add any additional observations)