AssayUse Case Study

Assay

Use Case Study

OpenFX, then Geodnet A and Geodnet B. OpenFX covers whether capital is new, whether volume is investor demand, and what a treasury did with the money. Geodnet A asks whether new stations improved the network. Geodnet B asks whether a large GEOD price move was durable demand.

OpenFX

  1. 014

    Case #014 · OpenFX · Expert

    Is this $25.4M actually new capital?

    Does capital entering the chain actually represent new capital?

    A cluster of wallets moved $25.4M in stablecoins onto OpenFX. Decide how much of that gross flow is new economic capital.

    Open case →

  2. 015

    Case #015 · OpenFX · Expert

    Is this tokenized-stock volume real investor demand?

    Does trading activity actually represent investor demand?

    TECHA printed $16.9M of trading volume after $18.6M of stablecoin funding. Decide how much is genuine directional demand.

    Open case →

  3. 016

    Case #016 · OpenFX · Expert

    Where did the $50M actually go?

    What did the institution actually do with the capital?

    Northstar Digital Treasury withdrew $50M in stablecoins. Reconstruct the economic purpose of each flow.

    Open case →

Geodnet A

  1. 017

    Case #017 · Geodnet A · Expert

    Did 420 new stations actually improve the network?

    Can an agent distinguish headline network growth from useful network expansion?

    Metro Delta added 420 stations, a 34% increase. Decide how much of that is new high-quality RTK coverage.

    Open case →

Geodnet B

  1. 018

    Case #018 · Geodnet B · Expert

    GEOD jumped 50%. Was it real demand?

    Was a large GEOD price move durable demand, or did market structure amplify it?

    GEOD rose about 50% intraday on 18 Sep 2026, with volume far above the prior day. Decide how much of that demand was durable.

    Open case →