Building an "Investment Analysis Symphony": Combining Bubblemaps with Various Data Layers

In the past 12 days, we have deeply focused on a powerful instrument in the research orchestra – that is @bubblemaps. But a true symphony, a solid investment thesis, does not come from just a single instrument. It comes from the blending of many different "layers of information". #Bubblemaps tells you "who connects with whom" – an important part of the story. However, to get the big picture, you need to combine it with many other tools. A professional analyst will never rely on just one tool. They build a workflow ( analysis process ) also known as a "stack", consisting of multiple layers of complementary information. Below is a simple yet effective model:

1. Qualitative Class (The Story – The Story) Before looking at the chart or on-chain wallet, let's start with the original story: Read the whitepaper to understand the project's vision. Research the team on LinkedIn, Twitter: who are they? what experience do they have? Analyze the core value: does the project solve a real problem or is it just "drawing"? This is the context that helps you understand all the data that follows.
2. On-Chain Visual Class (The Reality Check – Reality Verification) This is the core role of Bubblemaps. When the project says one thing, the blockchain will show another. Does the token distribution on Bubblemaps match the distribution chart in the whitepaper? Is there any appearance of Sybil wallet clusters suggesting that the "community" is actually fake? Bubblemaps is like a lie detector: it brings the story back to the true reality of blockchain.
3. Quantitative Class (The Numbers – The Numbers) After knowing who holds the token, the next step is to check the actual operational data. This is when you use tools like Dune Analytics, DeFiLlama to take a closer look: Daily Active Users ( Daily Active Users ) TVL ( Total Value Locked – total value locked ) Protocol Revenue For example: Bubblemaps shows a distributed and healthy holder system. But the next question is: do those holders actually use the protocol? Dune can answer.
4. Social Class (The Conversation – The Conversation) This is a real-time information layer. Suppose Bubblemaps shows you an Exchange Funnel ( wallets flowing to the exchange ) – a clear warning sign. What is the next step? Check Twitter/X: how is the community reacting? Go to Discord/Telegram: is the team speaking out to explain? Or are they silent? When combining on-chain data from Bubblemaps with social reactions, you will have a complete picture: not only the numbers but also the community's mindset. Conclusion A good analyst does not only stop at observing a single chart. They build a comprehensive intelligence report, starting from: The story (qualitative)On-chain reality check (Bubblemaps)Quantitative data (Dune, DeFiLlama)Social reaction (Twitter, Discord) When coordinating multiple layers like a symphony orchestra, you will progress from surface observation to deep understanding. Tomorrow, we will go in the opposite direction: instead of "what should be done", we will analyze the most common mistakes when interpreting on-chain data – to avoid falling into the traps that many new analysts often encounter. $BMT {spot}(BMTUSDT)