Token

Screening Filters

1. Market Capitalization: 300M – 20B USD

   • Purpose: Focus on small- to mid-cap companies, avoiding micro-caps and mega-caps.
   • Rationale:
     • A ticker like TOKEN, if it’s a typical Web3 / blockchain equity, is likely to fall into the growth-oriented small/mid-cap range rather than being a micro-cap (very risky, often illiquid) or a mega-cap (more mature, lower growth profile).
     • This range keeps the universe in a segment where innovation and upside potential are more common, while still filtering out the most speculative, thinly traded names.

2. Monthly Average Dollar Volume: ≥ 300,000 USD

   • Purpose: Ensure the stock is reasonably liquid and actively traded.
   • Rationale:
     • If you’re asking for detailed information about TOKEN with an eye toward investment, you want something that can be bought and sold without excessive slippage.
     • A minimum dollar volume threshold filters out obscure names where entering or exiting a position could be difficult or costly, making results more practical for real-world trading.

3. Themes: Web3, Blockchain

   • Purpose: Restrict results to companies genuinely exposed to Web3 / blockchain.
   • Rationale:
     • A ticker named TOKEN strongly suggests a connection to crypto, tokens, or blockchain infrastructure.
     • Limiting the theme to Web3 and Blockchain ensures we’re looking at businesses whose primary operations or growth drivers are aligned with that space—e.g., blockchain infrastructure, crypto services, tokenization platforms, or Web3 applications.

4. Region: Not specified (no restriction)

   • Purpose: Allow global exposure.
   • Rationale:
     • Web3 and blockchain are global themes; many relevant companies are listed outside the U.S.
     • Leaving the region open helps ensure TOKEN (wherever it is listed) and its closest peers are not excluded just because of geography.

5. Is Optionable: True

   • Purpose: Include only stocks that have listed options.
   • Rationale:
     • If you’re seeking detailed information on TOKEN, you may also be interested in hedging, income strategies, or leverage using options.
     • Requiring options availability inherently filters for more established, followed names: exchanges typically list options only on stocks with sufficient liquidity and investor interest.

6. Analyst Consensus: Strong Buy or Moderate Buy

   • Purpose: Focus on stocks with generally positive professional analyst sentiment.
   • Rationale:
     • When requesting detail about TOKEN, you may be implicitly interested in whether the professional research community views it favorably.
     • Limiting to Strong Buy or Moderate Buy screens for names where fundamentals, growth prospects, or valuation are positively rated, increasing the likelihood that TOKEN (if it meets this bar) is in a relatively strong position versus its sector.

Why Results Match the User’s Intent

• The Web3 / Blockchain theme filters directly target the likely business domain suggested by the ticker “TOKEN,” so the universe aligns with the technological and sector context implied by the name.
• Market cap and liquidity filters make sure the stock (and any comparables) are investable in practice—large enough and traded enough for serious consideration—rather than obscure micro-caps.
• The optionable and positive analyst consensus filters raise the quality bar: they help ensure TOKEN, if it appears, is a reasonably established, researched blockchain/Web3 stock with tools available for more advanced strategies and a constructive professional view.

In combination, these filters aim to locate TOKEN (and similar names) in the realistic investable universe of blockchain/Web3 equities that are liquid, institutionally followed, and generally seen as attractive by analysts—consistent with a request for detailed, investment-relevant information on such a stock.