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Narrative analysis

Crypto narrative analysis

Follow a theme through its coverage. See what changed, who discussed it, and which sources support the story.

PerceptionSaved example · 8 Sep 2026

What connects the latest stablecoin payments stories?

Stablecoins meet local payment infrastructure

  1. An acquisition

    Circle’s Tazapay agreement would expand its access to local payout networks. [1]

  2. An executive’s view

    Trace Finance CEO Bernardo Brites argues that banks remain essential at the fiat ends of stablecoin payments. [2]

  3. A theme to investigate

    Both sources point toward the importance of banking access as stablecoin payments expand. [2]

Open 2 sources

The shared theme is an interpretation of these two sources.

Condensed from cited sources

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Understand how a story develops

Narrative analysis follows a recurring theme over time: who discusses it, how it is framed, and how the coverage changes. Start with a topic and a date range.

Perception connects related coverage to the companies, people, and sources involved. Use the result to prepare a brief or investigate a development.

How Perception extracts narratives

Perception continuously ingests content from 1,000+ curated sources: news outlets, earnings call transcripts, analyst research notes, regulatory filings, conference keynotes, podcasts, YouTube, LinkedIn, X, and Reddit. Every piece of content is processed through our NLP pipeline.

The system identifies recurring themes, clusters related mentions, and assigns each narrative a signal strength score. Emerging narratives with low volume but high velocity get flagged early. Established narratives with declining momentum get flagged as fading.

Each narrative is linked to the companies, people, and events driving it. For each trend you see which companies are mentioned most, the sentiment breakdown, and which outlets are leading the coverage.

Narrative categories tracked

ETFs & products
Regulation & policy
Institutional adoption
Mining & energy
DeFi & protocols
Stablecoins
Bitcoin treasury
Macro & monetary policy
Security & hacks
Tokenized finance
CBDCs
Payments & commerce

Ways to use narrative analysis

  • Fund analysts and portfolio managers can investigate changing coverage alongside price and on-chain data.
  • Research analysts can organize a brief around a defined theme and inspect the sources behind it.

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