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📊ICYMI: Monthly trading volume for @AerodromeFi (@base) is ~50% of Uniswap (Ethereum).
📊ICYMI: Monthly trading volume for @AerodromeFi (@base) is ~50% of Uniswap (Ethereum).
The Fintech Flippening? @CharlesSchwab has ~10x more employees than @RobinhoodApp and @coinbase, and is potentially not as well-positioned to leverage the growth of crypto & AI --> aka the 2 biggest growth & operational efficiency drivers for financial services companies.
The Fintech Flippening?

@CharlesSchwab has ~10x more employees than @RobinhoodApp and @coinbase, and is potentially not as well-positioned to leverage the growth of crypto & AI --> aka the 2 biggest growth & operational efficiency drivers for financial services companies.
🌐🖥️ Monthly fees on the Internet Computer are up 40x between Jan and Dec '24. December is on track to reach an all-time high for '24.
🌐🖥️ Monthly fees on the Internet Computer are up 40x between Jan and Dec '24.

December is on track to reach an all-time high for '24.
ICYMI: @aave and @LidoFinance combined have over $70 billion in user deposits.
ICYMI: @aave and @LidoFinance combined have over $70 billion in user deposits.
ICYMI: Weekly fees on @Starknet are at all-time highs for the second half of '24. The weekly fees are up ~80x since June '24.
ICYMI: Weekly fees on @Starknet are at all-time highs for the second half of '24.

The weekly fees are up ~80x since June '24.
ICYMI: Onchain lending is growing on @base, with aggregate active loans in the ecosystem surpassing $750 million.
ICYMI: Onchain lending is growing on @base, with aggregate active loans in the ecosystem surpassing $750 million.
BREAKING: Monthly trading volume for BTC and SOL is at all-time highs, ETH is still down ~50% from its '21 peak. Trading volumes for BTC, ETH, and SOL in November '24 were $2.2 trillion, $1.1 trillion, and $243 billion, respectively.
BREAKING: Monthly trading volume for BTC and SOL is at all-time highs, ETH is still down ~50% from its '21 peak.

Trading volumes for BTC, ETH, and SOL in November '24 were $2.2 trillion, $1.1 trillion, and $243 billion, respectively.
how to DD a marketplace protocol in 60 seconds: 0. what is the protocol's service? "asset exchange" 1. who is the demand-side customer? "trader" 2. who is the supply-side contributor? "LP" 3. what does the supply-side contribute? "capital" 4. what fee does the demand-side pay? "trading fee" 5. what is the protocol's take rate? "0-100%, e.g. 10%"
how to DD a marketplace protocol in 60 seconds:

0. what is the protocol's service? "asset exchange"
1. who is the demand-side customer? "trader"
2. who is the supply-side contributor? "LP"
3. what does the supply-side contribute? "capital"
4. what fee does the demand-side pay? "trading fee"
5. what is the protocol's take rate? "0-100%, e.g. 10%"
🤖 Basic listing ✅ gas used ✅ transactions ✅ active addresses 🏦 Standardized listing (e.g. @OpenChat) ✅ net deposits, active loans, trading volume, etc. ✅ fees, revenue, token incentives, earnings, etc. ✅ daily, weekly, monthly active users ✅ community analyst coverage
🤖 Basic listing
✅ gas used
✅ transactions
✅ active addresses

🏦 Standardized listing (e.g. @OpenChat)
✅ net deposits, active loans, trading volume, etc.
✅ fees, revenue, token incentives, earnings, etc.
✅ daily, weekly, monthly active users
✅ community analyst coverage
ICYMI: The fully diluted market cap of @reflexerfinance (FLX) is up ~4x in the past month.
ICYMI: The fully diluted market cap of @reflexerfinance (FLX) is up ~4x in the past month.
Number of VC-backed DeFi builders who are not trying to build a monopoly: 0
Number of VC-backed DeFi builders who are not trying to build a monopoly: 0
🌀📌 Where are we at in the crypto cycle? A data-driven examination of key market data relative to past cycles Analyst: @JustDeauIt, The DeFi Report
🌀📌 Where are we at in the crypto cycle?

A data-driven examination of key market data relative to past cycles

Analyst: @JustDeauIt, The DeFi Report
there are many pros with the "uniswap for lending" model that @MorphoLabs has opted for the tradeoff (assuming similar interest & take rates + current vault curator performance fees): with a similar active loan book, morpho will generate ~50% less revenue than @aave, since it needs to share revenue with vault curators like @gauntlet_xyz
there are many pros with the "uniswap for lending" model that @MorphoLabs has opted for

the tradeoff (assuming similar interest & take rates + current vault curator performance fees):

with a similar active loan book, morpho will generate ~50% less revenue than @aave, since it needs to share revenue with vault curators like @gauntlet_xyz
🚨 ICYMI: Onchain leverage via lending protocols is at all-time highs. Prior all-time high was in Dec '21.
🚨 ICYMI: Onchain leverage via lending protocols is at all-time highs. Prior all-time high was in Dec '21.
Top chains in the Polkadot ecosystem, ranked by monthly transaction count: 🥇 @NeuroWebAI 🥈 @one_frequency 🥉 @Polkadot 4⃣ @MoonbeamNetwork 5⃣ @EnterTheMythos 6⃣ @hyperbridge 7⃣ @hydration_net 8⃣ @AcalaNetwork 9⃣ @InterlayHQ 🔟 @PolimecProtocol 11. @polkadex 12. @Unique_NFTchain 13. @centrifuge 14. @NodleNetwork
Top chains in the Polkadot ecosystem, ranked by monthly transaction count:

🥇 @NeuroWebAI
🥈 @one_frequency
🥉 @Polkadot
4⃣ @MoonbeamNetwork
5⃣ @EnterTheMythos
6⃣ @hyperbridge
7⃣ @hydration_net
8⃣ @AcalaNetwork
9⃣ @InterlayHQ
🔟 @PolimecProtocol
11. @polkadex
12. @Unique_NFTchain
13. @centrifuge
14. @NodleNetwork
Fastest growing lending protocols, based on 7d growth (%) in active loans:
Fastest growing lending protocols, based on 7d growth (%) in active loans:
ICYMI: In December, Bitcoin miners earned $26m from transaction fees and $788m from newly issued BTC. Bitcoin's security budget = miner revenue = transaction fees + newly issued BTC.
ICYMI: In December, Bitcoin miners earned $26m from transaction fees and $788m from newly issued BTC.

Bitcoin's security budget = miner revenue = transaction fees + newly issued BTC.
💡📊 HAVING A CHAIN ECOSYSTEM DASHBOARD ON TOKEN TERMINAL = UNFAIR ADVANTAGE Why? The chain gets 24/7/365 data-driven: 🔹 stakeholder reporting (accountability) 🔹 app ecosystem visibility (growth marketing) 🔹 progress monitoring (product analytics) Case example: @base 🔵
💡📊 HAVING A CHAIN ECOSYSTEM DASHBOARD ON TOKEN TERMINAL = UNFAIR ADVANTAGE

Why?

The chain gets 24/7/365 data-driven:

🔹 stakeholder reporting (accountability)
🔹 app ecosystem visibility (growth marketing)
🔹 progress monitoring (product analytics)

Case example: @base 🔵
ICYMI: A daily active user on @OpenChat spends approximately 10 minutes per day on the app. Key takeaways: 🔸Daily active users (DAUs) are trending up. The DAUs on OpenChat have increased by ~7x since Feb '24, from 2k to 15k. 🔸User time spent on the app is trending up. Total time spent on the app each day has grown from 300 to 2300 hours since Feb '24. This means that an individual user spends on average ~10 minutes on OpenChat each day. 🔸Incentives drive usage. The uptick in DAUs in June '24 was partly a result of the CHAT rewards program. These incentives have converted many occasional users into daily users.
ICYMI: A daily active user on @OpenChat spends approximately 10 minutes per day on the app.

Key takeaways:

🔸Daily active users (DAUs) are trending up. The DAUs on OpenChat have increased by ~7x since Feb '24, from 2k to 15k.

🔸User time spent on the app is trending up. Total time spent on the app each day has grown from 300 to 2300 hours since Feb '24. This means that an individual user spends on average ~10 minutes on OpenChat each day.

🔸Incentives drive usage. The uptick in DAUs in June '24 was partly a result of the CHAT rewards program. These incentives have converted many occasional users into daily users.
Top 15 projects with the biggest 7d uptick in the # of tokenholders. Top 5: 1. @MorphoLabs 2. @Aleph__Zero 3. @FenixFinance 4. @shufflecom 5. @ZircuitL2
Top 15 projects with the biggest 7d uptick in the # of tokenholders.

Top 5:
1. @MorphoLabs
2. @Aleph__Zero
3. @FenixFinance
4. @shufflecom
5. @ZircuitL2
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