A short thread on DeFi through the lens of traditional marketplace metrics 👇📊
1. Gross merchandise volume (GMV)
2. Take rate
3. Revenue (total fees paid)
4. Price to sales ratio (P/S)
*GMV and Revenue figures are both annualized (calculated based on a 30-day moving average).
1. Gross merchandise volume (GMV)
2. Take rate
3. Revenue (total fees paid)
4. Price to sales ratio (P/S)
*GMV and Revenue figures are both annualized (calculated based on a 30-day moving average).
1. Gross merchandise volume (GMV)
What is the total dollar value flowing through the protocol?
What is the total dollar value flowing through the protocol?
2. Take rate
What is the (fixed or weighted avg.) fee rate that the protocol charges on its GMV?
What is the (fixed or weighted avg.) fee rate that the protocol charges on its GMV?
3. Revenue (total fees paid)
How much revenue is the protocol generating?
How much revenue is the protocol generating?
4. Price to sales ratio (P/S)
How is the protocol valued in relation to its revenues?
How is the protocol valued in relation to its revenues?
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