1/4 Highly opinionated stats on Defi heading into 2022🐯
Including marketcap, revenue, growth catalysts, emissions, and treasury stats (All the data other than m.cap is super spotty unfortunately)
Including marketcap, revenue, growth catalysts, emissions, and treasury stats (All the data other than m.cap is super spotty unfortunately)
2/4 Interesting patterns
$UNI of defi
$CVX revenue punching way above peers
$DYDX both has high inflation and no value returned to token holders falling mcap
Getting past 1m a week in regular rev could put a project into the +$1b mcap tier. Maybe $KP3R is next?
$UNI of defi
$CVX revenue punching way above peers
$DYDX both has high inflation and no value returned to token holders falling mcap
Getting past 1m a week in regular rev could put a project into the +$1b mcap tier. Maybe $KP3R is next?
3/4 Revenue does indeed seem correlated with marketcap
However if revenue is dependent on high emissions($dydx) you may see continued drift downwards despite relatively high revenue
Would be interested to be able to track this over time.
However if revenue is dependent on high emissions($dydx) you may see continued drift downwards despite relatively high revenue
Would be interested to be able to track this over time.
4/4 Data sources used
Mcap : @coingecko
Revenue : @tokenterminal @CryptoFeesInfo
Emissions : @CryptoStats_ @MessariCrypto
Treasury : Individual project sites & @DuneAnalytics
(Consider the data was pretty rough)
* Not financial advice obviously. Im a dog🐶
Mcap : @coingecko
Revenue : @tokenterminal @CryptoFeesInfo
Emissions : @CryptoStats_ @MessariCrypto
Treasury : Individual project sites & @DuneAnalytics
(Consider the data was pretty rough)
* Not financial advice obviously. Im a dog🐶
• • •
Missing some Tweet in this thread? You can try to
force a refresh
