Dr.DODO|We're Hiring! Profile picture
Dec 5, 2022 9 tweets 4 min read Read on X
@Uniswap launched an NFT market aggregator platform and airdropped 5M USDC to historical Genie users on Nov.30th.

In today's #Datacheck, let’s track the performance of Uniswap NFT in the last six days.
1/As of 14:30 pm (UTC+8) Dec.5th:

- Total trading volume: $726,148
- Total transactions: 1,535
2/ Daily Volume

- Dec. 1st reached $246,565
- Less than $90,000 both on Dec. 2nd and Dec. 4th
3/ Daily Transactions

- 446 txs on the day of launch
- Declining to 159 in Dec 4th, fallen 64% from the top
4/ Uniswap NFT, as a NFT market aggregator

- Supports OpenSea, X2Y2, LooksRare, Sudoswap, Larva Labs, NFT20, and NFTX.
- Top Marketplace by volume and Txs: OpenSea (with a 57% share in volume and 79% in txs)
- Only NFT20 hasn’t been aggregated by now
5/ Performance in the whole NFT aggregator market since its release:

- Ranks 3 in trading volume
- Ranks 4 in transactions
6/ In terms of volume, @blur_io remains in the leading position in the NFT aggregator.

- Blur: nearly 80% share
- Uniswap: less than 5% share
7/ Blur announced the second round airdrop on Dec 1st, the day after Uniswap's release of NFT. The activity brought Blur a significant increase in users, reaching ATH at 5,178.
8/ Launching on Uniswap brought @pudgypenguins huge market attention. Its floor price rose high on November 30. Uniswap also held a joint TS, a better advertisement, with @pudgypenguins on Dec.2.

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More from @DodoResearch

Jul 10, 2023
Tokenomics is the backbone of DeFi projects.

It’s essential for users to understand where the incentive comes from and how it is distributed.

We present 10 value flow cases covering 4 classic Tokenomic models.

🧵👇(1/10)
0/

This thread will cover:

1️⃣ vote-escrowed model: @CurveFinance , @Balancer

2️⃣ ve(3,3): @OlympusDAO , @VelodromeFi , @ChronosFi_

3️⃣ es Model: @GMX_IO , @CamelotDEX , @0xAcidDAO , @GainsNetwork_io

4️⃣ Lending: @AaveAave

5⃣✍🏻 Create Value Flow on your own
1/

1️⃣ ve model:

ve model asks a user to lock native token for veToken. With veToken, users get a share of protocol fee, emission boost, and voting rights.

The voting rights determine the distribution of token emission, which is tightly related to veToken holders’ profit

Read 17 tweets
Jul 10, 2023
#Tokenomics 是 #DeFi 项目的支柱。对用户来说,理解激励来源以及如何分配至关重要。此外,飞轮的存在也有助于延长代币经济的可持续性。

在这里,我们带来 10 个 Value Flow 案例,涵盖了 4 种经典的 Tokenomic 模型。

🧵(0/8)
0/

这条推文将涵盖:

1️⃣ vote-escrowed model: @CurveFinance , @Balancer

2️⃣ ve(3,3): @OlympusDAO , @VelodromeFi , @ChronosFi_

3️⃣ es Model: @GMX_IO , @CamelotDEX , @0xAcidDAO , @GainsNetwork_io

4️⃣ Lending: @AaveAave

5⃣✍🏻 如何绘制 Value Flow
1/

1️⃣ vote-escrowed model

在 ve 模型中,用户将协议代币锁定以换取 veToken。只有拥有 veToken,用户才能获得协议费用的份额、代币激增和投票权。

投票权决定了代币发行的分配,这与 veToken 持有者的利润密切相关。

Read 12 tweets
May 11, 2023
As the crypto winter hits in 2022, tokenized real-world assets are revolutionizing the way assets are invested.

We take a closer look at a branch of #RWA called the on-chain government bonds, featuring @OndoFinance @TProtocol_ @realMatrixport @OpenEden_HQ @ribbonfinance
1/ OndoFinance

A large, highly liquid ETF managed through institutions such as investment giant BlackRock and Pacific Investment Management Company (PIMCO), is understood to have launched three tokenized U.S. Treasury and bond products - Image
the U.S. Government Bond Fund (OUSG), the Short-Term Investment Grade Bond Fund (OSTB) and the High Yield Corporate Bond Fund (OHYG).
Read 21 tweets
Oct 26, 2022
10 月 20 日,#Celestia 公布由 Bain Capital Crypto 和 Polychain Capital 领投,约 5500 万美元的最新融资。此轮融资使 Celestia 成为估值逾 10 亿美元独角兽,也再次推了市场对模块化区块链概念的关注热潮。

从概念起源开始,Dr.DODO 聊聊专注于数据可用性的模块化区块链和解决方案。

Threads:
1/概念起源

区块链的主要堆栈有数据可用层,共识层,结算层和交易执行层。单体区块链(monolithic)中,四层工作都在一个网络完成。网络的每个节点都需处理数据的验证到交易的执行。

交易量上升带来的数据累积下,单体区块链逐渐遇到瓶颈。为推动大规模采用,单体区块链向模块化推进成为了一种必然。
1.1/

实际操作过程上,以以太坊的最终扩容计划 - 分片(Sharding)为例,其初步实施是让分片出来的链执行数据可用。

由此可见,专注于做数据可用性的模块化区块链或方案值得关注。由于整体区块链架构的限制,数据可用性对于实现去中心化的可扩展性至关重要。
Read 28 tweets
Oct 25, 2022
📣10 月 17 日 - 10 月 21 日 #Megascope 资讯:

1/ 头条新闻

基于 Move 语言的 Aptos 主网上线,并对完成测试网申请和铸造 APTOS:ZERO 测试网 NFT 的用户发放空投。

USDT 将在巴西 24,000 台 ATM 上提供,Tether 与巴西支付公司 SmartPay 的合作于 11 月 3 日启动。
2/ 治理相关

Frax DAO 提案创建 Gearbox AMO。

ApeCoin DAO 提案批准为 Forever Apes 团队提供 45,000 美元的资金,以创建第一套实物奢侈品。
3/ 行业资讯

区块链分析公司 Messari 发布推文称,机构借贷协议 Maple Finance 自推出以来,通过该协议产生了超过 16 亿美元的贷款,仅在 2022 年第二季度产生 1000 万美元的单笔违约。在多个中心化借贷商遭受重大损失的情况下,这是一个令人难以置信的表现。
Read 9 tweets
Oct 24, 2022
稳定币的市值变化,往往反映了市场对加密货币的兴趣。熊市期间,大量流动性回归稳定币。上一轮熊市中 USDT 脱颖而出,成为霸主。

@SBF_FTX 认为 Binance 将 USDC 转换为 BUSD 的行为,宣告了第二次稳定币大战的开始。

今天的 #Datacheck Dr. DODO 继续聊聊稳定币。

1/ 回顾:

上期中,我们聊到了稳定币的分类以及当前的市值排名情况。这期我们主要从收益率、公链排名以及协议的角度来细说稳定币。

2/ 市值:

根据 DeFilama 的数据,目前稳定币总市值在 $146.34B 左右。随着 BUSD 供应量激增,本月首次突破 $20B,占整个稳定币市场的份额达 15% 左右,创历史新高。稳定币市场份额的头部效应明显,可以看到排名第五的 Frax 市值不到第一的 USDT 的 2%。
Read 9 tweets

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