I've analyzed 18 past airdrops, and here are my findings:
◾️ @jito_sol did the most fair airdrop, with a 10% supply allocation at TGE and 5 Figs airdrops for many participants.
◾️ @JupiterExchange has allocated 40% of the supply for community incentives; they have airdropped 10% of it in the season 1 airdrop.
◾️ $TIA had the highest ROI from D1 Close among all other coins we've tracked post-airdrop.
◾️ $PARCL is the worst performer with a -60% drop from D1 Close.
◾️ Most of these projects have @binance listing from D1.
◾️ @EtherFi had the most positive post-airdrop PR in recent times.
◾️ These projects have allocated an average of 5.87% of the supply to public airdrop at TGE; you could use it as a benchmark for future token airdrops.
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Less than 1% of the Bitcoin supply is currently used in DeFi.
With the rise of Bitcoin L2s/Sidechains, this number could easily increase to 10%.
Botanix has the best potential to emerge as the market leader in Bitcoin DeFi.
My Investment Thesis on @BotanixLabs 🧵
Around 0.8% of the Bitcoin supply is on Ethereum right now, mostly issued as WBTC and under the custody of BitGo.
The WBTC supply has actually seen a massive decline over the past 18 months; it has fallen from 0.92% to 0.80%.
Some people have moved to hBTC and tBTC, but those numbers are also down.
You could simply conclude that people are losing interest in wrapped BTC for multiple reasons, such as: BitGo holding the custody of your assets, liquidity issues, and multiple DeFi protocol hacks in the past.
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