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Crypto.Edgar Profile picture
Crypto.Edgar
@CryptoEdgar_
Fundamental Investor | Web 3 data analyst | Tweets, threads & summaries on a select number of projects coated in a macro economic context
Danny Profile picture 1 subscribed
Mar 17, 2023 • 6 tweets • 4 min read
1/ The #Arbitrum Airdrop

People requested a more structured/categorised way of looking at the airdrop.

I've now added this to the @flipsidecrypto dashboard (link below).

Let's look at some other interesting $ARB @arbitrum airdrop data elements as well 👇 Link: https://flipsidecrypt... 2/ You can also take a look at the donut chart.

* Over 71% of all wallets will receive less than 2,000 $ARB tokens
* Only 0.71% of all wallets will receive over 10,000 $ARB tokens Image
Mar 1, 2023 • 9 tweets • 10 min read
1/ Are #GMT tokens on #BSC really burned?

Even though on chain transactions on #BSC show the daily #GMT burns, the total #GMT supply, after burns, might in fact not decrease.

Please allow me to explain 👇 2/ Binance Bridge

@binance has their own bridge to bring tokens from other chains to #BSC

They do so by holding collateral in a 1:1 ratio in certain wallets (102% ratio atm)

Today 1.3M #GMT was minted on #BSC and an equivalent 1.3M #GMT were sent & held in a wallet on #Solana.
Nov 11, 2022 • 20 tweets • 10 min read
1/ Yesterday I've posted my thread regarding the #StepN treasury analysis.

Since then I've received many comments, DMs and information from various sources.

It's a lot to take in, buckle up.

[Thread 🧵] 2/ I'd like to start with the answer from @tyson_schubert (#StepN head of community).

"Those are influencers",

"And advertisers are not free. So we... yep, you guessed it... pay them"

So in short. Individuals or companies paid by #StepN to advertise the product?
Nov 10, 2022 • 13 tweets • 11 min read
1/ #StepN treasury analysis

3.6M #GMT being sent out monthly to 50 unique wallets.

So who are they if they aren't VCs and why has the majority of them most likely sold as soon as they've received funds?

I've been able to identify some of them. Let's take a look 👇

[Thread 🧵] 2/ I've been able to identify 3 wallets from which I'm quite certain of the holder.

1. solscan.io/account/F8syoR…

This wallet has received 186,669 #GMT over 7 months. It has a registered domain "tehmoonwalker.sol". There's a Twitter account with an equivalent name @tehMoonwalkeR
Nov 9, 2022 • 11 tweets • 8 min read
1/ #StepN Townhall AMA 09/11/2022 hosted by @tyson_schubert & @bnBeth_solvax

Topics:
* Background of hosts
* Apple marketplace
* Roadmap
* Badges & Achievements
* Updates
* When rainbow+?
* Remove rainbows?
* Token burns from spending wallet?
* Marketplace filters?
* Dark mode? 2/ Background of hosts

* @bnBeth_solvax joined @Stepnofficial in January. She became an ambassador in May, recently promoted to lead ambassador

* @tyson_schubert joined #StepN in December. Has known @yawn_rong > 4 years. Started hosting fitness show. Now head of community
Oct 29, 2022 • 12 tweets • 8 min read
1/12 #StepN Rainbow sneakers

@Stepnofficial won't share exact numbers but wants us (the community) to gather data and make estimations.

This is my attempt at making an estimation based on on-chain data.

How many do I think are out there and how did I come to this number?👇 Dune dashboard regarding rainbow sneaker holders 2/12 Rainbow sneakers were introduced on 12/10/2022.

We've seen individuals post amazing earnings on socials. But that doesn't paint a good picture of what's really out there.

But because earnings are so high, I believe that most rainbow holders will (partially) cash out daily.
Oct 2, 2022 • 7 tweets • 9 min read
1/ How much did #StepN earn from marketplace fees in Q3?

Let's take a look at the data and compare the numbers throughout the three different realms (#SOL, #BSC & #ETH).

The earned fees should give us some good insights into the health of the different realms.

[Thread 🧵] Image 2/ Daily earnings (#USD)

* On #SOL they've been decreasing on a daily basis.
* On #BSC slightly increasing until 10/08 with a sudden drop off afterwards.
* On #ETH they're reduced to $1,400.

#SOL & #BSC had a sudden spike in the last 2 days of Q3 (#GMT earnings release) ImageImageImage
Sep 30, 2022 • 22 tweets • 8 min read
1/ Summary of todays's (30/09/2022) @genopets Town Hall

• Changes
• Why?
• How?
• Genopets DNA
• Genesis Genopets
• Android Users
• Cheaters
• Habitats
• Lore
• Crafting
• Treasure hunt
• Goal
• Legendary augments
• How to get it?

A chance to win an invite code👇 Image 2/ Changes that were/are being rolled out

• Big changes to step to energy convergence changes
• Guild habitat harvest efficiency
• Boost for Genesis Genopets (10% boost when banking steps)
• Full details:
medium.com/@genopets/upda…
Sep 16, 2022 • 7 tweets • 6 min read
1/
Let's take a look at the marketplace revenue of #StepN for #Aperealm (#ETH) in Q3 so far👇 2/
For a solid 3 weeks #StepN has been earning between 65 and 105 ETH on a daily basis.

On 11/08/2022 there was a major drop. I don't know why this was the case (sneaker floor price dropped drastically?)

Currently daily earnings are around +/- 1.5 ETH
Sep 15, 2022 • 11 tweets • 6 min read
1/
 @Stepnofficial really needs to make some changes to the way they communicate

I'm left with an unsatisfied feeling after yesterdays Town hall

I'll share some thoughts and break down some items from which I think they can be improved.👇 2/
 First of all, A town hall meeting is the moment that you connect to your community.

Listen to what they've got to say, address their issues and frustrations. Provide transparency & clarity.

Share what you're working on and provide some updates.
Sep 14, 2022 • 16 tweets • 10 min read
1/15

#StepN Townhall AMA 14/09/2022

* Backstory of @yawn_rong & @Jerry10240
- Satoshi
- Graphics
- GPS issues
- Marketing
- Hackathon
- Surgery & Hype
* Genesis sneaker design
* Hong Kong expansion
* #GMT earnings
* #EthereumMerge 2/
Backstory

* @yawn_rong & @Jerry10240 wanted to build a game around #Satoshi
* He died on Earth, shattered in pieces. People had to walk to collect shards/pieces of him.
* That’s why there’re gems in the game.
* But if you have a storyline, you need to stick to the storyline.
Sep 4, 2022 • 7 tweets • 6 min read
1/
 An overview of the fees #STEPN accumulated in Q3 on #Solana

Some assumptions were made:
1. #SOL & #GMT leaving the fee wallet are sold for #USDC (not proven)
2. Averages were calculated for some days (infrequency of the data).

I hope everything's clear & can provide value Image 2/
 Daily-earnings (SOL)

It's important to know that @Stepnofficial doesn't transfer their fees daily. This is why I had to calculate averages for July. The numbers are more accurate for August.

Fees dropped from +/- 3,000 SOL in early July to half of this for most of August. Image
Aug 17, 2022 • 19 tweets • 12 min read
1/
 Summary @Stepnofficial #STEPN #Townhall 17/08/2022:
* Priorities
* Why #GMT earnings?
* Process
* Why classic pool?
* 80% to rainbow?
* Timeframes
* Progress bar
* Schadenfreude pools
* Extras
* Rollover mechanic
* Account upgrades
* Apple
* Other app updates
* Collaborations 2/
 Priorities

* Shifting focus to #Solana & #BSC realm (floor & #GST price). Leverage #GMT earnings to create reciprocal relationship with #GST.
* Building several apps concurrently. Bumped social app to the top of the list.
* August release goal for NFT marketplace is postponed
Aug 16, 2022 • 9 tweets • 7 min read
1/9
 Some topics that I hope will be covered during the #STEPN Townhall:
* Ape Realm. The good & The bad
* DOOAR stats
* HP system
* @Jerry10240's tweet
* Some info on partnerships: @_p12_, @solanaspaces, LINE etc.
* Achievements & Badge system
* What's more? 2/
 Ape Realm. The good & The bad

* Potential lined up partnerships
* Explanation regarding the genesis sneaker use cases
* Some insights on the #BAYC airdrop. Did it hit the mark?
* Clarification on the on chain issue during launch ()
Aug 15, 2022 • 19 tweets • 10 min read
1/18
Summary @genopets #Genopets Townhall 15/08/2022 with @mralbertchen, @benjamin_tse, @JAyDChang:
* Milestones
* More info
* Statistics
* $Ki burns
* Crystal Emission
* Guilds
* Cheaters
* Roadmap
* Genesis holders
* Extra infos
* Safety in #Web3
* Resources 2/
 Milestones

* $Ki token launched on August 20th
* 5 days since habitat management launch
* Private beta has been ongoing for 1 week and new members joining
* New whitepaper (whitepaper.genopets.me)
* A new website. Animations
Aug 15, 2022 • 6 tweets • 13 min read
1/
 Winners of the giveaway were drawn!
All your posed questions should've been answered as well.

Winners are listed below 👇

Due to some issues with TwitterPicker I've had to manually remove some of the entries.
Everyone was sent their code in DM. (@NettiBella DM me plz) 2/
 Winners 🏆
• @PierrickSapin
• @LovezoneNaing
• @AGromovy
• @Jacobo14cast
• @Kathlee56895717
• @Kadianaios1
• @JevgnijsSukova1
• @DarkWardrak1
• @DeckMorban
• @akichita_
✔️ twitterpicker.com/d/974drnj5
Aug 14, 2022 • 12 tweets • 6 min read
1/12
How to earn in @genopets and what's the ROI?

It's one of the most asked questions on my #Genopets breakdown thread (). Note: You've got +/- 2 more hours to join the giveaway.

In the meantime, let's break down the earning aspect 🧵👇 2/
 It all revolves around habitats. Without a habitat there's no $Ki tokens to be earned.

You've got a choice. Either you purchase a habitat or you rent a habitat from someone else.

Purchasing can be done through marketplaces such as @MagicEden , @FTX_Official or @fractalwagmi
Aug 8, 2022 • 17 tweets • 11 min read
1/16
Summary @Stepnofficial #STEPN #MSGA Twitter Spaces 08/08/2022 with @Mable_Jiang and @yawn_rong:
* Benefits to current #STEPN investors
* #GMT earnings
* Current #GMT sneakers
* Rainbow sneakers
* How much they'll earn?
* Why & When?
* What's special?
* Rainbow gems
* Extras 2/
 Team's giving benefits to the current #StepN investors
- Japanese conference ticket ()
- Paris Giveaway ()
- Ledger giveaway ()
- BSC SPACE ID NFT ()
Jul 13, 2022 • 18 tweets • 13 min read
1/
 Summary @Stepnofficial #STEPN Monthly Townhall (SMT) 13/07/2022:
* Today's update (HP, sneaker enhancement, MB changes, R3 minting)
* Upcoming update
* What's next?
* #DOOAR
* Q2 profits
* #Web2 audience
* Ape realm
* How will this help R1 & R2?
* What with GST?
* Extra 2/
 Today's update:
* Health Points will address the issue of infinite life of #NFTs
* Update to be released soon
* Long term token sink
* Requirements for common & uncommon sneakers will be released soon. Rare & Epic sneaker will need +/- 1 payment yearly
Jul 5, 2022 • 20 tweets • 14 min read
1/18
Summary of the unofficial #STEPN AMA with @Mable_Jiang and @ktrainUSA_STEPN on 05/07/2022:
* #BAYC
* R3 for everyone?
* R3 and older (#SOL & #BSC) realms
* Partnerships
* Genesis holders
* What is #StepN?
* #STEPN expenses
* Is #StepN is a ponzi?
* #GST & #GMT utility
* Q2 2/
 #BAYC
* No contract signed between @yugalabs & @Stepnofficial
* A goodwill effort from #StepN to try and be inclusive. Inspire more people to join.
* There'll be a requirement from #StepN towards #BAYC holders to share/tweet that they've claimed a sneaker and will join #StepN.
Jul 3, 2022 • 17 tweets • 11 min read
1/17
There's some extreme negativity in the community due to a falling #GST price and some "ivory tower" feelings.

How's it possible when the app has been working smoothly, is relatively bug-free & had almost no downtime?

Some personal thoughts regarding all this #STEPN 👇 2/
 The #STEPN team has been extremely quiet regarding everything that's been going on in the past few weeks. The last written statement to the whole community was done nearly a month ago and I wrote a breakdown here:


A quick recap 👇