Crypto & Web3 Data Analyst | NFT & DAO Enthusiast | Angel Investor & Advisor with Data Expertise | MS in Cryptography | Teammates: @0x_HawkAllen @SnailVictoria
Apr 3, 2023 • 8 tweets • 6 min read
A paradigm shift is taking place in NFT space: While secondary market is suffering a hardship, primary market has been quietly growing📈
Zora has generated $1.5m revenue since late February & outpaced OpenSea for 4 consecutive weeks🔥
To comprehend this, here are 6 key points👇 1/ NFTs aren't just limited to PFP/digital art
Unveiling new products w/ a minting party is a fashion, making NFTs the bond between brands & users.
Projects can convey their brand story & build a community, while users can prove them as early adopters & showcase their loyalty.
BREAKING: Blur just made a game-changing move to bypass OpenSea's blocklist control
As stated in airdrop announcement, Blur is trying new things for an unprecedented launch.
Here's how they did it & the impact their move will have on the NFT market, esp. for creators&traders👇
TLDR
1. OpenSea & Blur are the top 2 NFT marketplaces. 2. 3 months ago, OpenSea defended against Blur by requiring new collections to block Blur to get enforced royalties. 3. Blur tried removing itself from blocklist but failed.
Jan 3, 2023 • 16 tweets • 11 min read
OpenSea issued a new royalty policy on Nov.8: New collections must use onchain enforcement tools to get royalty fees
We investigate several metrics to evaluate the impact of this policy on the NFT industry
If you're an NFT creator/reseacher/degen, spare 5 mins for alpha🧵👇 1/
Onchain enforcement means that NFT collections must block transfer for royalty evading marketplaces in the contract code
After a one month trial, OpenSea suspended the policy on Dec.8
Thus, we focus on the metrics during trial peroid (Nov.8 - Dec.8)
After 100+ hours of deep diving, I want to explain why this partnership matters to the whole crypto world.
If you are an NFT degen or Web3 data expert, this is the unmissable ALPHA leak for you.
thread🧵👇
TL;DR
1. Open data is fundamental to Web3 economy. Dune simplifies the process of analyzing onchain data.
2. Besides onchain data, NFT tokens and marketplaces generate vast offchain data. Reservoir indexes them, and releases relevant datasets on Dune.
Jan 21, 2022 • 15 tweets • 8 min read
0/ Inspired by @tomhschmidt, after spending days researching contract events and cleaning data, I finally made a Dune Dashboard to answer:
- What's the actual USD stablecoin swap mkt share between Curve and Uniswap?
- What are the hidden dynamics behind this race?
A thread 🧵👇 1/ Curve once had >95% share for long time. 2 turning points happened last year:
- Uniswap launched V3 in May, gradually occupying a share of around 20-30%
- Uniswap added 1bp fee tier pools in November, further occupied a certain share.
two DEXes almost tied entering 2022.