Panda Jackson Profile picture
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👇 Image 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. Coinbase's new L2 superchai...
Mar 23, 2023 9 tweets 4 min read
#ArbitrumAirdrop $ARB claim will start very soon

Here are 8 key points you should know to get yourself ready for ALPHA💡🧵 1/ Arbitrum's gas pricing varies from Ethereum🤔

Arbitrum solely relies on a base fee with no option for a priority fee.

Your transactions won't be prioritized with a high tip.
Feb 26, 2023 8 tweets 3 min read
📣@BuildOnBase, the new L2 Superchain incubated by Coinbase, has unveiled 57 launch partners.

Who are they and why were they chosen?

Here are 6 key takeaways 👇 1/ 📊 Coinbase's involvement is less than half

Although Coinbase incubates BASE, only 26 (45%) of 57 launch partners are invested by Coinbase Ventures.

It's worth noting that 15 of them have their own tokens, with 8 listed on Coinbase.
Feb 9, 2023 14 tweets 9 min read
Unlock the secret of Checks

Discover how Checks maximized royalty earnings & learn from @jackbutcher's victory in the battle between Blur and OpenSea

A thread🧵👇 Image 1/12

Checks has taken the NFT world by storm.

After being minted on @ourZORA, its floor price has skyrocketed from 0.0066Ξ to 2Ξ and held the Top 3 trading volumes in recent days.

Image
Jan 30, 2023 22 tweets 8 min read
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)

Sep 29, 2022 30 tweets 13 min read
@reservoir0x has announced the launch of NFT dataset on @DuneAnalytics.

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🧵👇 Image 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.