Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
sam Profile picture
sam
@sem1d5
• parse exotic transactions @flipsidecrypto 🌲 • contributor @MetricsDAO • learn onchain analysis here: https://t.co/nD3mdXfT6G…
Oct 29, 2023 • 5 tweets • 2 min read
Taking up on this challenge, I looked into verifying Elliptic and BitOK's claims on $$ transferred into addresses from the 3 ASOs

First finding is that my numbers for total USD transferred is at 83.87M, about 10M lower than Elliptic's report
Image which suggests they might have included self transfers in their calculation.

Another key diff is the number of transfers.

Elliptic reports transaction counts of more than 10k for many months in 2022 whereas I'm seeing at least a 10x LESS transfers count with a peak at only 4k Image
Jan 17, 2022 • 15 tweets • 5 min read
It's been almost 3 weeks since Astroport's launch. How is it doing against Terraswap?

Short answer: Quite good for the first three weeks but some worrying signs for the near future
sem1d5.substack.com/p/astroport-vs… Will be evaluating the 2 dexes through 2 parts:

Part 1. Number of swaps, market dominance and number of users

Part 2. Deep dive on the bluna-luna pair (efficiency, swap fees earned)
Dec 13, 2021 • 7 tweets • 3 min read
1/ @anchor_protocol has some attractive stats on its homepage - 7.5B $UST in TVL including 4B in collateral value.

However, I believe there could be better metrics to accompany TVL to better paint the picture of the protocol's growth The first metric to track is the daily/monthly active users.

Depending on how we define active, it could be transactions involving deposit, borrow or repay.

In the DAU graph below, I simply included all transactions on Anchor except for airdrop claims
Nov 7, 2021 • 9 tweets • 3 min read
1/ The mechanics behind @pylon_protocol is amazing. It's just too bad that $Mine is not getting as much love as it deserves recently.

A thread on $Mine staking and unstaking🧵: 2/ Up to date, there is about 32k addresses who have staked $Mine.

On a daily basis, we see about 500 - 1k addresses that stake while the number of unstakers is most commonly at sub 300.
Sep 11, 2021 • 4 tweets • 1 min read
Compiling a list of my Terra on-chain analytics: 1/ Anchor's effect on UST:
Sep 8, 2021 • 14 tweets • 4 min read
$Luna did a 12x from Feb to April this year. What are some trends we can learn during that bull run? A thread: 🧵 $Luna went on a parabolic run from $1.60 on Feb 1 to $18.60 on April 1 this year. I'll take this as the first bull run of Luna and explore insights within this 2 month period Image
Aug 30, 2021 • 11 tweets • 3 min read
We’ve seen a high volume of $LUNA selling during the May crash which caused $UST to un-peg momentarily.

Given that massive sell offs are unavoidable, how can the ecosystem reduce the impact when it happens the next time? A thread🧵: First, let’s understand in what scenarios we see a high number of swaps from Luna to UST.

From the graph, whenever Luna prices (in blue) increase or decrease sharply, we see a high volume of Luna selling (green).
Aug 25, 2021 • 11 tweets • 4 min read
UST’s supply has passed 2b recently. What actually has been driving this increase from the beginning? Did the increase in Anchor’s deposits contribute to an increase in UST's supply? A thread: Image This is the overall circulating supply of UST. From Feb 7 to March 16, UST went from 2M in market cap (MC) to 870M MC! Note that Anchor only launched on March 17. One driver could be the anticipation of Anchor’s launch. Image