some of defimochi's good dune dashboards

token analyzooor
https://dune.com/defimochi/token-god-mode

vc tracker
https://dune.com/defimochi/venture-capital-trackooor

shitcoin whale watcher
https://dune.com/defimochi/shitcoin-whale-watcher

LSDfi dashboard
https://dune.com/defimochi/lsdfi-summer

#resource dashboards

[must read]

Welcome to my channel! This channel is an electronic diary of my crypto adventures and learnings.

I share everything about crypto from research, news, trades, and more. Essentially it is whatever I find useful after filtering through all the noise. I also hope to be able to help new crypto investors get a better understanding of crypto (its way too complicated at the start) through the compilation of resources and reads.

use the hashtags for easier referencing and digging of resources

#newbie - for the ones that are new to crypto
#tips - for tips on trading
#learn - for knowledge to be a better trader
#reads - for useful articles on concepts, projects, or crypto in general (you can also search eg. "#reads eth" for narrowed content)
#resource - for useful resources, dashboards, and tools
#airdrop - for airdrop guides

may we all obtain generational wealth #wagmi

to the top with you,
cheers!

Disclaimer: Nothing in this channel is financial advice. Only you can make your investments. Please practice risk and money management. These are just my personal opinions and investments based on my analysis.

Links:
Tele: https://news.1rj.ru/str/cryptomumbles
Medium: https://medium.com/@dpycm
Twitter (X): https://x.com/dpycm

a look into Arbitrum after the airdrop

TLDR;
- Arbitrum's airdrop on March 23, 2023, resulted in a record high in users and transactions. Interestingly, after the airdrop, the daily count of transactions and users has remained consistently higher compared to the chain's historical averages.

- Gas spending on Arbitrum has shown an upward trend, indicating increased utilization of the chain. The value of transactions, transfers, and traces in USD has followed a similar pattern.

- The number of new wallets initiating their first transaction on Arbitrum reached its peak a day after the airdrop, gradually declining over the two-month period but still averaging higher compared to historial averages.

- Arbitrum has maintained a significant share of bridging volume from Ethereum, while smaller entities like Starkware and zkSync have gained notable market share in bridging activities from March to May.

- The long-term impact of the airdrop on user retention is still uncertain. As of now, the ratio of transactions performed by airdrop recipients versus other wallet addresses has steadily decreased, settling at approximately 5%.

https://www.nansen.ai/research/a-look-into-arbitrum-after-the-airdrop

Arbitrum’s TVL has been consistently higher post airdrop, reaching its peak in mid-April at $4.32 billion so far — link

perp dex fee structure comparisons

perp dex metrics comparisons

above tables from this thread

- dYdX holds 64.4% of market share
- GMX generates 2x fees with 1/5 of dYdX volume
- LVL generates 2x fees with the same volume as GNS

https://twitter.com/Moomsxxx/status/1672294920034369537?s=20

summary of vitalik's latest article on cross-L2 reading for wallets

#reads

https://twitter.com/jiayaoqi/status/1671456839408709634?s=20

State root: The hash of all account balances, contract storage, contract code, and account nonces. The hash is calculated using a Merkle/Patricia tree. The hash function is keccak256.

#newbie

link

here's a better summary

#reads

link

unibot's record fee days are mostly just made of token buy/sell tax with only 10% being actual platform use

https://twitter.com/levysaur/status/1672312807373803522?s=20

civil war developing in russia

https://www.bbc.com/news/world-europe-66006880.amp

Sectors that have the potential for massive bull market growth
- AI: $TAO $FET $RNDR $ORAI
- DEX: $CHNG $WOO
- GameFi: $NAKA $PZP
- Interoperability: $QNT $ATOM $ROUTE $KUJI
- Layer 1s: $ROSE $TRIAS $AZERO
- Layer 2s: $ARB $OP $ZKSYNC $MATIC
- Real Yield: $RDNT $GMX $MPL
- Tokenization: $RIO $BST $LEOX $PROPS

https://twitter.com/coinesper/status/1672597209127219201?s=20

pullback week

range low is the target

will try to bid some alts then

The dumb money is looking for something to do, and the market offers it. The coins that will draw the most attention will win.The general perception is that ‘number go up’ because buyers showed up, but in reality in this environment it is the opposite; buyers show up after the number goes up. First the egg, then the ‘chickun’.

https://open.substack.com/pub/credov/p/markets-at-the-open-f97?r=2i0865&utm_campaign=post&utm_medium=web

on-chain order books > off chain order books

in an off chain state price-time priority is not guaranteed, causing MEV at an order matching level

on chain state prevents this and keeps MEV at transaction ordering level

https://twitter.com/chameleon_jeff/status/1672715723603595264?s=21&t=v-Xc3KCTSHtoDQRZx74qYg

#reads perp dex