Alkimiya
@alkimiya
Congrats to the @infecteddotfun team on their launch! 🦠 Infecteddotfun is a novel social game about virality. The gamers literally spread viruses. As the first of its kind, it creates some interesting dynamics on the @base blockspace. What kind of impact does it have on Base rollup, and how does one take advantage of its virality? Let’s dive in 🧵 https://x.com/infecteddotfun/status/1894070426730401815
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Alkimiya
@alkimiya
1️⃣ Onchain activity Due to the general market sentiment turning bearish, onchain activity has become quieter. 7dMA before Infected: 498.948 ETH Current 7dMA: 636.531 ETH That’s a ~30% increase in 2 days! 💠 What does this mean for traders on Base Revenue on Alkimiya? Given that the 7dMA was low and an upcoming event garnered sufficient hype (by your own definition), the decision to make is clear. If you traded before Infected launched, the 7dMA would have been a good benchmark for selecting which orders to fill. Remember: if you decide to Long, the lower the Implied Total Gas, the better.
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Alkimiya
@alkimiya
2️⃣ Sentiments and hype @infecteddotfun has been incredibly successful in hyping up its community prior to their launch. It is certain that real users would play the game once Infected launched, but how many and how hard? 💠 What does this mean for traders on Base Revenue on Alkimiya? If you’re a risk taker, are confident that Base Revenue will increase, or believe in the hype, then you would be inclined to make the first move in trading Base Revenue before Infected launched. With the alpha you have, filling orders would be your go-to. If you’re risk-averse, need a better sense of the sentiments around the game, or want to see actual data before trading, then referring to our handbook while trading would be your best bet. The handbook will guide your mindset when looking at data and the market. However, the golden hour has passed and you would have to create a competitive order to catch the train.
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Alkimiya
@alkimiya
Now that it’s been a few days since Infected’s launch and we finally have some data points, let’s dive in ⤵️ 1️⃣ Daily Gas Spent Pre-Infected (23 Feb): 43.515 ETH Infected Day 1: 145.850 ETH Infected Day 2: 140.949 ETH That’s a 235% increase from pre-Infected to the first day! 💠 What does this mean for traders on Base Revenue on Alkimiya? Generally, most of the hype is played out and exhausted within the first few days of an event, and we know that #Pandemic2025 is happening over the course of 7 days. Let’s make an assumption that the highest daily Base Revenue for this event would be 145.850 ETH (Day 1). Unless Infected has a mini surprise event in the middle of it, activity is bound to slow down as the days pass. In other words, the growth of Total Base Revenue should decelerate for the rest of the week. If you haven’t traded Base Revenue, you should consider taking a risk-averse approach.
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