Elbarto
@elbarto-crypto
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Elbarto
@elbarto-crypto
Looks like cuGRAPH is back to working. Matr1x NFT mint getting sybiled to death
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Elbarto
@elbarto-crypto
Been doing some analysis to quantify the impact of the Arbitrum STIP program. Some stats before a Twitter thread tomorrow: Cost per Incremental Address: $54 Cost per Incremental Revenue: $0.51 (Spent more than incremental fee revenue) Cost per Incremental TVL $: 7.61
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Elbarto
@elbarto-crypto
First funding address sources via @ethanyish. Very interesting as once the "bull market" came back, Coinbase jumped to the lead of first funded address. Retail has come. Also hilarious zkSync ranks high...
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Elbarto
@elbarto-crypto
A few days ago two separate addresses made separate 50k stETH deposits (purple box) into EigenLayer. Trace it back Turbo to Justin Sun
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Elbarto
@elbarto-crypto
Apparently people like airdrops
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Elbarto
@elbarto-crypto
Wen can I query Dune via snowflake/big query 🤓
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Elbarto
@elbarto-crypto
Pendle Unreal
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Elbarto
@elbarto-crypto
"Yield Seekers", or those who primarily deposit tokens/ETH seem to account for a lot of the recent increase in Swell ETH Wen threads...
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Elbarto
@elbarto-crypto
Reworking my original DeFi segmentation to expand to more DeFi use cases. "Degens", or those who interact with many different DeFi apps, are starting to also shift towards NFTs
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Elbarto
@elbarto-crypto
While I am not optimistic on NFT-Fi, I see potential for NFT OTC/Brokers. This is a graph of every Cryptopunk sale, and the "yellow" sun is Punks OTC. Their "page rank" score is 10x higher than any other address, indicating their importance
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Elbarto
@elbarto-crypto
Our first cast, we look at first funding sources for @base. Thinks looked bad until Farcaster exploded. Now up only. Data via @allium.
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