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Michael Silberling
@msilb7
L2Beat shows “onchain value” - the sum of bridges and natively minted assets in a chain. DeFiLlama shows DeFi TVL L2Beat - DeFiLlama = assets in wallets Can we create views/metrics that give us more granular segmentation in to “what onchain value is doing?” (I.e. how much in CEXs, bridges, actually idle)?
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Eekeyguy
@eekeyguyy
These two dashboards might be relevant to this bytelight https://dune.com/blockintel/l2-inflows-and-outflows https://dune.com/blockintel/cex-inflows-and-outflows
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ilemi
@ilemi
I think Michael wants specific metrics, not just tracking. So how given a token, how could you segment it by contracts/bridging/CEX, etc etc to get more meaningful analysis of it.
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Michael Silberling
@msilb7
Yeah I meant like “what’s a more granular breakdown of what onchain value is doing.” I suspect that a lot of L1->L2 flows are just CEX/3P Bridge rebalancing as an example.
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Eekeyguy
@eekeyguyy
Got it will find it out this week
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ilemi
@ilemi
Maybe you could zoom in specifically on USDC on base, i can see a parameterized dash/query being useful for this https://warpcast.com/hildobby/0x3cada6e4
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hildobby
@hildobby
Most of the TVL grow seen by base lately is from USDC, AERO & DEGEN. For a more granular breakdown of that TVL, decent address labels for CEXs, DEXs, bridges & protocols would help a ton https://x.com/hildobby_/status/1772280331875606594?s=20
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Michael Silberling
@msilb7
Yeah L2Beat’s breakdown by token is great. So memecoin value we can see obviously. USDC is the question mark. I suspect it’s CEX rebalancing until proven wrong lol
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