subinium

Compared to the peak two months ago, @KaiaChain 's DAU and daily txs have dropped to around -80% levels. (Of course, still high numbers)

However, since then, the price has doubled along with the KRW stablecoin narrative. Of course, the change in total stablecoin supply internally is close to zero.

Price is closer to an expectation value rather than an evaluation of a specific state.

Kudos Kaia

🤖GProve Weekend🤖

@SuccinctLabs 2.5 Phase Early Access Start.
Thanks & shoutout to best cm @0xCRASHOUT 🔥🔥🔥

Where does Hyperliquid's value come from? PerpDEX and Revenue? or HyperEVM? This is just some simple data I crawled from Hyperscan.

- 7D AVG DAU: 17k
- 7D AVG DAILY TXS: 318k

We still need more data. wen @Dune @artemis ?

Waiting for the day when DEX beats CEX.

Hyperliquid.

Most simple DAU metrics have been compromised. Filtering them is not easy because sybil users are still users, there are users who use blockchain very few times just for simple fund transfers, and there are also degens who are active on blockchain all day long.

Nevertheless, it seems like we could try some interesting filtering. Simple filters based on a specific time period would be (1) "# of txs (count *)" and (2) "# of interactive addresses (count distinct to)".

While these numbers could be applied differently depending on the characteristics of each protocol, they could provide interesting interpretations for existing DAU and Retention analysis

Contextual interpretation is crucial in data analysis.

In the distribution of DAU, the proportion of new users often provides good insights. Can the activation level of "DailyGM contracts" truly be considered an actual indicator?

It occurs to me that having a filter based on <# of txs> would be useful for DAU measurement.

Many Consumer Dapp Degens recommended @AbstractChain's @DeathFunGame, so I tried it. The user experience of Abstract ecosystem's GambleFi truly surpasses other chains 👍

Abstract's GambleFi has high retention but weak new user acquisition. What could be the reasons?

3 years as an crypto data analyst.
Thanks to all the best data products & teams.

- @Dune
- @artemis
- @DefiLlama
- @l2beat
- @StakingRewards
- @RWA_xyz
- @stablewatchHQ
- @etherscan
- @nansen_ai
- @flipsidecrypto
- @tokenterminal
- @cryptoquant_com
- @KaitoAI

🎉 @PlasmaFDN Phase 2 complete - $500M raised (total $1B cap)

- Phase 2: 33min duration
- Phase 2 participants: 1.9K (nearly 2x Phase 1's 1.1K)
- Top10
- Total participants: 2.9K

Huge congrats to the Plasma team! 🚀

https://dune.com/hashed_official/plasma

.@PlasmaFDN Deposit Live 🔥

- $500M Cap
- 1,110 depositor
- Top 10 depositor 40%
- Top 25 depositor 59%
- Top 100 depositor 83%

Whale Money 🐋🐋🐋

https://dune.com/hashed_official/plasma

.@PlasmaFDN deposits are not live. $500m cap & only 1111 depositor? so strong whale money 🐋

The most entertaining Dapp I've used recently is @gacha_game_ on @Abstract. This meme token lottery project is quite addictive.

This dapp has onboarded a total of 90k accounts and sold 3.7M tickets to date. However, daa is around 1k and new user onboarding is around 50, which isn't an exceptionally high number.

Nevertheless, the retention rate is very high, and an interesting metric is that the average tickets purchased per person appears to be trending upward quite nicely.

If there's a true fanbase, that product always has the potential to succeed. I can see quite a few similarly interesting protocols on Abstract👀

🌿@plumenetwork, an RWA-specific EVM L1, has finally launched. The initial network metrics are off to a great start. The top 3 contracts after the mainnet launch are as follows:

1️⃣ Spin: PP Boosts, Raffle tickets, PLUME token drops, including rare jackpots.
2️⃣ Staking: Already 14.5M $PLUME has been staked.
3️⃣ PUSD: Stablecoin minted by depositing USDC or USDT.

Can they bring the RWA market to crypto? I'll continue to monitor with data going forward 😎

📢Loud @stayloudio was truly an interesting social experiment. Many Yappers posted countless tweets on X for the pre-sale, and they actually achieved high returns. But are these types of airdrops really effective?
First, Phase 1, which was a confirmed whitelist for top yappers, was given to 1,000 people, and Phase 2, which was FCFS, was given to 4,000 people. They could receive 225,000 $LOUD and 56,250 $LOUD for 0.2 SOL and 0.05 SOL respectively.

Here's the current numbers so far:

<Phase 1>

- 917 Claimers
- 385: Sold all
- 619: Sold more than half
- 32: Additional quantity purchasers

<Phase 2>

- 3,895 Claimers
- 2,329: Sold all
- 2,898: Sold more than half
- 118: Additional quantity purchasers

=> Only 3% of users purchased additional quantities, and the majority were primarily focused on selling.

I hope teams planning future attention-based airdrops will give serious thought and consideration based on this airdrop experience.

Respect @0x_ultra for all of these events

Kaito x Loud.

Korean Loudio group is absolutely insane.

Korea is no longer exit liquidity.

They are market boosters. 📈🚀🔥

I'm confident that over 90% of new TGE projects going forward will be influenced by Korean yappers.

Loudio x 🇰🇷

About three years ago when I joined the company, my boss @simonkim_nft introduced me to an interesting project called "Modhaus" (@officialmodhaus)

Most K-pop idols have their company decide everything for them, but what if activities were determined through voting? What if unnecessary resource-wasting photo cards were replaced with NFTs? And what if those who contributed to making this idol successful were given voting rights? So the fandom would function like a DAO? What if title songs, unit selections, etc. were decided by votes and verified on the blockchain?

Modhaus debuted their first idol group @triplescosmos - a 24-member girl group. When I first saw them, 8 members had been revealed and 4 of them debuted as the first unit. Members were revealed one by one, and every time a new album came out, voting took place on the blockchain. Photo cards became NFTs called 'Objekt,' and voting rights were represented by non-tradable tokens called $COMO.

The first vote had 10k $COMO and 2k accounts participating, but later votes had nearly 1M $COMO and 20k accounts participating. We were so excited that we could see all these voting records on the blockchain.
Now Modhaus's "tripleS" has even achieved first place on Korean music shows, and the talented idol group "ARTMS"(@official_artms) has formed a similar community. Soon, a boy group called "idntt"(@idntt_cosmo) will be revealed.

The chain has migrated from @0xPolygon to @AbstractChain, and while users in the app don't know they're using blockchain, they can 'mint' their desired photo cards and vote with their point-like 'tokens' through a very smooth UX.

They have now onboarded 250k users and 7.5M NFTs have been minted so far. 7.5M photo cards is a very significant number in the photo card market, and all these values continue to be recorded on-chain.

As an on-chain data analyst, this is the most interesting and enjoyable data and dashboard.

🍄 While all the attention seems to be focused on Loud, @MaplestoryU users are not necessarily following that trend.

The following is a chart of the cumulative inflow/outflow over the past 2 weeks for MapleStory Universe's mainnet Henesys and @avax Bridge.

- Avalanche => Henesys: 3.76M $NXPC
- Henesys => Avalanche: 1.33M $NXPC
- Total In-game flow: $2.43M $NXPC (+$4M🔥)

They are just getting started. In particular, yesterday's Inflow/Outflow volume hit the highest point in the past 2 weeks.

MapleStory Universe.

While the Kaito Mindshare figures aren't entirely accurate, @stayloudio is indeed taking up over 60% of the share. Some people say that Kaito has significantly damaged Crypto Twitter, but I see it differently.

Over the past few decades, business success hasn't just required technology alone, but has found appropriate value by striking a balance between spam-like marketing and fundamentals. I believe LOUD might be the peak of this InfoFi transitional period. There will certainly be more similar attempts after LOUD, but the market will gradually find its balance.

But enjoy it. This kind of overheating is better for the market than everyone turning their backs on it.

Loudio

onchain data bull market

infinite query szn

🍄 wen @MaplestoryU onchain data on @Dune ?

$3.49B USDC on Hyperliquid

Hyperliquid.