dknugo
@dknugo
Ex Corporate VC | Black Belt at DeFi Dojo | Member of @AlfaDAO_, @SteakCapital
ID: 1046352560
https://dune.com/dknugo 30-12-2012 00:15:44
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Race to zero, part II: Maverick Protocol fights back trying to inflate its volume on Ethereum. How? They've added liquidity to USDC-ETH pool with 0.01% fee tier ๐คฃ Just curious why a protocol with $11m TVL (mostly POL) is still trading at $54M mcap?
sKAITO yield is going parabolic. Today airdrop for Kaito AI ๐ ecosystem was ~30% ROI on my sKAITO bag (I hold 2 Yapybara NFTs as well since genesis mint and donโt plan to sell them). Thank you Kaito team ๐
Yesterday liquidations on Fluid ๐ were just ~17m$ (collateral seized). Mostly XPL and MaticX positions. For comparison almost $80m of collateral were liquidated on the 3rd of Febโ25 on Fluid (mostly ETH vaults) TLDR: Donโt leverage shitcoins )) Source: dune.com/dknugo/fluid
Valuation ratios of top money markets compressed a bit after recent market crash ๐ Here's an animation for price/sales ratios from Sep 15 till now. Fluid ๐ , Aave and Kamino hold up well. Euler Labs , Venus Protocol , Dolomite ๐๏ธ & Silo Labs | V3 Loading ๐งช are hit hard.
Price / fees dynamics. Added Compound Labs & Morpho Labs as well. Morpho pumped in spite of recent cliff unlock that doubled its market cap ๐ Compound's valuation is crazy, Kamino was rather stable, other money markets are on sale.
When estimating future Uniswap Labs ๐ฆ buybacks you need to remember that 50-75% of trading volume of Uniswap (at least on Ethereum) is fake (=wash trading). This volume will disappear after fee switch. Details here: dune.com/dknugo/dex-metโฆ