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 🤣 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 🌊 ecosystem was ~30% ROI on my sKAITO bag (I hold 2 Yapybara NFTs as well since genesis mint and don’t plan to sell them). Thank you Kaito team 🙏
Valuation ratios of top money markets compressed a bit after recent market crash 😕 Here's an animation for price/sales ratios from Sep 15 till now. Fluid 🌊 , Aave and Kamino hold up well. Euler Labs , Venus Protocol , Dolomite 🏔️ & Silo Labs | V3 Loading 🧪 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 👀 Compound's valuation is crazy, Kamino was rather stable, other money markets are on sale.
When estimating future Uniswap Labs 🦄 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-met…