GM
Welcome to Issue #36!
Phew, lot of doom and gloom out there this week…..
No matter the drama. No matter the market woes. We’re here every week to bring you juicy data and trends no matter what……. and we’re as bullish on crypto and Web3 as ever!
We’re going to go with a slightly different format today, more of a rapid fire roundup of the Wizardry of the week. Let’s go!
Silks
We’ve all heard about “real estate on the blockchain”, “Uber on the blockchain” and what have you.
But have you ever heard about horses on the blockchain…….?
@callbeetlejuice just put out a dashboard on Silks. Silks bills itself as:
“The first P2E metaverse powered by the real world of thoroughbred horse racing”
In their whitepaper, they describe how the “first derivative gaming project” works by bringing real world horse data onto the platform and allowing users to interact with it in various ways through NFTs.
Currently there are 1679 owners, holding an average of around 3.
The floor price has been relatively stable in $ terms relative to the falling ETH price over the past few months.
Holders have been relatively static since mid-May.
An unusual and interesting concept, check out the full dashboard for more.
Solana Phone
Last week Solana announced that they were releasing a smartphone with a functionality tightly integrated with their blockchain that would “set a new standard for the web3 experience on mobile”.
They opened up pre-orders for a 100 $USDC deposit. Was there much interest?
@aa007zz made a dashboard showing 2,264 orders in total…..
More than half of those came in the day following the announcement, with 1039 orders over the past 7 days:
Some are hailing it as a potential crypto UX revolution, some are calling it a gimmick…. Only time will tell!
Check out the full dashboard for more.
Stablecoins
Stablecoins may be the closest thing to a killer app that has emerged from DeFi (so far).
There are a lot of great Dune dashboards covering them, including a new one by @degenerate_defi……
It’s full of great visualizations, like this one showing the epic rise in stablecoin TVL through late 2021 and early 2022 and the recent post-May dip:
Another breaks down the market shares of different stables on Ethereum.
$USDC is king in terms of TVL, having accounted for more than 50% of the market since Summer 2021.
$USDT has been slowly losing marketshare since then while $FRAX has been steadily growing:
Lots of other interesting queries in this dash, including deeper dives into individual stables and breakdowns of TVL by application. Check it out.
AcceleRaytor
Raydium AcceleRaytor is a launchpad designed to spearhead the growth of Solana DeFi projects. A detailed new dashboard by @yakugakusei investigates.
A lot of projects in DeFi, gaming, social and other niches are getting funded significant amounts:
An interesting model that could help birth the next generation of Solana apps. Check it out!
Quixotic Hack
Unfortunately, Optimism NFT marketplace Quixotic was hacked through an attacker exploiting the “offer” feature.
@gm365 made a dashboard on the event showing that 688 accounts were hacked for more than 200k $OP:
Data on the timing and victims’ addresses in the full dashboard.
Gnosis Safe
Gnosis safe is the leading protocol for creating more secure multisig wallets. It is widely used for managing shared and treasury funds.
@gm365 put out a dashboard tracking Gnosis safe on mainnet.
The figures are impressive. 72.7k total safes exist, and users have performed 619.7k transactions.
The protocol started getting serious adoption in late 2021 and early 2022, and there are no indications that usage has dropped recently:
2022 was a big year - we’re only half way through and already more safes were created than in the whole of 2021!
Check out the full dashboard for more!
Wine Bottle Club
Wine Bottle Club teamed up with some big names in the nascent crypto x wine sphere to launch an NFT collection of fine wines.
In total, there are 4,926 NFTs and each is linked to a real physical bottle. Holders will receive physical bottles and also get access to international wine events.
@kdivic released a dashboard this week - showing a circlating supply of 1,291 NFTs and 685 unique holders.
With an average price of $311, they’ve done a good amount of volume so far:
There has also been 95 trades with a total volume of 36.7 ETH. The highest single trade was worth $3,901 - it must have been a good bottle!
Check out the full dashboard for more…..
StepN DEX
StepN built their own DEX, DOOAR, and brought it live earlier this month.
According to @twocrows’ Solana DEX Dashboard, it already accounts for 75% of daily DEX users:
Orca, which StepN previously used for its pools, has seen a corresponding sharp decline in users:
StepN seems to be the driving force behind Solana at the moment - check out the full dashboard.
Doodles
Doodles is a much loved NFT project, and a great dashboard was put out this week by @cat.
There are 10,666 holders in total, and 908 who hold every Doodles collection including Dooplicator and Genesis Box:
Genesis box is the latest offering of NFT wearables, already in the wallets of 4,661 holders…..
The Doodles floor has remained relatively steady, and seems to be bouncing back after a mid-June dip:
With 3,597 ETH in volume and 1,139 sales over the past 7 days, Doodles is going strong!
Cool dashboard - check it out.
Curve Pools
@paulapivat this week released a very detailed and impressive dashboard on Curve V2 pools.
The largest pool, by a long way, is tricrypto2 - which has done a wild $30 Billion volume in under a year:
It has 109 Million in daily volume and annual projected fees of $27.9 Million!
If you really want to understand Curve, we recommend digging into this dashboard. @paulapivat also wrote an interesting Twitter thread on the topic…..
GN
We hope you enjoyed this issue, thanks for reading.
As always - a special thanks to all the amazing Wizards for their hard work and creations!
We’ll see you again next week for more data and dashboards. The data must flow……