Collin (@cpixley) • Hey
Looking for the next killer crypto app
Publications
- Lens gotta find a way to leapfrog farcaster on a feature instead of copying. What’s it gonna be??
- Fed keeps rates unchanged (5/1/24)
- EIGEN token is one of the more interesting things I've seen in awhile. Excited to watch how everything plays out with intersubjective staking and consensus
- good luck to the eth beta people out there.
- eddy's mom has got it going on
- Privacy enabled defi can’t come soon enough
- Anyone else think Novogratz could‘ve played a big part in Terra LUNA blowup? Who would ever suspect a major investor and the one crazy enough to get a logo tat on his arm???
- Lol
- 👁️ 🌊🕴️
- as if I haven't known the whole time
- Coast to coast baby
- Gimme the loot
- It’s such a bearish bull market
- Who has the best data comparing farcaster with lens?
- One rule, and one rule only. Buy all bull market dips
- hahahahaha
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- Always fun to try new apps. What a massive jump in number of apps since 2019!
- Miss informia for $ 4269 please
- guys... and gals, this is a dip for ants. please much bigger
- yes, definitely a good guy... hahaha 🥴
- Oh no market is done for. Pack it up
- Dune Board of the Day:
ZkSync Era chain activity has been amongst some of the top layer 2 networks recently so I wanted to dive into that activity.
-87%+ DEX activity
-500k+ active addresses (mainly using DEX)
-SyncSwap, Maverick, Mute (top 3 DEX)
https://dune.com/matter_labs/zksync-era-defi-ecosystem
- Keep trying
- Gm
- The ability to distract is an art. Watch closely
- Dune Board of the Day:
Part 2 of The Graph on Ethereum and Arbitrum.
Ethereum Indexing:
-122 indexers
-2.85m GRT in query fees
-820m GRT paid in indexing rewards
Arbitrum Indexing:
-97 indexers
-277k GRT in query fees
-95% of distributed index rewards (of December 2023)
https://dune.com/0xdylan/the-graph-indexing
- Dune Board of the Day:
Part 1 of The Graph GRT Series on Ethereum and Arbitrum.
Delegation:
-10k+ active delegators on Ethereum
-largest cohort of delegators on Ethereum (1k-10k)
-93k+ active delegators on Arbitrum One
-largest cohort of delegators on Arb One (1-500)
https://dune.com/0xdylan/the-graph-delegation
- Dune Board(s) of the Day:
LayerZero allows bridging of value from one chain to another. This process involves two onchain endpoints a relayer and oracle sharing a message.
-9+ chains
-4m+ users
-$ 120m+ revenue
https://dune.com/outputlayer/layerzero-revenue
https://dune.com/outputlayer/layerzero-top-smart-contracts
- Dune Board of the Day:"Safe" is a smart contract wallet on Ethereum and several other EVM networks. Being an early mover has garnered it as one of the most battle tested and feature-rich smart contract wallet options.
-7m+ wallets created
-$ 100b+ value stored
-Optimism has most # of safes
https://dune.com/safe/all
- Dune Board of the Day:
It's been awhile since I checked in on greedygoblin.eth's ENS position. Funny enough, after buying ~145k ENS, they dumped ~20k ENS at -50% return then sent the remaining ~120k to FTX on 11/1/22... Ooof
-2m+ active ENS names
-840k unique participants
https://dune.com/ethereumnameservice/ens
- That’s gotta be the top right!!?
- Onchain distractions anyone?
- Dune Board of the Day:
MakerDAO Clydesdale earns revenue for Maker through T-Bills & ETFs. Overall only 1 month has not been profitable. This may be a great experiment for Real World Assets (RWAs), or risky bc RWAs live off chain.
-$ 665m in assets
-5.38%-7.54% APRs
https://dune.com/steakhouse/makerdao-clydesdale
- Dune Board of the Day:
After a successful launch on 2/29/24, many will have their eyes on Blast L2 for months to come. A couple interesting things about Blast are all ETH bridged to the L2 is converted to stETH, and all stables are converted to DAI.
-180k+ depositors
-$ 2.5B TVL
https://dune.com/hashed_official/blast
- Meticulously planned ;)
- Dune Board of the Day:
After seeing some reports about an IPFS gateway link to tornado cash compromising private seeds, I figured it's a good time to check in on activity around Tornado Cash contracts.
-152k ETH TVL
-Ethereum Dominates TVL
-91k Depositors
-150k Recipients
https://dune.com/hildobby/tornado-cash
- Dune Board of the Day:
After experimenting with some existing DeFi protocols, I wanted to find out the state of liquidations across the market lately. Here's a dashboard with stats on Aave v3 liquidations over past 4 months.
-$ 26m+ liq'd
-331 liqs
https://dune.com/KARTOD/AAVE-Liquidations?Trading+Num+Days_n2ee0b=120
- check, its all misinfo in case you’re wondering.
- Dune Board of the Day:
MEV Blocker RPC routes transactions through a network of searchers instead of the public mempool. Searchers bid for right to backrun transactions & shield users from frontrunning & sandwich attacks.
-720k+ users
-95% success rate
-1,300+ ETH in rebates
https://dune.com/cowprotocol/mev-blocker
- Dune Board of the Day:
Provided by sealaunch.xyz, here is a NFT marketplace comparison. Bottom line, Blur is killing it in terms of volume while looking at unique buyers OpenSea and Blur are neck & neck.
-Blur has ~10,000 sales per day
-$ 20m-$ 30m trade volume per day (all platforms)
http://sealaunch.xyz/
- What’s Lens equivalent to Perl on warpcast??
- iykyk
- Clean house *14-05-42*
- creating a false sense of opposition is an interesting thing
- Finally I get to buy UNI above $ 10 again. I hated selling it under $ 10
- Finally my OP bags are packed. Took way too long
- Mint Boost: With Llama
https://zora.co/collect/arb:0x1ca7b695b53c13ecb4a00e23dfb493686b116173/1?referrer=0x3eC44A823E07555B5f889d8d954eec736eb5865b
- Beeeeeep
- new country soon
- 3-4 steps ahead, only way to play. you really aren’t pulling any strings