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Pine Analytics@PineAnalytics·1d

@0xcarlosg @MetaDAOProject 🫡

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@PineAnalytics @MetaDAOProject x.com/0xcarlosg/stat…

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Carlos@0xcarlosg·1d

Carlos@0xcarlosg

While this was a fun exercise, the highest-EV move for MetaDAO is probably to stick with the current model. Committed amounts likely overstate true funding demand, since participants are often trying to maximize their allocation. Still, those headline numbers are valuable marketing collateral: future teams know that if the market believes in their idea, they will get funded. Long term, attracting more high-quality teams to raise on MetaDAO is worth far more than a few hundred thousand dollars in incremental revenue today.

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Carlos@0xcarlosg·2d

1/ @MetaDAOProject has returned more capital to backers than its AMM has ever traded. - $616M committed across 17 raises - $40M accepted - $576M refunded Lifetime Futarchy AMM volume: $488M Should MetaDAO charge a small fee on refunded capital?

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Pine Analytics@PineAnalytics·3d

On July 29, @solana activated SIMD-0286, raising the per-block compute limit from 60M to 100M CUs. Before the upgrade, 12.5% of blocks were crowding the effective limit (within ~5% of the old cap); today just 0.5% touch the new one. 10–23% of blocks now go over the old 60M-CU cap in any given hour, but the median block is unchanged at ~30M. The median transaction still pays base fee (~5,600 lamports), but the competitive tail collapsed, p90 fees are down 30% (29,800 → 20,800 lamports) since activation.

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Pine Analytics@PineAnalytics·4d

@Basket_on_sol is set to be the smallest raise ever to clear @futarddotio's launchpad: $10k minimum, 123% funded in a day by 13 wallets. It'll be interesting to see how the smallest live DAO in @MetaDAOProject's history plays out.

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Pine Analytics@PineAnalytics·4d

@Official_Upbit did it again.

I think I know what happens next for @GEODNET’s token.

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Pine Analytics@PineAnalytics·4d

One week of @Beezie Claw packs on Solana: $1.85M across roughly 5,750 packs from 310 wallets. The $500 pack carries 88% of dollar volume. The biggest wallet has put in $300k, four wallets are over $200k each, and the top 10 are 79% of all revenue. The median wallet spent $100.

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Pine Analytics@PineAnalytics·5d

We broke down how people actually use ZEC on Solana: are they buying it to bridge back to Zcash and potentially shield, or just to speculate? Mostly to speculate. Last month saw $204M of DEX volume across 6,052 wallets against $13M of total bridge flow, and the bridge ran net INTO Solana (+8,405 ZEC) feeding buyers during the $389→$567 run. Of the wallets that did bridge out: one whale cluster was 62% of the volume ($2.9M), the bridge operator's own inventory netting was ~32%, and ~130 ordinary wallets pulled out ~$300k combined.

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Pine Analytics@PineAnalytics·6d

I mean, they've already eaten your lunch across every asset class they've decided to quote, and they're continuing to move down the long tail of assets. If an aggregator lowers the friction to quote long-tail assets on prop AMMs, which is your bread and butter right now, then fewer and fewer assets will be quoted through you.

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Pranave | Meteora@pranave·6d

@PineAnalytics @MeteoraAG @orca_so @Raydium if none of the other prop amms have killed us, doubt a prop amm agg would kill us

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Pine Analytics@PineAnalytics·24 Tem

If this works well, it’s a kill shot to @MeteoraAG, @orca_so, and @Raydium.

Flint Trade@flint_trade_

x.com/i/article/2075…

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Pine Analytics@PineAnalytics·6d

@0xSrMessi @ordrtrade @futarddotio @MetaDAOProject 👀

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SrMessi.s◎l 🇦🇷 (futarchy/acc)@0xSrMessi·6d

@PineAnalytics @ordrtrade @futarddotio @MetaDAOProject 1) what

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Pine Analytics@PineAnalytics·27 Tem

The ICO for @ordrtrade went live today on @futarddotio, @MetaDAOProject's permissionless launchpad. $2.55M from 90 wallets in the first 16 minutes, 17x the $150K minimum. Top 12 wallets put up 64%. The orderbook DEX's raise stays open through July 31.

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Pine Analytics@PineAnalytics·27 Tem

I think I know what happens next for @GEODNET’s token.

@metaplex's MPLX Down 44%. Seems like @Official_Upbit listing pumps have a reliable aftermath.

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Pine Analytics@PineAnalytics·27 Tem

@jtx_trade has been fully public for 6 days. Daily active wallets peaked on day 2 at 626. Every day since: down. Volume is now under $100K an hour. This launch added $200M+ to solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL's market cap. If current activity persists, a downward repricing is inevitable.

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Pine Analytics@PineAnalytics·26 Tem

@kantianum @LasoFinance @avici @UmbraPrivacy Possibly not representative of all app types or launches, but a good data point nonetheless.

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Kantian@kantianum·26 Tem

Not a great example, since @LasoFinance’s ICO also had the lowest participation, with 715 contributors. Would be better to look at the impact of MetaDAO’s distribution on @avici and @UmbraPrivacy. Avici has already made the case. Umbra is a little harder to evaluate because the product went live a few months after the raise, but I’m pretty sure its first user base was made up of MetaDAO + Arcium community. source: @01Resolved

Part of the @MetaDAOProject launch pitch: an ICO mints you a base of token holders who then evangelize the product and show up as users. We checked that on @LasoFinance, which announced June 22 and launched July 4. The metric: daily USDC/USDT deposits into its Solana deposit wallet, the surface its Solana-native ICO depositors would most plausibly touch. 90 days pre-launch: $8,389/day. 22 days since: $8,880/day, a +6% bump well inside the daily noise. Depositors ticked up 19.4 → 22.7/day while the average deposit shrank $327 → $284. If there is an effect here, it's very marginal so far.

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Pine Analytics@PineAnalytics·26 Tem

Part of the @MetaDAOProject launch pitch: an ICO mints you a base of token holders who then evangelize the product and show up as users. We checked that on @LasoFinance, which announced June 22 and launched July 4. The metric: daily USDC/USDT deposits into its Solana deposit wallet, the surface its Solana-native ICO depositors would most plausibly touch. 90 days pre-launch: $8,389/day. 22 days since: $8,880/day, a +6% bump well inside the daily noise. Depositors ticked up 19.4 → 22.7/day while the average deposit shrank $327 → $284. If there is an effect here, it's very marginal so far.

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Pine Analytics@PineAnalytics·26 Tem

@tj_littlejohn @MetaDAOProject 🫡

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teej@tj_littlejohn·26 Tem

@PineAnalytics @MetaDAOProject Can you do an ownership score weighted analysis? Would love to see relative to the allocation they got, who sold

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Pine Analytics@PineAnalytics·26 Tem

solana:CARSsxWPkpQWvfyRBwfGMGvysJBHdHGfE46X5MNgmeta launched on @MetaDAOProject today. 723 wallets got the 10M-token ICO allocation at an effective $0.025. 237 have already sold (212 of them to zero). Weighted average exit: $0.0638, +155% on cost, ~$141K in realized profit. The other 486 haven't sold a token.

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Pine Analytics@PineAnalytics·26 Tem

“Clear uptrend” 🤣 How about citing a metric that isn’t completely meaningless.

Abdul@0x_Abdul

weird move from phantom to discontinue monad support when activity on the chain has been on a clear uptrend

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Pine Analytics@PineAnalytics·24 Tem

@SlabsOTC @Beezie 🙏

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SlabsOTC@SlabsOTC·24 Tem

@Beezie Gud analytics x.com/PineAnalytics/…

Today @Beezie's gacha packs went live on @solana at 13:00 UTC: $100 and $500 packs, paid in USDC, with promo codes that cut a pack's price. The whole thing runs on-chain, a purchase commits the USDC to the treasury and a separate reveal resolves the draw. Buyers stack packs into single transactions; $1,000 and $1,500 buys are routine. Three hours in: $209,000 across roughly 729 packs from 65 wallets, peaking at $50,300 in the 15 minutes after 13:45. The first two hours did 95% of it. Spend is heavily top-weighted: the top 10 wallets are 81% of revenue, the median wallet is in for $400, and the largest buyer put in $55,000 alone, a quarter of everything sold.

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