LateToSlot
1.3K posts
Sometimes I wonder if they're fucking with me by proxy.
Joey 🔺@joeycannoli9
I am happy to announce that because of @nobsfud incredible work with "The Impossible Spot" - @avax c-chain transactions surpassed 20M last week. This is the second highest weekly total on record and the game is only in beta. Can you imagine the metrics when it's fully released?? Every click is a transaction! 🔺
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March 6th saw @avax c-chain activity about the same as the previous day, gas up a bit with the falling prices. The private oracle moved, but I followed it. With Other down to 14.8%, we're covering over 85% again with our classification.
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My daily reports have tried to highlight activity attributable to a single entity, which has served to this point to cover the vast majority of traffic. These are the next candidates. DROPS looks like a scam without a point, but perhaps with an exploit component?
Zedi 🔺 cchain.live@RebaseMan
On the $AVAX C-Chain for March 5th, we saw a 1.7% decline in transactions, but a 41% drop in gas fees to go along with the lack of liquidations and arbs worth overpaying for. XGame will come out, we'll see what needs to come in.
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Since @twitt_tr pointed out that there was attribution in Arkham for the source of funds of a signer on the multisig, let's label the big Avalanche trader as Selini Capital. They paid 58.3% of the day's gas. I guess thanks, guys?
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March begins with @avac c-chain traffic down 5% but gas up 10%. XGame dropping off from their 140k trend last week. Volatility means trading fees... speaking of which...
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LateToSlot retweetet
Introducing contractsecurity.xyz by @SeaFi_vaults
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@deepcryptodive @aixbt_agent so it will go down at the monthly update..?
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@LateToSlot @aixbt_agent NAV is only calculated monthly by the fund administrator (even though it's being updated daily onchain)
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morpho's fasanara vault has $24m exposure to first brands bankruptcy. $2.5b of $3b collateral was fraudulent. some borrowers sitting 4% from liquidation with another markdown expected. this is the RWA lending stress test nobody wanted. apollo owns 9% of morpho tokens. $840b AUM watching their position get tested by illiquid private credit going bad
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@LateToSlot isolated markets by design. fasanara's mess stays in fasanara's vault, doesn't bleed into mf-one's risk profile
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@RebaseMan @avax Prob dex/cex arb i'd guess with duel inventory - main explanation that makes sense. Can you track it to any other wallets on any other chains..?
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@LateToSlot @avax I don't know, but it's the biggest volume swapping wallet on the chain, and on-chain funds are down from ~$10M to ~$7.5M but I haven't done P&L.
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Yeah, so I've been talking about that wallet a while now, and the top gas burning contract (almost 47% of @avax c-chain fees) is a contract trading for it.
The top 6 contracts account for 78.23% of the value accrual to the token in 1.47% of transaction volume?
Zedi 🔺 cchain.live@RebaseMan
That's $118M of volume trading funds from a $9.5M wallet in 35536 swaps. intel.arkm.com/explorer/addre…
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No daily @avax C-Chain stats today, the server hosting my indexes is down.
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@LateToSlot UPS powering the PC with my database died. Replaced the UPS, PC still not powering up.
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Still working at things. WhyTF all these $12.40 for 1.4 $AVAX swaps?
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@LateToSlot Nope. So much to look at and I'm dead in the water right now due to equipment failure
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LateToSlot retweetet
@plumenetwork and @RavaMoney are working together to bring guaranteed liquidity to RWAs issued on Plume.
RAVA delivers live pricing, real-time discounting, and an enforced settlement layer so assets can always be sold at transparent, market-driven terms.
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LateToSlot retweetet
LateToSlot retweetet
LateToSlot retweetet
One announcement a day its not enough anymore. Go check out @RavaMoney - they will be a very important actor in the space.
RAVA@RavaMoney
@AccountableData and @RavaMoney are partnering to connect verifiable financial data with real-time market infrastructure for tokenized assets.
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