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Onchain Data Lead @VISA | prev @SliceAnalytics | ex: Engineer, Lunar Gateway Space Station
Joined July 2021
an unexpected takeway from my time in crypto is that visa and mastercard have insanely high moats. their banking and regulatory relationships as well as acceptance among consumers and merchants r so entrenched in global commerce that every new competitor ends up plugging into
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CT mids: SoLANa slOWing doWn. What do I do? No better competitive landscape than Solana now. @humidifi should change from 💧 to 🔥. Kudos @SliceAnalytics teams
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For the first time ever a competing @solana DEX aggregator has Dthroned Jupiter in active wallets over a 24hr period. Competition is bullish for all users, congrats to @DFlowProtocol and the team. 🍾
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Probably going to get hate for this but... I think Solana data is easier to analyze than EVM
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Since prop amms use their own liquidity there is currently no way for users to get exposure to the new amm class. Humidifi's ICO is the first opportunity presented. Oh and they're also dominating the prop AMM sector with 75% market share.
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The beauty of Prop AMMs is how fast they can update pricing curves, more than 70 times per second. This allows pools to operate with very little active liquidity. Humidifi is currently at 889x capital efficiency vs 7x for the leading traditional AMM.
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A very rough revenue estimate can be inferred from typical market maker behavior. Prop AMMs perform very well during high volatility RE: Oct 10 Crash Check out benedict's pnl analysis for more insights: https://t.co/HU9BfGNXdj
pt. 3 dark amm oracles the key innovation of dark amms is that the oracle updates are 100x less compute intensive than the swaps. dark amms are designed so that the market maker can push quick updates to their internal pool parameters (pricing functions) many times a second
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The first participant on @JupiterExchange's new DTF platform has been announced: @humidifi_ Let's look at the @solana DEX data 🧵 Humidifi is now the best priced venue on Jupiter for 47% of all trades based on routing market share
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You’re not bullish enough on @humidifi_ and $wet. $30 billion volume monthly. First JUP studio ICO. No VC’s. Wet.
BREAKING: The first ICO on our DTF platform will be @humidifi_ They're a prop AMM responsible for nearly 35% of ALL volume on Solana. So let us know: Who's ready to get $WET?
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Competition breeds excellence Prop AMMs on @solana are pushing CU spend lower on quote updates: Goonfi -> 32 CU Tessera -> 108 CU @humidifi_ -> 134 CU ZeroFi -> 1018 CU Lower CU means cheaper updates, better block priority, and better prices for users
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1/ There has been a lot of discussion lately about the potential use case of stablecoins for retail payments at merchants. Given every stablecoin transaction is publicly visible today, what does the onchain data show?
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Great opportunity for any Solana analysts looking to sharpen their skillset and contribute to Dune's open source spellbook.
looking for a wizard to build some solana models for us in exchange for $$$. dm me your git history or solana dashboards or queries. prior spellbook contributors heavily preferred
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