Arani 🧙🏻♂️
@aranimontes
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Ordinals | Data analyst | Frontend Dev. Ex BTC maxi. Let's retire this cycle
Joined December 2021
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Pinned Tweet
I wrote an essay to show an alternative societal system to the current westernised one, by deep diving into decentralization, Game Theory, macroeconomics, etc.
A system that is fairer, more democratic, more efficient, less fragile.
#Decentralised
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@rug_ai
But it was really nice to see all the influencers firing their tweets about "if you followed my call, you have made 100x ...."
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@BitcoinMagazine
She says "...Halving is there to divide the value of bitcoin to encourage demand"... wat?
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FAAS PERFORMANCE ANALYSIS
@alphacap_io
@ReimaginedFi
@EXPO_Capital
@SChainCapital
@FoodFarmerFi
@AGFI_Official
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The
@alphabraincap
dashboard that I have built a few days back in now trending on
@DuneAnalytics
Top 3 Dashboard in the past 24 hours!
Thanks to
@hagaetc
who explained me how SQL skills are in need in web 3.
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Hi community, I have built a dashboard to track and display many interesting and important KPIs for the Alpha Brain Capital project:
You can find the dashboard here:
@alphabraincap
$ALPHA $ABC
#FAAS
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@Pentosh1
@alphabraincap
is one of the top 3 projects in defi 3.0
#FaaS
. Also one of 3 projects to have given out dividends.
In addition, new farming strategy was released yesterday, with new team, rebranding, nft diversification and more!
Leading the way with innovation
$ALPHA $ABC
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@EricCryptoman
$ABC definitely an undervalued faas project right now.
New farming team and new position in private sales to be announced soon.
@alphabraincap
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OPTIMISM IMPACT ON UNISWAP
The activity on
#Uniswap
on
#Optimism
picked up a lot thanks to the $OP token.
The rumors started on Discord on the 19th April, which led to a first 2.5x increase in users. With the OP launch, it again increased users by 7x
@Uniswap
@DuneAnalytics
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@Grady_Booch
Not sure whether it will work out, but people are working exactly on this, i.e.
@TauLogicAI
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WEEKLY UPDATE
The performance over the past week of $ABC has been very strong. Let's have a brief look at the main KPIs and insights.
@alphabraincap
#FaaS
$ALPHA
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@ImNotTheWolf
Probably rather means that they haven't marked all OTC addresses.
But the trend is still representative and shows OTC BTC is getting drained relentlessly
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@LeonidasNFT
But then this logic is actually punishing early minters that used sparrow wallet, so the actual early adopters and drivers of ordinals
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Impressive.
The adoption of
#Arbitrum
visualised. The number of tx has reached ATH, steadily increasing over the past week.
And most importantly, the 17th Feb was the day when tx on Arbitrum for the first time surpassed those on Mainnet
@DuneAnalytics
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@jakegallen_
Read too often today how the launch of it was fair etc. Pre-minted with insider alocation..
Really shows most are coming over from other chains where it is common practice and/or are psyops by these influencers
We should preserve the bitcoin ethos with free mints
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WEEKLY UPDATE
Yes, the price took a hit this week. But is it really as bad as it looks like? Maybe not. Let’s start with the bad news, price is down 58% WoW, daily average reflection - $7k WoW and weekly holder APR at 28%.
But what else?
@alphabraincap
#FaaS
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I have just added a new inscription to my collection.. Welcome
@BitcoinFrogs
408205.
And I also paid so far the most for a bitcoin frog in the secondary market (0.07 BTC) :D
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@tehMoonwalkeR
@alphacap_io
Great thread displaying in a simple way all the benefits of $ACAP and the alpha ecosystem and how it clearly differentiates itself, in a very positive way, from other
#Faas
projects
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Right now on the space: "Ordinals, the FOMO when clicking on buy and waiting for the confirmation .. INSANE.. insane, this FOMO panic. I felt I was reborn, I was shaking" -
@notthreadguy
This is what many felt and is one of the main reasons people get hooked on
#Ordinals
. The…
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@tradinglord
@kollectiv_io
Why do this for an extra 7% while aiming for ATH? Is the risk of being sidelined worth it?
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How has the
#Faas
ecosystem evolved over time, which protocols have attracted most users and are the projects still growing?
See for yourself!
@alphabraincap
@ReimaginedFi
@MulChainCapital
@EXPO_Capital
@AGFI_Official
@FoodFarmerFi
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The era of risk free
#BRC20
minting is over. With current fees of around 500-600 sat/vB, a new BRC20 project need to reach a mcap of around $7M for minters to break even (basically a top15 project).
$VMPX did it yesterday. Who else?
@BitGod21
@mrJackLevin
@TheDeFiFamily
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Based on of the most relevant KPIs in
#FaaS
, ACAP is leading and is providing by far the most value to investors – not only currently but also historically. Second and third place are shared among Refi and Expo.
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Alternative KPIs such Treasury or Mcap are much less important, as it completely ignores the very purpose of FaaS projects. Investors don’t primarily invest in them for the sake of them having the highest treasury, the highest treasury/Mcap ratio or the highest treasury growth.
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Very good update by
@AlphaBrainCapital
. Definitely helped to reduce uncertainty.. a display of leadership. Exactly what is needed now by the community
We all really looking forward for the AMA this weekend to discover what has been all worked in the background.
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@Multibit_Bridge
@solana
This teams keep building at an impressive pace. Few days back the NFT bridge and now solana. Onwards!
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@BitcoinMagazine
These are the first "real" sign of tardfi adoption. It normalises bitcoin allocation in standard portfolios
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@Grady_Booch
@TauLogicAI
Well I don't know, those working on it are way more qualified than me.
How are you so sure?
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The value of FaaS projects is to provide a yield to investors as a passive income. How much an investor receives as a yield on a regular basis, is therefore the most important KPI. FaaS project should be compared, and assessed, based on the value it provides to investors.
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@Multibit_Bridge
@MogCoinEth
Welcome to the bitcoin culture! Also great to see how the team relentlessly works independently of PA
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The historic ratio “distributed value / current Mcap” gives an estimation of the APR a current investor would receive by investing 1000$, based on the historic average of how much has been distributed until now.
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@bx1core
Bitcoin will be a major narrative in '24. DeFi is here to stay one way or another. So it is kinda obvious that we will see DeFi on Bitcoin. One of the major pillars for that to happen is a reliable Bridge: $MUBI
@Multibit_Bridge
2 other obvious pillars are stablecoins ( $BSSB…
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Please feel free to reach out, should you have any other KPIs in mind that capture the value of FaaS project in a meaningful way or if you would like to add your FaaS project in that comparison.
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@huuep
Surprising to me how few people heard of re-orgs before.
But kinda cool as it really shows that ordinals are onboarding people new to Bitcoin
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@ThorHartvigsen
@fraxfinance
The stability of $FRAX is indeed very impressing, especially considering the 90% collaterisation. In fact, it is the second most stable stablecoin in the past 3 months based on the number of deviation higher than 0.5% from the peg.
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@land_flipper
@alphabraincap
@JeffBezos
@BillGates
Follow the smart money, I guess.
@alphabraincap
$ALPHA $ABC
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You don't invest in faas for hoping your project has the highest mcap or biggest treasury.
You invest in it to get the most distribution.
To assess where your investment will give you the most, you need the distribution : mcap ratio
WEEKLY FAAS UPDATES 3/27 TO 4/03:
@ReimaginedFi
@EXPO_Capital
@SChainCapital
@FoodFarmerFi
@alphacap_io
See below for how the Faas space has changed in ~2 months
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This is truly a very positive feature of $ACAP: continuous $ETH dividends (based on investment profits and volume) to match, at minimum, 50% APY.
We want to EMPHASISE on our STAKING Platform.
When you buy $ACAP and STAKE your tokens, holders will IMMEDIATELY be RECEIVING a 50% APR on your investment in $ETH.... YES ETHEREUM.. see your claim grow every second!!
#Staking
#Faas
#eth
#claim
#PassiveIncome
$Faas
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@Multibit_Bridge
This will increase so much the liquidity of Ordinals.
More liquidity, more whales, especially if they can trade in the environment they know on Ethereum.
Overall, great for adoption for any collection on Bitcoin
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@LeonidasNFT
exactly my point in the below tweet. Unfortunalty the grifter mentality arrived to the Ordinals ecosystem.. Used to be different, even only a few months back. Participants were more genuinely enthusiastic about the new opportunities and making Bitcoin magical again…
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Surprised and very happy to have submitted the second best analysis for the uniswap V2 vs V3 bounty competition.
I'll continue to improve my
#Web3
analysis skills and thankful for
@DuneAnalytics
to provide such an easy opportunity to extract insights
🎉 Analytics competition - Bounty
#3
winners 🎉
We received 16 amazing submissions to compare
@Uniswap
v3(L1) and v2!
Kudos to our winners:
🥇
@treaqura
🥈
@aranimontes
🥉
@mtitus6
👇 The insightful analytics and beautiful dashboards👇
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WEEKLY UPDATE:
Impressive 2-3 weeks for
@alphacap_io
! Among other things, a successful relaunch to V2 smart contract which enables staking (unique in
#Faas
), professional rebrand, new micro cap trader
@SovereignSenzu
and marketing campaign launch.
Lets deep dive into the KPIs
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When looking more closely at the stability of stablecoins which didn't depeg yet, we can see than no all are equally stable by far. For example, PAX deviated for > 1months quite often to the upper boundary ($1.01)
@DuneAnalytics
@Tether_to
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@MoonOverlord
What? There were a lot of marketplaces before ME for ordinals and after spreadsheets.. that phase already stopped like 9-10 months ago
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Ever wondered what these "recursions" are about that Ordinals people are talking about?
Very powerful concept that are central to inscriptions and art on Bitcoin.
Bitcoin Ordinals introduce a higher level of functionality to digital artifacts, outclassing your typical JPEG NFTs! A standout feature is RECURSION. Let's dive into recursive inscriptions, their importance, practical applications, and how recursion works with OCM Dimensions 👇🧵
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@2Clawing
@alphabraincap
@FoodFarmerFi
$ABC has expanded their team with experts across fields, are working on a rebrand and will soon launch the first marketing (until now all organic).
Best long term bet by far due to the quality of the project, the team and the community
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@ReimaginedFi
Good overview (if accurate) and good performance from $refi and $acap.
Relative to MC however, acap is
#1
(2x to 3x higher kpi) - important kpi as it gives a first hint how much return each new hodler could expect in future.
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@pierre_crypt0
@gregory_raymond
Impressionnant comment ce chart, qui a été créé en tant que satire, est pris au sérieux par plus en plus de monde
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@BTC_Archive
Who are the target customers for that kind of ads?
Those that like it/recognise the "buy bitcoin" sheet will never buy BTC from VanEck
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@rune_coin
It probably means around 50% of it is still "undiscovered" by the wallet owner.
As it was aidropped to og collection, so potentially wallets not used for some time, there might also be a fraction of it that is long term dormant or lost.
Though a significant portion will
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@0xBizonacci
@zachxbt
The pre allocated influencoooor shilling was really a bit over the top in the past days tbh. And now they are "taking profit"
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• Number of holders of time
• Daily reflection distributed to holders over time & weekly average APR for holders
• % of tokens held by whales over time
• Check how much has been reflected to your wallet over past 7 days
• Number of wallets that never sold $ABC
• And more
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@teamspacemesh
Real display of long term thinking by valuing the community opinion above your own potential financial interest. Gives trust in what you do!
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@Tiefseher
Honest question, why take an arbitrary time frame of 5 months and 20 days to compare performance?
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Bitcoin Wizards is an
#Ordinals
collection from the creator of the iconic
#Bitcoin
meme:
@mavensb0t
The dashboard below deep dives into the mint, gives an overview of all 1337 ordinals, and shows which one have already been transfered
@DuneAnalytics
Short story about how we got NFT mfers to support a historic bitcoin artist with $150,000 via lightning payments, and how bitcoin maxis HATE us for it.
(I know it’s a long tweet but it’s a good story)
Mavensbot (on top in the screenshot below) is the creator of the famous 2013…
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@KingJimango
@gem_insider
@alphabraincap
@alphabraincap
has been working relentlessly overr the past 2 months, the awesome results keeps coming and piling up
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@ByzGeneral
Dont think it's correct, they only have 20% of that amount, which is like 1 week of etf
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@alphabraincap
Looking forward for the updates, thoughts on treasury growth strategies and discussions about the fundamentals of our new industry
#FaaS
$ALPHA $ABC
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@WazzCrypto
$BEFI wrote in a thread (of course deleted now) that to enhance security, they are "saving the tx data on a local blockchain"..
like only being able to write that should say everything you need to know about that project
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@LeonidasNFT
Honestly impressive what you have achieved out of an initial whim.
Only critic I still have is that it exclude the real early adopters of ordinals. But it is still one of the best distributions so far
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@LeonidasNFT
Major brc20 (i.e. mubi, bssb, etc) and ordinals (frogs, etc) already have corrected around 50%. So rather depends where you look, but we already have some local tops
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@hildobby_
@optimismPBC
@DuneAnalytics
Great overview!
Here is also a deep dive of the $OP token launch impact on Uniswap specifically
OPTIMISM IMPACT ON UNISWAP
The activity on
#Uniswap
on
#Optimism
picked up a lot thanks to the $OP token.
The rumors started on Discord on the 19th April, which led to a first 2.5x increase in users. With the OP launch, it again increased users by 7x
@Uniswap
@DuneAnalytics
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@lepuppeteerfou
First major Ordinals collection going on the cross-chain adventure. I think the answer is obvious
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@CryptoKaduna
@vela_exchange
It will be intetesting to see how much of the volume is driven by airdrop speculation, especially after Vela said volume will be key for the airdrop amount
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@businessmaneth
Crazy how bad this website is, 1 year after Ordinals got traction. UI & UX felt exactly like when minting Ordi etc.
At least there will be a huge dump on secondary when the bots will unload thausends of them
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@Multibit_Bridge
Bridging Ordinals to other chains unlocks a lot of liquidity.
Any use cases where 10 mins blocks are a blocker are now possible, while keeping the 10 mins blocks as base, which is one major reason why Ordinals feel exclusive.
The best out of both worlds is unlocked
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@FarmerJoe0x
How is it "directionally decentralised"? It is a pre mint with insider allocation.
I like how it attracts new users, but we should stay true to what things are
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@LeonidasNFT
The problem is that the distribution will likely still not be fair. Most who have inscribed <30k have likely used sparrow wallet that automatically use new addresses every time. So I'm sure early adopters have 10s, 100s of addresses eligible for you fairdrop
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I am honestly impressed at how $ORDI has stabilised at around $370M mcap. For now it completely crushes the
#BRC20
dominance.. I guess mainly because of the lack of true USP from the other projects (utility, community, meme)
@BitGod21
@TheDeFiFamily
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@CryptoStreamHub
@SatoshiVM
With the amount of hard shilling from influencooors with pre allocation and the fact that it is now one of the biggest ordinals project by mcap, without a working product... I'd say it is save to wait for a dip to get some bags in case you don't have some yet
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Just stumbled upon an ordinals projects that is a bit different that all the other 10k collections that we are used to - bitcoin burials
@BitcoinBurials
. A bunch of headstones with famous Bitcoin obituaries
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Check it out and DM me if you see some numbers that are way off (data refreshed a couple of times a day, among other reasons, that leads to some minor discrepancies). I will continue to work on it and improve it over time
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@ReimaginedFi
@poordefipenguin
Well for example, as the goal of faas is not to have the biggest treasury per se, but to reward stakeholders as much as possible, treasury kpi alone is irrelevant. It should at least be combined with distributions. Even better, the gains should be weighted by the risk taken.
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@EmblemVault
@BitcoinFrogs
@Arcade_xyz
@blur_io
@LooksRare
@oncyber
First competition to
@Multibit_Bridge
to bridge Inscriptions to ETH?
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The price saw a major increase during the past week (+178% WoW on Sunday), after a prolonged downtrend over almost 3 weeks. During this time, the number of holders stayed at a constant level at around 950-1000 holders
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@LouisCooper_
If we witness any kind of DeFi on Bitcoin, $MUBI and $BSSB will be at the center of it. And DeFi on Bitcoin seem inevitable, even involving ordinals etc.
(Speaking as a massive bagholder too)
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@LeonidasNFT
I like the idea, however I still think whales/early adopters will get the majority of it. Be it only already for the reason that anybody that minted something below 30k most probably used sparrow wallet, that automatically uses a new address every time.
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@DuneAnalytics
I've been working a lot with SQL in a big tech company. Is there a demand for such a skill within the Web 3 ecosystem / startup?
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@businessmaneth
I think a lot of people also didn't yet bother to look into old unused wallets. Like I probably have 5+ but didn't bother yet to look into it. I'm not planning to sell any anyway, rather looking for 0 or moon on them
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When investing 1000$, where will you receive back the most in terms of distribution? Where ever the most $ is distributed per share.
So it doesn't matter how big the treasury is, if you're receiving the most with 0.1% share of a smaller treasury.
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@alphabraincap
It is a completely new approach in the
#Faas
space. Potentially very promising, really looking forward to hear more about this in the AMA
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@MogCoinEth
@Multibit_Bridge
Great way to catch the current hype and liquidity from the bitcoin ecosystem
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In terms of reward for holders (reflections), it has been a great week. On average, $ 11582 has been distributed per day, which converts to $82.18 weekly for a 1 bn token wallet (0.1% of total tokens). This equals to currently an APR of apr. 46%
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Here am I, one of the first German Taproot wizards.. and no less than the golden one!
Here's my Proof of
#WizardShower
🧙♂️🚿. Let me join the
@TaprootWizards
!
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