0xKofi

Crypto Data Analyst

Hiatus

Issue #019: Perps, Lending and NFT Royalties

The most important metric for measuring crypto's adoption is active users. Here are three smart contracts that hit strong user growth in the past few months 👇 Protocol #1 Hyperliquid: Deposit Chain: Arbitrum Hyperliquid is a perpetual exchange running on a Cosmos chain. This contract is used to bridge

Issue #018: Solana - NFTs, DeFi and Security

The most important metric for measuring crypto's adoption is active users. Here are three programs on Solana that grew rapidly in 2023 👇 💡On Solana, smart contracts are called ‘programs’. App #1 Tensor: TensorSwap Tensor is an NFT marketplace designed for pro-traders. This program operates TensorSwap, their NFT AMM.

MetaTrends #3: Stablecoins

The dollar is the world’s leading reserve currency and the most widely used currency for international trade. Stablecoins enable new rails for dollar-based transactions that settle faster, cheaper and more transparently.  I analysed onchain stablecoin activity to find out how the category is developing. Here are four key insights

DuneAI - Beginner to Expert Crypto Data Guide #1 📊✨

Understanding on-chain data gives you an edge if you're building a crypto product, evaluating investment opportunities, or looking for a job. Dune has a new AI assistant that allows you to analyse blockchain data without any programming experience! In this guide, I will teach you how to use

Issue #017: B2B Protocols on Polygon 🟣✨

The most important metric for measuring crypto's adoption is active users. Here are two smart contracts that have hit consistent user growth in recent months 👇 Protocol #1 Azuro: LP Chain: Polygon Azuro is an onchain sports betting market. Crypto casinos like BetSwirl and DexWin build frontends for Azuro

Issue #016: Gnosis Chain 🟢✨

The most important metric for measuring crypto's adoption is active users. Here are two smart contracts on Gnosis Chain that have hit consistent user growth in recent months 👇 Protocol #1 Swarm: StakeRegistry Chain: Gnosis Swarm is a decentralised storage network Users pay xBZZ tokens to store files on

Issue #015: ZK proofs, TWAP trades and ENS names

The most important metric for measuring crypto's adoption is active users. Here are three smart contracts on Ethereum that have had strong user growth recently 👇 Protocol #1 Telepathy: UUPSProxy Chain: Ethereum Telepathy is a bridge protocol that allows developers to read Ethereum state on any other chain. Unlike

Issue #014: Base and Optimism

The most important metric for measuring crypto's adoption is active users. Here are three smart contracts on Base and Optimism that have had strong user growth in recent weeks 👇 (not going to mention friendtech, you already know about it lol) Protocol #1 Rabbithole: RabbitholeTickets Chain: Optimism Rabbithole makes

Issue #013: Multichain of Madness 🧙✨

The most important metric for measuring crypto's adoption is active users. Here are three smart contracts that have hit consistent user growth recently 👇 Protocol #1 Wido: WidoStarknetRouter Chain: Ethereum Wido is a tool that makes it easy for DeFi protocols to accept deposits in any token from any

GPT Crypto Data Guide #6

In the past five lessons, we learnt how to: * Query aggregated Dune Spell data (e.g. all NFT trades) * Analyse decoded project data (e.g. all Aave data) * Pull insights from raw blockchain data * Utilise Dune’s token price data To finish this series, we will learn how to design

Issue #012: The Future of DEXs

The most important metric for measuring crypto's adoption is active users. Here are three smart contracts that have seen consistent user growth recently 👇 Protocol #1 LlamaSwap: Llamazip Chain: Optimism Llamazip is a router for UniswapV3 trades. It was optimised to deliver the cheapest possible gas cost for swaps

MetaTrends #2: ERC-4337 Smart Accounts

In a recent blog post, Vitalik described the adoption of smart contract wallets as one of the most important transitions facing Ethereum today. ERC-4337 is a standard for smart contract wallets, also known as smart accounts. The key features of the system are: * Users make pseudo-transactions called UserOperations (UserOps). * Bundlers

Issue #011: LSDFi, Stablecoins and Sybil resistance

GPT Crypto Data Guide #5

If you haven't worked through the earlier parts of this guide, check them out before continuing with this lesson. In the last lesson, we learnt how to build queries on raw blockchain data. Now, we'll learn how to use Dune’s token pricing data. 💡I’m

Issue #010: Optimism 🔴✨

The most important metric for measuring crypto's adoption is active users. Here are three Optimism protocols that have hit significant user growth this year 👇 💡Although these protocols are deployed on multiple chains, this report only covers their usage on Optimism. Protocol #1 Gamma Gamma is a platform that

GPT Crypto Data Guide #4

If you haven't worked through the earlier parts of this guide, check them out before continuing with this lesson. In the last lesson, we learnt how to build queries on raw transaction data. Now, we'll dive into raw Logs and Traces data. 💡I’m using the

Issue #009: Riding the ETH Staking Rocketship 🚀

GPT Crypto Data Guide #3

If you haven't worked through part 2 of the guide, check it out before continuing with this lesson. In the first two lessons, we learnt how to use the Spells and Decoded Project tables. These abstract away some of the complexity of blockchain data to make it simpler

GPT Crypto Data Guide #2

If you haven't worked through part 1 of the guide, check it out before continuing this lesson. In part 1, we explored the use of Dune Spells to analyse aggregated data, such as all NFT trades or all DEX trades. This time we will learn to use Decoded

Issue #008: Revenue go brrrr💸

Revenue is the most important metric for measuring a protocol’s economic success. Only 10 DeFi protocols have had consistent monthly revenue growth in 2023. Here is a summary of 3 of them 👇 Note: At the bottom of this report, there is a link to a sign-up for this month&

GPT Crypto Data Guide #1

Understanding on-chain data gives you an edge if you're evaluating investment opportunities, looking for a job or building your own crypto product. In this series, I will teach you to use Dune and ChatGPT to become a crypto data wizard 🧙✨. No programming experience required. Note: * At the bottom

MetaTrends #1: ETH Staking

There is currently $36B of ETH staked, generating tens of millions of dollars of revenue for validators every month.   This report will cover: - Impact of the Shapella upgrade on the ETH staking industry - Key insights into withdrawal and deposit flows - Emerging products that could grow into market

Issue #007: On-chain Identity

Issue #006: Privacy, Undercollateralised Lending and Multi-Year Growth