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https://opensea.io/collection/nouns
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w-g
@w-g
No idea yet if ppl support the threshold prop but would draw attention to the reasoning: a) in 4months treasury will be <5000eth and b) new buyers will be lining up to pay 13eth for nouns. c) stochastic arb buyers do not exist if false, drain accelerates Two paths Erase the treasury Or Adopt fair exit
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gami.eth
@gami.eth
or…we get real time modelling, foster environment for serendipity and potentially find another solution blessed to have @beetle assisting us with comprehensive dashboards for real time extension of models shared in @el4d and @davidbr recent nouns arb game post https://dune.com/beetle/nouns-dao-book-vs-auction-value
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Elad
@el4d
thanks @beetle and @gami.eth! from a quick glance I think the total supply is not calculated correctly it should be 385, per adjusted total supply here: https://etherscan.io/address/0x6f3e6272a167e8accb32072d08e0957f9c79223d#readProxyContract#F7 I think it's also contributing to book value calc being too low
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beetle
@beetle
Hey Elad! Good call. Honestly was confused on which wallets were considered treasury/escrow, so my subtraction of total supply - supply held by DAO seems to be incorrect. Mind sending over which wallets I shouldnt be including in the total supply so I can get the right info?
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Elad
@el4d
0xb1a32FC9F9D8b2cf86C068Cae13108809547ef71 (Treasury) and 0x44d97D22B3d37d837cE4b22773aAd9d1566055D9 (Escrow) but not quite, because during the escrow period the escrow holds nouns that aren't the DAO's yet escrow has a view function that says how many Nouns it's holding right now belong to the DAO
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