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beetle

@beetle

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beetle
@beetle
gm, working on some data
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gami.eth
@gami.eth
handy dashboard by @beetle cc @roundsbot ⌐◨-◨ https://dune.com/beetle/nouns-dao-book-vs-auction-value
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beetle
@beetle
https://dune.com/beetle/nouns-dao-book-vs-auction-value
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beetle
@beetle
Definitely need to add some images and links. The dashboard I’m referencing can be found here: https://dune.com/beetle/nouns-dao-book-vs-auction-value
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beetle
@beetle
writing my first nouns candidate proposal rn
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beetle
@beetle
daily treasury balance change w the 7D MA.
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beetle
@beetle
Here is the query which tracks the daily change in ETH holdings (which equals all ETH, rETH, stETH, wstETH, and USDC holdings converted to ETH). You can likely smooth it out to get a 7D MA so its not as noisy. https://dune.com/queries/3249105
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beetle
@beetle
nope, will add that in there along w other ERC-20s. also, confirming these the 3 addresses to track spending from? 1. 0x0BC3807Ec262cB779b38D65b38158acC3bfedE10 (Nouns Treasury) 2. 0xb1a32FC9F9D8b2cf86C068Cae13108809547ef71 (Nouns Executor Proxy) 3. 0x4f2aCdc74f6941390d9b1804faBc3E780388cfe5 (TokenBuyer)
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beetle
@beetle
I calculated it here and just inserted the result as the parameter https://dune.com/queries/3197894
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beetle
@beetle
10% -> 30% fork threshold passed rip treasury leak
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beetle
@beetle
ah, missed the TokenBuyer contract in there. here is the updated version.
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beetle
@beetle
was actually thinking of doing smth like this. wanna dm to discuss the parameters?
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beetle
@beetle
cc @jarmen @noun40 @gami.eth
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beetle
@beetle
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beetle
@beetle
@noun40 since your proposal discusses increasing the fork threshold, thought id share
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beetle
@beetle
also did it in dune for anyone interested https://dune.com/queries/3203234/5354142 cc @el4d @gami.eth
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beetle
@beetle
quick model update of expected book value across different fork thresholds and spending rates tldr; increase either the fork threshold or daily spending and most arbitrage opportunities disappear
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beetle
@beetle
+ modeling out some diff variables :)
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beetle
@beetle
gotcha, i tried a diff way and it seems to work way better. https://dune.com/queries/3203234/5354142
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beetle
@beetle
gotcha. in the spreadsheet from your Nouns Arb Game article, you have daily spend rate at 118 and auction mean revenue until next fork at 20 which is the same as what I have in the dash. confused where it may be going wrong. what would be your estimate of eBV?
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