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Content
@
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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