
Data @ lombarto.com
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Been doing some analysis to quantify the impact of the Arbitrum STIP program. Some stats before a Twitter thread tomorrow: Cost per Incremental Address: $54 Cost per Incremental Revenue: $0.51 (Spent more than incremental fee revenue) Cost per Incremental TVL $: 7.61
While I am not optimistic on NFT-Fi, I see potential for NFT OTC/Brokers. This is a graph of every Cryptopunk sale, and the "yellow" sun is Punks OTC. Their "page rank" score is 10x higher than any other address, indicating their importance
Our first cast, we look at first funding sources for @base.base.eth. Thinks looked bad until Farcaster exploded. Now up only. Data via @allium.
Wen can I query Dune via snowflake/big query ๐ค