Initial repo structure for TEC token dynamics analysis

Sets up project skeleton for analyzing the Token Engineering Commons
augmented bonding curve, conviction voting, and primary/secondary
market dynamics.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

.gitignore

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+# Python
+__pycache__/
+*.py[cod]
+*.egg-info/
+.venv/
+venv/
+
+# Jupyter
+.ipynb_checkpoints/
+
+# Data (large files)
+data/onchain/*.csv
+data/onchain/*.json
+data/offchain/*.csv
+data/snapshots/*.csv
+!data/**/.gitkeep
+
+# Environment
+.env
+.env.local
+
+# IDE
+.vscode/
+.idea/
+
+# OS
+.DS_Store
+Thumbs.db

README.md

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+# TEC Analysis
+
+Analysis of the Token Engineering Commons (TEC) token dynamics, focusing on:
+
+- **Augmented Bonding Curve (ABC)** — primary market pricing, reserve ratio mechanics, entry/exit tribute
+- **Conviction Voting** — proposal funding, signal dynamics, effective supply
+- **Primary vs Secondary Market** — price divergence, arbitrage flows, liquidity depth
+- **Token Distribution & Governance** — holder concentration, voting power, delegation patterns
+
+## Structure
+
+```
+TEC-analysis/
+├── data/
+│   ├── onchain/         # On-chain data exports (ABC txns, CV proposals, token transfers)
+│   ├── offchain/        # Off-chain data (forum posts, governance metadata)
+│   └── snapshots/       # Point-in-time snapshots of key metrics
+├── notebooks/           # Jupyter analysis notebooks
+├── src/
+│   ├── abc/             # Augmented Bonding Curve models & analysis
+│   ├── conviction_voting/  # Conviction Voting analysis
+│   ├── liquidity/       # Liquidity & market structure analysis
+│   └── utils/           # Shared data fetching, plotting, helpers
+├── docs/                # Write-ups, methodology notes
+└── references/          # Papers, specs, prior work
+```
+
+## Key Questions
+
+1. **ABC Mechanics**: How has the bonding curve price tracked vs secondary market (Uniswap/Honeyswap)? What's the effective reserve ratio over time?
+2. **Entry/Exit Tribute**: How much value has flowed through tributes? Impact on buy/sell asymmetry?
+3. **Conviction Voting Dynamics**: How does token lockup in CV affect circulating supply and price? What's the effective participation rate?
+4. **Liquidity Fragmentation**: How deep is liquidity across primary (ABC) vs secondary markets? Where do large trades actually execute?
+5. **Price Discovery**: Which market leads price discovery — the bonding curve or secondary DEXes?
+6. **Governance Concentration**: How concentrated is voting power? Do whales dominate proposal outcomes?
+
+## Related Local Repos
+
+- `conviction/` — ABC simulations & cadCAD conviction voting models
+- `Aragon_Conviction_Voting/` — Algorithm overview & models
+- `conviction-voting-cadcad/` — cadCAD simulation framework
+- `myco-bonding-curve/` — Bonding curve parameter sweeps & dashboards
+
+## Data Sources
+
+_To be populated — see below for what's needed._
+
+## Setup
+
+```bash
+python -m venv .venv
+source .venv/bin/activate
+pip install -r requirements.txt
+```

references/data-sources.md

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+# TEC Data Sources & References
+
+## CommonsBuild GitHub Repos (Key)
+
+### Core ABC & Bonding Curve
+- **[augmented-bonding-curve-model](https://github.com/CommonsBuild/augmented-bonding-curve-model)** — Python model of the ABC (Bancor formula based)
+- **[tec-abc-subgraph](https://github.com/CommonsBuild/tec-abc-subgraph)** — Hosted subgraph for ABC on-chain data
+- **[tec-abc-dashboard](https://github.com/CommonsBuild/tec-abc-dashboard)** — ABC dashboard / token converter UI
+- **[tec-swap](https://github.com/CommonsBuild/tec-swap)** — Mint/burn TEC tokens interface
+- **[FundraisingModel](https://github.com/CommonsBuild/FundraisingModel)** — Token engineering model of the Bancor Formula
+- **[Token-Log-Hatch-Params](https://github.com/CommonsBuild/Token-Log-Hatch-Params)** — Community parameterization tool
+
+### Conviction Voting & Governance
+- **[commons-config-dashboard](https://github.com/CommonsBuild/commons-config-dashboard)** — Parameter configuration dashboard
+- **[commons-config-backend](https://github.com/CommonsBuild/commons-config-backend)** — Backend for config proposals
+- **[commons-config-proposals](https://github.com/CommonsBuild/commons-config-proposals)** — Governance proposals
+
+### Rewards & Distribution
+- **[tec-rewards](https://github.com/CommonsBuild/tec-rewards)** — Rewards analysis (Jupyter notebooks)
+- **[rad-classic](https://github.com/CommonsBuild/rad-classic)** — Rewards Analysis Dashboard
+- **[tec-census](https://github.com/CommonsBuild/tec-census)** — TEC holder census (balances, contract detection)
+- **[praiseanalysis](https://github.com/CommonsBuild/praiseanalysis)** — Praise system analysis
+
+### Shutdown/Sunset (Recent)
+- **[tec-shutdown](https://github.com/CommonsBuild/tec-shutdown)** — Shutdown contracts (Solidity)
+- **[TECredeem](https://github.com/CommonsBuild/TECredeem)** — Token redemption interface
+- **[TECsunsetcomingsoon](https://github.com/CommonsBuild/TECsunsetcomingsoon)** — Sunset announcement
+
+## On-Chain Data Sources
+
+### Gnosis Chain (formerly xDai)
+- TEC Token contract: _TBD — need contract address_
+- ABC / Bancor curve contract: _TBD_
+- Conviction Voting (Gardens) contract: _TBD_
+- Block explorer: https://gnosisscan.io/
+
+### Subgraphs
+- TEC ABC Subgraph (from `tec-abc-subgraph` repo)
+- Gardens subgraph (1Hive): _TBD_
+
+### DEX / Secondary Market
+- Honeyswap (1Hive DEX on Gnosis Chain): TEC/xDAI pair
+- Any Uniswap/Sushiswap pairs (if bridged to mainnet)
+
+## Off-Chain Data Sources
+- TEC Forum: https://forum.tecommons.org/
+- Snapshot voting: _TBD_
+- Discord governance discussions
+- Medium articles / blog posts
+
+## Local Related Repos
+- `/home/jeffe/Github/conviction/` — ABC simulations, cadCAD conviction voting models
+- `/home/jeffe/Github/Aragon_Conviction_Voting/` — Algorithm overview & models
+- `/home/jeffe/Github/conviction-voting-cadcad/` — cadCAD simulation framework
+- `/home/jeffe/Github/myco-bonding-curve/` — Bonding curve parameter sweeps & dashboards
+
+## Key Papers & Specs
+- Bancor Protocol whitepaper
+- Conviction Voting paper (BlockScience)
+- Commons Stack ABC specification
+- _Add more as identified_

requirements.txt

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+jupyter>=1.0
+pandas>=2.0
+numpy>=1.24
+matplotlib>=3.7
+seaborn>=0.12
+plotly>=5.15
+web3>=6.0
+requests>=2.31
+python-dotenv>=1.0
+scipy>=1.11
+networkx>=3.1