Jeff Emmett
434cec1311
Add retrospective synthesis + markwhen timeline generator
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- docs/synthesis.md: full TEC post-mortem analysis (Hatch through shutdown, ABC/CV dynamics, treasury, death-spiral narrative)
- scripts/gen_timeline.py: generator that mines cv_proposals.csv and macro events into a markwhen .mw file, renders as interactive timeline + calendar HTML
- .gitleaksignore: allowlist public TEC token contract address (false positive)
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-16 16:15:14 -04:00
Jeff Emmett
d9d73284cb
Add analysis snapshots and updated notebooks
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Updated conviction voting, treasury, mechanism postmortem, and ABC
notebooks with visualization outputs. Added snapshot PNGs and GIFs
for all analysis sections.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-09 15:51:23 -04:00
Jeff Emmett
0698ced6fe
Add ABC & market analysis notebook, all Dune data downloaded
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All 18 Dune queries now downloaded (98K+ total rows):
- ABC trades: 2,615 detailed + 32K raw (price, reserve, supply per txn)
- DEX trades: 26,107 (Honeyswap + Velodrome), with buys/sells split
- ABC tributes: monthly buy/sell tribute distribution
- Holders: 723 ranked with concentration curve, daily holder changes
- Trade summaries: monthly action breakdowns
Notebook 05 analyzes:
- ABC price history and reserve ratio evolution
- Buy/sell asymmetry (5.6:1 sell:buy ratio)
- Tribute revenue (insufficient to sustain common pool)
- ABC vs DEX price divergence and spread
- Token holder concentration (top holder: gideonro.eth at 13.2%)
- DEX volume and liquidity across Honeyswap/Velodrome
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-03 13:19:29 -07:00
Jeff Emmett
0dc3c41111
Add analysis notebooks: CV, treasury, and mechanism post-mortem
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Notebook 02 (Conviction Voting):
- Funding distribution, beneficiary concentration
- Voter participation (Gini=0.843, top 10=65% of stake)
- Proposal lifecycle and conviction dynamics
- Governance throughput timeline
Notebook 03 (Treasury & Pools):
- Common pool and reserve pool balance tracking
- Monthly inflow/outflow analysis
- Post-migration USD valuations
- Reserve ratio and pool composition
Notebook 04 (Mechanism Post-Mortem):
- ABC → Common Pool → CV feedback loop sustainability
- Death spiral hypothesis (market/treasury/governance correlation)
- CV parameter stress test (spending limit, request sizes)
- Mechanism design scorecard
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-03 13:13:58 -07:00
Jeff Emmett
041ee79945
Add conviction voting data and Dune pool balance exports
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Conviction Voting (from Gnosis Chain RPC, contract 0xca164930...):
- 47 proposals, 36 funded, 10 cancelled, 680,295 TEC disbursed
- 891 stake events from 159 unique stakers
- 873 conviction support update events
- Notable: TE Academy (64K), Gravity DAO (76K), cadCAD (54K)
Dune exports (4 queries):
- Pool balances (4,220 rows), common pool (872), reserve pool (887)
- Token balances with USD valuations (1,986 rows)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-03 13:05:36 -07:00
Jeff Emmett
6496f46430
Add data sources reference and on-chain data collection notebook
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- Contract addresses identified: TEC token, ABC, reserve pool, common pool
- Dune dashboards cataloged (tec/tec, tec/tec-gno, tecommons/TECommons)
- Forum sources linked (shutdown proposal, sunsetting framework, Q1 report)
- Notebook 01 fetches ABC buy/sell events and TEC transfers via RPC
- Treasury state at shutdown documented (~$300K total)
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2026-04-03 12:29:22 -07:00
Jeff Emmett
84a3e427b4
Initial repo structure for TEC token dynamics analysis
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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>
2026-04-03 12:20:46 -07:00
Jeff Emmett