Commit Graph

2 Commits

Author SHA1 Message Date
Jeff Emmett d9d73284cb Add analysis snapshots and updated notebooks
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
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