 Jeff Emmett
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0698ced6fe
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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>
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2026-04-03 13:19:29 -07:00 |
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Jeff Emmett
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0dc3c41111
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Add analysis notebooks: CV, treasury, and mechanism post-mortem
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>
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2026-04-03 13:13:58 -07:00 |
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Jeff Emmett
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6496f46430
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Add data sources reference and on-chain data collection notebook
- 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>
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2026-04-03 12:29:22 -07:00 |