jeffemmett
/
TEC-analysis
1
0
Fork 0
Code Issues Pull Requests Packages Projects Releases Wiki Activity
3 Commits 2 Branches 0 Tags 18 MiB
Jupyter Notebook 92.1%
HTML 7.8%
Python 0.1%
Go to file
Jeff Emmett 041ee79945 Add conviction voting data and Dune pool balance exports 
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
data Initial repo structure for TEC token dynamics analysis 2026-04-03 12:20:46 -07:00
notebooks Add data sources reference and on-chain data collection notebook 2026-04-03 12:29:22 -07:00
references Add data sources reference and on-chain data collection notebook 2026-04-03 12:29:22 -07:00
src Add conviction voting data and Dune pool balance exports 2026-04-03 13:05:36 -07:00
.gitignore Initial repo structure for TEC token dynamics analysis 2026-04-03 12:20:46 -07:00
README.md Initial repo structure for TEC token dynamics analysis 2026-04-03 12:20:46 -07:00
requirements.txt Initial repo structure for TEC token dynamics analysis 2026-04-03 12:20:46 -07:00

README.md

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

python -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt