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