TEC-analysis/notebooks
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
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01_data_collection.ipynb Add data sources reference and on-chain data collection notebook 2026-04-03 12:29:22 -07:00
02_conviction_voting_analysis.ipynb Add analysis notebooks: CV, treasury, and mechanism post-mortem 2026-04-03 13:13:58 -07:00
03_treasury_and_pools.ipynb Add analysis notebooks: CV, treasury, and mechanism post-mortem 2026-04-03 13:13:58 -07:00
04_mechanism_postmortem.ipynb Add analysis notebooks: CV, treasury, and mechanism post-mortem 2026-04-03 13:13:58 -07:00
05_abc_and_markets.ipynb Add ABC & market analysis notebook, all Dune data downloaded 2026-04-03 13:19:29 -07:00