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