Analytics Weekly Highlights | 2024-W28

Naoufel

7/15/20242 min read

Welcome to the Analytics Weekly Highlights for Week 28 of 2024. Let's dive into the latest trends and operations in Inverse Finance Ecosystem.

Supply & Market Capitalisation

  • INV FDV USD: 16,664,567 (Change: +9.74%)

  • INV Circulating Supply USD: 16,584,482 (Change: +10.30%)

  • INV Circulating: 559,908 (Change: +0.50%)

DOLA Feds

DOLA Feds

This week the Fed Chair expanded largely the DOLA supply to accomodate FiRM markets (+5.3 millions) and contracted the FRAX-pyUSD and Aura Fed bringing DOLA supply close to DOLA 130 millions.

  • Total DOLA Supply: 130,640,316 (+2.06%)

FiRM

Usage

FiRM user numbers are displaying unusual increase in week 28 :

  • Borrowers: 69 (+10)

  • Stakers: 212(-2)

  • Active Users: 256 (+6)

Markets

In Week 28 FiRM markets display an impressive increase in both Collateral deposited and current borrows, propelled by larges deposits on cvxCRV and wstETH markets as well as INV price recovery.

  • Total Collateral: 23,402,418 USD (Change: +25.68%)

  • Current Borrows: 9,069,458 DOLA (Change: +17.25%)

This week spotted multiple large transactions over USD 100k value mainly due to large deposits and borrows from cvxCRV, wstETH and sFRAX markets, as well as on CRV, DAI and wBTC in a minor extent. The exhaustive list is of transactions available at the end of this section.

DBR
  • Burned: 205,819 DBR (Change: +1.19%)

  • Total Burned: 17,356,788 DBR

sDOLA

In Week 28 sDOLA deposits are back on track with more than 136k DOLA deposited :

  • Total deposits : 1,496,760 DOLA (+10.02%)

DBR Virtual Auction

This week the DBR auction displays as usual a net increase :

Total DOLA bougth : 936,895 DOLA (+56,522 DOLA / +6.42%)
Total DBR sold : 8,008,464 DBR (+905,479 / +12.75%)

DOLA Liquidity Pools

On the LP front, we observe some  rebalancing on the markets following large movements over the previous weeks :

  • DOLA in LPs: 70,621,261 (-6.14%)

  • Other Assets in LPs: 50,822,500 USD (-5.24%)

  • DOLA/Other Assets Ratio: 138.96 (Change: -2.64 pp)

The largest changes this week are observed in the aero DOLA-USDC (-3.8 M) and DOLA-USDbC (-3M).

Governance

Stay tuned for more insights next week ! If you have any data question don't hesitate to reach out to @naouufel on X/Twitter or to the Analytics General channel on our Discord.

This week in governance we've seen:

  • 1 proposal created

  • 1 proposal queued

  • 1 proposal executed

Those proposals were related to :

Notes

Supply & Market Capitalisation : positions : on-chain data (RPC) , prices : DefiLLama

FiRM & Governance : on-chain data (subgraph: inverse-governance-subgraph)

DOLA Feds : on-chain data (RPC)

Markets : prices: Coingecko ; CEX trades & volume: Coingecko ; DEX trades & volume: on-chain data

Liquidity Pools : positions : on-chain data (RPC) ; prices : DefiLLama

To process and analyze the data we make a heavy use of python scripts and SQL which rely on our in-house data analytics platform Inverse Watch.

The data presented in this article has been aggregated on a weekly basis and is combining multiple data sources listed below. It is presented for information purposes and does not constitute an investment advice.

This analysis was realized taking assumptions due to the quality of the historical data available for some token prices. For this reason, some historical values might deviate from the reality

We do strive to continuously improve our data productions processes and are upgrading our methodology every day with the best tools available. For this rreason the data might periodically get revised.

Sources