Analytics Weekly Highlights | 2024-W30

Naoufel

7/29/20243 min read

Welcome to the Analytics Weekly Highlights for Week 30 of 2024. Last week features a very high activity in borrowings on FiRM and a recovery in prices on crypto markets. Let's dive into what it meant for Inverse Finance Ecosystem.

Supply & Market Capitalisation

  • INV FDV USD: 17,589,612 (Change: +4.14%)

  • INV Circulating Supply USD: 16,139,064(Change: -3.73%)

  • INV Circulating: 559,937 (Change: +1.05%)

DOLA Feds

DOLA Feds

This week the Fed Chair expanded largely the DOLA supply to accomodate FiRM markets (+1.2 millions) and expanded the Aero Fed CCTP on Base.

  • Total DOLA Supply: 136,971,919 (+3.20%)

FiRM

Usage

FiRM user numbers are displaying a slight increase in week 30.

  • Borrowers: 73 (+2)

  • Stakers: 209(-1)

  • Active Users: 261 (+4)

Markets

In Week 30 FiRM markets display a more modest increases in both Collateral deposited and current borrows when compared to the previous week despite numerous whales transaction.

  • Total Collateral: 32,482,373 USD (Change: +2.52%)

  • Current Borrows: 14,910,617 DOLA (Change: +5.58%)

This week we spotted numerous large deposits and borrow transactions balanced by.large repayments and withdrawals. Some noticeable transactions include :

  • 2,406,077.24 USD deposit on wstETH market (595 wstETH) by 0xba1...8ed at transaction 0x117...807

  • 1,500,000 DOLA borrow on wstETH market by 0xba1...8ed at transaction 0x117...807

  • 781,586 USD withdrawal on wstETH market (200 wstETH) by 0xe53...941 at transaction 0x097...405

  • 525,016 DOLA repayment on wstETH market by 0xe53...941 at transaction 0x097...405

  • ...and many more on wBTC, CVX, DAI and comp markets ! For the full list check at the end of this section.

DBR
  • Burned: 266,510 DBR (Change: +1.50%)

  • Total Burned: 17,766,323 DBR

sDOLA

In Week 28 sDOLA deposits witness a shy increase by 20k DOLA :

  • Total deposits : 1,526,798 DOLA (+1.33%)

DBR Virtual Auction

This week the DBR auction displays as usual a net increase, and cross the bar of 1 Million DBR sold. Something worth celebrating !

Total DOLA bougth : 1,009,355 DOLA (+39,870 DOLA / +4.11%)
Total DBR sold : 9,047,591 DBR (+577,594 / +6.82%)

DOLA Liquidity Pools

On the LP front, we observe some  large movements and a sharp drop of the DOLA/Other assets ratio:

  • DOLA in LPs: 73,950,890 DOLA (+8.73%)

  • Other Assets in LPs: 60,736,899 USD (+13.94%)

  • DOLA/Other Assets Ratio: 121.76 (Change: -19.46 pp)

The largest abd most impressive changes this week are observed in the aero DOLA-USDbC (+14.6M).

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 was quite active,  we've seen:

  • 3 proposal created

  • 3 proposal queued

  • 4 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