Analytics Weekly Highlights | 2024-W42
Hi Invader, and welcome to the Analytics Weekly Highlights for Week 42 of 2024 !
_______________________________________________________________________________________________________________________________________________________________________
Supply & Market Capitalisation
INV FDV USD: 13,456,200 (Change: +1.44%)
INV Circulating Supply USD: 12,724,327(Change: +1.44%)
INV Circulating: 581,621 (Steady)
_______________________________________________________________________________________________________________________________________________________________________
DOLA Feds
DOLA Feds
This week the Fed Chair expanded the DOLA supply to accomodate FiRM new markets (+15.2 millions) and expanded largely the Aero Fed (CCTP) by 8 millions, bringin DOLA supply to a new ATH over USD 200 millions.
Total DOLA Supply: 206,112,526(+12.71%)
_______________________________________________________________________________________________________________________________________________________________________
FiRM
Usage
FiRM user numbers are unchanged in week 42.
Borrowers: 81 (steady)
Stakers: 192 (steady)
Active Users: 251 (steady)
Markets
In Week 42 FiRM TVL and borrows display both a slight decrease :
TVL : USD 37,230,307 (-1.43%)
Current Borrows : USD 18,599,110 (-.029%)
This week we spotted large withdrawals and repayments on wstETH and sFRAX markets as well as large deposits and borrows on crvUSD and crvUSDDOLA-f markets.
The most noticeable ones this week are :
Withdrawal by 0xca6...87a on wstETH market for USD 2.1 millions at 0x32f...906
Repayment by 0xca6...87a on wstETH market for USD 1.2 millions at 0x32f...906
To see the full list of whales transactions above USD 100k , scroll below this section.
DBR
Burned: 569,177 DBR (Change: +2.78%)
Total Burned: 20,499,152 DBR
_______________________________________________________________________________________________________________________________________________________________________
sDOLA
In Week 42 sDOLA deposits witnessed a large withdrawal activity.
Total deposits : 1,250,331 DOLA (-30.64%)
_______________________________________________________________________________________________________________________________________________________________________
sINV
In Week 42 sINV deposits witnessed a large deposits activity.
Total deposits : 30,560 INV (+20.04%)
_______________________________________________________________________________________________________________________________________________________________________
DBR Virtual Auction
This week the DBR auction displays as usual a steady increase:
Total DOLA bougth : 1,448,551 DOLA (+46,888 DOLA / +3.35%)
Total DBR sold : 18,109,029DBR (+952,811 / +5.55%)
_______________________________________________________________________________________________________________________________________________________________________
DOLA Liquidity Pools
On the LP front, we observe some large movements awhile the DOLA/Other assets ratio remains largely unchanged :
DOLA in LPs: 106,352,578 DOLA (+9.26%)
Other Assets in LPs: 87,409,516 USD (+8.68%)
DOLA/Other Assets Ratio: 121.67% (Change: +0.4 pp)
The largest changes this week are observed on Base chain :
D0LA-USDbC aerolp TVL increases by USD 15.4 millions (+14.46%) to reach USD 122 millions at week close
D0LA-USDC aerolp TVL increase by USD 1.6 millions (+4.58%) to reach USD 36 millions at week close
More exhaustive figures available in the table below !
_______________________________________________________________________________________________________________________________________________________________________
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 relatively quiet, we've seen:
1 proposal created
1 proposal queued
1 proposal executed
This proposal was related to Unpause the st-yCRV market on FiRM.
_______________________________________________________________________________________________________________________________________________________________________
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.