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Analytics Weekly Highlights | 2024-W43

Naoufel

10/28/20243 min read

Hi Invader, and welcome to the Analytics Weekly Highlights for Week 43 of 2024 !

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Supply & Market Capitalisation

  • INV FDV USD: 13,050,300 (Change: -3.02%)

  • INV Circulating Supply USD: 12,334,094(Change: -3.02%)

  • INV Circulating: 581,249 (Steady)

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DOLA Feds

DOLA Feds

This week the Fed Chair expanded the DOLA supply to accomodate FiRM new markets (+8.4 millions)  bringing DOLA supply to a new ATH over USD 214 millions.

  • Total DOLA Supply: 214,848,094(+4.24%)

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FiRM

Usage

FiRM user numbers are seeing a relatively large increase in week 43.

  • Borrowers: 89 (+8)

  • Stakers: 189 (-3)

  • Active Users: 254 (+3)

Markets

In Week 43 FiRM TVL and borrows display both a large decrease :

  • TVL : USD 28,210,119 (-15.81%)

  • Current Borrows : USD 14,950,785 (-15.79%)

This week we spotted large withdrawals and repayments on wstETH and DAI markets as well as large deposits and borrows on sUSDe market.

The most noticeable ones this week are :

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

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sDOLA

In Week 43 sDOLA deposits witnessed a small withdrawal activity.

  • Total deposits : 1,178,897DOLA (-5.71%)

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sINV

In Week 43 sINV deposits witnessed a large deposits activity.

  • Total deposits : 37,797 INV (+23.68%)

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DBR Virtual Auction

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

  • Total DOLA bougth : 1,496,751 DOLA (+48,200 DOLA / +3.33%)

  • Total DBR sold : 19,075,848 DBR (+966,819/ +5.34%)

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DOLA Liquidity Pools

On the LP front, we observe some  large movements awhile the DOLA/Other assets ratio increase by more than 16 percentages points  :

  • DOLA in LPs: 85,245,805DOLA (-14.78%)

  • Other Assets in LPs: 61,749,762 USD (-17.84%)

  • DOLA/Other Assets Ratio: 138.05% (Change: +16.38 pp)

The largest changes this week are observed on Base chain :

  • D0LA-USDbC aerolp TVL decreases by USD 11.4  millions (-10.56%) to USD 96 millions at week close

  • D0LA-USDC aerolp  TVL decrease by USD 14.7 millions (-54.34%) to USD 12 millions at week close

More exhaustive figures available in the table below !

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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:

  • 2 proposal created

  • 2 proposal queued

  • 2 proposal executed

Those proposal were related to :

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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