Analytics Weekly Highlights | 2024-W48

Naoufel

12/2/20243 min read

Hi Invader, and welcome to the Analytics Weekly Highlights for Week 48 of 2024.

____________________________________________

Supply & Market Capitalisation

  • INV FDV USD: 19,181,850 USD (+2.30%)

  • INV Circulating Supply USD: 18,156,867 USD (+2.30%)

  • INV Circulating: 582,137 INV (steady)

____________________________________________

DOLA Feds

DOLA Feds

This week there were no changes in DOLA supply across all Feds.

  • Total DOLA Supply: 206,558,115 DOLA (Change: +0.00%)

____________________________________________

FiRM

Usage

FiRM user numbers are seeing a relatively large increase in week 48.

  • Borrowers: 86 (-3)

  • Stakers: 162 (-8)

  • Active Users: 228 (Change: -9)

Markets

The market has seen some fluctuations in collateral and borrows, with notable increases in collateral and decrease in current borrows mainly explained by large deposits on cvxCRV market and repayments on cbBTC market.

  • TVL : USD 62,563,727 USD (+8.25%)

  • Current Borrows : 28,366,729 DOLA (-4.07%)

This week we spotted multiple large transactions notably on cbBTC, CVX, and yvCurve-DOLA-FRAXPYUSD-f markets.

To see the full list of whales transactions above USD 100k , scroll below this section.

DBR
  • Burned: 277,966 DBR

  • Total Burned: 22,634,023 DBR (Change: +1.23%)

____________________________________________

sDOLA

In Week 48 sDOLA deposits continues their surge and increase sharply above 2 millions :

  • Total deposits : 2,000,438 DOLA (+21.18%)

____________________________________________

sINV

In Week 48 sINV deposits also witnessed a continued deposit activity.

  • Total deposits : 58,073 INV (+7.92%)

____________________________________________

DBR Virtual Auction

This week the DBR auction is back on track and displays a  modest increase :

  • Total DOLA bougth : 1,805,765 DOLA (+8,491 DOLA / +0.47%)

  • Total DBR sold : 22,470,703 DBR (+565,871 / +0.24%)

____________________________________________

DOLA Liquidity Pools

On the LP front, we observe some  large decrease awhile the DOLA/Other assets ratio decrease by more than 11 percentages points  :

  • DOLA in LPs: 56,296,724 DOLA (-0.66%)

  • Other Assets in LPs: 46,229,298 USD (17.36%)

  • DOLA/Other Assets Ratio: 121.78% (Change: -22.71 pp)

The largest changes this week is observed on Base and Optimism chains :

  • D0LA-USDbC aerolp TVL decrease by USD 2 millions (-15.93%) to USD 11 millions at week close

  • sAMMV2-USDC/DOLA TVL increase by USD 2.9 millions (+82.14%) to USD 6.5 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.

____________________________________________

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