Fundamental analysis across web3
Joined May 2021
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1/ @Superfluid_HQ pops onto the scene, breaking into top 5 dApps by unique weekly active addresses (WAA) in wk 5.
Today we explore the fastest growing (and declining) protocols on @0xPolygon PoS chain!! $MATIC
Full analysis 👇👇👇
Poor data quality = false claims.
Developers, users, investors depend on you to tell the truth. @Delphi_Digital please invest in better due diligence to prevent misleading your readership.
Cryptoslam still only covers 3 of top 10 non financial NFT collections on @0xPolygon.
1/ @Planetix0 takes the lead for most used dApp on @0xPolygon!
Today we explore the fastest growing (and declining) protocols on $MATIC.
++ 12 NFT collections that pass $1mm volume. Full analysis 👇👇
2/ Polygon's top 5 dApps span gaming, NFTs and defi.
Top dApps last week by WAA
1 @Planetix0, 118k
2 @BenjiBananas, 77k
3 @Galxe 70k
4 @playWAM 61k
5 @opensea, 25k
6 @ARC8App 23k
7 @paraswap 18k
By category,
9/20: Gaming
8/29: Defi
2/20: Utility
1/20: NFT
Sports center on community - making them excellent candidates for successful NFTs.
@skhiearth10 just published a great look at how various futbol projects are leveraging NFTs on Polygon (including "one of the most valued NFTs in the history of sports")
1/ Football on Polygon ⚽💜
The last couple of months have been crazy for football fanatics and as we digest the roller-coaster @FIFAWorldCup and re-enter the Club Football Season; let’s take a closer look 📊🔎 at the Football ecosystem on Polygon.
A thread 🧵👇🏻
4
1,003
Super interesting read.
Developers need to provide world class user experience and performance. Web3 mass adoption will severely stress current solutions. How to scale? 👇👇
Huge congrats to friends at @ZettaBlockHQ team reducing development time(-70%), and API latency (-90)!!
1) On November 13th, @elonmusk apologized for Twitter doing more than 1,000 RPCs to render a user’s home timeline. This reminds us of the current growing pains in Web3: txns across the top 10 chains have multiplied by 100x in 2 years
checkout the blog: link.medium.com/suEboBGpzvb
1/ @0xPolygon passes Ethereum in weekly active addresses (WAA)! It is the 3rd consecutive all time high.
WAA: 2.27mm, +45.7%
Tx: 19.7mm, +3%
Rev: $464k, +196%
Today we explore the cause of this week's spike, its sustainability, broader crypto growth+more. Full analysis 👇👇👇
2/ @0xPolygon's growth is stunning. First, the consistency (9/12 weeks growth), second the magnitude (these aren't 3% jumps)
Below I pulled out the last w/w #
Week 41: +45.7% (+715k)
Week 40: . +8.9% (+127k)
Week 39: +42.5% (+428k)
Week 38: +8.2% (+76k)
Week 39: +7.5% (+65k)
1/ @0xPolygon hits an all time high in weekly active addresses (WAA)!!
WAA +42% week/week to 1.436mm. Previous high:1.22mm Nov 2021.
Week over week, $MATIC saw +428k unique users, and is the 3rd consecutive week of growth.
Full analysis (w/ drilldowns & comps) 👇👇👇
2/ @0xPolygon is steadily increasing it’s active userbase.
9 of the last 12 weeks, Polygon has increased users. And from five weeks ago, growth has accelerated.
Week 39: +42.5%
Week 38: +8.2%
Week 37: +7.5%
Week 36: -5.3%
Week 35: +12%
1/ @0xPolygon is moving. Unique active addresses (UAA) hit 1mm, up +8.2% week over week!
Week 37: 931k
Week 38: 1,008k
What’s driving growth? Is crypto rebounding as a whole? Or is $MATIC breaking out?
Full analysis 👇👇👇
2/ What’s driving growth?
Gaming dApps are gaining momentum. Top dApps by WAA
@BenjiBananas 136k, +6.5%
@Arc8App 55k, +67% (!!)
@sunflowerfarmz 27k, +0.1%
@Planetix0 +7.4%
@PegaxyOfficial +56%
All +week/week moves & special shoutout to @Arc8App leading +67% week over week!
1
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Awesome opportunity for upcoming analysts!
1/ Web3’s impact on the🌎global economy is growing exponentially. Yet, there remains a *deficit* of Blockchain #DataAnalyst talent😢
& In comes our ‘Data Alchemist Boot-Camp’🧪that *PAYs* you $2,000💵to learn Web3 Analytics.
Unlock your path towards a Web3 Career🧵👇🏼
Had the chance to contribute to @OurNetwork__ this week!
@0xPolygon's highlights 👇👇👇
Developer activity: 3x growth, 90k new developers in Q2
NFTs: 500k active wallets! Top NFT collections
Chain: 843k WAU, 20mm tx
For full analysis + coverage on @NEARProtocol + @binance
Issue #131 is live with in-depth analysis on L1s 💫
Projects:
@0xPolygon
@NEARProtocol
@binance
@solana
Analysts:
@RaphaelSignal
@Artemis__xyz
@AlanaDLevin
@CraigBurel
@jp12__
Data:
@Artemis__xyz
@MessariCrypto
@tokenterminal
@DefiLlama
@flipsidecrypto
ournetwork.substack.com/p/ou…
Looking for remarkable data engineer(s) + scientist to join data and analytics team at @0xPolygon
JD: jobs.lever.co/Polygon/dd1c5c…
DMs open.
Got the chance to cover @0xPolygon PoS overview in the always excellent @OurNetwork__
Check out this week's deep dive on Polygon ecosystem below -> $MATIC
Issue #119 is live with in-depth analysis on the @0xPolygon $MATIC ecosystem 💫
Projects:
@0xPolygon
@opensea
#Gaming
Analysts:
@RaphaelSignal
@Nifty_Table
@Simran__02
Data Sources:
@DuneAnalytics
Read/Subscribe:
ournetwork.substack.com/p/ou…
💪💁♀️💀 @Simran__02
2/ We start with transaction data.
@0xPolygon saw 11.9mm NFT transactions last week.
The most transacted collections were
@PegaxyOfficial: 1.1mm
@LeagueKingdoms: 394k
@wonderNFT: 127k
s/o to @cigeza
1/ $MATIC hits 4th consecutive week of active address growth, rebounding 32% month over month.
DAU: 415k (+3%)
Tx/day: 2.9mm (+4%)
Cost/tx: $0.016 (-4%)
Rev/day: $48k (+0.1%)
New contracts (>30tx): 916
Full @0xPolygon analysis w/ dApp breakdowns 👇👇
1/ This week's fastest growing dApps on @0xPolygon!
Huge congrats to @thetanuts and @KyberNetwork for breaking into the top 10 dApps by users! And @OtterClam for taking the top spot.
$MATIC
2/ Nominally, the top dApps by active addresses are
@CrazyDefenseEN : 172k
@QuickswapDEX : 56k
@KyberNetwork 36k
@PegaxyOfficial 31k
@ARC8App 31k
Huge thanks to @cigeza and @skhiearth10 Looking forward to building the richest contract mapping database in web3 for anyone to use.
Got the chance to contribute to the always excellent @OurNetwork__ ! Check in to see some unique $MATIC insights I don't normally cover ;)
Full thread coming later today. @0xPolygon
OurNetwork #109 is live.
Coverage:
#Polygon
Projects:
@0xPolygon
@opensea
@Uniswap
Analysts:
@RaphaelSignal
@chuxin_h
@derekmw23
Data Sources:
@DuneAnalytics
@DefiLlama
Read/Subscribe:
ournetwork.substack.com/p/ou…
Amazing opportunity for anyone looking to take the plunge. Special thanks to @antinertia + team!
We are BACK 🎉
LCF Spring 22
40 Fellows will be given €100k to spend a year discovering new web3 territories
Walking in the footsteps of @mazuryxyz @Narvalgmi @tryboomerang @briqNFT @TrustblockDapp @zilly_social @BaguethDAO
20 legendary Partners (👇)
medium.com/lecryptofellowshi…
