0xngmi-1

should we remove annualized fees and revenue numbers from defillama?

just report 30d values and let users multiply by 12 by themselves if they want it annualized?

all the projects that tried to do trading of pre-market coins or stocks failed

fundamentally there's a clear demand for this, and crypto can enable it, but nothing has worked other than stuff like perps very close to launch

The idea of companies raising money launching shitcoins through believe app seems extremely inefficient:
- from the company side: total money raised is way lower
- from the buyer side: creators can snipe their own coin and dump without vesting, no incentive to build long term

a few years ago, when defillama only tracked TVL, I saw the trend towards tracking defi revenue and it was scary

so i pivoted defillama to focus on being the #1 provider of revenue data

A few years down the line, now we are the most comprehensive defi revenue tracker

We are adding a new App Fees/Chain GDP metric to defillama, which will track the sum of fees on all apps in a chain (AAVE, uniswap...) with the goal of tracking economic activity

Should we add sequencer fees for L2s into GDP of L1? Why/why not?

We are adding a new Chain Fees/GDP metric to defillama, which will track fees of all apps built on a chain

Should we add sequencer fees for L2s into the chain fees of the L1? Why/why not?

Which name is clearer for a metric that tracks the value of all coins on a chain: Assets on Platform or Assets Onchain?

Biggest historical comparison to what could happen with a 1bn ico for pump would be the mutant and otherside mints from BAYC

after those mints volume of the entire NFT space dropped because everyone spent their money on it

and that raised only a fraction of the discussed 1bn

why does pump need to raise 1bn tho? how is it gonna invest that for growth if it already has made 675m and hasnt spent that either

what are they planning to do with 1bn?

urăsc de fondatorul solana 🤝 urăsc de podcasterii ethereum

asta este cum știi că sursa de date este neutră

lending protocols by total borrowed

credeam că am văzut totul, dar acum cineva se dă drept defillama pentru a înșela gospodinele arabe spunându-le că le vom trimite 500$ dacă trimit 100$

Am văzut filmul despre ethereum, cele două cazuri de utilizare a ethereum-ului menționate sunt *verificând notițele* uber descentralizat și pașapoarte pe blockchain, defi nu este menționat niciodată

Putem trece de la cazurile de utilizare din ICO-urile din 2017 la lucrurile care sunt de fapt utilizate și au un impact?

all these new crypto treasury vehicles popping up are almost literally a repeat of the ohm fork meta

remember how that ended?

aproape toată lumea a ratat asta, dar un judecător a anulat condamnarea la 20 de ani de închisoare a hackerului de la mango markets

Pe baza ideii că un tribunal din NY nu are jurisdicție asupra acestuia și a ideii de "strategie foarte profitabilă"

totuși, va merge la închisoare pentru 4 ani pentru că este pedofil

something that i didnt expect when talking with tradfi institutions is that they see that defillama is opensource, think its like wikipedia, and conclude that anyone can submit anything with no checking

but we literally check every update and reject a bunch of them

everyone is missing the actual issues REV has as a metric:
- Chains have varying levels of maturity in their MEV infrastructure (cowswap mev-protected rpcs..)
- Some L2s don't have MEV tips, but chains do

So when you compare chains by REV you're not comparing apples to oranges

in the last 2 months at defillama we've had lots of tradfi institutions contact us about defi data, way more than what we saw before

feels like tradfi interest in defi is significantly picking up

today i read an academic paper on the methodology of defillama and ngl i find it crazy to see financial institutions writing scientific papers on the work i do

> get sent a tweet with a defillama screenshot with numbers that seem too high for a project
> wtf that's a bug, need to fix asap
> investigate
> turns out in the screenshot someone had *inspect element* increased the numbers on their project

bruh.jpg