Whatever happened to that Theopatra real estate DeFi thing that had a bunch of BowTieds with pawns in their bios? Didn’t want to FUD their bags, but trying to own real estate while being a crypto anon seemed a regulatory nightmare.
trying to create my own comps sheet via google sheets, how do you all pull fees and users from coingecko? I'm able to pull the prices/supplies/volume/etc but don't see the documentation on fees/users.
There's an "ETH annualized basis 3 months" chart, click into the calendar on that (box beginning May-22-22) not the drop down "3 months". Select "1Y" in the vertical drop down menu on the left.
Now, they have added Bitmex and other exchanges which makes the historical data look gimped with basis > 100% but you can see correct figures from Deribit by mousing over.
Never kept my own historical data of this as setting up ticker plants and DBs is such a pain and I don't really trade much (and historical data wouldn't be a useful input to a trade anyway)
Down from ATH seems to favor coins that didn't pump really hard. I'm not convinced a pump is necessarily a bad thing for a token overall, but it will get punished by the down from ATH metric.
What about down from 300 day moving average? Wouldn't this give a better idea of reversion to mean and over/under value relative to prior performance?
It's an interesting idea. I'd want some sort of volume weighting on the prices used, e.g. price of an altcoin 6 months before it hits a CEX and has $10k volume/day on Sushi probably shouldn't carry the same weight as the price when turnover is $2m/day.
ATH tells us about both the price insensitive marginal buyer and the (temporary) withdrawal of supply. Anything purely price based is too much of a blunt instrument though, it might flag up a coin or sector to look at but then research comes in!
Surprisingly BNB is also quite resilient.
Right now I'm seeing it at 53% drop from ATH, actually better than BTC/ETH (at this point in time), and in general within a few percentual points
Whatever happened to that Theopatra real estate DeFi thing that had a bunch of BowTieds with pawns in their bios? Didn’t want to FUD their bags, but trying to own real estate while being a crypto anon seemed a regulatory nightmare.
I've had the discipline to stay quiet on that project so far and will leave it at that.
Think BTB made a tweet about it though.
trying to create my own comps sheet via google sheets, how do you all pull fees and users from coingecko? I'm able to pull the prices/supplies/volume/etc but don't see the documentation on fees/users.
Great overview!
"Crypto Yield: ETH annualized basis on Deribit (LTM)" can I check where to see that graph in the link provided? I couldn't find it.
Thanks.
There's an "ETH annualized basis 3 months" chart, click into the calendar on that (box beginning May-22-22) not the drop down "3 months". Select "1Y" in the vertical drop down menu on the left.
Now, they have added Bitmex and other exchanges which makes the historical data look gimped with basis > 100% but you can see correct figures from Deribit by mousing over.
Never kept my own historical data of this as setting up ticker plants and DBs is such a pain and I don't really trade much (and historical data wouldn't be a useful input to a trade anyway)
Thank you!
Down from ATH seems to favor coins that didn't pump really hard. I'm not convinced a pump is necessarily a bad thing for a token overall, but it will get punished by the down from ATH metric.
What about down from 300 day moving average? Wouldn't this give a better idea of reversion to mean and over/under value relative to prior performance?
It's an interesting idea. I'd want some sort of volume weighting on the prices used, e.g. price of an altcoin 6 months before it hits a CEX and has $10k volume/day on Sushi probably shouldn't carry the same weight as the price when turnover is $2m/day.
ATH tells us about both the price insensitive marginal buyer and the (temporary) withdrawal of supply. Anything purely price based is too much of a blunt instrument though, it might flag up a coin or sector to look at but then research comes in!
Ok so each day I check price and bad price. I’m down, down bad. Down horrendous. Defi ed devs do something!
Coming soon - the Inverse DeFi Not-An-ETF (pending borrowable tokens) - we'll launch at the DeFi picobottom for down-only
Possible to do a study on the tokenomics of xcad?