Onchain Markets in 2022
a review of the tumultuous year and a look forward
parsec.substack.com/p/onchain-mark
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This week on the podcast we chatted with and of
We discussed:
* comparison of Jito to EVM MEV auctions
* Long tail Solana MEV and searchers write locking each-other
* Solana's future
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Canto NFTs
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Aave V3 live on mainnet and live on parsec in the same day
can already see some risk moving over, all eyes on wstETH/ETH e-mode
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NOTE demand very strong, nice proxy for CANTO demand
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Parsec Weekly #21
we discuss:
- OUSG and trickle down yields in DeFi
- NFT market and front running the news
- Mutant hounds
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Welcome enjoyers, to the Parsec NFT discord
We have just launched a new server for all things Parsec & NFT's
To celebrate we are giving away a subscription and offering 20% off for the rest of January
To enter the giveaway and find the code, RT and join
discord.gg/JaXWMjz8Mf
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bLUSD premium deteriorating, lengthening profitability durations for chicken bonders
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gm friends, the first 2023 issue of the weekly is up, this week we chat:
* NFT market overview and the cute thesis continuation
* and his GeoMetric Pepe's
* Captainz and market contemplations
parsec.substack.com/p/parsec-weekl
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7/ We look into 2023 with hopes that emerging trends of LSDs, onchain perps, continue and grow. With a final piece on AMMs.
read the whole piece here (& sub to our free research!)
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6/ CeFi completed its collapse with FTX insolvency
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5/ The merge provided some hope
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4/ UST did this
GIF
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3/ Otherdeed sucked the last life out of the NFT bull run
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2/ Abracadabra poured gasoline onto Anchor with Degenbox
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1/ 2022 started off with a bang with the delevering of DeFi 2.0 darlings ohm and wonderland
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parsec allows tracking of the supply side lending markets (interest rates, borrow/supply flows) as well as position monitoring and risk tooling via liquidation levels
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Gearbox live on parsec
is innovating with a credit account model and diverse collateral to provide flexible and efficient leverage onchain
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Lastly track relative performance of the relevant NFTs and the DEX liquidity of APE over time
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Follow total staking participation of BAYC/MAYC and the APE claim pressure from rewards
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Track the APE balance in the staking contract over time along with large deposits/withdraws and general token accumulation.
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In this dash you can track historical staking rates delineated by pool (using our new timeseries component 👀)
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In a market bereft of narrative APE staking has launched a novel cross NFT<>token staking contract.
We made a dashboard to track all the competing dynamics here
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In this weeks parsec weekly we cover
* $APE staking
* Lodestar attack & pvp (player v protocol)
* Blur bid side liquidity
* The rise of Pudgy’s, Seals and Panda’s
* RTFKT: Project Animus
* Uniswap’s NFT aggregator and airdrop
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Waves dying a slow and quiet death trading at $0.84 with <$500k in 3CRV left in the pool
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The new pool important adds the ability to accept bids on blur's marketplace
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New bidding pool from Blur has quickly attracted >10k ETH in deposits
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This chart is also useful for identifying hot contracts by clicking bins and seeing gas breakdown
find this component in `chaindata - Eth Gas Metrics`
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Track ETH net issuance with our velocity chart, which shows net issuance in discrete bins over different timeframes
FTX volatility effect dwarfs recent chain activity
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🔓Unlock your trading potential🔓
We have partnered with to provide you with some joy this bera market, we are giving away one of their NFT’s and 3 x Parsec subscriptions
To enter:
✅ Follow &
✅ Like and RT
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To find this component go to `derivatives -> perpetual positions`
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GMX has sustained 9 figure OI for weeks now and is clearly a leader in the DEX perps space.
To understand GMX traders positioning use our perpetual positions component which shows agg liquidation prices and individual positions
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Long Weekend Parsec Weekly!
* onchain risk on reversal?
* DeFi stable reroll
* $APE staking + the trial of Jimmy the monkey
* NFT project updates
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Ideally such high rates would incentivize depositors, but pool solvency concerns are staying depositors, supply flows are the key indicator here
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Aave reserves printing CRV with rates this high
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Parsec Weekly is up
* GUSD & stablecoin net flows
* The market reset
* NFT market update - bluechip rotation week
* Web2 x Web3 partnerships & more
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GUSD Aave utilization back down to normal levels as gemini concerns ease and peg remains strong.
Follow along with this public dash
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New Podcast with where we break down his theory on Alameda's downfall as an market maker
We discuss MM competition, liquidation engines, toxic flow dynamics and how crocswap fits in!
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