sem

@sem1d5

Writing on-chain analysis on Terra 🌕 Data powered by

sem1d5.substack.com
Joined March 2021
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  1. Pinned Tweet
    Sep 10

    Compiling a list of my Terra on-chain analytics:

    3 replies 9 retweets 38 likes
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  2. 23 hours ago

    Curious to know if you've any Pvp speculations 🤣

    3 replies 2 likes
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  3. 24 hours ago

    DFK speculation on Pvp teams 1. Well rounded team Physical range(archer) + magic (Wiz) + tank (paladin/knight) 2. Tank for dayz Physical (warrior) + healer/summoner + paladin/knight 3. My fav magic yolo Double wizard/summoner + dark knight (for extra int stat)

    2 replies 6 likes
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  4. Dec 13

    Leveling heroes to hedge against hero floor prices 👀

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  5. Dec 13

    If you like these points, I expanded on them and more here: Thanks for reading ✨

    3 replies 1 retweet 62 likes
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  6. Dec 13

    An interesting observation from this is there is a 32.7% churn rate for Anchor so far. 🔹32.7% of wallets have deposited some and have completely withdrawn all of them What could be a potential reason for this churn?

    9 replies 24 likes
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  7. Dec 13

    Last but not least, what if we can see how much have people deposited into Anchor so far? Breakdown below shows a snapshot of wallets on the total deposited into Anchor. 🔹19.7% of wallets have between 1k - 10k UST in Anchor 🔹52.1% of wallets have >0 - 10k UST

    3 replies 2 retweets 37 likes
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  8. Dec 13

    Right now, the collateral value on Anchor is shown in USD. This makes it hard to know if people are depositing more collateral or if the asset prices are increasing. By tracking the collateral by amount, we can gauge market sentiment through the rate of deposit and withdrawal

    2 replies 1 retweet 33 likes
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  9. Dec 13

    An advantage of DAU/MAU is that it makes it easy to communicate Anchor's usage to others. '7.5B in TVL with 50k unique users monthly' is more convincing than just TVL alone.

    1 reply 4 retweets 41 likes
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  10. Dec 13

    The first metric to track is the daily/monthly active users. Depending on how we define active, it could be transactions involving deposit, borrow or repay. In the DAU graph below, I simply included all transactions on Anchor except for airdrop claims

    1 reply 1 retweet 48 likes
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  11. Dec 13

    1/ has some attractive stats on its homepage - 7.5B in TVL including 4B in collateral value. However, I believe there could be better metrics to accompany TVL to better paint the picture of the protocol's growth

    20 replies 71 retweets 388 likes
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  12. Retweeted
    Dec 12

    2021 was good to crypto. Next year things will look different b/c of changes in macro environment & tech adoption cycle. Here are top 3 crypto investment themes I’m bullish 📈 & bearish 📉 about for 2022 👇

    325 replies 2,365 retweets 8,985 likes
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  13. Retweeted
    Dec 10

    Want to get involved with 's bounty programs 📊 but don't know where to start 🤔? We've got just the thing. Check out our new user bounty + tutorial featuring 👍! We're offering 0.5 to new users who complete it 🪙🪙!

    1 reply 6 retweets 25 likes
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  14. Dec 2

    Nice

    1 reply 11 likes
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  15. Dec 2

    Waiting for Luna to hit 69.420 so I can say nice

    4 replies 1 retweet 20 likes
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  16. Retweeted
    Dec 1

    Here we have a detailed cross-chain bridge tutorial - moving between <> 👐👐 Happy bridge 🌉

    49 replies 160 retweets 912 likes
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  17. Retweeted
    Dec 1

    Buying a , , , or ? Make sure you check the first! This new tool from + can help you know if your listing is a deal, a steal, or a rip-off

    5 replies 11 retweets 54 likes
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  18. Nov 29

    Further reading on grant allocation:

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  19. Nov 29

    This video deserves so much more love The commitment to fund 100 DAOs is so inspiring

    1 reply 1 like
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  20. Retweeted
    Nov 29

    Hi Friends! I know everybody is busy today with questing in , but please take a moment while you're waiting on your stamina to read The Hero's Hold #3! Thanks as always for your support!

    3 replies 31 retweets 118 likes
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  21. Retweeted
    Nov 29

    We're excited to be bringing to Algorand! Free labeled data + ALGO rewards = awesome analytics by and for the whole community 💪💪💪 Get started 👇

    We're delighted to share has received a grant award to develop a Community-Enabled Analytics (CEA) solution which is designed to reward community members for learning about, analyzing, and publishing data. 👉
    2 replies 15 retweets 41 likes
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