Crypto.Edgar

Fundamental Investor | Web 3 data engineer | Tweets, threads & summaries on a select number of projects coated in a macro economic context

[Crypto.Edgar @CryptoEdgar_]

🚀 Meteora DLMM Users

I’ve been exploring @MeteoraAG for months to fully grasp its mechanics—now diving deeper into its on-chain data as the trenches have dried up a bit.

Daily active DLMM users are around 13,000, but there's a clear decline since the $TRUMP token launch (Jan 18-19) when 31,895 wallets were DLMMing 🔥

Expect more insights soon! 📊👀

Dashboard/data link 👇

Tagging some #Meteora users/communities I've seen posting to understand what kind of historical information would be beneficial to have.

@memecoinassasin @thegoosedao @SebMontgomery

#DeFi #Crypto #Solana

[Crypto.Edgar @CryptoEdgar_]

@Doonhamer_ @jords When you vote against what the final resolution will be, your staked UMA tokens get slashed.

Thus if you vote ‘No’ and the outcome is ‘Yes’, you lose a certain amount of your staked tokens.

It encourages bandwagoning.

And this is used as a Polymarket resolution source

[Crypto.Edgar @CryptoEdgar_]

Yeah, made a quick dashboard in @Dune to check the daily earnings payout.

Both for LP as well as Maker Rebates: https://t.co/mLcTD9bhhH

It seems that the total LP Rewards payout dropped significantly from 17-04-2026.

Maker rebates seems ok?

[Crypto.Edgar @CryptoEdgar_]

@Eltonma Yeah, made a quick dashboard in Dune to check the daily earnings payout.

Both for LP as well as Maker Rebates:
https://t.co/mLcTD9bhhH

It seems that the total LP Rewards payout dropped significantly from 17-04-2026

[Crypto.Edgar @CryptoEdgar_]

@Mamba248x So you’d say, she was playing us?

[Crypto.Edgar @CryptoEdgar_]

@Doonhamer_ @Polymarket Are there lockup/vesting addresses among these 15 top holders as well? I haven’t really looked in the tokenomics of $birb but I suppose there are?

[Crypto.Edgar @CryptoEdgar_]

@DefiIgnas They really need to change their tokenomics though. I’ve seen some information regarding some of the ideas.

Probably a good buy throughout the next bear market to potentially hit a homerun in the next bullrun.

Now feels a bit too late.

[Crypto.Edgar @CryptoEdgar_]

@fastlife @gewwingg Did you fill the form to explain your contributions? I think they’ve sent it out in August.

[Crypto.Edgar @CryptoEdgar_]

@dacc_maxi @kronbtc Probably referring to Wintermute

[Crypto.Edgar @CryptoEdgar_]

What on-chain research platforms are you guys using?

After @flipsidecrypto revamped, I moved to @Dune. Even have a paid plan there but running queries takes an absurdly long time throughout the week. Only weekends are doable.

Been waiting > 30 mins just to get my query to run on a paid plan ...

[Crypto.Edgar @CryptoEdgar_]

@gumsays @nftimm @cryptaxpt Probably a good thread for you to pick in here.

[Crypto.Edgar @CryptoEdgar_]

@gumsays @SolanaFndn Congratz! Enjoying your tweets and insights

[Crypto.Edgar @CryptoEdgar_]

@Deebs_DeFi @bubblemaps Congratz! Doing great in the world of on-chain analysis :)

Keep sleuthing 🔥

[Crypto.Edgar @CryptoEdgar_]

Never touching a memecoin launched by @BagsApp again. Too many of these promoted collaborations just turned into straight rugs.

At least @finnbags managed to get on the call with @MrBeast but completely fumbled the opportunity to promote his company/products etc

Moving on

[FINN @finnbags]

Yo how do i hop on this call

@MrBeast @adinross @teamwater

[Crypto.Edgar @CryptoEdgar_]

@MeteoraAG Now I can get rugged across even more bins

[Crypto.Edgar @CryptoEdgar_]

20% allocation to the team is a lot imo. My main worry. Why teams need so many tokens. To sell/take profits.

Said the same about @SharkyFi when they launched their token. Wasn’t good tokenomics/distribution and token dumped into oblivion.
Granted, they already had an NFT collection to do what they wanted to do.

Will it do well. Probably

[Crypto.Edgar @CryptoEdgar_]

@met_lparmy Not sure what's going wrong but I can't seem to do the Discord verification

[Crypto.Edgar @CryptoEdgar_]

@UseUltraLP 🔥

Good job building here!

[Crypto.Edgar @CryptoEdgar_]

@DefiIgnas Wow. That's a lot of yaps. I just signed up a few days ago. Not sure if even anything was earned so far 😂

Also, I shot you a DM a few weeks ago. Not sure if that got burried in everything else.

[Crypto.Edgar @CryptoEdgar_]

@AshSires @_kaitoai @KaitoAI I’ve just began to use it. Don’t really intent on promoting the platform or anything. Just felt like this is a nice addition to what I’m already doing :)

Especially since I’m planning on pushing out more Meteora related content.

[Crypto.Edgar @CryptoEdgar_]

Alright. Probably I'm a bit late to this party but ready to try out @_kaitoai

They claim to connect AI, attention and capital with Yaps. Let's see how that works out.

Claim yours 👉 https://t.co/Qf02qwUEDJ

[Crypto.Edgar @CryptoEdgar_]

@Deebs_DeFi @_kaitoai Gotcha. Historical data doesn't count? Only from the moment I signed up?