Juan 🔺

Economics Researcher at @avalanchefdn | Ph.D. | Talks about Web3, Econ, and AI | No financial advice | View are my own

[Juan 🔺 @_DoctorC_]

@AvalancheFDN @frostLedger Good progress 💪

[Avalanche Foundation 🔺 @AvalancheFDN]

Speaking on the Avalanche Q3 Ecosystem Call, Matias A., Chief Investment Officer of the Avalanche Foundation (@frostLedger), shared an update on the Foundation’s economic research agenda.

The measurement framework is now established, work on value capture is underway, and research is now focused on how value is distributed through the ecosystem 🔺

[Avalanche Foundation 🔺 @AvalancheFDN]

Avalanche continues to take meaningful steps toward onboarding institutional finance, with the introduction of tokenized real-world assets as live collateral.

Income that originates in traditional markets and flows to assets held on Avalanche is part of what our Gross Chain Income (GCI) framework sets out to measure 🔺

[Eric 🔺 @eric_lu_sc]

Proud of the work we’re building here. Each piece adds to a clearer picture of how value is created and captured across Avalanche.

The next piece in the series is coming soon. Looking forward to sharing what we’ve found 🔺

[Avalanche Foundation 🔺 @AvalancheFDN]

The Economics of Blockchain is the Avalanche Foundation’s public research series and the ongoing home for our economic research agenda.

The agenda is organised around a sequence: measure the value the @avax ecosystem creates, capture that value at the protocol level, and determine how it is distributed across the network.

Each piece published in the series connects explicitly to that agenda: advancing the central hypothesis, answering one of the research questions, or documenting what the evidence shows and where it points next.

Updates, findings and new research will be shared through the series as the work develops 🔺

[Avalanche Foundation 🔺 @AvalancheFDN]

In a year when global football brought millions of fans together, ticketing is a clear example of blockchain solving a real-world problem: verifiable ownership and authenticity, built into everyday fan experiences.

Activity of this kind, grounded in real demand, is part of what our research agenda sets out to measure 🔺

[Juan 🔺 @_DoctorC_]

@AvaxTeam1 This is awesome 🙌

[Juan 🔺 @_DoctorC_]

@tarunchitra @BarterDeFi @malleshpai @ks_kulk @theo_diamandis Am I more likely to get a car if I switch or nah?

[Juan 🔺 @_DoctorC_]

@JuanSamitier @Panoptic_xyz yessir

[Juan 🔺 @_DoctorC_]

@purplepill3m @Panoptic_xyz All of the addresses considered are unique. I.e., if an address has multiple positions, their total liquidity is the sum of each position's liquidity

[Panoptic @Panoptic_xyz]

1/17 Panoptic works its magic by leveraging how UniV3 concentrated liquidity works🔮

But how "concentrated" is it really in Uniswap V3?
Do a few wallets control the pools?
What's the Gini index?🤔
Is there a Pareto-like principle at play with LP positions?

Let's find out!👇

[Juan 🔺 @_DoctorC_]

@dealflowpodcast Worth mentioning that @cryptojesperk has his own book on AMMs. It’s excellent!

[Juan Benet @juanbenet]

Huge day for the Filecoin Network - #FVM launches user programmable smart contracts 🚀🚀🚀

Stoked for a wave of new web3 apps w/ large scale data! 🛠

Thank you to 100s of teams and 1,000s of builders who helped build, test, and use #FVM -- specially @fvmdev team 👏👏👏

[Filecoin @Filecoin]

🎉 Today, the Filecoin community is proud to announce the successful launch of the #FVM! As of 3.14PM UTC, the Filecoin blockchain now supports smart contracts & user programmability, unlocking the enormous potential of an open data economy. Learn more: https://t.co/m2vWwkq7uA

[Panoptic @Panoptic_xyz]

1/12 The weekly volume on all NFT trading platforms was $120M last week. This includes BAYC, CryptoPunks, LOOT, Azuki, etc.

But...

$23 billion (yes, with a B) of value was traded on Uni V3 as financial NFTs 📈

Here's 8 reasons why @Panoptic_xyz is bullish on financial NFTs🧵

[Panoptic @Panoptic_xyz]

1/11 We simulated LP performance for 21 popular Uni V3 pools (high TVL & volume)

Results were surprising:
📢 LPs can be profitable!

💰 Which pools made the most?
📏 Are narrow or wide ranges better?

Find out 🧵

[Elon Musk @elonmusk]

Actual base level of Maslow’s hierarchy is lack of wifi

[Panoptic @Panoptic_xyz]

1/13 How do you know if one LP position or portfolio is riskier than another?

Is LPing riskier than HODLing?

This is the first of a series of threads where we discuss different types of risk, how to interpret them, and how to hedge them.

Let's dive in!

[Panoptic @Panoptic_xyz]

1/13 Read our latest: #ResearchBites from @_DoctorC_ of the @Panoptic_xyz research team!

============

In this thread, we will examine how The Merge impacted Ethereum's gas fee market.

How does gas work? How did gas price change after The Merge?⛽️

Let's find out! 🧵

[Juan 🔺 @_DoctorC_]

8/8 This content is for educational purposes only and should not be relied upon as financial advice.

[Juan 🔺 @_DoctorC_]

7/8 This tutorial is intended to be the "first step" in my series of #ResearchBites investigating UNIV3 pool data (e.g., prices, transactions, etc.), as well as trading strategies in these pools.

Stay tuned for more upcoming #ResearchBites from me & the @Panoptic_xyz team!