Review of Modular Capital's Braintrust thesis, SocialFi User Retention, RabbitX Price vs. Trading Volume follow-ups

Jimmy Zheng

COO

On-chain insights for web3 builders and investors

Jimmy Zheng

COO

JP Morgan Sees $1bn of Daily Transaction Volume of its native digital token (JPM Coin), RabbitX gains Perp Trading Market Share as Trading Volumes Rebound, Bot vs. Human User Filter on the Blockchain Activity Monitor!

Jimmy Zheng

COO

Review of Metaplex Investment Thesis (Modular Capital), friend.tech dominates active addresses and gas usage on Base, Q3 2023 gas usage across top Bridges declines ~32% QoQ

Jimmy Zheng

COO

Artemis Data Insights - YTD 2023 Roll-up Review: Launch of Base resulted in ~30% QoQ decline in transactions for Arbitrum, Average Fees / Transaction have compressed by ~17% QoQ in Q3 2023, zkSync boasts highest fees and transactions across layer 2 networks in Q3 2023

Jimmy Zheng

COO

Roll-up economics pre / post EIP-4844 (Cody @ Spartan Group!), Avalanche’s New Social Application Stars Arena grows to ~10k daily active users within two weeks of launch, Analysis of Q3 YoY Change in Ethereum Gas Fees and Transactions

Jimmy Zheng

COO

FASB’s new fair value accounting for cryptocurrencies such as Bitcoin receives positive feedback from pro-crypto constituents, GMX new users spike on Arbitrum after quests launch on Arbitrum Odyssey: Reignited, Analysis of Ethereum Layer 2 Networks Gas Usage

Jimmy Zheng

COO

Google Cloud expands Web3 presence with the addition of 11 new blockchain networks and start-up partnerships, Spike in NEAR daily active user activity driven by e-commerce application Kai-Ching, ERC-4337 activity continues to heat up across chains

Jimmy Zheng

COO