Outputlayer @outputlayer

Turning onchain data into growth insights | Pet projects: outputlayer/rwa_cli and @PredGraph | DMs open 16.04 Joined August 2019

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Outputlayer @outputlayer

6 days ago

@Jun__Yoo @Cloudflare 👀

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Outputlayer @outputlayer

6 days ago

Just dug a bit deeper to see what the actual impact of this “local” meta really is. Dashboard coming soon.

Robinhood memecoins <> Stock Tokens ELI5 >> The tokenized stock = base asset >> The memecoin = a speculative wrapper that routes demand through it 1. How Robinhood tokenized stocks actually work • Stock Tokens (e.g. $NVDA or $HIMS) are ERC-20s issued by Robinhood Assets •

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Outputlayer @outputlayer

a week ago

Share of each issuer's tokenized equity supply actually posted as loan collateral: Backed Assets (xStocks) - 6% BTech (Binance) - 1.23% Coinbase - 0.03% Ondo - 0.01% Robinhood - 0.01% Swarm < 0.01% Data: @AlliumLabs

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Outputlayer @outputlayer

a week ago

@tomwanhh @Uniswap @arcus_xyz @deepstatesh @rialto_xyz @Lighter_xyz @Morpho @EntropyAdvisors @RobinhoodCrypto Interesting, I’m exploring demand across lending protocols, including @Morpho and RH chain. There’s currently ~$7.6K in total collateral sitting there. $7.6K / $50M = 0.0152% of the $50M cap.

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Outputlayer @outputlayer

a week ago

Oh, I’m trying to answer the question of how much liquidity is available to borrow, and each protocol has its own mechanics: min(free collateral cap × LTV, free borrow cap, collateral × LTV − debt, loan reserve liquidity).

Outputlayer @outputlayer

2 weeks ago

Wondering about supply and demand for tokenized stocks in lending protocols. Right now, there are only 37 lending protocols (>$1m TVL) and just 6 of them accept tokenized stocks as collateral: @kamino @JupiterExchange @lista_dao @VenusProtocol @eulerfinance @Morpho (@aave

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Outputlayer @outputlayer

2 weeks ago

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Outputlayer @outputlayer

3 weeks ago

@AnthonyAkentiev @Neutrl thanks, makes sense, I used just the 3-month T-Bill rate, but its kinda funny how crypto rates are lower than TradFi

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Outputlayer @outputlayer

3 weeks ago

Same day, different protocol (@Neutrl) And an answer to why TVL looks so bearish for most protocols nowadays. Quick math: let’s count the risk-free rate as ~3.9%. The implemented APY for my PT was ~6%, so the risk premium was around 2.1%. Even if we count this premium as the % chance of getting hit by a left-tail risk, it’s still ~1 in 50. Now the question is: how many hacks/rugs have we had across 100 protocols over the last few months?

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Outputlayer @outputlayer

3 weeks ago

@AnthonyAkentiev @Neutrl interesting, whats behind the 3.56%? also crypto 2.19% is that something on Aave?

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a month ago

@blocmates Created a dashboard around buying pressure: x.com/outputlayer/st…

Outputlayer @outputlayer

a month ago

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Outputlayer @outputlayer

a month ago

@joeljohn Positive reinforcement is a hell of a bias

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Outputlayer @outputlayer

a month ago

with all respect (I really like what you building), but I don’t think this works without a token. growing token was what made it +EV for early players. without it it’s like -22% h.e. (unless you pick NFTs). p.s. really hope before it dies completely you will add custom pools (choose NFTs + %), ref links for custom pools with % rewards, and maybe a shared ETH pool, so if someone’s position is lost, they don’t lose 100% but instead some % of the total pool.

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Outputlayer @outputlayer

a month ago

@token_works Dune: dune.com/outputlayer/fw… ethereum:0xa0df17b5ac76ababa36e1450e2cbcd18a620c845

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Outputlayer @outputlayer

a month ago

Took me ~4 hours. Here it is Upfront: my main focus was on the project's token, especially its buy pressure and long-term strength. Some insights: 1. A detailed analysis of every current and former holder, including the net USD extracted from the token by each wallet 2. Flow into the token from new vs returning accounts, plus the hourly % of bets that actually convert into token buying 3. Contribution to the token by cohort (6h) and more cc @Rhynotic

Outputlayer @outputlayer

a month ago

Seeing a lot of posts about ethereum:0xa0df17b5ac76ababa36e1450e2cbcd18a620c845 lately. I farmed it in v1 personally. I'll try to build analytics around buy pressure and the long-term strength of the project's token to give the community better insights