what's the event to watch on march 1st?

wondering how could this be reliably measured.

the b2b part makes sense as we more or less can identify exchange addresses, but what about the rest.

Both for Pump and HL, how is revenue defined and what are the components?

Looking at the Pump revenue / fees chart I see a big divergence in September, wondering why that is.

would like to learn more about the revenue squads itself is making - assuming a big part of that is onchain too?

is this by "to currency", "from currency" or something else?

wondering how to best make sense of this chart. assuming that most sol buying also happened in order to buy memes, so the meme activity of the chain = memes + majority of sol buying?

wondering how is trade volume measured here? is it the "to currency", "from currency" or something else?

if it's to currency then likely the meme share is bigger as people buy sol first with the sole intention of buying memes?

can't an op chain switch to celestia / avail

what's your take on eigenda - how does it position and what do i need to believe in for it to be the long or short leg of the trade

for now this probably means turning on truth social notifications

wondering how does dydx's megavault compare

wondering how does dydx's custom vm principally optimized for trading compare

appreciate it jason thanks

reading this report i realized i haven't really thought about farcaster for a long time. looking at a farcaster dash (https://dune.com/pixelhack/farcaster) and the metrics aren't looking too great tbh.

they had their time in the sun h1 24 with lots of people trying out the platform but it seems farcaster (1) largely failed to retain them and (2) it seems the virality coefficient is also low as we don't see a considerable influx of new entrants. if the farcaster metrics continue to trend down, then it's probably hard to see clanker doing well too.

does anyone here have a well-informed view on the latest on farcaster? what would really help is an understanding of their 25 roadmap. for example if the plan is to drop a token then i can see clanker massively benefitting.

jason mentioned a twitter account he follows - what was it?

so why isn't the sui waterfall happening? is it due to the missing piece?

if that's the case, are you saying that with the missing piece missing, it doesn't really matter whether sui is at 50b or 100b, as the waterfall still won't materially happen?

weird that wayfinder doesn't really get much coverage among crypto x ai influencers. a few tiny mentions here and there and that's it.

the other weird thing is that there's only 10k addresses caching prime... this airdrop will likely be in the hundreds of millions and for an airdrop this size, there were usually well over 100k addresses during airdrop szn.

just curious if anyone else noticed that toly's nft floor price is 1.7 sol

given that coinbase itself has 8m active users, then 15k active wallets only make up 0.20% of the coinbase monthly active user base. what do we thinnk is this a good or a bad number?

given that the brand new cb wallet makes it super easy to onboard and the wallet is cross-sold in the main app, i'd say i would have expected a higher conversion rate by now.

wondering what would be the best guess for monthly active users on base, say for october.

growthepie tells me that base had north of 23m active addresses in october. coinbase wallet only had 15k monthly active wallets.

wondering if there's insights into which wallets are most popular on base. it would seem that cb wallet isn't among the more popular ones, which would be surprising.

just to make sure i understand correctly - are you saying that wallet switching costs are high in large part due to users being uncomfortable copy-pasting their seed phrase into a new wallet by a different, perhaps less proven brand and potentially losing their funds as a result? my thinking is that users with the most valuable flow ($1 - $1,000 trades) probably won't worry too much about it as wallet balances are relatively low anyways. therefore this aspect wouldn't really contribute to a higher switching cost for most users.

let's leave the trust issue aside, which arguably is a smaller issue for most users as their balances are lower anyway. compared to cexes and brokerages, from the ux perspective i'd say that the switching cost today among wallets is incredibly low - all one needs to do is copy-paste the seed phrase into a new wallet and all of the balances and transactions instantly show up.