Raphael (@RaphaelSignal) profile picture

Raphael

@RaphaelSignal

Fundamental analysis across web3

Joined May 2021
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1/ @Superfluid_HQ pops onto the scene, breaking into top 5 dApps by unique weekly active addresses (WAA) in wk 5. Today we explore the fastest growing (and declining) protocols on @0xPolygon PoS chain!! $MATIC Full analysis 👇👇👇
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Summary 2/ While we focused today on the top 50 in PoS, there are always a multitude of innovations coming up. Our defi team has put together a list to keep an eye on, including * Oracle-less lending * Unsecured lending * No slippage AMMs, ++more xitter.cf/0xPolygonDeFi/status/1…
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Final/Next week we revisit Polygon's NFT ecosystem and continue updates on PoS network metrics. Last week's breakdown covering PoS, $ETH, Arbitrium, and Optimism: xitter.cf/RaphaelSignal/status/1… Speak soon!
Raphael (@RaphaelSignal) profile pictureRaphael@RaphaelSignal5 Feb 2023
1/ @0xPolygon revenues surge, multiplying 2.3x through Jan! wk4 network metrics WAA: 1.2mm (+1.7%) Tx: 21.3mm (-0%) Rev: $514k (+15%) Today we look at $MATIC's PoS key metrics. We contextualize growth by looking across $ETH, $OP, and Arbitrum. Full analysis 👇👇👇
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Poor data quality = false claims. Developers, users, investors depend on you to tell the truth. @Delphi_Digital please invest in better due diligence to prevent misleading your readership. Cryptoslam still only covers 3 of top 10 non financial NFT collections on @0xPolygon.
Delphi Digital (@Delphi_Digital) profile pictureDelphi Digital
@Delphi_Digital11 Feb 2023
Replying to @Delphi_Digital
Solana has grown significantly in market share. It has risen from 6% to 14% of total NFT sales volume in less than a year.
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For those interested in the real numbers, Jan: Non-financial volume: ~$35.3mm All NFT volume: ~$843mm Thread also failed to mention Solana's two biggest collections are bridging to Ethereum & Polygon. Nothing against Solana :) Everything against misleading narratives.
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1/ @0xPolygon revenues surge, multiplying 2.3x through Jan! wk4 network metrics WAA: 1.2mm (+1.7%) Tx: 21.3mm (-0%) Rev: $514k (+15%) Today we look at $MATIC's PoS key metrics. We contextualize growth by looking across $ETH, $OP, and Arbitrum. Full analysis 👇👇👇
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Summary 2/ Success begets success. Polygon won 2022 w/ bd. We now witness organic adoption. “They (Doritos), as well as several other global brands, started using Polygon without and bizdev activity or help from Polygon Labs!” - @MihailoBjelic xitter.cf/MihailoBjelic/status/1…
Mihailo Bjelic (@MihailoBjelic) profile pictureMihailo Bjelic
@MihailoBjelic4 Feb 2023
Welcoming @Doritos to the @0xPolygon family! 🦄💫 Interesting to note that they, as well as several other global brands, started using Polygon without and bizdev activity or help from Polygon Labs! Organic mainstream adoption is the best mainstream adoption. 😏 Onwards. 🔥
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Final/ It’s not just consumer. @HamiltonLane just announced tokenizing flagship 2.1b fund on Polygon. “Innovation on institutional liquidity is the next frontier for growth in Defi.” - @sandeepnailwal xitter.cf/sandeepnailwal/status/… Up next: dApp & NFT collection dive. Speak soon!
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1/ @Planetix0 takes the lead for most used dApp on @0xPolygon! Today we explore the fastest growing (and declining) protocols on $MATIC. ++ 12 NFT collections that pass $1mm volume. Full analysis 👇👇
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Summary 2/ On the user front, two huge announcements. First, from Polygon was the successful hardfork which is eliminating gas spikes and how deep block reorgs run. Second, huge shout out to @ZenGo, "the first non-custodial wallet with no seed phrase vulnerability"
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Final/ Today we explored @0xPolygon at protocol and collection level. Next, we zoom out a bit to provide context to @0xPolygon's performance, comparing it to other chains. Special thanks to Polygon's data & analytics teams for building out featured datasets :) Speak soon!
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