Maus (@mausefalle25) 's Twitter Profile
Maus

@mausefalle25

Data @1kxnetwork | PhD Candidate | Econometrics | Dune 🧙👉 dune.xyz/mausefalle | contributor ✍️ @ournetwork__

ID: 1487516506456047625

calendar_today29-01-2022 20:02:45

450 Tweet

833 Followers

746 Following

Maus (@mausefalle25) 's Twitter Profile Photo

The chart highlights $WIF which is down ~80% from its MC ATH - but doesn’t show the all Solana memes, despite what the post implies. Other Solana memes are seeing "whale volume" bleed too, but not as bad.Fartcoin💨 is back at mid-May levels and "only" down ~50% from MC ATH.

The chart highlights $WIF which is down ~80% from its MC ATH - but doesn’t show the all Solana memes, despite what the post implies.
Other Solana memes are seeing "whale volume" bleed too, but not as bad.<a href="/FartCoinOfSOL/">Fartcoin💨</a> is back at mid-May levels and "only" down ~50% from MC ATH.
Crypto Koryo (@cryptokoryo) 's Twitter Profile Photo

BTC at ath. how about alts? "Koryo is your alt chart broken?" No ser, the alt market is broken. Just look at TOTAL3/BTC chart. Is has been down only for 3 years. because alts includes all the trash projects. it's not just hype aave and fartcoin. It's also $strk $waves

BTC at ath. how about alts? 

"Koryo is your alt chart broken?"

No ser, the alt market is broken. 

Just look at TOTAL3/BTC chart. Is has been down only for 3 years. 

because alts includes all the trash projects. it's not just hype aave and fartcoin. It's also $strk $waves
Maus (@mausefalle25) 's Twitter Profile Photo

#13 on the Kaito AI 🌊 VC leaderboard this week with quite literally the smallest account on there. Sub-1k followers. Just 150 “smart followers.” It’s been cool seeing that consistency actually goes a long way even when the likes are light and the reach isn’t wild. If you’re on the

#13 on the <a href="/KaitoAI/">Kaito AI 🌊</a> VC leaderboard this week with quite literally the smallest account on there. Sub-1k followers. Just 150 “smart followers.”
It’s been cool seeing that consistency actually goes a long way even when the likes are light and the reach isn’t wild.
If you’re on the
Maus (@mausefalle25) 's Twitter Profile Photo

Why is Abstract running so well? Because it's leading where it matters: engaged users. Since launch, Abstract has had top 3 avg. transactions per wallet among L2s - consistently 2x higher than Base, and far ahead of low-tx value chains like Zora. Signal > noise.

Why is <a href="/AbstractChain/">Abstract</a> running so well?
Because it's leading where it matters: engaged users.

Since launch, Abstract has had top 3 avg. transactions per wallet among L2s - consistently 2x higher than Base, and far ahead of low-tx value chains like Zora.

Signal &gt; noise.
Maus (@mausefalle25) 's Twitter Profile Photo

This Virtuals Protocol graph is a bit misleading and I guess that's why the Date was cropped out of the Chart - the peak lasted 2 days and daily active Wallets are down by 80% since. Full Dashboard: dune.com/virtual_protoc…

This <a href="/virtuals_io/">Virtuals Protocol</a> graph is a bit misleading and I guess that's why the Date was cropped out of the Chart - the peak lasted 2 days and  daily active Wallets are down by 80% since. 

Full Dashboard: dune.com/virtual_protoc…
Maus (@mausefalle25) 's Twitter Profile Photo

I get the point, but I tend to disagree with metrics like DeFi TVL and 24h volumes as strong indicators they're highly chain-specific and easily gamed. Sui being ahead of borderline-irrelevant chains like Aptos or Polygon at this point doesn’t make it “thriving.” It's just less

I get the point, but I tend to disagree with metrics like DeFi TVL and 24h volumes as strong indicators  they're highly chain-specific and easily gamed.

Sui being ahead of borderline-irrelevant chains like Aptos or Polygon at this point doesn’t make it “thriving.” It's just less
Maus (@mausefalle25) 's Twitter Profile Photo

.Layer3 ARPU (Average Revenue per User) reached +$5.70 this quarter. That’s a 5x jump vs. Q2 ‘24 and +50% QoQ. If that trend continues, L3’s business model will be one of the first in web3 to hit meaningful revenue-per-user at scale. Most platforms are stuck in the “bribe +

.<a href="/layer3xyz/">Layer3</a> ARPU (Average Revenue per User) reached +$5.70 this quarter.
That’s a 5x jump vs. Q2 ‘24 and +50% QoQ.

If that trend continues, L3’s business model will be one of the first in web3 to hit meaningful revenue-per-user at scale.
Most platforms are stuck in the “bribe +
Robert Koschig (@koschigrobert) 's Twitter Profile Photo

Narratives vs. price moves - what drives what? Data from Kaito AI 🌊: 1) Mindshare over time: the trend is your friend 2) Some narratives (Runes) see mindshare lead price; others (DeFAI) the opposite; mostly unclear though 3) Tokens: same as 2), though e.g. SPX2.0- The Stock to Meme Origin: mindshare

Maus (@mausefalle25) 's Twitter Profile Photo

With the v4 Launch, clanker also crossed a major milestone - surpassing $30 million in lifetime fees since launching in November last year. And funnily enough, the FDV of the main token $Clanker is sitting at $30m as well.

With the v4 Launch, <a href="/clankeronbase/">clanker</a> also crossed a major milestone - surpassing $30 million in lifetime fees since launching in November last year.
And funnily enough, the FDV of the main token $Clanker is sitting at $30m as well.
Maus (@mausefalle25) 's Twitter Profile Photo

Big moment for Death.Fun - now the most active game on Abstract with +28% of daily txs. Just a couple of weeks post-launch. That’s how you ship with impact.

Big moment for <a href="/DeathFunGame/">Death.Fun</a> - now the most active game on <a href="/AbstractChain/">Abstract</a> with +28% of daily txs. Just a couple of weeks post-launch. That’s how you ship with impact.
Maus (@mausefalle25) 's Twitter Profile Photo

.Covalent is building one of the most monetized infrastructures in crypto. In mid-May, the project’s API hit a new all-time high in premium credit consumption - tripling its previous peak and marking a 5x usage surge within a single week. Daily call volume now consistently

.<a href="/Covalent_HQ/">Covalent</a>  is building one of the most monetized infrastructures in crypto. In mid-May, the project’s API hit a new all-time high in premium credit consumption - tripling its previous peak and marking a 5x usage surge within a single week. Daily call volume now consistently
OurNetwork 🔎 (@ournetwork__) 's Twitter Profile Photo

Since the beginning of 2024, over 5.2M $CXT has been bought back through API-generated revenue, accounting for over $400k, 1.4%, of the current market capitalization of the token. Read more on Covalent from Maus: ournetwork.xyz/p/on-348-data-… Data via Dune

Since the beginning of 2024, over 5.2M $CXT has been bought back through API-generated revenue, accounting for over $400k, 1.4%, of the current market capitalization of the token.

Read more on <a href="/Covalent_HQ/">Covalent</a> from <a href="/Mausefalle25/">Maus</a>: ournetwork.xyz/p/on-348-data-…

Data via <a href="/Dune/">Dune</a>
ilemi (@andrewhong5297) 's Twitter Profile Photo

huge loss for the data community today with flipside shutting down the studio/dashboards. big kudos and respect to the team for all the work they've done pushing forward the data space with everything from the unique analyst bounty competitions to metricsDAO education.

Maus (@mausefalle25) 's Twitter Profile Photo

The Pudgy Penguins ecosystem has established itself as the top dog in the Telegram Sticker space 🐧 With a combined market cap of over $4.7M across Pudgy Penguins, Lil Pudgys , and Pudgy & Friends, they're now roughly 30% larger than Dogs Community 🦴 - the leading Telegram-native

The <a href="/pudgypenguins/">Pudgy Penguins</a> ecosystem has established itself as the top dog in the Telegram Sticker space 🐧

With a combined market cap of over $4.7M across Pudgy Penguins, <a href="/LilPudgys/">Lil Pudgys</a> , and Pudgy &amp; Friends, they're now roughly 30% larger than <a href="/realDogsHouse/">Dogs Community 🦴</a> - the leading Telegram-native
Maus (@mausefalle25) 's Twitter Profile Photo

.$zora’s L2 pulled in just $250 in Network REV last week -despite an FDV of $85M. At that scale, it's a rounding error more than a revenue stream.

.<a href="/zora/">$zora</a>’s L2 pulled in just $250 in Network REV last week -despite an FDV of $85M.
At that scale, it's a rounding error more than a revenue stream.
Stacy Muur (@stacy_muur) 's Twitter Profile Photo

Thesis is simple: Learn from the best. Here’s a curated list of 20 top-tier Web3 minds—founders, researchers, and analysts ↓ Chris Dixon - Managing Partner a16z crypto, offers big-picture insights on crypto’s future and tech history with a long-term, philosophical perspective.

Thesis is simple:
Learn from the best.

Here’s a curated list of 20 top-tier Web3 minds—founders, researchers, and analysts ↓

<a href="/cdixon/">Chris Dixon</a> - Managing Partner <a href="/a16zcrypto/">a16z crypto</a>, offers big-picture insights on crypto’s future and tech history with a long-term, philosophical perspective.
Maus (@mausefalle25) 's Twitter Profile Photo

🦣 @CelestiaOrg remains the most cost-efficient DA layer - even as overall activity cools off. Since April, Celestia’s DA market share has dropped to 48%, largely due to Eclipse reducing usage. That slowdown pushed total data posted to lows but also marked a turning point.

🦣 @CelestiaOrg remains the most cost-efficient DA layer - even as overall activity cools off.

Since April, Celestia’s DA market share has dropped to 48%, largely due to Eclipse reducing usage. That slowdown pushed total data posted to lows  but also marked a turning point.