Update #1
Quick update here.
Initial analytics is up here on Dune: https://explore.duneanalytics.com/public/dashboards/OEWehd8fuDBsEdyjuBFBs33wCK04dp1EhBhw0MUU
Other things that we are in the process of looking for are:
- number of trades done on balancer.exchange vs direct
- break down of value, average amount etc of trades done on balancer.exchange vs direct
- break down by integration partner (unsure feasibility, will probably need help here)
- cohort analysis (see here: https://medium.com/analytics-for-humans/a-beginners-guide-to-cohort-analysis-the-most-actionable-and-underrated-report-on-google-c0797d826bf4, think retention metric)
- LP metrics:
– Amount added
– Amounts added on exchange vs partners (zapper, etc)
– Breakdowns by LP numbers (e.g. average value, potentially duration held etc)
Insights to Date
- Average value per trade has increased over time. A hypothesis is that this is simply a confirmation of increased liquidity means more arbitrage opportunities. Once we get the breakdown of trades done direct (via contract calls) vs exchange it should confirm/reject this hypothesis
- Average trades per trader is lower than I thought it would be - at a peak of 14 per week. If the hypothesis of arbitrageurs dominating volume then it lends support to @5325235235235 where arbitrage is only large volumes. We should wait and see what happens with multi-hop and if this increases again
Edit 1: Fernando asked for some LP based data as well as some other items. Updated the list