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Compared to the peak two months ago, @KaiaChain 's DAU and daily txs have dropped to around -80% levels. (Of course, still high numbers) However, since then, the price has doubled along with the KRW stablecoin narrative. Of course, the change in total stablecoin supply internally is close to zero. Price is closer to an expectation value rather than an evaluation of a specific state. Kudos Kaia
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Where does Hyperliquid's value come from? PerpDEX and Revenue? or HyperEVM? This is just some simple data I crawled from Hyperscan. - 7D AVG DAU: 17k - 7D AVG DAILY TXS: 318k We still need more data. wen @Dune @artemis ? Waiting for the day when DEX beats CEX. Hyperliquid.
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Most simple DAU metrics have been compromised. Filtering them is not easy because sybil users are still users, there are users who use blockchain very few times just for simple fund transfers, and there are also degens who are active on blockchain all day long. Nevertheless, it seems like we could try some interesting filtering. Simple filters based on a specific time period would be (1) "# of txs (count *)" and (2) "# of interactive addresses (count distinct to)". While these numbers could be applied differently depending on the characteristics of each protocol, they could provide interesting interpretations for existing DAU and Retention analysis
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Contextual interpretation is crucial in data analysis. In the distribution of DAU, the proportion of new users often provides good insights. Can the activation level of "DailyGM contracts" truly be considered an actual indicator? It occurs to me that having a filter based on <# of txs> would be useful for DAU measurement.
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Many Consumer Dapp Degens recommended @AbstractChain's @DeathFunGame, so I tried it. The user experience of Abstract ecosystem's GambleFi truly surpasses other chains 👍 Abstract's GambleFi has high retention but weak new user acquisition. What could be the reasons?
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