Just using this as a placeholder for a general flow of topics. Click on each toggle, and add individual slide topics if easier. We will build out the report itself on Google Slides. If you have been added as a collaborator, you an add topics under the toggles. Each section would have 5 to 10 slides.
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- Performance of leading assets through the year
- OI in futures and options
- Liquidation events in the year
- Share of OI across exchanges
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- Fees as % of revenue
- Ordinals/inscriptions
- Hashrate growth, distribution of hashrate, public miners, the shift of hashpower from China to the US
- Institutional adoption, ETF products, Annual inflows/outflows
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- The impact of 1559 - was ETH deflationary?
- DEX volumes
- Synthesis of updated roadmap
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- Optimism
- Arbitrum
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- Volume growth, tvl growth, changes in economic design, new client
- DeFi on Solana
- DEXs spot and derivatives
- Lending markets
- MEV on Solana with Jito
- % validators running Jito client for MEV
- MEV numbers for Solana
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- Share of NFT volume across chains and marketplaces, highlight how Ethereum lost share, Blast?
- Trends Powered by Sealaunch
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- Share of market of different stablecoins (highlight events that led to changes in market structure)
- Share of chains
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- Are RWAs only for bear market? What kinds of RWAs can work when the DeFi rates are high?
- Metrics on rwa.xyz
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- Celestia
- Eigenlayer
- Restaking projects giving exposure to Eigenlayer
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