Allllllrighty folks, there is a lot here and I’m doing my best to synthesize this in a way that makes it actionable. I know I am not capturing everyone’s nuance, please bear with me.
Here is the TLDR; that I think I’m understanding
-
$ TVL
is a crude metric, let’s deprecate it -
$ Trading Volume
is a bit odd, let’s deprecate it -
# Holders
seems great, let’s elevate it -
# Unit Supply Growth
&Mint Volume
are more fine-tuned metrics that measure what really matters. Got plus ones. -
$ Income
getting plus ones.
Other metrics discussed: Liquidity, market dominance, average trading day volume, net supply growth, DPI token usage, DPI per user address distribution