Our new @MetaDAOProject Dune dashboard is now live! Track everything you need to know about their ICOs, ownership coins, futarchy activity, and more all in one place 👇

ICO TLDR tracks: - Total commitments - Total raised + oversubscription trends - Normalized ICO commitment tracking - Returning ICO buyers - Token price appreciation vs. ICO price

To keep up with the health of MetaDAO's "AUM", we follow: - TVL and its token breakdown - AMM volume & fees

Since futarchy adoption = MetaDAO mindshare in control, we're tracking decision market activity too

Before we dive deep into each ownership coin, we give an overview. Since each project has a significant treasury of USDC, there theoretically exists a point where it makes sense to liquidate and return this to tokenholders. We track this "max drawdown" both in terms of market cap and FDV

In each project deep dive, we first dissect their raise. Notably, each raise sees the vast majority of commits in the final hour. Here is @ranger_finance

We then dive deeper, exploring a cohort analysis: - was the raise mostly from smaller wallets? - are whales most likely to enter in the final hour? - do the top bidders DCA in or full-clip? - are first-day buyers more likely to full-stack 1 day after launch or are final-hour actors more mercenary?

We finally explore each project's warchest of USDC - how are they managing the drawdown? - how much runway do they have left?

This was a blast to make alongside @DefiVaults and you can find the full board below. Stars and feedback appreciated!