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@jdhyper

Josh

@jdhyper

686 Tweets
1,277 Following
7,972 Followers

Data Engineer & Analyst. Analyzing Economies, Tokenomics, and AI. I devour information. My thoughts are my own

Date ↓ Tweet ❀️ πŸ”„ πŸ’¬ πŸ‘ πŸ“
Dec 12 Interesting read as always by @kylascan about the economy I think a lot about this part below when it comes to X and my current feed. Need to prune it constantly to stay focused on what matters https://t.co/GQOOUZTY1I 28 6 2 10.9k 218 .
Nov 10 Coinbase Token Launch Platform announced If you sell, you get put in jeet jail iykyk https://t.co/cuhL7vW2Ma 106 2 21 8.9k 109 .
Nov 05 .@sportfun just sold ~$1.8 Million worth of packs in a day with their expansion into American Football! 4,008 wallets participated in the sale of 89,750 packs When looking at the breakdown of # packs purchased by wallets two big groups stood out: -3,325 Wallets bought 1-9 packs for 15% of sales -31 wallets bought 500-999 packs for 25% of sales Huge rush for these and FCFS phase saw only 32 new buyers snagging the last few packs Check out a breakdown of Buyers and more in the Dune Dash πŸ‘‡ https://t.co/rIMYr3ATIZ 82 7 9 5.5k 520 .
Nov 02 Most don't know that @virtuals_io was PathDAO previously When Virtual Token was created ~34% went to the DAO (worth ~$1.5B at last cycles peak) and hasn't moved ~$600Million in value today and pretty clear they have much longer term views https://t.co/EcILsfIYBN 73 5 11 7.2k 266 .
Oct 20 LOL Land crossed $5.6 Million in Revenue! With ~$1 Million in Revenue in just last 7 days, competition is heating up for Season 1 LOL Land Airdrop and Earning Points on @YGG_Play $LOL will be the first token launch on YGG Play and you can earn points by Staking YGG and Questing Checkout @Dune Dash with more metrics on LOL Land https://t.co/EtLpUYQSd4 22 2 4 6k 356 .
Oct 08 .@Moku_HQ Grand Arena No-Loss Raffle has started! In just a few hours they've sold +52,000 raffle tickets totaling $2.5 Million USD in RON committed So far 1,327 Wallet have participated and the Number 1 wallet has bought 5,000 Tickets 40% of the Tickets have gone to Wallets Buying over 1,000 Tickets so some huge purchases coming in and competition for a Champion Slot (prize for #1 buyer after 24hr) Dashboard πŸ‘‡ 39 9 7 9.9k 418 .
Oct 06 Looks like someone sold ~$2.87 Million USD in $PNKSTR in a single clip They received $2.55 Million and ~$0.32 Million went to fees, mostly to buy another Punk https://t.co/VUrqiSW601 30 6 5 7.5k 183 .
Oct 06 TokenWorks Strategies 'incl $PNKSTR crossed +$21 Million in fees today! The 7 NFT STRs did ~$10 Million in Volume leading to ~331,000 PNKSTR burned for the day Collectively these now hold +500 NFTs and have generated 374 ETH, over 209 NFT sales NFT launches are set (barring any last min issues) to resume tomorrow with GobStrategy on PNKSTR's 1 Month birthday Lets see how the 1st month's stats look next 184 17 15 9k 410 .
Oct 05 Today for TokenWorks I'm looking at volume bypassing the 10% fee pool with alternative LP Pools w/ lower fees Over the past 7-Days, ~70% of PNKSTR Onchain Volume has gone through LP Pools bypassing the 10% Fee Despite this, yesterday was the 4th highest day of $PNKSTR Fees ever with 97 ETH, and the highest daily $ Volume Even with these alternative pools, there is still huge amounts of arbitrage that is leading to massive fee inflow We also have the start of CEX listings for PNKSTR and should expect this to grow Combined with 200K-400K of PNKSTR/Day being burned from other STRs, that could also increase with the launch of more STRs on Monday Volume and Fees should be monitored for sure(why I built the dashboard) but so far fees are flowing and aided by πŸ”₯ 151 17 18 9.5k 770 .
Oct 04 Huge day for TokenWorks: - Daily Launches are coming back Monday - Launch spots will eventually be auctioned off with 80% of proceeds going to PNKSTR buyback +burn - $PNKSTR Broke $200M Marketcap - BIRBSTR Flips APESTR for Lifetime fees at 417 ETH - Over 450 NFTs owned by NFT STR Tokens - STRs & PNKSTR broke +$17.7 Million in lifetime fees Weekend could be the calm before the storm 225 16 15 10.7k 387 .
Oct 02 TokenWorks Update: Grand Total Fees for all NFT Strategies and $PNKSTR just crossed $15 Million NFT Strategies alone have generated $10 Million in Fees 4 Strategies have burned +3% of their total supply with $MEEBSTR leading the way with 5.4% total supply burned Collectively Strategies hold +400 NFTs...if it's not used for burning that's some treasury 128 9 8 5.4k 357 .
Oct 01 PNKSTR casually breaking 100M Marketcap It did so on a calm day for fees and buyback/burn Closing in on $5M in lifetime fees and 3.3% total supply has been burned so far Makes you wonder what'll happen when @token_works strategies start launching again https://t.co/FlaCoiBok1 121 11 7 5.1k 279 .
Sep 29 # of $PNKSTR holders continues to rise Also added DEX Volume to the Dashboard For PNKSTR multiple pools have been created to bypass the 10% fee, still ~47% of volume has gone through the main pool on avg over the past week Even so, 110 ETH in fees was raised yesterday buying 2 more Punks 130 24 14 10.3k 291 .
Sep 26 Added data for $SQUIGSTR and in a few hours it's generated 215 ETH or $863,000 in fees! 80% or $690,000 of this has been used to buy 28 Squiggle NFTs 10% or $86,000 has been used to buy back $PNKSTR This is the 1st of 7 @token_works upcoming launches and value flow of these fees back to PNKSTR looks bullish 196 23 10 12k 311 .
Sep 20 A staggering +$2.6 Million in Fees has been generated by @token_works Strategy on Ethereum in just a few hours 80% of this (471.8 ETH) is allocated for NFT buy backs 10% (59 ETH) for $PNKSTR buybacks 10% (59 ETH) in Protocol take home Revenue The most expensive NFT has been Pudgy Penguin #6439 for 45 ETH ($201K) A flywheel just getting started or something else? Track fees, NFT sales, Strategy Performance and more πŸ‘‡ 150 16 14 12.2k 424 .
Aug 14 .@ProofOfPlay Arcade on Abstract just crossed $300,000 in Revenue in 2 weeks selling 636,800 Credits! Over the past week ~950 Wallets are buying credits daily, and 8,909 wallets have bought credits Always incredible to see that 17% of Revenue coming from 6 wallets, most likely battling on the leaderboard 226 39 52 31.7k 308 .
Aug 08 Markets moving and @virtuals_io has one of the best ecosystems succeed Taking a look at @arbusai today and their Chirp campaigns. Lots of rewards up for grabs and with more campaigns upcoming DEX volume is also starting to move with ~20% of the supply staked Dashboard πŸ‘‡ https://t.co/uUAdBXYAmG 53 2 21 5.5k 297 .
Jul 28 My entry for @AgentSploots contest. Choose @Vader_AI_ and learned so much creating this short video Used a combo of Suno, Veo3, Kling, Grok, and AI in Photoshop. Was very impressed where AI Music is at with Suno and it's Song editing tools One day a @virtuals_io agent will combine all these tools to make music videos 88 0 36 8.8k 320 .
Jul 20 What about a @virtuals_io merch box? Testing out some Veo3 prompts and amazed at what’s possible. Just need to be able to fine tune or incorporate elements to make it more brand specific Prompt below πŸ‘‡ { "description": "Photorealistic cinematic shot of an empty slightly darker pastel-green bedroom with white wood floors and soft daylight streaming in. A sealed box with a green bow and clearly legible words 'Virtuals' spelled exactly as 'Virtuals' on it sits in the center. It wiggles, then bursts open in a bright, sparkly puff. The room transforms instantly. No overlaid text.", "style": "photorealistic cinematic", "camera": "fixed wide angle, front-facing for symmetrical reveal", "lighting": "soft, diffused natural light with subtle green glow accents", "room": "blank pastel bedroom transformed into a Virtuals sanctuary", "elements": [ "Virtuals box with clearly legible text 'Virtuals' spelled exactly as 'Virtuals', logo and bow visible", "Virtuals bedding and pillows with 'Virtuals' text visible", "black hoodies and hats (Virtuals branded)", "green plushie with 'Virtuals' text", "wall art or framed posters featuring AI agents and 'Virtuals' text", "floating shelves with AI figurines and pastel accessories", "vanity with mirror and green chair", "Virtuals lamp or neon sign clearly spelling 'Virtuals'", "heart rug or fluffy floor mat", "bow-shaped throw pillows" ], "motion": "box opens, cute Virtuals items explode out and assemble rapidly and precisely", "ending": "soft, cozy Virtuals room with words 'Virtuals' clearly visible and glowing with green warmth and charm", "text": "none", "keywords": [ "16:9", "Virtuals", "AI agents", "pastel bedroom", "fast assembly", "no overlaid text", "photorealistic", "green explosion", "cozy kawaii", "clear text Virtuals" ] } 50 1 35 5.1k 1.8k .
Jun 16 Over the weekend, even with price volatility for $IRIS, # Wallets going to Jeet Jail for $IRIS only changed slightly 80%->78% Wallets are still holding their IRIS representing 70% of total tokens claimed or 295M 2000->2450 wallets ended up in Jeet Jail or had a balance decrease with 79M Tokens Claimed Still amazing conviction in @virtuals_io launches and as a result IRIS is up +40% on the day. Combined with other AI Tokens rebounding like $VADER Users are coming for a launch and staying to collect more points! Everyone's eyes appear to be on $ROOM next 39 4 24 36.7k 564 .
Jun 15 $ per Point update The hyped projects draw huge point sinks but that means more competition which impacts the value of your points Comparing PRIMO vs BAIBY from a pure $/Point aspect, the difference is huge because of the Total Points Spent is 7x different Getting a larger share of tokens allows you to stake more and possibly earn more from DAB Something to think about as @virtuals_io point game continues to evolve. Staking $VADER & $VIRTUAL is still the sure consistent way to points! 19 0 12 7.1k 493 .
Jun 13 How many wallets went to Jeet Jail for $IRIS? It may surprise you Took a look at all claims, staking, wallet balances and... 80% of Wallets held onto their IRIS representing 72% of total tokens claimed or 289M ~2,000 wallets ended up in some sort of Jeet Jail and had a balance decrease with 69M Tokens Claimed These are stunning numbers for anyone that tracks launches/TGE's, in many cases the vast majority dump especially with a successful launch @virtuals_io launches are built different 127 11 55 13.1k 496 .
May 30 With the $SOLACE Airdrop to @virtuals_io Stakers, there have now been 8 airdrops to Stakers Many who've staked since the start, are nearing 70-80% ROI on their staking positions alone in under 3 weeks This doesn't include Points! https://t.co/S8naNUOd3A 89 9 27 7.7k 255 .
May 28 1/ How much are @virtuals_io Points worth? Turns out its ~$0.10 Lots of factors at play but I tracked every successful genesis launch, how many points were committed to find prices for each Lets take a look 🧡 https://t.co/fd40jhkCyT 123 15 21 26.9k 235 .
May 25 Seeing uptick in DAW participating in @virtuals_io Genesis launches People are slowly coming to find out what the trenches 2.0 looks like...and it's all about points https://t.co/H3vqLIa7Jh 38 3 8 8.7k 190 .
Apr 18 Dashboard for Dungeons of Fortune on Base +77,000 Dungeons started 59M $COIN spent on Dungeons +2,570 Heroes Burned +2650 DAW in their Ecosystem Interestingly Hard Dungeons makeup 8% of runs but 50% of $COIN Spend What else needs tracking? https://t.co/zXdshKDHp2 86 14 14 17.5k 266 .
Mar 28 Think about this by @kylascan and how many images OpenAI got from the Ghibli AI trend to train on The dream certainly is to become a platform https://t.co/IP8lmZPk0Z 24 3 1 9.5k 166 .
Mar 27 The end of Season 3 for @PirateNation is near. The requirements to receive S3 Rewards include having an Active VIP pass or Founder's Pirate This has led to a surge in spending past 2 days and has pushed $PIRATE over 1 Million lifetime burned tokens 61 18 13 6.1k 250 .
Feb 20 Kaito Airdrop is all what people are Yapping A 0.0015 ETH Fee to claim was included and +72ETH or +$195,000 has been collected this way by +48,000 wallets claiming already When looking at the wallets that have claimed, so far 77% of them have had a decrease in balance. Indicating high amount of selling/transferring/etc The largest claim so far has been for 559,665 Tokens or close to $500,000 for a single wallet! 24 1 7 6k 418 .
Feb 01 Big day with @Uniswap v4 launching. This gives projects new tools to use with DeFi @flaunchgg on Base is showing how this can be used to automate Memecoin buy backs with revenue share between Community and Devs Already +1,000 Tokens have launched and have done +$44 Million in volume using Uniswap v4 They've also paid out +$106,000 to Devs and it's only Day 1 @aixbt_agent any plans to use Uniswap v4? Checkout Dashboard πŸ‘‡ 41 2 6 11.2k 428 .
Jan 27 Over 1M RON spent launching +12,500 Tokens on @tamadotmeme. The result is $52,000/day in revenue totaling $325,000 in under 1 week Volume and # trades hit ATH on a Sunday topping $4.6 Million/Day in Volume Memes off to a strong start on @Ronin_Network @zentry What do you think @aixbt_agent? 149 30 26 13.7k 295 .
Jan 21 Dashboard for @tamadotmeme on Ronin is live, in the first 3 hours: +2,100 Tokens launched +160,000 RON Spent on launches +4,100 Unique Wallets Trading +$1.75 Million in Trading Volume If it's useful, referral code: 95c48aab helps @Dune in next post πŸ‘‡ https://t.co/jIjdG0BVT4 79 21 9 7.8k 277 .
Jan 21 In the first hour of @tamadotmeme +1,000 Tokens have launched spending +100,000 RON to do so +2,800 wallets have started trading and Tama Mart doing 500K RON Volume in pre-bonding trading 13 Tokens and counting have graduated to Katana https://t.co/30EPGTWwL3 84 23 14 6.4k 262 .
Jan 10 In making the dashboard for $JAIHOZ just discovered there's a bridge from Base <-> Ronin! Didn't realize this existed and so happy I can avoid ETH Mainnet gas fees https://t.co/3hvPBYlfP7 62 8 9 8.3k 194 .
Jan 05 I like how AI labeled this report "The Curious Case of VIRTUAL..." Wonder how accurate these estimates are for # of Tokens the exchanges would need with: Coinbase 9-25 Million Binance 17-35 Million https://t.co/AbgWLrP8bf 48 9 8 13k 223 .
Jan 05 $VIRTUAL isn't on Binance Spot Markets, but is on their Futures and doing +$250 Million in 24hr volume Had GPT do some research on how much Revenue this could bring over 30 days, and it estimates $2.6 Million. Sure exchanges are seeing this https://t.co/iTZzsrn3qg 134 15 12 26.2k 265 .
Dec 31 .@cookiedotfun released their gated v0.3 that requires users to lockup 10,000 $COOKIE to access Since release, +5.5 Million COOKIE has been locked up with +46 new users/day being added In a world of AI Agents, data will be key to differentiate https://t.co/SVoy5z5Wi0 91 9 10 9.5k 269 .
Dec 29 Diving into some @aixbt_agent data and amazed to they've done 1,440 replies/day and 23 original posts/day in December 🀯 Follower count has skyrocketed over this time so interesting to see this...more to come Anyone in CT working this hard? https://t.co/Z5xj9SpMBy 43 4 6 11k 266 .
Dec 28 Been loosely playing Ragnarok: Monster World on Ronin With $RUPI coming out, thought I'd make a dashboard to track # merges, RUPI Claims, and # check-ins Closing in on 100K merges and half-million RUPI has been spent on merges with half of that being burned https://t.co/nqr6Y3xhBB 542 114 13 84.4k 283 .
Dec 27 .@virtuals_io breaking $50 Million in Revenue in just the past 90 days Agent launches have slowed down but daily revenue has started to increase and ~$500K Are more people trading with the holiday time off? πŸ˜… https://t.co/fRxncnt49D 266 36 25 28.7k 234 .
Dec 23 1/ One year ago the @virtuals_io token was airdropped to PathDAO holders. A pivot that set into motion Virtuals becoming one of the largest tokens by market cap in not only the AI space but overall markets 8,464 wallets were dropped tokens with a then market cap of ~$14 Million https://t.co/xUDDO1T1GC 74 6 9 12.6k 303 .
Dec 17 1/@pixel_dungeons by @pixels_online on @Ronin_Network just came out and allows players farm PIXEL rewards in dungeons if you can escape Play times are limited currently and there's free/paid modes. Already 213,720 $PIXEL has been spent Let's dig into the data 🧡 66 15 3 31.8k 264 .
Dec 15 Added section for wallets that had their first transaction on @base after $AIYP drop. It's up to 2,245 now! https://t.co/PNJJrkhK79 46 4 7 8.7k 131 .
Dec 13 After 2 days, nearly 1,000 addresses that had no @base activity, had their first tx after $AIYP drop on Base by @yellowpantherx https://t.co/UEyF3r73KZ 43 1 9 17.7k 151 .
Dec 12 Nice round number for @virtuals_io, congrats! https://t.co/59FMXqI0vV 65 4 1 5.7k 69 .
Dec 12 Added Protocol Revenue to Virtual's Dashboard Just crossed $25 Million in Total Rev with token nearing $2 in just the past couple months https://t.co/bDRuvLMxum 69 10 8 8.7k 161 .
Dec 12 Today @Agent_YP dropped by @yellowpantherx and @virtuals_io 30% of the supply was airdropped to 40 different web3 communities but what did this look like? In total, tokens were sent to 53,464 addresses in amounts ranging from 1,353 to 301,219 $AIYP. That's $9 - $1,980! However 18,829 wallets have no @base activity! This accounts for ~ 101 Million Tokens or $670,000 in value This is a great experiment in giving rewards to communities outside of Base and seeing if they activate Time will tell if they migrate over and if not... that's 10% of Total Supply effectively out of circulation. Add that to 30% that's still reserved for a 2nd airdrop and this has real impact on circulating supply Check out distributions and more πŸ‘‡ 61 8 6 12.8k 737 .
Dec 10 Markets may be down but @virtuals_io doing ~$290,000 in daily revenue yesterday. Heard from their last spaces that majority would go to various agent projects... We've also crossed 150,000 wallets that hold an agent token! https://t.co/0Siy8QSnKi 184 21 13 15.7k 247 .
Dec 05 .@virtuals_io has fees coming in via trades, agent launches, and more. Over the past 7 days: - Average of 460,000 $VIRTUAL in daily revenue - Comes out to ~$738,000 in daily revenue - Nearly $20 Million in lifetime revenue since Oct What do you think @aixbt_agent? https://t.co/jvBBFdotmA 235 26 7 40.9k 290 .
Dec 03 1/ Migrating tokens to @virtuals_io is a feature where a project can seed liquidity with 41,600 $VIRTUAL and gain access to Virtual's AI Agent Tools So far 7 projects have done this including @gam3sgg Lets dive into how this led to a market cap increase of +$3.6 Million 🧡 https://t.co/qKAZlkElMy 168 26 5 19.3k 299 .
Dec 03 Updated my @Vader_AI_ dashboard with new image Included link to the wallet that has the various tokens that will be rewarded to stakers in the next 3 months 662 wallets currently have over 100K $VADER and will have free access to the terminal. Any other data I should add? https://t.co/UDb861GVsJ 85 7 9 7.3k 298 .
Dec 01 Another day another 1,181 Agents launched on @virtuals_io 15 Graduated/Red Pilled and 641,928 $ VIRTUAL or $970K was spent to launch these Increase of 4,800 wallets holding agent tokens vs yesterday. Do you think this can continue @aixbt_agent? https://t.co/OVkzcESWT8 309 20 27 46.6k 271 .
Nov 30 Yesterday a record 1,104 AI Agents were launched on @virtuals_io 19 Agents Graduated/Red Pilled and 685,585 $VIRTUAL or ~$1 Million was spent to launch these We now have over 128K wallets that hold an Agent Token! What do you think @aixbt_agent? https://t.co/lktSXzbB8F 531 52 35 166.1k 272 .
Nov 29 .@Dune dashboard for @Vader_AI_ @VaderResearch setup. Track the number of holders, tokens staked, unlocks and more Looking at @aixbt_agent and Vader while they are both deployed on Solana all the activity is happening on Base Instead of going to Solana people are coming to Base! 101 11 6 21.2k 281 .
Nov 28 Congrats @virtuals_io on breaking the $1 Billion market cap. Huge feat and incredible progress in the world of AI Agents like @Vader_AI_ @aixbt_agent @sekoia_virtuals and more Looking forward to what's next and having an easy way to build in AI x crypto https://t.co/hhMJal0EHi 112 6 4 5.9k 278 .
Nov 23 .@PirateNation Season 2 rewards just dropped and already +40 Million $PIRATE has been claimed 52% of this has been staked! Largest claim so far has been for 1,344,924 PIRATE or $186,000 Never a better time to be a pirate πŸ΄β€β˜ οΈ https://t.co/Y4K4PQDvX6 42 5 6 10.8k 253 .
Nov 07 1/ @LizLabsio did their TGE yesterday and went the all DEX route. This means all token data is on-chain! So far: - 327 Million $LIZ has been claimed - 312 Million is staked between single side and LP This comes to $867M in TVL staked, but for how long? Lets dig in 🧡 https://t.co/Z5AMLUjzCH 68 18 13 17.9k 300 .