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SparkData-Reporting & Analytics

Responsible for sourcing, transforming and presenting all forms of data in support of active management of the pools in the Power Universe and periodic reporting to investors.

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Data Sourcing & Analysis
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Metrics & Analytics
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Investor & DAO Reporting

Roadmap & Task List

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SparkData RoadMap & Task List

Analytics Tracking

Over time, PowerPool needs to develop a very broad analytics tracking and analysis capability that will require integrating many sources, and require a fair amount of manual tracking, since not all the data is on-chain. This implies that the DAO needs a multi-source data integration, analytics and (interactive) visual publishing platform which is accessible and useable by a large team of part-time DAO contributors. Ideally, the following metrics would be tracked for all the tokens (and candidate tokens) on shortlists to guide re-weightings.

Tracking analytics:

  1. FDV/TVL
  2. MCAP/TVL
  3. P/S ratio
  4. P/E ratio
  5. MAU/Network growth (delta user counts)
  6. User retention
  7. Revenue/Profitability to token holders
  8. Monetary velocity (number of times capital flows within the system)
  9. Capital stickiness (similar to fdv/tvl)

Developer activity on Github, quality of the code, the coin release schedule and social indicators such as tweet mentions and daily website visits are better proxies of success of a defi project compared to fundamental indicators

Role of Token-trackers

One of the ways anyone with an interest in crypto investing can contribute to the DAO via SparkData and earn rewards is by acting as a Token-tracker. The PowerPool Analytics platform must be able to gather manual input from (standardized) spreadsheets maintained by Token trackers, and periodically submitted for the data to be processed. Timely submission of token-tracking spreadsheets earns the contributor NFT rewards redeemable for xCVP share of the Treasury.

Data Reporting Platform Architecture

PowerPool should develop its own cloud-based on and off-chain data/ETL & analytics/interactive web publishing architecture to gather, analyse and systematically report and trigger alerts via visual web dashboards on key analytics (see above) for our own products, and other tokens of interest short-listed by the DAO. The PowerPool platform needs to connect and import from many sources, both APIs and SQL views, as well as import manually-gathered input on large numbers of spreadsheets maintained and uploaded/refreshed off-chain by Token Trackers contributing to the DAO via SparkData metrics tracking.

SparkData Platform Specifications:

The platform should allow both coders and non-coders to collaborate as a team on developing pipelines, analytics, event triggers and custom interactive visualisations that can be displayed on (gated) sections of the PowerPool website.

Key aspects of the SparkData cloud platform include:

  • Connect and import from multiple sources, API/JSON, SQL Views, and large batches of spreadsheets;
  • Full range of data scrubbing, ETL transformation and other pipeline operations - no coding;
  • Integrated canned (no coding) or custom (coding) analytics in R, Python or both;
  • Full range of canned or open source JS interactive visualisations;
  • Web scale interactive publishing to desktop & mobile
  • Archive format for assembling and storing time series with no database or database skills required.

Licensing considerations:

Licensing needs to accommodate the DAO structure, many part-time contributors, unlimited publishing of (interactive) visualisations via (gated?) website

Emerging Platform Options:

External Data Sources

There are several start-ups trying to become leading sources of crypto data useful to financial decision makers. The importance of DAO-authorised shortlists, especially the tokens tracking shortlist, is that custom analytics need to be be sourced and tracked only for a limited shortlist of tokens of interest. An important issue is the degree of latency which is acceptable for PowerPool use cases. It may be that real-time data feeds are not required.

Below is a brief list of potential sources that could be tapped, analyzed, digested and made available to xCVP stakers/Illuminati via the (restricted access) PowerPool website dashboards sections:

Token Terminal - aleksis@tokenterminal.xyz
Nansen AI

On-chain analytics and wallet tagging...

Dune Analytics - Polygon data, BSC data?

Public data visualisation source

PowerPool should first add good views for queries on CVP, YLA...currently queries return nothing (see below). There should be links from the DAO Forum token-based discussions and visualisations periodically revised and improved. (Nexus Mutual pays rewards for the best dashboards/visualisations).

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The incentivized Dune Analytics dashboard should look something like this one for Synthetix

Footprint - not real time
Santiment
CoinGecko

Comprehensive token listing information, contract addresses,etc.

Messari

Institutional grade price feeds, etc.

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CoinTelegraph
skewAnalytics

(just acquired by Coinbase)

(they could be commissioned to build dashboards for selected red-listed tokens)

Glassnode

(customisable, could also be retained to prepare feeds for selected red-listed tokens)

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Kaiko
LiquidityFolio

(yield tracking)

(they could be commissioned to build/operate yield-tracking dashboards for neutral yield vehicles)

Sunzu

Tracks liquidity depth for pooled investment tokens. Here, for example, is their analysis for the Trakx โ€œtop 10โ€ โ€˜indexโ€™:

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CryptoFees API

includes price/sales metric

Covalent API
The Graph API

Chain Specific Sources:

Solana

Team Recruiting Option: Flipside Community Bounties

Flipside sources their own data using a chain crawler traversing major and emerging chains, all stored in an SQL schema (powered by Snowflake) updated in real time, about every 5-60 min depending on the table. PowerPool could offer bounties to Flipside Community or its community members to create fundamentals tracking visual dashboards for key Power Universe data sets, including zero-weighted tokens. Here is an example for Terra Ecosystem:

Flipside has Polygon data but BSC data is delayed until; Q3 2022 (!)