Jake Koch-Gallup
@immutablejacob
research @blockworks | crypto venture + ai maxi | prev. @messaricrypto
600 Following 4.7K Followers
ladies and gents, my first order of business at @Blockworks... creating a highly-curated RAILGUN data dashboard.
this is one of the most detailed @RAILGUN_Project dashboards out there, covering 20+ metrics.
i included data points that are not found anywhere else, such as revenue capture rate, revenue multiple, RAIL staking yield, and more.
here are a few examples of current data (as of july 8):
> cumulative volume: $5.28B
> june monthly revenue: $288.2K
> june revenue capture rate: 3.04%
> june revenue multiple: 41.3x
> circulating supply staked: 71.55%
> staking yield: 4.32%
you can check out the dashboard here:
railgun quant back in business 🫡
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.@circle and @arc offer two very different ways to bet on stablecoin growth.
$CRCL monetizes solana:EPjFWdd5AufqSSqeM2qN1xzybapC8G4wEGGkZwyTDt1v balances through reserve income, while $ARC needs stablecoin activity to translate into durable tokenholder value through fees, staking demand, and value accrual.
in my latest report, I compare the two models and argue why CRCL is the better stablecoin investment.
exclusive to @MessariCrypto Enterprise subscribers, you can check out the report below 👇
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