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The Graph: Detailed Token Analysis to determine if it is worth investing.
0:00 IA Token Valuation Process
1:00 Token distribution and incentives
Key Partners and Players
Growth Rates of Adoption / How mature
Things to be aware of
How high can it go?
The Graph is a decentralized data indexing protocol that allows for efficient retrieval and sorting of blockchain data - Aims to be a one-stop-shop for searches and data retrieval
2:00 What it Does
The TLDR of all this is Think what Google does for the Internet.
3:00 Background
Founders: Yaniv Tal, Jannis Pohlmann, Brandon Ramirez
Engineering backgrounds worked together on a developer tools startup optimizing API stacks
VISION
Decentralize the ability to rapidly and efficiently lookup data in a network without compromising user experience
4:00 Problem:
Although there is a lot of available data on the Blockchain networks, the data is often difficult to get and/or requires work to filter and parse it for a DAPP need
5:00 How it Plays
The Graph streamlines this process by putting the indexing layer on a blockchain.
Utilizes a marketplace approach to providing data where Indexers compete to serve up the requested data
With Graph, indexing is efficient, secure, and decentralized
6:00 Scorecard Ranking
The biggest player in the Data Indexing space. Not many players.
7:00 Industry Disruption
The explosive growth of the use of Graph, daily queries reaching 850 million
Industry Disruption
Query volume dominated by Defi projects querying the Graph
Some of the biggest names in Defi integrating subgraphs for their data querying needs including Uniswap, Aave, Synthetix, MakerDAO, Balancer, Bancor, Compound
8:00 Growth Opportunities
Within a few short months, The Graph has seen widespread adoption by industry leaders such as Uniswap, Balancer, Synthetix, Aave, Bancor, etc
Currently supports Ethereum, but looking to expand support into other blockchains including Polkadot, Solana, Polygon, Near, Celo, Fantom
Expanding into NFTs, building the first NFT subgraph community
9:00 Value Propositions
Efficient decentralized indexing of data without the need to run queries on centralized infrastructure
The graph offers a suite of developer tools, APIs, and GraphQL
Nodes can automatically extract the necessary data from Dapps
Reduces the API maintenance and the need for Dapps to create specific endpoints for every data request edge cases
10:00 Technology & Developers
The Graph is at the cutting edge of decentralized data indexing protocol
Anyone can operate a node within The Graph network, known as a subgraph
Subgraphs are open APIs that allow for indexing of data from the Ethereum blockchain or
11:00 GRT token demand:
Indexers require GRT to stake in order to provide indexing services
They earn query fees and indexing rewards for operating their node
Curators deposit GRT into a bonding curve to earn a portion of the query fees for sorting, organizing the data and ensuring data quality
Delegators stake GRT with Indexers
12:00 Tokenomics
Delegators stake GRT with Indexers in order contribute to the to network security and earn a portion of the fees and rewards from Indexers
GRT is The Graph’s native ERC20 token
10 Billion initial supply
The inflation rate of 3% per year used to pay indexing rewards
Only 35% token supply went to the community
Of the 35% nearly 60% kept w/ Foundation
Only 12% of the 35% went to public sale
13:00 Ecosystem
Over 2,300 subgraphs, 3,000 developers, +200 Indexers, +400 Curators
Subgraphs list is a who’s-who shortlist of the Defi space
14:00 Longevity and Track Record
The Graph launched its main net in December 2020
Raised over $25M from backers and venture capitalists including Coinbase Ventures, JD Capital, Framework Ventures, ParaFi Capital, etc
14:30 Risks
Initial token distribution is bad. Even the 35% designated as “community,” the majority of that is set aside for the foundation. Very little of the token supply is in the hands of the public and its community
14:45 The Chart
The chart is UGLY FLAT SINCE LAUNCH
15:00 The Token Dumpage
Between Now and 2025 nearly 8.1 BN Tokens will be dumped on the market - heavy dumps in July 2021 and Dec 21 and 2022
This dump will 3.79x the supply.
15:20 The Token Dumpage Price Illustration
15:50 The Analysts Price Predictions
Coinpedia Forecast
Trading Beasts
Digital Coin
WalletInvestor
CryptoPP Crypto Price Predictions
The analysts seem most generous
16:00 IA Price Predictions
Note my estimates are 8x less than the analysts on average. WHO do you have your money on?
17:00 Conclusion
The Graph is one of the most innovative projects in the space. It’s changing how crypto projects handle data indexing
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