Hi all,
Summary below:
Report 33
- Optimism campaigned ended this period. Maintained a lower Optimism (rETH/WETH Hidden Hand Aura Market) spend of 50 RPL instead of 200 RPL on first fortnight, but bumped back up to 200 RPL on the second fortnight
- IMC continued spending budget cut (by calculating values with artificial 0.005 RPL/ETH ratio)
- ~11.2k of inflows, ~10.9k of outflows
- Budgeting summary:
- RPL balance change: Period 33 saw a +12.2% change from ~2.9k RPL to ~3.3k RPL
- Extrapolated months to zero RPL balance: Period 33 shows “-” since we have a balanced budget (slight surplus), and can continue to spend at this rate indefinitely
Budget 34
- Should match period 33 spends, except Optimism campaign is over
Data - 1% Price Impact
- Liquidity looks stable on mainnet
- Still have an uptick in liquidity on Optimism
Resources
- IMC tracking spreadsheet: IMC tracking - Google Sheets
- IMC RPL tracker: https://dune.com/queries/3209520/5365584
- 1% price impact tracker (assumes RP smart contracts not used): rETH Slippage for IMC