The last week was crazy. You can find a lot of news in the other newsletters. This newsletter focuses on analysis.
I always looking for fresh (and easy) data sources. There are a lot of great on-chain data investigators. So I’m trying to look at the other data. The one I chose today is the website traffic data on Alexa.com. I put the Alexa links on each title, so take the original data if you want.
We’ll look at the data from the wider viewpoint to the narrow one, very briefly for each website. Here’s the index:
Crypto market data aggregators (CMC, CoinGecko)
Market data analysis (DuneAnalytics, Cryptofees, DefiPulse)
Personal asset management (DeBank, Zapper, Zerion)
DEXs (Uniswap, Sushiswap, Balancer, Curve)
DEX aggregators (1inch, Matcha)
DeFi (Aave, Compound, Synthetix, AlphaFinance)
Others (Keeperdao, BaoFinance)
Summary: DEX aggregators are exploding, analytics platform is growing, and Sushiswap and AlphaFinance are showing steady growth. Synthetix is getting attention comparing to the size.
Crypto market data aggregators
CoinMarketCap & CoinGecko
These sites will show the overall interests on the crypto market. Another good way would be looking at CEXs, but they usually have mobile apps too. For mobile app ranking, see Larry’s tweet.
The overall interests were bottomed on around December 20th, and gradually growing up this year. Let’s take a look at the specific data, keeping this in mind.
Market data analysis
DuneAnalytics.com
(The lower part is “Audience Overlap”, refer to the website for details)
The growth of DuneAnalytics is amazing. And their audiences are overlapping with defi enthusiasts heavily. A fun fact is 18.5% of the visitors were South Korean - we are tech savvy.
Cryptofees.info
If the fundamentalists came into this industry, they must look at the cashflow. And Cryptofees would be a good source. Their growth seems significant within one month, while the rank is not that high yet.
DefiPulse.com
DefiPulse would be another source for fundamentalists, but the growth seems lower than the market average traffic growth. Insitute fundamentalists didn’t find Defi yet?
Personal asset management
DeBank.com, Zapper.fi, Zerion.io
In comparison for these 3 similar services, Zapper and Zerion look similar for the audiences overlapping and the growth rates, and DeBank seems preferred by the Strong Apes as vfat.tools visitors use DeBank. I also felt as a user that DeBank adds new small projects faster than the competitors.
And for the visitors by the country (I omitted it to keep the image layout clear), DeBank is preferred by South Korea & HK, Zapper is by SG and South Korea, and Zerion is by Argentina & HK. Argentina was a little surprise in comparison to all the other websites in this analysis. Most of the top ranked countries for the websites were the US, Canada, India, and Australia.
DEXs
Uniswap.org & Sushiswap.fi
Uniswap was bottomed about two weeks ago, while Sushiswap grew consistently. Uniswap’s rank is much higher so the change could be interpreted in a different way, but we can say that the share of the Uniswap is being taken by Sushiswap.
6% of Uniswap visitors were from Japan, and 9.3% of Sushiswap visitors were from SG.
Balancer.exchange & Curve.fi
Surprisingly, the rank and its trend, and the audiences are similar for Balancer and Curve. They didn’t show enough growth comparing to the overall market.
Spoiler alert: DEX aggregators are showing enormous growth.