Principle 3 Phase 1: Framework for Evaluating Which EVM Chains should be among Ghost DAO Mainnet Launch

ghostDAO
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re: Principle 3 - Acquiring projects/token bonds/swaps with CSPR trading at a “top”

Phase 1 of Principle 3 is deciding which chains, Ghost DAO should prioritze its launch.

That is the scope of this post and I welcome anyone who wants to participate in advancing a DRAFT framework for The DAO to evaluate EVM chains and sharing a link to google sheets below. The framework borrows largely from the work of Harpocrates’ community calls, specifically the acquisition strategy “Principle 3”

@ :55 here >https://www.youtube.com/watch?v=YuOjfqmOMqY
and @ :47 here > https://www.youtube.com/watch?v=HmrOax7dNSUand

@ :47 here >. https://www.youtube.com/watch?v=HmrOax7dNSU which has the main criterion suggested by Harpocrates with a few other criterion added after a few runs on a handful of chains.

link to the FRamework on Google Sheets. Ghost DAO Principle 3 Criterion and Rubric for EVM Evaluation - Google Spreadsheets

Before Phase 2 of Principle 3, “What are the healthy unbiased targets should our Treasury focus on to increase RFV”, we need to choose which chains.

As a next step, I’d like to get some alignment with the community on what variables are missing from the four Criterion below which we might create polls in Whales to solicit further alignment.

The Draft Framework:
DECENTRALIZATION (WEIGHT 35%

  1. Validator Count and Decentralization
  2. Node Cost
  3. Technical Complexity
  4. Real Staking APY not nominal - net of inflation
  5. Token Concentration ( whales, investors, team)
  6. Governance particpation
  7. Quantum Readiness

DEVELOPER TALENT AND INFRA (WEIGHT 25%)

  1. Active Developers and community contributors
  2. Mainnet + Testnet RPC endpoints reliability and availability
  3. Talent incentives (% of fess/ rewards to ecosystem)
  4. Infra richness (indexers, oracles, AA tools, bridges, etc)
  5. DAO tooling and culture

ECOSYSTEM USAGE AND HEALTH (WEIGHT 25%)

  1. Number of DAaps in ecosystem
  2. DAUs # of Daily Active Users
  3. Chain MC/TVL
  4. Total Chain Revenues
  5. Aggregate DAap revenue
  6. Security and liveness track record

ONCHAIN LIQUIDITY (WEIGHT 15%)

  1. DEX vs. CEX volume
  2. DEX pool concentratoin (# of pools, LP diversity)
  3. Liquidity resilience / dubsidy dependence.
  4. DAapp TVL

Do the weightings look right?

What are the missing variables?

Cheers.

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