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Analytics (Key Metrics)

This page is the “metrics jump table” for stakeholders.

Read in this order

Delegation board (brackets + inflow/outflow + gain/bleed)

The single best starting point: bracket sizes, net change window, inflow/outflow proxies, and top delegate gain/bleed.

Bracket time series (monthly, event replay)

How the bracket counts + bonded LPT evolved since 2022 (and concentration trends).

Outflows by size band (who exits?)

Withdraw/unbond behavior grouped by wallet size (count vs LPT).

Stake distribution snapshot

A current distribution view (useful for pie charts and “how many wallets are tiny” questions).

Bridge-out decode (Arbitrum → L1 recipients)

Shows that major “whale exits” often bridge to L1 (and mostly to self), which is not the same as selling.

L1 follow-up (post-bridge destinations)

After bridge-outs land on Ethereum L1, this tracks where the L1 recipients send LPT next (DEX vs contracts vs EOAs).

L1 second hop (exchange routing)

Follows the biggest L1 EOA destinations one hop further; surfaces labeled exchange endpoints (best-effort, label-set based).

Buy-side proxies (exchange outflows → bonders)

On-chain proxy for buy pressure: labeled exchange outflows on L1 and whether recipients bridge + bond on Arbitrum.

Timing traces (withdraw → bridge → L1 → exchange)

Repeatable timing windows: WithdrawStake → L2 bridge-out → L1 escrow receipt → labeled exchange deposits (often via one EOA hop).

Rewards claimed vs stake withdrawn (time series)

Monthly/yearly totals of LPT rewards claimed and LPT withdrawn via WithdrawStake (a rough upper bound for liquidity exits).

Reflexivity + yield extraction (delta-neutral thesis)

Evidence-backed look at inflation rewards, reward withdrawals, and why delta-neutral staking can create structural sell pressure.

Extraction fingerprints (on-chain proxies)

A proxy dashboard for systematic extraction: top withdrawers, claim cadence proxies, post-withdraw routing, and “still bonded” cases.

Deep dive: outflows + retention evidence pack

The longer-form research notes, methodology, and artifacts behind churn/cashout claims.

Solution analytics