global: snap

website/scripts/options/distribution/data.js

@@ -47,6 +47,7 @@ export function buildCohortData() {
       base: addrs.funded.all,
       delta: addrs.delta.all,
     },
+    avgAmount: addrs.avgAmount.all,
   };
 
   const shortNames = TERM_NAMES.short;
@@ -174,6 +175,9 @@ export function buildCohortData() {
         base: addrs.funded[key],
         delta: addrs.delta[key],
       },
+      avgAmount: addrs.avgAmount[key],
+      exposed: addrs.exposed,
+      reused: addrs.reused,
     };
   });
 

website/scripts/options/distribution/holdings.js

@@ -28,7 +28,7 @@ import {
   groupedWindowsCumulativeWithAll,
 } from "../shared.js";
 import { colors } from "../../utils/colors.js";
-import { priceLines } from "../constants.js";
+import { priceLine } from "../constants.js";
 
 /**
  * Simple supply series (total + half only, no profit/loss)
@@ -165,41 +165,44 @@ function groupedDeltaItems(list, all, getDelta, unit, title, name) {
 // ============================================================================
 
 /**
- * Profitability chart (in profit + in loss supply)
+ * Amount chart: total + halved + in profit + in loss in sats/btc/usd.
  * @param {{ total: AnyValuePattern, half: AnyValuePattern, inProfit: AnyValuePattern, inLoss: AnyValuePattern }} supply
  * @param {(name: string) => string} title
  * @returns {PartialChartOption}
  */
-function profitabilityChart(supply, title) {
+function profitabilityAmountChart(supply, title) {
   return {
-    name: "Profitability",
+    name: "Amount",
     title: title("Supply Profitability"),
     bottom: [
-      ...satsBtcUsd({
-        pattern: supply.total,
-        name: "Total",
-        color: colors.default,
-      }),
-      ...satsBtcUsd({
-        pattern: supply.inProfit,
-        name: "In Profit",
-        color: colors.profit,
-      }),
-      ...satsBtcUsd({
-        pattern: supply.inLoss,
-        name: "In Loss",
-        color: colors.loss,
-      }),
-      ...satsBtcUsd({
-        pattern: supply.half,
-        name: "Halved",
-        color: colors.gray,
-        style: 4,
-      }),
+      ...satsBtcUsd({ pattern: supply.total, name: "Total", color: colors.default }),
+      ...satsBtcUsd({ pattern: supply.inProfit, name: "In Profit", color: colors.profit }),
+      ...satsBtcUsd({ pattern: supply.inLoss, name: "In Loss", color: colors.loss }),
+      ...satsBtcUsd({ pattern: supply.half, name: "Halved", color: colors.gray, style: 4 }),
     ],
   };
 }
 
+/**
+ * Share chart: in profit / in loss as % of own supply.
+ * @param {{ inProfit: { toOwn: { percent: AnySeriesPattern, ratio: AnySeriesPattern } }, inLoss: { toOwn: { percent: AnySeriesPattern, ratio: AnySeriesPattern } } }} supply
+ * @param {(name: string) => string} title
+ * @returns {PartialChartOption}
+ */
+function profitabilityShareChart(supply, title) {
+  return {
+    name: "Share",
+    title: title("Supply Profitability"),
+    bottom: [
+      ...percentRatio({ pattern: supply.inProfit.toOwn, name: "In Profit", color: colors.profit }),
+      ...percentRatio({ pattern: supply.inLoss.toOwn, name: "In Loss", color: colors.loss }),
+      priceLine({ number: 100, color: colors.default, style: 0, unit: Unit.percentage }),
+      priceLine({ number: 50, unit: Unit.percentage }),
+    ],
+  };
+}
+
+
 /**
  * @param {{ toCirculating: PercentRatioPattern, inProfit: { toCirculating: PercentRatioPattern }, inLoss: { toCirculating: PercentRatioPattern } }} supply
  * @param {(name: string) => string} title
@@ -207,8 +210,8 @@ function profitabilityChart(supply, title) {
  */
 function circulatingChart(supply, title) {
   return {
-    name: "% of Circulating",
-    title: title("Supply (% of Circulating)"),
+    name: "Dominance",
+    title: title("Supply Dominance"),
     bottom: [
       ...percentRatio({ pattern: supply.toCirculating, name: "Total", color: colors.default }),
       ...percentRatio({ pattern: supply.inProfit.toCirculating, name: "In Profit", color: colors.profit }),
@@ -217,23 +220,6 @@ function circulatingChart(supply, title) {
   };
 }
 
-/**
- * @param {{ inProfit: { toOwn: { percent: AnySeriesPattern, ratio: AnySeriesPattern } }, inLoss: { toOwn: { percent: AnySeriesPattern, ratio: AnySeriesPattern } } }} supply
- * @param {(name: string) => string} title
- * @returns {PartialChartOption}
- */
-function ownSupplyChart(supply, title) {
-  return {
-    name: "% of Own Supply",
-    title: title("Supply (% of Own)"),
-    bottom: [
-      ...percentRatio({ pattern: supply.inProfit.toOwn, name: "In Profit", color: colors.profit }),
-      ...percentRatio({ pattern: supply.inLoss.toOwn, name: "In Loss", color: colors.loss }),
-      ...priceLines({ numbers: [100, 50, 0], unit: Unit.percentage }),
-    ],
-  };
-}
-
 /**
  * @param {OutputsPattern} outputs
  * @param {Color} color
@@ -330,8 +316,13 @@ export function createHoldingsSectionAll({ cohort, title }) {
           title: title("Supply"),
           bottom: simpleSupplySeries(supply),
         },
-        profitabilityChart(supply, title),
-        ownSupplyChart(supply, title),
+        {
+          name: "Profitability",
+          tree: [
+            profitabilityAmountChart(supply, title),
+            profitabilityShareChart(supply, title),
+          ],
+        },
         ...singleDeltaItems(supply.delta, Unit.sats, title, "Supply"),
       ],
     },
@@ -355,9 +346,14 @@ export function createHoldingsSectionWithRelative({ cohort, title }) {
           title: title("Supply"),
           bottom: simpleSupplySeries(supply),
         },
-        profitabilityChart(supply, title),
-        circulatingChart(supply, title),
-        ownSupplyChart(supply, title),
+        {
+          name: "Profitability",
+          tree: [
+            profitabilityAmountChart(supply, title),
+            profitabilityShareChart(supply, title),
+            circulatingChart(supply, title),
+          ],
+        },
         ...singleDeltaItems(supply.delta, Unit.sats, title, "Supply"),
       ],
     },
@@ -380,8 +376,13 @@ export function createHoldingsSectionWithOwnSupply({ cohort, title }) {
           title: title("Supply"),
           bottom: simpleSupplySeries(supply),
         },
-        profitabilityChart(supply, title),
-        circulatingChart(supply, title),
+        {
+          name: "Profitability",
+          tree: [
+            profitabilityAmountChart(supply, title),
+            circulatingChart(supply, title),
+          ],
+        },
         ...singleDeltaItems(supply.delta, Unit.sats, title, "Supply"),
       ],
     },
@@ -404,7 +405,10 @@ export function createHoldingsSectionWithProfitLoss({ cohort, title }) {
           title: title("Supply"),
           bottom: simpleSupplySeries(supply),
         },
-        profitabilityChart(supply, title),
+        {
+          name: "Profitability",
+          tree: [profitabilityAmountChart(supply, title)],
+        },
         ...singleDeltaItems(supply.delta, Unit.sats, title, "Supply"),
       ],
     },
@@ -427,7 +431,10 @@ export function createHoldingsSectionAddress({ cohort, title }) {
           title: title("Supply"),
           bottom: simpleSupplySeries(supply),
         },
-        profitabilityChart(supply, title),
+        {
+          name: "Profitability",
+          tree: [profitabilityAmountChart(supply, title)],
+        },
         ...singleDeltaItems(supply.delta, Unit.sats, title, "Supply"),
       ],
     },
@@ -502,7 +509,10 @@ export function createGroupedHoldingsSectionAddress({ list, all, title }) {
       name: "Supply",
       tree: [
         groupedSupplyTotal(list, all, title),
-        ...groupedSupplyProfitLoss(list, all, title),
+        {
+          name: "Profitability",
+          tree: groupedSupplyProfitLoss(list, all, title),
+        },
         ...groupedDeltaItems(list, all, (c) => c.tree.supply.delta, Unit.sats, title, "Supply"),
       ],
     },
@@ -520,6 +530,25 @@ export function createGroupedHoldingsSectionAddress({ list, all, title }) {
         ...groupedDeltaItems(list, all, (c) => c.addressCount.delta, Unit.count, title, "Address Count"),
       ],
     },
+    {
+      name: "Average Holdings",
+      tree: [
+        {
+          name: "Per UTXO",
+          title: title("Average Holdings per UTXO"),
+          bottom: flatMapCohortsWithAll(list, all, ({ name, color, avgAmount }) =>
+            satsBtcUsd({ pattern: avgAmount.utxo, name, color }),
+          ),
+        },
+        {
+          name: "Per Address",
+          title: title("Average Holdings per Funded Address"),
+          bottom: flatMapCohortsWithAll(list, all, ({ name, color, avgAmount }) =>
+            satsBtcUsd({ pattern: avgAmount.addr, name, color }),
+          ),
+        },
+      ],
+    },
   ];
 }
 

website/scripts/options/distribution/index.js

@@ -14,6 +14,9 @@ import {
   formatCohortTitle,
   satsBtcUsd,
   satsBtcUsdFullTree,
+  avgHoldingsSubtree,
+  exposedSubtree,
+  reusedSubtree,
 } from "../shared.js";
 import {
   ROLLING_WINDOWS,
@@ -103,6 +106,7 @@ export function createCohortFolderAll(cohort) {
       createCostBasisSectionWithPercentiles({ cohort, title }),
       createProfitabilitySectionAll({ cohort, title }),
       createActivitySectionWithAdjusted({ cohort, title }),
+      avgHoldingsSubtree(cohort.avgAmount, title),
     ],
   };
 }
@@ -259,6 +263,9 @@ export function createCohortFolderAddress(cohort) {
       createPricesSectionBasic({ cohort, title }),
       createProfitabilitySectionWithProfitLoss({ cohort, title }),
       createActivitySectionMinimal({ cohort, title }),
+      avgHoldingsSubtree(cohort.avgAmount, title),
+      reusedSubtree(cohort.reused, cohort.key, title),
+      exposedSubtree(cohort.exposed, cohort.key, title),
     ],
   };
 }

website/scripts/options/distribution/valuation.js

@@ -6,6 +6,7 @@ import { Unit } from "../../utils/units.js";
 import { colors } from "../../utils/colors.js";
 import { ROLLING_WINDOWS, line, baseline, mapWindows, sumsTreeBaseline, rollingPercentRatioTree, percentRatio, percentRatioBaseline } from "../series.js";
 import { ratioBottomSeries, mapCohortsWithAll, flatMapCohortsWithAll } from "../shared.js";
+import { priceLine } from "../constants.js";
 
 // ============================================================================
 // Shared building blocks
@@ -80,11 +81,26 @@ export function createValuationSectionFull({ cohort, title }) {
       { name: "Total", title: title("Realized Cap"), bottom: [line({ series: tree.realized.cap.usd, name: "Realized Cap", color, unit: Unit.usd })] },
       {
         name: "Profitability",
-        title: title("Invested Capital"),
-        bottom: [
-          line({ series: tree.realized.cap.usd, name: "Total", color: colors.default, unit: Unit.usd }),
-          line({ series: tree.unrealized.investedCapital.inProfit.usd, name: "In Profit", color: colors.profit, unit: Unit.usd }),
-          line({ series: tree.unrealized.investedCapital.inLoss.usd, name: "In Loss", color: colors.loss, unit: Unit.usd }),
+        tree: [
+          {
+            name: "Amount",
+            title: title("Invested Capital"),
+            bottom: [
+              line({ series: tree.realized.cap.usd, name: "Total", color: colors.default, unit: Unit.usd }),
+              line({ series: tree.unrealized.investedCapital.inProfit.usd, name: "In Profit", color: colors.profit, unit: Unit.usd }),
+              line({ series: tree.unrealized.investedCapital.inLoss.usd, name: "In Loss", color: colors.loss, unit: Unit.usd }),
+            ],
+          },
+          {
+            name: "Share",
+            title: title("Invested Capital Profitability"),
+            bottom: [
+              ...percentRatio({ pattern: tree.investedCapital.inProfit.toOwn, name: "In Profit", color: colors.profit }),
+              ...percentRatio({ pattern: tree.investedCapital.inLoss.toOwn, name: "In Loss", color: colors.loss }),
+              priceLine({ number: 100, color: colors.default, style: 0, unit: Unit.percentage }),
+              priceLine({ number: 50, unit: Unit.percentage }),
+            ],
+          },
         ],
       },
       { name: "MVRV", title: title("MVRV"), bottom: ratioBottomSeries(tree.realized.price) },