mirror of
https://github.com/bitcoinresearchkit/brk.git
synced 2026-04-24 14:49:58 -07:00
website: snapshot
This commit is contained in:
nym21
@@ -1,5 +1,5 @@
|
||||
import { Unit } from "../utils/units.js";
|
||||
import { line, price } from "./series.js";
|
||||
import { dots, line, price } from "./series.js";
|
||||
import { satsBtcUsd, createPriceRatioCharts } from "./shared.js";
|
||||
|
||||
/**
|
||||
@@ -21,160 +21,193 @@ export function createCointimeSection(ctx) {
|
||||
} = cointime;
|
||||
const { all } = distribution.utxoCohorts;
|
||||
|
||||
// Cointime prices data
|
||||
const cointimePrices = [
|
||||
// Reference lines for cap comparisons
|
||||
const capReferenceLines = /** @type {const} */ ([
|
||||
{ metric: supply.marketCap, name: "Market", color: colors.default },
|
||||
{
|
||||
metric: all.realized.realizedCap,
|
||||
name: "Realized",
|
||||
color: colors.orange,
|
||||
},
|
||||
]);
|
||||
|
||||
const prices = /** @type {const} */ ([
|
||||
{
|
||||
pricePattern: pricing.trueMarketMean,
|
||||
ratio: pricing.trueMarketMeanRatio,
|
||||
name: "True Market Mean",
|
||||
title: "True Market Mean",
|
||||
color: colors.blue,
|
||||
},
|
||||
{
|
||||
pricePattern: pricing.vaultedPrice,
|
||||
ratio: pricing.vaultedPriceRatio,
|
||||
name: "Vaulted",
|
||||
title: "Vaulted Price",
|
||||
color: colors.lime,
|
||||
},
|
||||
{
|
||||
pricePattern: pricing.activePrice,
|
||||
ratio: pricing.activePriceRatio,
|
||||
name: "Active",
|
||||
title: "Active Price",
|
||||
color: colors.rose,
|
||||
},
|
||||
{
|
||||
pricePattern: pricing.cointimePrice,
|
||||
ratio: pricing.cointimePriceRatio,
|
||||
name: "Cointime",
|
||||
title: "Cointime Price",
|
||||
color: colors.yellow,
|
||||
},
|
||||
];
|
||||
]);
|
||||
|
||||
// Cointime capitalizations data
|
||||
const cointimeCapitalizations = [
|
||||
const caps = /** @type {const} */ ([
|
||||
{ metric: cap.vaultedCap, name: "Vaulted", color: colors.lime },
|
||||
{ metric: cap.activeCap, name: "Active", color: colors.rose },
|
||||
{ metric: cap.cointimeCap, name: "Cointime", color: colors.yellow },
|
||||
{ metric: cap.investorCap, name: "Investor", color: colors.fuchsia },
|
||||
{ metric: cap.thermoCap, name: "Thermo", color: colors.emerald },
|
||||
]);
|
||||
|
||||
const supplyBreakdown = /** @type {const} */ ([
|
||||
{ pattern: all.supply.total, name: "Total", color: colors.orange },
|
||||
{
|
||||
metric: cap.vaultedCap,
|
||||
pattern: cointimeSupply.vaultedSupply,
|
||||
name: "Vaulted",
|
||||
title: "Vaulted Cap",
|
||||
color: colors.lime,
|
||||
},
|
||||
{
|
||||
metric: cap.activeCap,
|
||||
pattern: cointimeSupply.activeSupply,
|
||||
name: "Active",
|
||||
title: "Active Cap",
|
||||
color: colors.rose,
|
||||
},
|
||||
]);
|
||||
|
||||
const coinblocks = /** @type {const} */ ([
|
||||
{
|
||||
metric: cap.cointimeCap,
|
||||
name: "Cointime",
|
||||
title: "Cointime Cap",
|
||||
color: colors.yellow,
|
||||
pattern: all.activity.coinblocksDestroyed,
|
||||
name: "Destroyed",
|
||||
title: "Coinblocks Destroyed",
|
||||
color: colors.red,
|
||||
},
|
||||
{
|
||||
metric: cap.investorCap,
|
||||
name: "Investor",
|
||||
title: "Investor Cap",
|
||||
color: colors.fuchsia,
|
||||
pattern: activity.coinblocksCreated,
|
||||
name: "Created",
|
||||
title: "Coinblocks Created",
|
||||
color: colors.orange,
|
||||
},
|
||||
{
|
||||
metric: cap.thermoCap,
|
||||
name: "Thermo",
|
||||
title: "Thermo Cap",
|
||||
color: colors.emerald,
|
||||
pattern: activity.coinblocksStored,
|
||||
name: "Stored",
|
||||
title: "Coinblocks Stored",
|
||||
color: colors.green,
|
||||
},
|
||||
];
|
||||
]);
|
||||
|
||||
// Colors aligned with coinblocks: Destroyed=red, Created=orange, Stored=green
|
||||
const cointimeValues = /** @type {const} */ ([
|
||||
{
|
||||
pattern: value.cointimeValueCreated,
|
||||
name: "Created",
|
||||
title: "Cointime Value Created",
|
||||
color: colors.orange,
|
||||
},
|
||||
{
|
||||
pattern: value.cointimeValueDestroyed,
|
||||
name: "Destroyed",
|
||||
title: "Cointime Value Destroyed",
|
||||
color: colors.red,
|
||||
},
|
||||
{
|
||||
pattern: value.cointimeValueStored,
|
||||
name: "Stored",
|
||||
title: "Cointime Value Stored",
|
||||
color: colors.green,
|
||||
},
|
||||
]);
|
||||
|
||||
const vocdd = /** @type {const} */ ({
|
||||
pattern: value.vocdd,
|
||||
name: "VOCDD",
|
||||
title: "Value of Coin Days Destroyed",
|
||||
color: colors.purple,
|
||||
});
|
||||
|
||||
return {
|
||||
name: "Cointime",
|
||||
tree: [
|
||||
// Prices
|
||||
// Prices - the core pricing models
|
||||
{
|
||||
name: "Prices",
|
||||
tree: [
|
||||
{
|
||||
name: "Compare",
|
||||
title: "Cointime Prices",
|
||||
top: cointimePrices.map(({ pricePattern, name, color }) =>
|
||||
price({ metric: pricePattern, name, color }),
|
||||
),
|
||||
top: [
|
||||
price({ metric: all.realized.realizedPrice, name: "Realized", color: colors.orange }),
|
||||
price({ metric: all.realized.investorPrice, name: "Investor", color: colors.fuchsia }),
|
||||
...prices.map(({ pricePattern, name, color }) =>
|
||||
price({ metric: pricePattern, name, color }),
|
||||
),
|
||||
],
|
||||
},
|
||||
...cointimePrices.map(({ pricePattern, ratio, name, color, title }) => ({
|
||||
...prices.map(({ pricePattern, ratio, name, color }) => ({
|
||||
name,
|
||||
tree: createPriceRatioCharts(ctx, {
|
||||
context: title,
|
||||
context: `${name} Price`,
|
||||
legend: name,
|
||||
pricePattern,
|
||||
ratio,
|
||||
color,
|
||||
priceReferences: [price({ metric: all.realized.realizedPrice, name: "Realized", color: colors.orange, defaultActive: false })],
|
||||
}),
|
||||
})),
|
||||
],
|
||||
},
|
||||
|
||||
// Capitalization
|
||||
// Caps - market capitalizations from different models
|
||||
{
|
||||
name: "Capitalization",
|
||||
name: "Caps",
|
||||
tree: [
|
||||
{
|
||||
name: "Compare",
|
||||
title: "Cointime Caps",
|
||||
bottom: [
|
||||
line({
|
||||
metric: supply.marketCap,
|
||||
name: "Market",
|
||||
color: colors.default,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
line({
|
||||
metric: all.realized.realizedCap,
|
||||
name: "Realized",
|
||||
color: colors.orange,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
...cointimeCapitalizations.map(({ metric, name, color }) =>
|
||||
...capReferenceLines.map(({ metric, name, color }) =>
|
||||
line({ metric, name, color, unit: Unit.usd }),
|
||||
),
|
||||
...caps.map(({ metric, name, color }) =>
|
||||
line({ metric, name, color, unit: Unit.usd }),
|
||||
),
|
||||
],
|
||||
},
|
||||
...cointimeCapitalizations.map(({ metric, name, color, title }) => ({
|
||||
...caps.map(({ metric, name, color }) => ({
|
||||
name,
|
||||
title,
|
||||
title: `${name} Cap`,
|
||||
bottom: [
|
||||
line({ metric, name, color, unit: Unit.usd }),
|
||||
line({
|
||||
metric: supply.marketCap,
|
||||
name: "Market",
|
||||
color: colors.default,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
line({
|
||||
metric: all.realized.realizedCap,
|
||||
name: "Realized",
|
||||
color: colors.orange,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
...capReferenceLines.map((ref) =>
|
||||
line({
|
||||
metric: ref.metric,
|
||||
name: ref.name,
|
||||
color: ref.color,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
),
|
||||
],
|
||||
})),
|
||||
],
|
||||
},
|
||||
|
||||
// Supply
|
||||
// Supply - active vs vaulted breakdown
|
||||
{
|
||||
name: "Supply",
|
||||
title: "Cointime Supply",
|
||||
bottom: [
|
||||
...satsBtcUsd({ pattern: all.supply.total, name: "All", color: colors.orange }),
|
||||
...satsBtcUsd({ pattern: cointimeSupply.vaultedSupply, name: "Vaulted", color: colors.lime }),
|
||||
...satsBtcUsd({ pattern: cointimeSupply.activeSupply, name: "Active", color: colors.rose }),
|
||||
],
|
||||
title: "Active vs Vaulted Supply",
|
||||
bottom: supplyBreakdown.flatMap(({ pattern, name, color }) =>
|
||||
satsBtcUsd({ pattern, name, color }),
|
||||
),
|
||||
},
|
||||
|
||||
// Liveliness & Vaultedness
|
||||
// Liveliness - the foundational cointime ratios
|
||||
{
|
||||
name: "Liveliness & Vaultedness",
|
||||
name: "Activity",
|
||||
title: "Liveliness & Vaultedness",
|
||||
bottom: [
|
||||
line({
|
||||
@@ -191,73 +224,196 @@ export function createCointimeSection(ctx) {
|
||||
}),
|
||||
line({
|
||||
metric: activity.activityToVaultednessRatio,
|
||||
name: "Liveliness / Vaultedness",
|
||||
name: "L/V Ratio",
|
||||
color: colors.purple,
|
||||
unit: Unit.ratio,
|
||||
defaultActive: false,
|
||||
}),
|
||||
],
|
||||
},
|
||||
|
||||
// Coinblocks
|
||||
// Coinblocks - created, destroyed, stored
|
||||
{
|
||||
name: "Coinblocks",
|
||||
title: "Coinblocks",
|
||||
bottom: [
|
||||
// Destroyed comes from the all cohort's activity
|
||||
line({
|
||||
metric: all.activity.coinblocksDestroyed.sum,
|
||||
name: "Destroyed",
|
||||
color: colors.red,
|
||||
unit: Unit.coinblocks,
|
||||
}),
|
||||
line({
|
||||
metric: all.activity.coinblocksDestroyed.cumulative,
|
||||
name: "Cumulative Destroyed",
|
||||
color: colors.red,
|
||||
defaultActive: false,
|
||||
unit: Unit.coinblocks,
|
||||
}),
|
||||
// Created and stored from cointime
|
||||
line({
|
||||
metric: activity.coinblocksCreated.sum,
|
||||
name: "Created",
|
||||
color: colors.orange,
|
||||
unit: Unit.coinblocks,
|
||||
}),
|
||||
line({
|
||||
metric: activity.coinblocksCreated.cumulative,
|
||||
name: "Cumulative Created",
|
||||
color: colors.orange,
|
||||
defaultActive: false,
|
||||
unit: Unit.coinblocks,
|
||||
}),
|
||||
line({
|
||||
metric: activity.coinblocksStored.sum,
|
||||
name: "Stored",
|
||||
color: colors.green,
|
||||
unit: Unit.coinblocks,
|
||||
}),
|
||||
line({
|
||||
metric: activity.coinblocksStored.cumulative,
|
||||
name: "Cumulative Stored",
|
||||
color: colors.green,
|
||||
defaultActive: false,
|
||||
unit: Unit.coinblocks,
|
||||
}),
|
||||
tree: [
|
||||
{
|
||||
name: "Compare",
|
||||
tree: [
|
||||
{
|
||||
name: "Sum",
|
||||
title: "Coinblocks",
|
||||
bottom: coinblocks.map(({ pattern, name, color }) =>
|
||||
line({
|
||||
metric: pattern.sum,
|
||||
name,
|
||||
color,
|
||||
unit: Unit.coinblocks,
|
||||
}),
|
||||
),
|
||||
},
|
||||
{
|
||||
name: "Cumulative",
|
||||
title: "Coinblocks (Total)",
|
||||
bottom: coinblocks.map(({ pattern, name, color }) =>
|
||||
line({
|
||||
metric: pattern.cumulative,
|
||||
name,
|
||||
color,
|
||||
unit: Unit.coinblocks,
|
||||
}),
|
||||
),
|
||||
},
|
||||
],
|
||||
},
|
||||
...coinblocks.map(({ pattern, name, title, color }) => ({
|
||||
name,
|
||||
tree: [
|
||||
{
|
||||
name: "Sum",
|
||||
title,
|
||||
bottom: [
|
||||
line({
|
||||
metric: pattern.sum,
|
||||
name,
|
||||
color,
|
||||
unit: Unit.coinblocks,
|
||||
}),
|
||||
],
|
||||
},
|
||||
{
|
||||
name: "Cumulative",
|
||||
title: `${title} (Total)`,
|
||||
bottom: [
|
||||
line({
|
||||
metric: pattern.cumulative,
|
||||
name,
|
||||
color,
|
||||
unit: Unit.coinblocks,
|
||||
}),
|
||||
],
|
||||
},
|
||||
],
|
||||
})),
|
||||
],
|
||||
},
|
||||
|
||||
// Reserve Risk
|
||||
// Value - cointime value flows
|
||||
{
|
||||
name: "Reserve Risk",
|
||||
name: "Value",
|
||||
tree: [
|
||||
{
|
||||
name: "Ratio",
|
||||
name: "Compare",
|
||||
tree: [
|
||||
{
|
||||
name: "Sum",
|
||||
title: "Cointime Value",
|
||||
bottom: [
|
||||
...cointimeValues.map(({ pattern, name, color }) =>
|
||||
line({ metric: pattern.sum, name, color, unit: Unit.usd }),
|
||||
),
|
||||
line({
|
||||
metric: vocdd.pattern.sum,
|
||||
name: vocdd.name,
|
||||
color: vocdd.color,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
],
|
||||
},
|
||||
{
|
||||
name: "Cumulative",
|
||||
title: "Cointime Value (Total)",
|
||||
bottom: [
|
||||
...cointimeValues.map(({ pattern, name, color }) =>
|
||||
line({
|
||||
metric: pattern.cumulative,
|
||||
name,
|
||||
color,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
),
|
||||
line({
|
||||
metric: vocdd.pattern.cumulative,
|
||||
name: vocdd.name,
|
||||
color: vocdd.color,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
],
|
||||
},
|
||||
],
|
||||
},
|
||||
...cointimeValues.map(({ pattern, name, title, color }) => ({
|
||||
name,
|
||||
tree: [
|
||||
{
|
||||
name: "Sum",
|
||||
title,
|
||||
bottom: [
|
||||
line({ metric: pattern.sum, name, color, unit: Unit.usd }),
|
||||
],
|
||||
},
|
||||
{
|
||||
name: "Cumulative",
|
||||
title: `${title} (Total)`,
|
||||
bottom: [
|
||||
line({
|
||||
metric: pattern.cumulative,
|
||||
name,
|
||||
color,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
],
|
||||
},
|
||||
],
|
||||
})),
|
||||
{
|
||||
name: vocdd.name,
|
||||
tree: [
|
||||
{
|
||||
name: "Sum",
|
||||
title: vocdd.title,
|
||||
bottom: [
|
||||
line({
|
||||
metric: vocdd.pattern.sum,
|
||||
name: vocdd.name,
|
||||
color: vocdd.color,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
line({
|
||||
metric: reserveRisk.vocdd365dSma,
|
||||
name: "365d SMA",
|
||||
color: colors.cyan,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
],
|
||||
},
|
||||
{
|
||||
name: "Cumulative",
|
||||
title: `${vocdd.title} (Total)`,
|
||||
bottom: [
|
||||
line({
|
||||
metric: vocdd.pattern.cumulative,
|
||||
name: vocdd.name,
|
||||
color: vocdd.color,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
],
|
||||
},
|
||||
],
|
||||
},
|
||||
],
|
||||
},
|
||||
|
||||
// Indicators - derived decision metrics
|
||||
{
|
||||
name: "Indicators",
|
||||
tree: [
|
||||
{
|
||||
name: "Reserve Risk",
|
||||
title: "Reserve Risk",
|
||||
bottom: [
|
||||
line({
|
||||
metric: reserveRisk.reserveRisk,
|
||||
name: "Reserve Risk",
|
||||
name: "Ratio",
|
||||
color: colors.orange,
|
||||
unit: Unit.ratio,
|
||||
}),
|
||||
@@ -269,162 +425,76 @@ export function createCointimeSection(ctx) {
|
||||
bottom: [
|
||||
line({
|
||||
metric: reserveRisk.hodlBank,
|
||||
name: "HODL Bank",
|
||||
name: "Value",
|
||||
color: colors.blue,
|
||||
unit: Unit.ratio,
|
||||
}),
|
||||
],
|
||||
},
|
||||
{
|
||||
name: "VOCDD 365d SMA",
|
||||
title: "VOCDD 365d SMA",
|
||||
bottom: [
|
||||
line({
|
||||
metric: reserveRisk.vocdd365dSma,
|
||||
name: "VOCDD 365d SMA",
|
||||
color: colors.purple,
|
||||
unit: Unit.ratio,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
],
|
||||
},
|
||||
],
|
||||
},
|
||||
|
||||
// Cointime Value
|
||||
// Cointime-Adjusted - comparing base vs adjusted metrics
|
||||
{
|
||||
name: "Value",
|
||||
name: "Cointime-Adjusted",
|
||||
tree: [
|
||||
{
|
||||
name: "Created",
|
||||
title: "Cointime Value Created",
|
||||
bottom: [
|
||||
line({
|
||||
metric: value.cointimeValueCreated.sum,
|
||||
name: "Created",
|
||||
color: colors.green,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
line({
|
||||
metric: value.cointimeValueCreated.cumulative,
|
||||
name: "Cumulative",
|
||||
color: colors.green,
|
||||
unit: Unit.usd,
|
||||
defaultActive: false,
|
||||
}),
|
||||
],
|
||||
},
|
||||
{
|
||||
name: "Destroyed",
|
||||
title: "Cointime Value Destroyed",
|
||||
bottom: [
|
||||
line({
|
||||
metric: value.cointimeValueDestroyed.sum,
|
||||
name: "Destroyed",
|
||||
color: colors.red,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
line({
|
||||
metric: value.cointimeValueDestroyed.cumulative,
|
||||
name: "Cumulative",
|
||||
color: colors.red,
|
||||
unit: Unit.usd,
|
||||
defaultActive: false,
|
||||
}),
|
||||
],
|
||||
},
|
||||
{
|
||||
name: "Stored",
|
||||
title: "Cointime Value Stored",
|
||||
bottom: [
|
||||
line({
|
||||
metric: value.cointimeValueStored.sum,
|
||||
name: "Stored",
|
||||
color: colors.blue,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
line({
|
||||
metric: value.cointimeValueStored.cumulative,
|
||||
name: "Cumulative",
|
||||
color: colors.blue,
|
||||
unit: Unit.usd,
|
||||
defaultActive: false,
|
||||
}),
|
||||
],
|
||||
},
|
||||
{
|
||||
name: "VOCDD",
|
||||
title: "VOCDD (Value of Coin Days Destroyed)",
|
||||
bottom: [
|
||||
line({
|
||||
metric: value.vocdd.sum,
|
||||
name: "VOCDD",
|
||||
color: colors.orange,
|
||||
unit: Unit.usd,
|
||||
}),
|
||||
line({
|
||||
metric: value.vocdd.cumulative,
|
||||
name: "Cumulative",
|
||||
color: colors.orange,
|
||||
unit: Unit.usd,
|
||||
defaultActive: false,
|
||||
}),
|
||||
],
|
||||
},
|
||||
],
|
||||
},
|
||||
|
||||
// Adjusted metrics
|
||||
{
|
||||
name: "Adjusted",
|
||||
tree: [
|
||||
// Inflation
|
||||
{
|
||||
name: "Inflation",
|
||||
title: "Adjusted Inflation",
|
||||
title: "Cointime-Adjusted Inflation",
|
||||
bottom: [
|
||||
line({
|
||||
dots({
|
||||
metric: supply.inflation,
|
||||
name: "Base",
|
||||
color: colors.orange,
|
||||
unit: Unit.percentage,
|
||||
}),
|
||||
line({
|
||||
dots({
|
||||
metric: adjusted.cointimeAdjInflationRate,
|
||||
name: "Adjusted",
|
||||
name: "Cointime-Adjusted",
|
||||
color: colors.purple,
|
||||
unit: Unit.percentage,
|
||||
}),
|
||||
],
|
||||
},
|
||||
// Velocity
|
||||
{
|
||||
name: "Velocity",
|
||||
title: "Adjusted Velocity",
|
||||
bottom: [
|
||||
line({
|
||||
metric: supply.velocity.btc,
|
||||
tree: [
|
||||
{
|
||||
name: "BTC",
|
||||
color: colors.orange,
|
||||
unit: Unit.ratio,
|
||||
}),
|
||||
line({
|
||||
metric: adjusted.cointimeAdjTxBtcVelocity,
|
||||
name: "Adj. BTC",
|
||||
color: colors.red,
|
||||
unit: Unit.ratio,
|
||||
}),
|
||||
line({
|
||||
metric: supply.velocity.usd,
|
||||
title: "Cointime-Adjusted BTC Velocity",
|
||||
bottom: [
|
||||
line({
|
||||
metric: supply.velocity.btc,
|
||||
name: "Base",
|
||||
color: colors.orange,
|
||||
unit: Unit.ratio,
|
||||
}),
|
||||
line({
|
||||
metric: adjusted.cointimeAdjTxBtcVelocity,
|
||||
name: "Cointime-Adjusted",
|
||||
color: colors.red,
|
||||
unit: Unit.ratio,
|
||||
}),
|
||||
],
|
||||
},
|
||||
{
|
||||
name: "USD",
|
||||
color: colors.emerald,
|
||||
unit: Unit.ratio,
|
||||
}),
|
||||
line({
|
||||
metric: adjusted.cointimeAdjTxUsdVelocity,
|
||||
name: "Adj. USD",
|
||||
color: colors.lime,
|
||||
unit: Unit.ratio,
|
||||
}),
|
||||
title: "Cointime-Adjusted USD Velocity",
|
||||
bottom: [
|
||||
line({
|
||||
metric: supply.velocity.usd,
|
||||
name: "Base",
|
||||
color: colors.emerald,
|
||||
unit: Unit.ratio,
|
||||
}),
|
||||
line({
|
||||
metric: adjusted.cointimeAdjTxUsdVelocity,
|
||||
name: "Cointime-Adjusted",
|
||||
color: colors.lime,
|
||||
unit: Unit.ratio,
|
||||
}),
|
||||
],
|
||||
},
|
||||
],
|
||||
},
|
||||
],
|
||||
|
||||
Reference in New Issue
Block a user