Metrics That Matter Dashboard
Track regulation, stablecoins, tokenisation, DeFi mullet, AI agents and token rights in one place.
A companion dashboard to my last essay, The Long Grind. It tracks the forces reshaping crypto. Each force has its own dashboard, so you can ignore the noise and focus on the metrics that matter.
Access the dashboard here.
Regulation
Track regulatory developments across the United States, European Union, UAE and South Africa.
Stablecoins
Track stablecoin growth, stablecoins as a share of US M2, and the networks winning the adoption race.
Tokenisation
Track tokenised funds, commodities and stocks, and see which networks they’re issued on.
AI Agents
Track AI agent registrations and ERC-8004 adoption across the Ethereum ecosystem. We’ll soon be adding transfer counts, transfer values and unique monthly active users.
Token Rights
Track how token rights are improving, as outlined in Chain Street (Part 5): Token Rights. Find the protocols producing value for tokenholders, then use our valuation screener to build your own investment thesis.
Utilisation of Protocols and Chains
See what drives fees, protocol revenue and holder revenue across every Chain Street sector: lending, exchange, derivatives, liquid staking and asset management. Track the chains pulling in real utilisation through metrics like DEX volumes, active loans, total value locked, assets staked, active addresses and transaction counts.
While it’s easier to look away, seeking to understand is the only path to a more enlightened and empowered world. Change is now exponential and blockchain technology sits at the centre transforming money, finance and what it means to sovereign. Join me in exploring this new world by subscribing.
This is not financial advice. All opinions expressed here are our own. We encourage investors to do their own research before making any investments. Collective Investment Schemes (CIS) are generally medium to long term investments. The value of participatory interests may go down as well as up. Past performance, forecasts or commentary is not necessarily a guide to future performance. As neither Lima Capital LLC nor its representatives did a full needs analysis in respect of a particular investor, the investor understands that there may be limitations on the appropriateness of any information in this document with regard to the investor’s unique objectives, financial situation and particular needs. The information and content of this document are intended to be for information purposes only and should not be construed as advice.