@Sawyer I would like to see the spreadsheet data and calcs on the quoted math above.
As previously metioned we should be running the math on a sufficiently large dataset of ~6 months of eUSD TVL comparing monthly vs twice monthly rev share changes, apples to apples same periods, net same amount of days.
I want to be convinced but have not seen the data and calcs to back up the argument. Ham’s data, while I appreciate the effort, does not show this.
If you pull the daily eUSD TVL, and eUSD TVL per wallet into a CSV, I am happy to work with you to create this apples to apples comparison.
As previously mentioned, I support eUSD rev share to fintechs. I do not support the current frequency of changes without more detailed rationales from recipients. I remain concerned about eUSD governor fatigue and decreasing overcollateralization without seeing a quantified benefit.
Thank you for championing eUSD for all the stakeholders.