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S7 defi methodology #246

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S7 defi methodology #246

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fca4ed3
add s7 defi queries
aleksandrkaekhtin Nov 20, 2024
13e37cf
add points system table
aleksandrkaekhtin Nov 21, 2024
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91 changes: 91 additions & 0 deletions seasons/S7_defi_scores.md
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# S7 DeFi Users scores

S7 DeFi consists of two squads: the Volume Squad and the TVL Squad. Each squad has a different scoring system.
Both squads requires explicit enrollement with Degen SBT. SBT Collection address is [TODO](TODO),
full list of participants could be obtained with the help of [SBTEnrollmentSync](../backends/sbt_enrollment.py).

All queries provided below works with postgres DB produced by [TON-ETL](https://github.com/re-doubt/ton-etl).


## Volume Squad

User score is calculated as a trading volume in any of target projects nominated in USD. Trading volume is calculated
during the period of the season. Methodology details for each projects:

### RainbowSwap

Includes all trades on any dex in case of transaction chain includes a swap with referrall address [UQBBPVrn4Y6F0Fci4j0mXuSAXmRDeE-nZCRIInQsNC9__8vG](https://tonviewer.com/EQBBPVrn4Y6F0Fci4j0mXuSAXmRDeE-nZCRIInQsNC9__5YD).
Volume is estimated for all swaps with TON, staked TON or USDT according to the methodology from [TON-ETL](https://github.com/re-doubt/ton-etl/blob/main/parser/parsers/message/swap_volume.py).

### GasPump

Volume includes trades extracted from [Gaspump events](https://github.com/re-doubt/ton-etl/blob/main/parser/parsers/message/gaspump.py). USD value is calculated as a product of trade amount and price of TON at the time of trade.


Full list of volume generating transaction and eligible users could be obtained using [the following query](sql/s7_defi_volume.sql).


## TVL Squad

User score is calculated as a total increase of its position locked in all protocols. Initially position
is calulcated in tokens and converted to USD based on the price of the token at the time of the season end.

### JVault

All pools are SBTs from [this collection](https://tonviewer.com/EQAYS3AO2NaFr5-wl1CU8QMiCxrP0OEXYn82iqnuST9FKo9I).
Each SBT owns one or more jetton masters and all holders of these jettons are
considered as LPs. Total amount of TVL for each pool is a sum of all tokens and DEX LP tokens owned by this pool.

### SettleTon

All pools are jettons but it is impossible to get the list of pools by code_hash because
there were updates during the season. So we are using explicit list of pools hard-coded in the query.
Also some pools are aggregating TVL from other pools and we aggregating its TVL into single pool.
The pools are holding DEX LP tokens which are producing TVL.

### Parraton

All pools are jettons with the same admin address - [EQBwWldOF2pHx4XM6CHlwdxVG6ZfcOgokT767236ZIGE5hKI](https://tonviewer.com/EQBwWldOF2pHx4XM6CHlwdxVG6ZfcOgokT767236ZIGE5hKI). These
pools are holding DEX LP tokens which are producing TVL.

### DAOLama

TVL is amount of TON on [main contract address](https://tonviewer.com/EQCkeTvOSTBwBtP06X2BX7THj_dlX67PhgYRGuKfjWtB9FVb).

### TON Hedge

TVL is amount of TON on [main contract address](https://tonviewer.com/EQBXZo11H4wUq3azWDphoUhlV710a-7rvUsqZUGLP9tUcf37).

### TON Pools

TVL originated from deposits and decreased by withdrawals. Deposits are messages with opcode 0x21eeb607 to [tonpools.ton](https://tonviewer.com/EQA7y9QkiP4xtX_BhOpY4xgVlLM7LPcYUA4QhBHhFZeL4fTa), withdrawals are messages with opcode 0x0ba69751 to [tonpools.ton](https://tonviewer.com/EQA7y9QkiP4xtX_BhOpY4xgVlLM7LPcYUA4QhBHhFZeL4fTa) followed by "Withdraw completed" response message which carries amount of TON to withdraw.

### TON Stable

TVL originated after tsTON/stTON deposits, so it is a sum of all tsTON/stTON transfers by the users to
[the project smart-contract](https://tonviewer.com/EQC2Bt4vwcSgCwABlOfgl75GbGuC0GpRU2GsZKqqMHu-T0gk)

### Aqua Protocol

TVL originated after tsTON/stTON/hTON deposits, so it is a sum of all tsTON/stTON/hTON transfers by the users to
[the project smart-contract](https://tonviewer.com/EQAWDyxARSl3ol2G1RMLMwepr3v6Ter5ls3jiAlheKshgg0K)


Full list of participants and their impact on TVL could be obtained by [this query](sql/s7_defi_tvl.sql).


### Points system

|DeFi Protocol name | Squad | Points per each 20 USD|
|:-|:-|-:|
|Rainbow Swap|Volume|1|
|DEX Diamonds|Volume|1|
|GasPump|Volume|5|
|Aqua protocol|TVL|15|
|JVault|TVL|10|
|DAOLama|TVL|15|
|Parraton|TVL|10|
|SettleTON|TVL|10|
|TonPools|TVL|10|
|TonStable|TVL|15|
|TON Hedge|TVL|10|
261 changes: 261 additions & 0 deletions seasons/sql/s7_defi_tvl.sql
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with wallets_start as (
select distinct on(address) address, tx_lt, jetton_master, "owner", balance from parsed.jetton_wallet_balances
where tx_lt < 51063176000000 -- TODO change to start of season
order by address, tx_lt desc
), wallets_end as (
select address, last_transaction_lt as tx_lt, jetton as jetton_master, "owner", balance from jetton_wallets
), jvault_pools as (
select address as pool_address from nft_items ni where collection_address =upper('0:184b700ed8d685af9fb0975094f103220b1acfd0e117627f368aa9ee493f452a')
), jvault_pool_tvls as (
select pool_address,
coalesce (sum( (select price_usd from prices.agg_prices ap where ap.base = jetton_master and price_time < 1734433200 order by price_time desc limit 1) * balance / 1e6), 0)
+
coalesce (sum( (select tvl_usd / total_supply from prices.dex_pool_history dph where pool = jetton_master and timestamp < 1734433200 order by timestamp desc limit 1) * balance), 0)
as value_usd
from wallets_end b
join jvault_pools p on p.pool_address = b."owner"
group by 1
), jvault_lp_tokens as (
select jm.address as lp_master, pool_address from jetton_masters jm join jvault_pools p on p.pool_address =admin_address
), jvault_balances_before as (
select ed.address, lp_master, balance from wallets_start b
join tol.enrollment_degen ed on ed.address = b."owner"
join jvault_lp_tokens on lp_master = b.jetton_master
), jvault_balances_after as (
select ed.address, lp_master, balance from wallets_end b
join tol.enrollment_degen ed on ed.address = b."owner"
join jvault_lp_tokens on lp_master = b.jetton_master
), jvault_balances_delta as (
select address, lp_master, coalesce(jvault_balances_after.balance, 0) - coalesce(jvault_balances_before.balance, 0) as balance_delta
from jvault_balances_after left join jvault_balances_before using(address, lp_master)
), jvault_total_supply as (
select lp_master, sum(balance) as total_supply
from wallets_end b
join jvault_lp_tokens on lp_master = b.jetton_master
group by 1
having sum(balance) > 0
), jvault_impact as (
select address, floor(sum(value_usd * balance_delta / total_supply) / 20.) * 10 as tvl_impact from jvault_balances_delta
join jvault_total_supply using(lp_master)
join jvault_lp_tokens using(lp_master)
join jvault_pool_tvls using(pool_address)
group by 1
), settleton_pools as (
select upper('0:64216a0ead5819dca7d1719fc912cfa6673665a1c5fcf7338ca5b2ce65f12f80') as pool_address
union all
select upper('0:9be109c3d18d14d6f271f1c311831aef109c2f02062f504726af26ba707f0292') as pool_address
union all
select upper('0:f26a93829fdf8448a4ed3cce22a7c92433be18fb668e63cf048a96c5b27fffaa') as pool_address
union all
select upper('0:ab9d7bda5f91c06fc3cf737acfed24b63080a65db1b5e95400d503a24c047ed5') as pool_address
union all
select upper('0:3848b9a49c1d1a8e9c7101e5a3a80a5638ba968d52882bf34ef4c8eb4090cc60') as pool_address
union all
select upper('0:56f5e805e4e407d61a20ad94c83e3aaefa0854be28c633f658aca4c679f8c5e7') as pool_address
union all
select upper('0:dacaea937930943b921d18c34da7ed31d95c5ec17948b2246554b2c6422b2747') as pool_address
union all
select upper('0:5b46607213a02eec4061be961e41f69a6bfdb4ccb56b2a7ae5d38d25b42eff1d') as pool_address
), settleton_pool_tvls as (
select pool_address,
coalesce (sum( (select tvl_usd / total_supply from prices.dex_pool_history dph where pool = jetton_master and timestamp < 1734433200 order by timestamp desc limit 1) * balance), 0)
as value_usd
from wallets_end b
join settleton_pools p on p.pool_address = b."owner"
group by 1
), settleton_balances_before as (
select ed.address, pool_address, balance from wallets_start b
join tol.enrollment_degen ed on ed.address = b."owner"
join settleton_pools on pool_address = b.jetton_master
), settleton_balances_after as (
select ed.address, pool_address, balance from wallets_end b
join tol.enrollment_degen ed on ed.address = b."owner"
join settleton_pools on pool_address = b.jetton_master
), settleton_balances_delta as (
select address, pool_address, coalesce(settleton_balances_after.balance, 0) - coalesce(settleton_balances_before.balance, 0) as balance_delta
from settleton_balances_after left join settleton_balances_before using(address, pool_address)
), settleton_total_supply as (
select pool_address, sum(balance) as total_supply
from wallets_end b
join settleton_pools on pool_address = b.jetton_master
group by 1
having sum(balance) > 0
), settleton_index_pools as (
select p.pool_address, balance * tvls.value_usd / supply.total_supply
as value_usd
from wallets_end b
join settleton_pools p on p.pool_address = b."owner"
join settleton_pool_tvls tvls on tvls.pool_address = b.jetton_master
join settleton_total_supply supply on supply.pool_address = tvls.pool_address
-- group by 1
), settleton_pools_tvl_2_flat as (
select pool_address, value_usd from settleton_pool_tvls
union all
select pool_address, value_usd from settleton_index_pools
), settleton_pools_tvl_2 as (
select pool_address, sum(value_usd) as value_usd from settleton_pools_tvl_2_flat
group by 1
), settleton_impact as (
select address, floor(sum(value_usd * balance_delta / total_supply) / 20.) * 10 as tvl_impact from settleton_balances_delta
join settleton_total_supply using(pool_address)
join settleton_pools_tvl_2 using(pool_address)
group by 1
), daolama_tvl as (
select balance * (select price from prices.ton_price where price_ts < 1734433200 order by price_ts desc limit 1) / 1e9 as tvl_usd
from account_states as2 where hash = (
select account_state_hash_after from transactions where account = upper('0:a4793bce49307006d3f4e97d815fb4c78ff7655faecf8606111ae29f8d6b41f4')
and now < 1734433200
order by now desc limit 1)
), daolama_balances_before as (
select ed.address, balance from wallets_start b
join tol.enrollment_degen ed on ed.address = b."owner"
where b.jetton_master = upper('0:a4793bce49307006d3f4e97d815fb4c78ff7655faecf8606111ae29f8d6b41f4')
), daolama_balances_after as (
select ed.address, balance from wallets_end b
join tol.enrollment_degen ed on ed.address = b."owner"
where b.jetton_master = upper('0:a4793bce49307006d3f4e97d815fb4c78ff7655faecf8606111ae29f8d6b41f4')
), daolama_balances_delta as (
select address, coalesce(daolama_balances_after.balance, 0) - coalesce(daolama_balances_before.balance, 0) as balance_delta
from daolama_balances_after left join daolama_balances_before using(address)
), daolama_total_supply as (
select sum(balance) as total_supply
from wallets_end b
where b.jetton_master = upper('0:a4793bce49307006d3f4e97d815fb4c78ff7655faecf8606111ae29f8d6b41f4')
), daolama_impact as (
select address, floor(sum((select tvl_usd from daolama_tvl) * balance_delta / (select total_supply from daolama_total_supply)) / 20.) * 15 as tvl_impact from daolama_balances_delta
group by 1
), tonhedge_tvl as (
select balance / 1e6 as tvl_usd from wallets_end
where owner = upper('0:57668d751f8c14ab76b3583a61a1486557bd746beeebbd4b2a65418b3fdb5471')
and jetton_master = '0:B113A994B5024A16719F69139328EB759596C38A25F59028B146FECDC3621DFE'
), tonhedge_balances_before as (
select ed.address, balance from wallets_start b
join tol.enrollment_degen ed on ed.address = b."owner"
where b.jetton_master = upper('0:57668d751f8c14ab76b3583a61a1486557bd746beeebbd4b2a65418b3fdb5471')
), tonhedge_balances_after as (
select ed.address, balance from wallets_end b
join tol.enrollment_degen ed on ed.address = b."owner"
where b.jetton_master = upper('0:57668d751f8c14ab76b3583a61a1486557bd746beeebbd4b2a65418b3fdb5471')
), tonhedge_balances_delta as (
select address, coalesce(tonhedge_balances_after.balance, 0) - coalesce(tonhedge_balances_before.balance, 0) as balance_delta
from tonhedge_balances_after left join tonhedge_balances_before using(address)
), tonhedge_total_supply as (
select sum(balance) as total_supply
from wallets_end b
where b.jetton_master = upper('0:57668d751f8c14ab76b3583a61a1486557bd746beeebbd4b2a65418b3fdb5471')
), tonhedge_impact as (
select address, floor(sum((select tvl_usd from tonhedge_tvl) * balance_delta / (select total_supply from tonhedge_total_supply)) / 20.) * 10 as tvl_impact
from tonhedge_balances_delta
group by 1
), tonpools_operations as (
select source as address, value / 1e9 *
(select price from prices.ton_price where price_ts < m.created_at order by price_ts desc limit 1) as value_usd
from messages m where direction ='in' and destination =upper('0:3bcbd42488fe31b57fc184ea58e3181594b33b2cf718500e108411e115978be1')
and created_at >= 1732705200 and created_at < 1734433200 and opcode = 569292295
union all
select m_in.source as address, -1 * m_out.value / 1e9 *
(select price from prices.ton_price where price_ts < m_out.created_at order by price_ts desc limit 1) as value_usd
from messages m_in
join messages m_out on m_out.tx_hash = m_in.tx_hash and m_out.direction = 'out'
join parsed.message_comments mc on mc.hash = m_out.body_hash
where m_in.direction ='in' and m_in.destination =upper('0:3bcbd42488fe31b57fc184ea58e3181594b33b2cf718500e108411e115978be1')
and m_in.created_at >= 1732705200 and m_in.created_at < 1734433200 and m_in.opcode = 195467089
and mc."comment" = 'Withdraw completed'
), tonpools_impact as (
select address, floor(sum(value_usd) / 20.) * 10 as tvl_impact
from tonpools_operations group by 1
), parraton_pools as (
select address as pool_address from jetton_masters jm where
admin_address = '0:705A574E176A47C785CCE821E5C1DC551BA65F70E828913EFAEF6DFA648184E6'
), parraton_pool_tvls as (
select pool_address,
coalesce (sum( (select tvl_usd / total_supply from prices.dex_pool_history dph where pool = jetton_master and timestamp < 1734433200 order by timestamp desc limit 1) * balance), 0)
as value_usd
from wallets_end b
join parraton_pools p on p.pool_address = b."owner"
group by 1
), parraton_balances_before as (
select ed.address, pool_address, balance from wallets_start b
join tol.enrollment_degen ed on ed.address = b."owner"
join parraton_pools on pool_address = b.jetton_master
), parraton_balances_after as (
select ed.address, pool_address, balance from wallets_end b
join tol.enrollment_degen ed on ed.address = b."owner"
join parraton_pools on pool_address = b.jetton_master
), parraton_balances_delta as (
select address, pool_address, coalesce(parraton_balances_after.balance, 0) - coalesce(parraton_balances_before.balance, 0) as balance_delta
from parraton_balances_after left join parraton_balances_before using(address, pool_address)
), parraton_total_supply as (
select pool_address, sum(balance) as total_supply
from wallets_end b
join parraton_pools on pool_address = b.jetton_master
group by 1
having sum(balance) > 0
), parraton_impact as (
select address, floor(sum(value_usd * balance_delta / total_supply) / 20.) * 10 as tvl_impact from parraton_balances_delta
join parraton_total_supply using(pool_address)
join parraton_pool_tvls using(pool_address)
group by 1
), tonstable_flow as (
select
case when destination = upper('0:b606de2fc1c4a00b000194e7e097be466c6b82d06a515361ac64aaaa307bbe4f') then source
else destination end as address,
case when source = upper('0:b606de2fc1c4a00b000194e7e097be466c6b82d06a515361ac64aaaa307bbe4f') then -1 else 1 end * amount / 1e9 *
coalesce((select price from prices.core where asset = jetton_master_address and price_ts < tx_now order by price_ts desc limit 1), 1) *
(select price from prices.ton_price where price_ts < tx_now order by price_ts desc limit 1) as tvl_usd
from jetton_transfers
where (jetton_master_address = upper('0:cd872fa7c5816052acdf5332260443faec9aacc8c21cca4d92e7f47034d11892')
or jetton_master_address = upper('0:bdf3fa8098d129b54b4f73b5bac5d1e1fd91eb054169c3916dfc8ccd536d1000'))
and tx_now >= 1732705200 and tx_now < 1734433200
and (
destination = upper('0:b606de2fc1c4a00b000194e7e097be466c6b82d06a515361ac64aaaa307bbe4f')
or
source = upper('0:b606de2fc1c4a00b000194e7e097be466c6b82d06a515361ac64aaaa307bbe4f')
) and not tx_aborted
), tonstable_impact as (
select address, floor(sum(tvl_usd) / 20.) * 15 as tvl_impact from tonstable_flow
group by 1
), aqua_flow as (
select
case when destination = upper('0:160f2c40452977a25d86d5130b3307a9af7bfa4deaf996cde388096178ab2182') then source
else destination end as address,
case when source = upper('0:160f2c40452977a25d86d5130b3307a9af7bfa4deaf996cde388096178ab2182') then -1 else 1 end * amount / 1e9 *
coalesce((select price from prices.core where asset = jetton_master_address and price_ts < tx_now order by price_ts desc limit 1), 1) *
(select price from prices.ton_price where price_ts < tx_now order by price_ts desc limit 1) as tvl_usd
from jetton_transfers
where (jetton_master_address = upper('0:cd872fa7c5816052acdf5332260443faec9aacc8c21cca4d92e7f47034d11892')
or jetton_master_address = upper('0:bdf3fa8098d129b54b4f73b5bac5d1e1fd91eb054169c3916dfc8ccd536d1000')
or jetton_master_address = upper('0:cf76af318c0872b58a9f1925fc29c156211782b9fb01f56760d292e56123bf87')
)
and tx_now >= 1732705200 and tx_now < 1734433200
and (
destination = upper('0:160f2c40452977a25d86d5130b3307a9af7bfa4deaf996cde388096178ab2182')
or
source = upper('0:160f2c40452977a25d86d5130b3307a9af7bfa4deaf996cde388096178ab2182')
) and not tx_aborted
), aqua_impact as (
select address, floor(sum(tvl_usd) / 20.) * 15 as tvl_impact from aqua_flow
group by 1
), all_projects_impact as (
select 'jVault' as project, * from jvault_impact
union all
select 'SettleTon' as project, * from settleton_impact
union all
select 'DAOLama' as project, * from daolama_impact
union all
select 'TONHedge' as project, * from tonhedge_impact
union all
select 'TONPools' as project, * from tonpools_impact
union all
select 'Parraton' as project, * from parraton_impact
union all
select 'TONStable' as project, * from tonstable_impact
union all
select 'Aqua' as project, * from aqua_impact
), all_projects_degen_only as (
select p.* from all_projects_impact p
join tol.enrollment_degen ed on ed.address = p.address
)
select address, sum(tvl_impact) as points from all_projects_degen_only
where tvl_impact > 0
group by 1
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