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‎content/en/analytics/ai/2025/03/04.md

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---
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title: Tue 4th
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weight: 4
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---
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## **Polkadot Ecosystem AI Analytics**
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{{% hint info %}}
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The data acquisition cutoff time for analysis is 23:59:59 UTC on March 4, 2025.
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{{% /hint %}}
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### Holder Distribution & Network Engagement
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- **Mythos (8.79M), Moonbeam (2.47M), and Polkadot (2.03M) lead in token holders.** Moonbeam shows high active engagement (302K users), whereas Polkadot sees significantly lower active participation (8.7K), indicating DOT is primarily viewed as a staking/governance asset rather than actively transacted.
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### Transaction & Transfer Dynamics
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- **Polkadot leads in total transfer volume ($563.9M), suggesting institutional or treasury-level movements.** However, it lags in transaction count, where Moonbeam dominates (1.42M).
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- **Mythos records the most transfers (1.39M), but with lower total volume (~$30M),** likely due to frequent microtransactions.
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### Recent Growth Trends
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- **Peaq saw the highest 3-day holder growth (+9.2%), followed by Unique and Darwinia.** New user inflows may be driven by incentives or new use cases.
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### Market Volatility & Price Changes
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- **Recent 3-day price trends show high volatility across parachains,** with Manta (-19.2%) and Peaq (-16.2%) experiencing sharp drops after surges. **DOT declined by -14.3% after an 11.67% rise,** reflecting broader market speculations.
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### Key Takeaways
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1. **Relay Chain vs. Parachains Utility** – Polkadot serves as a liquidity hub for high-value transfers, while parachains like Moonbeam drive user transactions.
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2. **Growing Role of Cross-Consensus Messaging (XCM)** – Expected XCM v3 improvements may streamline network-wide liquidity and fee management.
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3. **Strong User Activity on Moonbeam & Peaq** – High transaction frequency and growing holder bases suggest rising adoption.
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4. **DOT Price Volatility** – Speculation around governance updates and network enhancements (e.g., XCM v3, JAM upgrade) could influence future price trends.
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### Investment Implications
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- **Short-Term:** Watch for DOT price stabilization before making new entries.
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- **Mid-Term:** Monitor DeFi and staking developments, especially on Moonbeam and Astar.
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- **Long-Term:** Polkadot’s institutional adoption remains strong, but further engagement growth is needed for sustained price appreciation.
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🚀 Polkadot continues to be a high-value network, but increased transaction-level adoption could boost its broader retail appeal.
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---
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```
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┌──────────┬──────────────────────────────┐
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│ network ┆ holder_count_avg_last_7_days │
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│ --- ┆ --- │
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│ str ┆ f64 │
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╞══════════╪══════════════════════════════╡
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│ Mythos ┆ 8.791012e6 │
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│ Moonbeam ┆ 2.476303e6 │
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│ Polkadot ┆ 2.034023e6 │
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│ Nodle ┆ 1.818279e6 │
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│ Astar ┆ 1.16857e6 │
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└──────────┴──────────────────────────────┘
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┌──────────┬──────────────────────────────────────┐
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│ network ┆ active_account_count_avg_last_7_days │
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│ --- ┆ --- │
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│ str ┆ f64 │
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╞══════════╪══════════════════════════════════════╡
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│ Moonbeam ┆ 302049.0 │
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│ Peaq ┆ 117285.0 │
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│ Mythos ┆ 20430.0 │
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│ Polkadot ┆ 8767.0 │
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│ Astar ┆ 2712.0 │
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└──────────┴──────────────────────────────────────┘
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┌───────────┬────────────────────────────┐
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│ network ┆ transfer_count_last_7_days │
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│ --- ┆ --- │
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│ str ┆ f64 │
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╞═══════════╪════════════════════════════╡
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│ Mythos ┆ 1.396536e6 │
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│ Phala ┆ 949531.0 │
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│ Peaq ┆ 358598.0 │
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│ Moonbeam ┆ 290620.0 │
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│ Hydration ┆ 99314.0 │
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└───────────┴────────────────────────────┘
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┌──────────┬────────────────────────────────────┐
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│ network ┆ transfer_amount_in_usd_last_7_days │
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│ --- ┆ --- │
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│ str ┆ f64 │
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╞══════════╪════════════════════════════════════╡
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│ Polkadot ┆ 5.6389e8 │
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│ Astar ┆ 3.1878e7 │
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│ Mythos ┆ 3.0466e7 │
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│ Moonbeam ┆ 2.9836e7 │
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│ Peaq ┆ 2.6230e7 │
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└──────────┴────────────────────────────────────┘
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┌──────────────┬───────────────────────────────┐
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│ network ┆ transaction_count_last_7_days │
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│ --- ┆ --- │
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│ str ┆ f64 │
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╞══════════════╪═══════════════════════════════╡
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│ Moonbeam ┆ 1.427758e6 │
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│ Phala ┆ 1.131565e6 │
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│ Energy Web X ┆ 1.058725e6 │
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│ Peaq ┆ 1.041785e6 │
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│ Mythos ┆ 978089.0 │
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└──────────────┴───────────────────────────────┘
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┌───────────┬─────────────────────────────────────┐
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│ network ┆ holder_count_pct_change_last_3_days │
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│ --- ┆ --- │
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│ str ┆ list[f64] │
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╞═══════════╪═════════════════════════════════════╡
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│ Peaq ┆ [9.216989, 3.224393] │
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│ Unique ┆ [0.59851, 0.580502] │
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│ Darwinia ┆ [0.511432, 0.688417] │
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│ Ajuna ┆ [0.492678, 1.729538] │
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│ Hydration ┆ [0.16215, 0.026018] │
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└───────────┴─────────────────────────────────────┘
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┌───────────┬────────────────────────────────────┐
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│ network ┆ token_price_pct_change_last_3_days │
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│ --- ┆ --- │
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│ str ┆ list[f64] │
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╞═══════════╪════════════════════════════════════╡
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│ Hydration ┆ [17.94655, -11.404585] │
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│ Peaq ┆ [13.24088, -16.211676] │
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│ Manta ┆ [12.938341, -19.235721] │
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│ Mythos ┆ [12.801516, -1.844189] │
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│ Polkadot ┆ [11.669032, -14.30744] │
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└───────────┴────────────────────────────────────┘
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```

‎content/zh/analytics/ai/2025/03/04.md

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---
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title: 星期二 4日
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weight: 4
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---
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## **Polkadot 生态系统 AI 分析**
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{{% hint info %}}
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本次分析的数据采集截止时间为 2025年3月4日 23:59:59 UTC。
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{{% /hint %}}
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### **持有者分布与网络参与**
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- **Mythos（879 万）、Moonbeam（247 万）和 Polkadot（203 万）** 在代币持有者数量上领先。
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- **Moonbeam 具有较高的活跃用户数（302K）**，而 **Polkadot 的活跃账户明显较少（8.7K）**，表明 DOT **主要被视为质押/治理资产，而非高频交易代币**。
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### **交易与转账动态**
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- **Polkadot 在总转账金额上领先（$5.639 亿），表明其主要用于机构级或国库级资金流动**。然而，在交易次数上，Polkadot 落后，而 **Moonbeam 以 142 万笔交易占据主导**。
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- **Mythos 记录了最多的转账次数（139 万），但总交易金额较低（~$3000 万）**，这可能是由于 **小额高频交易，如游戏或 NFT 生态** 造成的。
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### **近期增长趋势**
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- **Peaq 在 3 天内持有者增长最快（+9.2%），其次是 Unique 和 Darwinia**。新用户的涌入可能受 **激励机制或新用例** 推动。
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### **市场波动与价格变动**
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- **过去 3 天的价格趋势显示出 parachains 之间的高波动性**，其中 **Manta（-19.2%）和 Peaq（-16.2%）在上涨后大幅下跌**。
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- **DOT 在上涨 11.67% 后回调 -14.3%**，反映出更广泛的市场投机情绪。
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### **关键要点**
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1. **中继链 vs. 平行链实用性** – Polkadot 作为 **高价值转账的流动性中心**，而像 Moonbeam 这样的平行链则驱动用户交易活动。
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2. **跨共识消息传递（XCM）日益重要** – 预计即将到来的 **XCM v3 升级** 将优化 **全网流动性管理和费用结构**。
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3. **Moonbeam 和 Peaq 交易活动强劲** – 交易频率高、持有者不断增长，表明 **采用率正在提升**。
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4. **DOT 价格波动明显** – 对治理更新和网络升级（如 **XCM v3、JAM 升级**）的投机可能会影响未来价格走势。
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### **投资影响**
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- **短期：** 观察 DOT 价格是否稳定，再考虑新的入场机会。
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- **中期：** 关注 **Moonbeam 和 Astar 的 DeFi 及质押发展**。
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- **长期：** **Polkadot 的机构级采用仍然强劲，但需要提高用户参与度，以推动价格持续上涨**。
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🚀 **Polkadot 仍然是高价值网络，但增加交易级别的采用率，可能会提升其更广泛的零售吸引力。**
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---
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```
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┌──────────┬──────────────────────────────┐
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│ network ┆ holder_count_avg_last_7_days │
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│ --- ┆ --- │
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│ str ┆ f64 │
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╞══════════╪══════════════════════════════╡
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│ Mythos ┆ 8.791012e6 │
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│ Moonbeam ┆ 2.476303e6 │
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│ Polkadot ┆ 2.034023e6 │
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│ Nodle ┆ 1.818279e6 │
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│ Astar ┆ 1.16857e6 │
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└──────────┴──────────────────────────────┘
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┌──────────┬──────────────────────────────────────┐
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│ network ┆ active_account_count_avg_last_7_days │
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│ --- ┆ --- │
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│ str ┆ f64 │
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╞══════════╪══════════════════════════════════════╡
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│ Moonbeam ┆ 302049.0 │
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│ Peaq ┆ 117285.0 │
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│ Mythos ┆ 20430.0 │
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│ Polkadot ┆ 8767.0 │
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│ Astar ┆ 2712.0 │
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└──────────┴──────────────────────────────────────┘
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┌───────────┬────────────────────────────┐
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│ network ┆ transfer_count_last_7_days │
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│ --- ┆ --- │
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│ str ┆ f64 │
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╞═══════════╪════════════════════════════╡
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│ Mythos ┆ 1.396536e6 │
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│ Phala ┆ 949531.0 │
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│ Peaq ┆ 358598.0 │
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│ Moonbeam ┆ 290620.0 │
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│ Hydration ┆ 99314.0 │
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└───────────┴────────────────────────────┘
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┌──────────┬────────────────────────────────────┐
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│ network ┆ transfer_amount_in_usd_last_7_days │
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│ --- ┆ --- │
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│ str ┆ f64 │
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╞══════════╪════════════════════════════════════╡
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│ Polkadot ┆ 5.6389e8 │
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│ Astar ┆ 3.1878e7 │
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│ Mythos ┆ 3.0466e7 │
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│ Moonbeam ┆ 2.9836e7 │
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│ Peaq ┆ 2.6230e7 │
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└──────────┴────────────────────────────────────┘
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┌──────────────┬───────────────────────────────┐
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│ network ┆ transaction_count_last_7_days │
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│ --- ┆ --- │
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│ str ┆ f64 │
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╞══════════════╪═══════════════════════════════╡
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│ Moonbeam ┆ 1.427758e6 │
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│ Phala ┆ 1.131565e6 │
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│ Energy Web X ┆ 1.058725e6 │
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│ Peaq ┆ 1.041785e6 │
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│ Mythos ┆ 978089.0 │
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└──────────────┴───────────────────────────────┘
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┌───────────┬─────────────────────────────────────┐
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│ network ┆ holder_count_pct_change_last_3_days │
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│ --- ┆ --- │
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│ str ┆ list[f64] │
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╞═══════════╪═════════════════════════════════════╡
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│ Peaq ┆ [9.216989, 3.224393] │
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│ Unique ┆ [0.59851, 0.580502] │
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│ Darwinia ┆ [0.511432, 0.688417] │
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│ Ajuna ┆ [0.492678, 1.729538] │
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│ Hydration ┆ [0.16215, 0.026018] │
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└───────────┴─────────────────────────────────────┘
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┌───────────┬────────────────────────────────────┐
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│ network ┆ token_price_pct_change_last_3_days │
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│ --- ┆ --- │
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│ str ┆ list[f64] │
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╞═══════════╪════════════════════════════════════╡
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│ Hydration ┆ [17.94655, -11.404585] │
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│ Peaq ┆ [13.24088, -16.211676] │
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│ Manta ┆ [12.938341, -19.235721] │
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│ Mythos ┆ [12.801516, -1.844189] │
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│ Polkadot ┆ [11.669032, -14.30744] │
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└───────────┴────────────────────────────────────┘
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```

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