anticapture

Connect your agent to the Anticapture MCP and find governance data on the market's leading protocols, including @Uniswap, @Compound_xyz, @ENS_DAO and others listed on @anticapture.

Information on delegates, voting power, the share of tokens held by specific addresses and much more is available through the Anticapture MCP.

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Among a DAO's top 10 delegates, who actually votes?

Every protocol has a different reality.

At @ENS_DAO , 7 of the top 10 delegates voted on more than 50% of proposals since receiving their delegations. The people with the most voting power take part in the organization's decisions.

@Uniswap is close behind ENS, with 5 addresses above 50% participation and 1 address between 25% and 50%.

At @0xfluid and @Compound_xyz, only 5 of the top 10 delegates vote on proposals. Both also stand out for concentrating power in 2 delegates who don't vote on every proposal. At Compound, these addresses belong to Humpy and the Compound Foundation.

Finally, Shutter has only 2 delegates in its top 10 with more than 50% participation, and together they hold just 10% of the DAO's voting power.

Data from the @anticapture MCP.

UNI supply on CEXs grew from 77.4M $UNI to 97M $UNI between August and October, peaking in early October.

However, on October 29, CEX supply dropped from 94M $UNI to 87M $UNI. The reason was the attack on Binance, which drained 7M $UNI from the centralized exchange.

The hacker sold this balance on DEXs, which is why DEX supply spiked suddenly on October 29 and then returned to normal.

Since the hacker sold all 7M $UNI below the price on CEXs, arbitrage bots and market makers such as Wintermute bought them. Some of it was then sent to CEXs, likely to profit from the price difference.

Chart and data from the Anticapture MCP.

A proposal submitted by Humpy aims to end the multisig that can cancel proposals on @Compound_xyz .

This is the peak of the dispute between Humpy and Compound, where Humpy wants to use their $COMP tokens to block and pass proposals in the DAO, and the Compound is blocking every attack attempt Humpy promotes.

Ugur, their API3 representative on the Compound forum, was banned. Humpy has now posted a proposal personally on the forum and in on-chain governance.

If the proposal passes, thanks to Humpy’s $COMP, the multisig will likely cancel Humpy’s proposal again, further straining Compound’s governance.

Analyzing the flow of tokens deposited on CEXs, we noticed that some governance tokens tracked on Anticapture are behaving differently.

Holders of $OBOL, $FLUID and $UNI are sending their tokens to exchanges, increasing the share of supply held on exchanges.

This could mean their holders are simply selling. Or perhaps it reflects concern about self-custody after the vulnerabilities in the last weeks.

Other tokens, however, show the opposite behavior.

$GTC and $COMP saw a drop in balances on exchange addresses, meaning more holders are withdrawing tokens than sending them to exchanges.

It's a peculiar pattern, which may mainly reflect governance token holders who want to use them for voting or other strictly on-chain actions.

With the return of the Governor at @gitcoin and the political conflicts at @Compound_xyz , the data fits the current context.

All data was sourced using the @anticapture MCP.