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Merge pull request #118 from DeFiGeek-Community/tina
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Tina
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take3315 authored Apr 4, 2024
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84 changes: 61 additions & 23 deletions content/blog/finance/2024-3.md
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+++
author = ""
date = 2024-02-29T10:00:00Z
date = 2024-03-31T10:00:00Z
excerpt = ""
image = ""
image_alt = ""
layout = "post"
subtitle = "2024年2月 財務諸表"
subtitle = "2024年3月 財務諸表"
tags = "財務レポート"
thumb_image = "/images/blog/ogp-zaimu-report.webp"
thumb_image_alt = ""
title = "2024年2月度 月次財務報告"
title = "2024年3月度 月次財務報告"
[seo]
description = ""
title = ""
Expand All @@ -23,11 +23,13 @@ value = "https://defigeek.xyz/images/blog/ogp-zaimu-report.webp"

# 重要指標

![](/images/blog/24024.png)
![](/images/blog/24035.png)

###### キャッシュフロー

![](/images/blog/24029.png)
![](/images/blog/24031.png)

※ UniV3 ETH/CJPYのCJPY回収量内訳(元本・手数料)が不明な為キャッシュフローには含めていません。

(注)

Expand All @@ -38,14 +40,14 @@ value = "https://defigeek.xyz/images/blog/ogp-zaimu-report.webp"
・BPS:解散価値÷ユーザー保有トークン数\
・PBR:トークン価格解散価値倍率\
・ランウェイ(解散価値):解散価値÷ネットバーンレート\
・キャッシュフロー:Tx発生時の時価で算出\
・キャッシュフロー:Tx発生時の時価で算出(価格不明のcjpyは1円とする)\
・各種データは[zapper](https://t.co/lzLYnn8VGj?amp=1), [zerion](https://app.zerion.io/), [DeBank](https://debank.com/), [Etherscan](https://etherscan.io/), [Dextool](https://www.dextools.io/app/ether/pair-explorer/0xa9166690c35d900a57d2ec132c58291bc0678944), [三菱UFJリサーチ&コンサルティング](http://www.murc-kawasesouba.jp/fx/lastmonth.php)より。

#

# 貸借対照表

![](/images/blog/24021.png)\
![](/images/blog/24032.png)\
(注)

・資産・負債時価評価: Zerion, DeBank, Zapper表示の日本円換算値を使用\
Expand All @@ -58,19 +60,19 @@ value = "https://defigeek.xyz/images/blog/ogp-zaimu-report.webp"

# 自己保有流動性内訳

![](/images/blog/24026.png)
![](/images/blog/24037.png)

#

# コミュニティファンド

![](/images/blog/24027.png)
![](/images/blog/24038.png)

#

# 損益計算書

![](/images/blog/24022.png)
![](/images/blog/24033.png)

(注)

Expand All @@ -82,9 +84,9 @@ value = "https://defigeek.xyz/images/blog/ogp-zaimu-report.webp"

# TXJPトークンアロケーション&ホルダー分布

![](/images/blog/24023.png)
![](/images/blog/24034.png)

![](/images/blog/24025.png)
![](/images/blog/24036.png)

Balancer V1: 0xddce7b2c3f7fbc4f1eab24970c3fd26fee1ff80f\
Balancer V2: 0xba12222222228d8ba445958a75a0704d566bf2c8\
Expand All @@ -100,17 +102,53 @@ Uniswap V3: 0xa9166690c35d900a57d2ec132c58291bc0678944

# 財務活動

02/03 [fuse USDC admin feeの回収](https://etherscan.io/tx/0x77a95f362cea9fb625cf1d2798a32dd7200baf5a1405fdaaa988f676e2af0484)
02/03 [fuse USDC リザーブの回収](https://etherscan.io/tx/0x610c01f930846ed59d4959a3409e333bd20e8b4e6b7f866717def0b3c830c233)
02/03 [defigeek.xyzドメイン更新二年分(30€)](https://etherscan.io/tx/0xa975c5a89604f4a477f310efec02f7a4095e58bd155d0aa18fc61e6114d6cee1)
02/03 [tornadovps 年次更新+リレーfee](https://etherscan.io/tx/0x81ce56bc7618b3685e5dba4c68e79fbc1d2b26a4b3331781e07a01fb316e18b5)
02/03 [24,1月分TXJP報酬の買上](https://etherscan.io/tx/0xf47d4dcca194303b4000e6e8eede904ad30990ba0ce9c570b35573068d248811)
02/25 [crvUSD借入](https://etherscan.io/tx/0x864b4b05a8085ffe9dd9a0c8efbb0962bdbff6730eee9f20c644fc879c99d10f)
02/25 [stETH → ETH](https://etherscan.io/tx/0xfb0cffa5728b69f71eb56faf140dadf3dc3d61878983e9ca8216338b02c7ca7f)
02/25 [crvUSD → CJPY](https://etherscan.io/tx/0xc5a76e2d6ea3ea6ac86ee01e592f13d9b4691c53d746df6953672f7a9e7781d8)
02/25 [crvUSD → CJPY オーダー](https://etherscan.io/tx/0xfacbf894c7a5b2be7f49f374181c3026529ecd9c0bc98201b150430fb6c711d1)
02/25 [1月分月次報酬](https://etherscan.io/tx/0x87896ee2e152260eb86c849fdce2a8d7c3388d9615aed520dc30994f63cb48cd)
02/25 [naizoさんのSH自己負担分助成一回目](https://etherscan.io/tx/0x4a8b9c26276aad64056b206599139acbd52a2d3eae5cfb1c997a0430b4e4a0e5)
03/01 [defigeek→safe.defigeek](https://etherscan.io/tx/0xfd6ed2b3f2b093ab05d41ad19ac9d92971cf480f5ef19a8c7e2195f8d6d2186b)
03/03 [cowswap USDC approve](https://etherscan.io/tx/0x08ec992be59e14224caa37e95bff39d14150d29c389cb57262400427f66d2acc)
03/03 [USDC → DAI](https://etherscan.io/tx/0x9cde864680ddf513e7abca841b16ba06e050a95e46ab9ec417584cda49f1d909)
03/03 [47000crvUSD借入](https://etherscan.io/tx/0x8625934a84174cbb6fe023bf6b6aa2deaf036dbb6da57df0aa3edfc4c35d5752)
03/03 [cowswap注文署名](https://etherscan.io/tx/0x7af918bffed42fadbb73203c8ea4f04d30cb94a0a3796a5da802042a6d9f368e)
03/03 [USDC → DAI](https://etherscan.io/tx/0x91b2d4d9c894202cd08d4ca1ce00c3577ca32d8409515114c6c921b0e091de78)
03/03 [cowswap 注文キャンセルと出し直し](https://etherscan.io/tx/0xaba48c2e424f467474a6926aad2f5cddb31da4fd6731288a9d4396405bf00fa4)
03/03 [crvUSD → DAI](https://etherscan.io/tx/0xdd5aa7f19757ab6146e978fe92dcf03268919c81680badd536e957ce1b5b296e)
03/03 [cowswap 注文キャンセルと出し直し](https://etherscan.io/tx/0xd84de44d9c3580fb9fe5cea263bddf940d1ac26ad20451bcaa2283dd177ee6e6)
03/04 [Yamawake監査費用+リレーヤーfee](https://etherscan.io/tx/0x8b08cc97fd534ffff0c5399854af374eb094d5f21d4129a5b0d59d7f41d6c39e)
03/07 [GRT Approve](https://etherscan.io/tx/0x52011dcf19b10eb67e752f9f6724d72404761601e806b9a9f43cc3b426bc3891)
03/07 [GRT EthereumL1→Arbitrumへ](https://etherscan.io/tx/0xe1c3ba527de8fb2639640a5ff64d26fc5b4ca1a220f8ff5db304c2d4220728de)
03/07 [safedev サイナー追加](https://etherscan.io/tx/0x94a0ab7035b9f0f9b348e0a0092f0dcd53ed0f330d543fe6c7736cac434e5a36)
03/08 [YMWKトークン発行受領](https://etherscan.io/tx/0x779b1ba6dc607e349917df0306fb21374125842ff52d821671b86a4033568e01)
03/10 [curve create pool (1回目](https://etherscan.io/tx/0x097accd4d6cca733ba652adbc90593d4c32bee8d7bb168c850a7483bfa168355)
03/11 [curve create pool (2回目](https://etherscan.io/tx/0x2692be243b878399c2e0f995fe29f135a2a19dd6a1ad8c8dfa4450140647dee9)
03/11 [curve pool gauge作成](https://etherscan.io/tx/0xb0090a0ef056d2e440f6fd23819f5bf3c362b80300dc4ce94b580706b1a10af3)
03/11 [四半期ガス代リファンド](https://etherscan.io/tx/0x0532708474e1397451d0a2b3c8365c6055774dcacb32777f9aaf8aa44f63f60e)
03/11 [Uniswap v3LP 報酬+元本](https://etherscan.io/tx/0x41559c126d005e839d0b8fa0c57f95655bcf0783c8aecbe502d4270ea9582fef)
03/11 [Uniswap v3LP 報酬](https://etherscan.io/tx/0x41559c126d005e839d0b8fa0c57f95655bcf0783c8aecbe502d4270ea9582fef)
03/11 [Curve crvUSD/CJPY pool crvUSDのapprove](https://etherscan.io/tx/0x2dac1acb89a6bde2fc87345b0100b100762fc7ff5b3a8eb2651d56c193dd0bc1)
03/11 [Curve crvUSD/CJPY pool CJPYのapprove](https://etherscan.io/tx/0x29d1561c4578a322343e679079aad84080a487169377bced21cf3e67c8aaa01e)
03/11 [Curve crvUSD/CJPY pool バランス投入](https://etherscan.io/tx/0xfccd9a7352728f060c7a0bddff7a53917916117fc2d60c175e322c8ca1994bea)
03/11 [Yamato CJPY全額返済](https://etherscan.io/tx/0x7b0a56bbdd87d4e6eb12143f4cc1677dbe27357d9c6b67c0c508cc0644e6a279)
03/11 [Yamato ETH担保引出し](https://etherscan.io/tx/0x10896fa731211fe45c39e2566d5a7dced263d5adb55c236c99c6f420e6999614)
03/11 [Curve ETH/CJPY pool 設置](https://etherscan.io/tx/0x4579ff1be4dd77574430a7a65da9a1a1deb9dd372c9790b47f7a12d1a530edbc)
03/11 [ETH → WETH ラッピング](https://etherscan.io/tx/0x5378d6964f6ed1c4b86ddd0cf1af67b9844bdd765daec9b42415039ffc0a39b4)
03/11 [ethcjpyプールにWETHとCJPYの承認](https://etherscan.io/tx/0x5938eeb7c5b38b18b969db31d3e0107282f32d4aa04b909c1c6d5c134cd26de4)
03/11 [ETH/CJPY pool 初回流動性投入](https://etherscan.io/tx/0x37fbc18fcceda03ac7f3cb7feeefbc64b22b797303c7ddaf367a7d4c00357ead)
03/11 [ETH/CJPY pool 流動性投入](https://etherscan.io/tx/0xbbdeba9b22a861ca39bbc6710d42ebecc2cc4a9bd143aa93a821faa0edf1a3e1)
03/11 [Curve ETH/CJPY pool Gaugeデプロイ](https://etherscan.io/tx/0xf35d3559cd36d30558794ab1958fa3636618245622440277af1cbe617a1ddd1c)
03/28 [crvUSD/CJPY gauge add](https://etherscan.io/tx/0xe6b23ab41bf10266ac23739935a11433be1b9ff5058a3b7ed2fc3a6308b8d350)
03/28 [WETH/CJPY gauge add](https://etherscan.io/tx/0x82edc56676d57673ec3696217d030d4f5978747fe9beac724b969a707723f5ef)
03/28 [crvUSD/CJPY gauge add Convex追加](https://etherscan.io/tx/0x77e711f9d50324d9d6eec482b771f27df2bc34a2f223b867a7b69d72ada000ba)
03/28 [WETH/CJPY gauge add Convex追加](https://etherscan.io/tx/0x52a4265804bb0036e2fa73a1198c09852dea10055e8ca907779d491ca7f27af5)
03/28 [crvUSD/CJPY gauge add vlCVX対象](https://etherscan.io/tx/0x85429e34e0fd52a207b94afcddbe7b96386c280235bbbfc8eaf4893dffbf3a1e)
03/28 [WETH/CJPY gauge add vlCVX対象](https://etherscan.io/tx/0x705cac521d39fca37a0fceff36b91081145d4535d79b7895aa248c234221e873)
03/30 [crvUSD借入](https://etherscan.io/tx/0x7dbcd4fea66bac8f24b86ea0e9ec29024778d63fcc78979e5354c63529508ac1)
03/30 [ETHのラッピング](https://etherscan.io/tx/0x7dbcd4fea66bac8f24b86ea0e9ec29024778d63fcc78979e5354c63529508ac1)
03/30 [cowswapへのWETHのapprove](https://etherscan.io/tx/0x025cac8bbd8a564b15fa8083ab3c6ffa1e42c319eeb0cd1841910ef7871d0ed2)
03/30 [WETH→TXJP](https://etherscan.io/tx/0x799286d7d3f90b701447848d58eb13d0faba4ff07010dbe421f792651c96cda1)
03/30 [CurveへのcrvUSD approve](https://etherscan.io/tx/0x76717b40645384c062c0f7d8b2dbb7535fa181684c540e65bdd0769e96b0d084)
03/30 [crvUSD --> CJPY Cowswap](https://etherscan.io/tx/0xfa358dbed4cf4acdb903e69144df3e17e7ee2fd7c0a867aac1308cc2cad7a552)
03/30 [2月月次報酬&四半期報酬](https://etherscan.io/tx/0x4ed38008fe0f137eae1a892c1fe8676c71e1f73c2fcc43ac67b80388652bd339)
03/30 [naizoさんのSH自己負担分助成一回目](https://etherscan.io/tx/0xb265b287eef9705245a17354a8c42f1d9f7e89d68eeec76c8cd4a618abf7a3ca)

注)devsafe.defigeek.eth(arbitrum)のTXはzerionで取得不可能の為、未記載となります。詳細は[こちら](https://debank.com/profile/0x0b0a167a0b6800207c89544d2ebdc98dcdd33bec/history)

# 免責事項

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20 changes: 10 additions & 10 deletions content/blog/finance/financials202403.en.md
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+++
author = ""
date = 2024-02-29T10:00:00Z
date = 2024-03-31T10:00:00Z
excerpt = ""
image = ""
image_alt = ""
layout = "post"
subtitle = "Feb 2024"
subtitle = "Mar 2024"
tags = "財務レポート"
thumb_image = "/images/blog/ogp-zaimu-report.webp"
thumb_image_alt = ""
title = "Feb 2024 financial report"
title = "Mar 2024 financial report"
[seo]
description = ""
title = ""
Expand All @@ -23,7 +23,7 @@ value = "https://defigeek.xyz/images/blog/ogp-zaimu-report.webp"

# Key highlights

![](/images/blog/24024e.png)
![](/images/blog/24034e.png)

・Gross Burn Rate: Total cash outflow (expense items: interest expense, relayers fee, labor cost, gas cost, incentives, etc.)\
・Net Burn Rate: Total Cash Flow (Gross Burn Rate + Rewards Claimed, interest earned and Airdrop received)\
Expand All @@ -37,7 +37,7 @@ value = "https://defigeek.xyz/images/blog/ogp-zaimu-report.webp"

# Balance sheet

![](/images/blog/24021e.png)
![](/images/blog/24031e.png)

・Fair value of assets and liabilities: Japanese yen equivalents displayed on Zerion, DeBank, and Zapper\
・Paid-in capital 2018, market value of donations received in 2018-2020 are calculated in USD market value at the time of payment & applied average USD/JPY exchange rate for the three years 2018-2020 ($1=108.76Yen).\
Expand All @@ -49,19 +49,19 @@ value = "https://defigeek.xyz/images/blog/ogp-zaimu-report.webp"

# Protocol Owned Liquidity

![](/images/blog/24026.png)
![](/images/blog/24037.png)

#

# DAO Treasury health rate

![](/images/blog/24026e.png)
![](/images/blog/24036e.png)

#

# Income statement

![](/images/blog/24022e.png)
![](/images/blog/24032e.png)

・Gas cost in JPY is used the figures displayed in Zerion.\
・Other income (Others) consists mostly of LPs ETH increase and revenue recognition of TXJP expenses (both excluding fx gain/loss)\
Expand All @@ -71,9 +71,9 @@ value = "https://defigeek.xyz/images/blog/ogp-zaimu-report.webp"

# Token holders

![](/images/blog/24023e.png)
![](/images/blog/24033e.png)

![](/images/blog/24025e.png)
![](/images/blog/24035e.png)

Balancer V1: 0xddce7b2c3f7fbc4f1eab24970c3fd26fee1ff80f\
Balancer V2: 0xba12222222228d8ba445958a75a0704d566bf2c8\
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