Competitor analysis

cowprotocol/competitor_analysis/.sqlfluff

@@ -0,0 +1,5 @@
+[sqlfluff:templater:jinja:context]
+start_time='2024-08-01 12:00'
+end_time='2024-08-02 12:00'
+chain_of_interest='ethereum'
+show_competitors_on_target_chain_only=1

cowprotocol/competitor_analysis/cow_alternatives_analysis_4810844.sql

@@ -0,0 +1,95 @@
+-- Get all users who are using COW Protocol on any chain but {{chain_of_interest}}
+-- Get aggregates (tx_count, usd_volume, user_count) of other dexes/aggregators they use on all chains supported by cow
+-- or limit the results to only competitor usage on {{chain_of_interest}} if {{show_competitors_on_target_chain_only}} is set to 1
+--
+-- Parameters:
+--  {{start_time}} - the trade timestamp for which the analysis should start (inclusive)
+--  {{end_time}} - the trade timestamp for which the analysis should end (inclusive)
+--  {{chain_of_interest}} - which chain is not used by cohort of users we want to investigate
+--  {{show_competitors_on_target_chain_only}} - filters competitor's usage to only {{chain_of_interest}}
+
+with all_cow_users as (
+    select
+        tx_from as address,
+        array_agg(distinct blockchain) as uses_on_chains
+    from
+        dex_aggregator.trades
+    where
+        project = 'cow_protocol'
+        and
+        block_time between timestamp '{{start_time}}' and timestamp '{{end_time}}'
+    group by
+        1
+),
+
+cow_users_filtered as (
+    select *
+    from
+        all_cow_users
+    where
+        not contains(uses_on_chains, '{{chain_of_interest}}')
+),
+
+chains_supported_by_cow as (
+    select distinct blockchain
+    from
+        dex_aggregator.trades
+    where
+        project = 'cow_protocol'
+),
+
+trades_dex_and_aggregators as (
+    select
+        tx_from,
+        blockchain,
+        project,
+        amount_usd
+    from
+        dex.trades
+    where
+        blockchain in (select blockchain from chains_supported_by_cow)
+        and
+        block_time between timestamp '{{start_time}}' and timestamp '{{end_time}}'
+
+    union all
+
+    select
+        tx_from,
+        blockchain,
+        project,
+        amount_usd
+    from
+        dex_aggregator.trades
+    where
+        project != 'cow_protocol'
+        and
+        blockchain in (select blockchain from chains_supported_by_cow)
+        and
+        block_time between timestamp '{{start_time}}' and timestamp '{{end_time}}'
+),
+
+all_competitor_transactions as (
+    select
+        tx_from as address,
+        blockchain as chain_used_for_competitor,
+        project as competitor_project,
+        sum(amount_usd) as competitor_total_volume_usd,
+        count(*) as competitor_total_transactions
+    from
+        trades_dex_and_aggregators
+    group by 1, 2, 3
+)
+
+select
+    chain_used_for_competitor,
+    competitor_project,
+    sum(competitor_total_volume_usd) as competitor_total_volume_usd,
+    sum(competitor_total_transactions) as competitor_total_transactions,
+    count(distinct address) as distinct_users_count
+from
+    cow_users_filtered
+left join all_competitor_transactions using (address) -- noqa: disable=L032
+where
+    {{show_competitors_on_target_chain_only}} = 0 or chain_used_for_competitor = '{{chain_of_interest}}'
+group by 1, 2
+order by 3 desc

cowprotocol/competitor_analysis/cow_vs_competition_4807448.sql

@@ -0,0 +1,118 @@
+-- Get all users who are using COW Protocol on any chain.
+-- Get aggregates (tx_count, usd_volume, user_count) of other [dexes/aggregators, chain] pairs that are used by our users.
+-- Join competitor usage and cow protocol usage on the same chain (using user address).
+-- Form a cohorts that will be compared using the aggregates (tx_count, usd_volume, user_count) .
+--
+-- Parameters:
+--  {{start_time}} - the trade timestamp for which the analysis should start (inclusive)
+--  {{end_time}} - the trade timestamp for which the analysis should end (inclusive)
+
+with cow_protocol_target_users as (
+    select
+        tx_from as address,
+        blockchain as chain_used_for_cow,
+        count(*) as total_transactions_on_cow,
+        sum(amount_usd) as total_volume_usd_on_cow
+    from
+        dex_aggregator.trades
+    where
+        project = 'cow_protocol'
+        and
+        block_time between timestamp '{{start_time}}' and timestamp '{{end_time}}'
+    group by
+        1, 2
+),
+
+users_per_chain_cow as (
+    select
+        blockchain as chain_used_for_cow,
+        count(distinct tx_from) as distinct_users_cow
+    from
+        dex_aggregator.trades
+    where
+        project = 'cow_protocol'
+        and
+        block_time between timestamp '{{start_time}}' and timestamp '{{end_time}}'
+    group by
+        1
+),
+
+chains_supported_by_cow as (
+    select distinct blockchain
+    from
+        dex_aggregator.trades
+    where
+        project = 'cow_protocol'
+),
+
+trades_dex_and_aggregators as (
+    select
+        tx_from,
+        blockchain,
+        project,
+        amount_usd
+    from
+        dex.trades
+    where
+        blockchain in (select blockchain from chains_supported_by_cow)
+        and
+        block_time between timestamp '{{start_time}}' and timestamp '{{end_time}}'
+
+    union all
+
+    select
+        tx_from,
+        blockchain,
+        project,
+        amount_usd
+    from
+        dex_aggregator.trades
+    where
+        project != 'cow_protocol'
+        and
+        blockchain in (select blockchain from chains_supported_by_cow)
+        and
+        block_time between timestamp '{{start_time}}' and timestamp '{{end_time}}'
+),
+
+all_competitor_transactions as (
+    select
+        tx_from as address,
+        blockchain as chain_used_for_competitor,
+        project as competitor_project,
+        sum(amount_usd) as competitor_total_volume_usd,
+        count(*) as competitor_total_transactions
+    from
+        trades_dex_and_aggregators
+    group by 1, 2, 3
+),
+
+agg as (
+    select
+        chain_used_for_cow,
+        chain_used_for_competitor,
+        competitor_project,
+        count(distinct address) as distinct_users_competitor,
+        sum(total_transactions_on_cow) as transactions_made_on_cow,
+        sum(total_volume_usd_on_cow) as total_volume_usd_on_cow,
+        sum(competitor_total_transactions) as transactions_made_on_competitor,
+        sum(competitor_total_volume_usd) as total_volume_usd_on_competitor
+    from
+        cow_protocol_target_users
+    left join all_competitor_transactions using (address) -- noqa: disable=L032
+    group by 1, 2, 3
+)
+
+select
+    chain_used_for_cow,
+    chain_used_for_competitor,
+    competitor_project,
+    distinct_users_cow,
+    distinct_users_competitor,
+    transactions_made_on_cow,
+    total_volume_usd_on_cow,
+    transactions_made_on_competitor,
+    total_volume_usd_on_competitor
+from
+    agg
+left join users_per_chain_cow using (chain_used_for_cow) -- noqa: disable=L032