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Baseline Crossing analysis - update and impact
In a previous issue (#10), we estimated when a baseline crossing was expected to occur, assuming the market conditions at the time. Since the analysis was performed (around July 2022), the market conditions have shifted significantly, with a slowdown in onboarding.
Having this in mind, we need to reassess our expectations of when a Baseline crossing event is expected to happen and do a deeper analysis of the expected impact of such an event on circulating supply and SP's profitability.
The main tasks are the following:
- [ ] Redo Baseline Crossing prediction with newer assumptions for onboarding - does this change the baseline crossing dates significantly?
- [ ] Complete milestone 3:
- [ ] Review the circulating supply model and fix pending issues
- [ ] Run simulation for circulating supply and document the impact of baseline crossing
- [ ] Review ROI model
- [ ] Run simulation for ROI and document the impact of baseline crossing
- [ ] Share code and analysis with the community
For context, the documentation of the previous analysis can be found here and the code can be found here