Dear
#cardano Community,
I have been working on a report regarding the current distribution of Cardano pools and the possible effects of changing the K Parameter.
The report also includes the Poll results.
Here it is:
lookerstudio.google.com/repo…
I believe in measurable arguments. Especially when it comes to things like changing the rewards formula.
As I was trying to decide which option to vote for, I started gathering 3 data sources and combining them in a way that might help me decide what I felt is best for the A4G delegates and the protocol.
These data sources include:
1. Extract of all active pools and their pool parameters. Thank you
@cardanoapexpool for your great Koios script!
2. A list of pool groups. Thank you
@BalanceData22 for your API.
3. The Poll results. Thank you
@ada_stat for you poll results API
My goal was to try to get some sense of what would happen with the various pools if K would be increased. How many Single pools would saturate and how much stake would that be. The same for the Multi pool groups.
I combined these data sources and built 5 Google Looker Studio interactive Dashboards.
This initial rough report helped me to make a voting choice that I could be comfortable with. And which I could explain to my delegates.
After casting my vote and sharing my arguments on our Discord, Twitter and during a Twitter Space, I figured that this dashboard might be of general help to the broader community.
The first dashboard shows a General overview of the pool landscape with some filters that are preconfigured and some that you can change for yourself. Note that you can also filter the dashboard by clicking on a pool or pool group:
The second dashboard zooms in on the multi pool groups and shows only those MPOs that will not be affected when K moves to 1000. The rationale here is that even if some pools of a group will get saturated, the group as a whole is only "affected" if that saturated stake cannot move to one of their other pools.
The other 3 dashboards consequently show the Unaffected Single pools, Affected MPOs and Affected Single Pools
I used the data to make up my own mind. I have my own arguments why I think that increasing K might not be the best way forward, but that's not the reason why I am posting these reports. I hope that others find it useful and use the information to adhere to the Cardano way, which imho is:
"Measure twice, cut once"
The important word for me here is "Measure" and I hope I contributed a bit to this ethos.
I have also created a Cardano Forum post here:
forum.cardano.org/t/a-visual…
Basic disclaimers
* Eventhough these dashboards show data, I have my own filters and assumptions in there.
* There probably are errors in these reports. It's not meant to be a work of art but started as a quick way to help my own voting choice. Please let me know and I will see if I can improve them
* The data is not dynamic. I have to manually update them.
* I have used 2 filters to rule out pools that I think should be ruled out in this analysis. You might not agree with this. One of the filters is the "Regular pool" filter. It rules out pools with higher than 100k average stake per delegator. The other filter is the "margin" filter where I rule out all pools with higher than 20% margin.
* The reports are based on this datasource in Google Sheets:
docs.google.com/spreadsheets…