Arbitrum RWA user balances

[darvinrio]

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If you are building new spell(s), please provide the following information:

• Spell name(s): rwa_arbitrum.*
• Description: Track RWA asset balances of User
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• How will the new spell(s) be used downstream? Build holder analysis metrics
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[0xRobin]

hey @darvinrio, from a quick look at this PR it doesn't look like you would need to build this out in spellbook to build queries for RWA balances on Arbitrum.

Can you try leveraging the existing tokens_arbitrum.balances_daily model?
If this isn't suited for what you're trying to do, please expand a bit on you're use case and we will try to find the best way to support.

[darvinrio]

hey @0xRobin.
we want to do analytics on top of the holders table.
we are looking at metrics like:

• Weekly Active Holders
• Holder Retentions Corhorts
• Decentralization indexes

We want to do this for a list of 36 assets and ~10 governance tokens. (we expect the list to grow).
We want it refreshed daily. We will be using APIs to feed this into our front end.
We were unable to materialize this on the Dune's Largest Tier.
That is why we went this route. Moreover, we saw the open request to build an incremental version.

My understanding is that the underlying source table has made the balanceOf() call every time there is a transfer. (Not sure where I read this, it was in some discussion)
Hence we went with a simple incremental model.

[0xRobin]

Thanks for the context, that's super insightful.
It is true that currently the existing balances tables are not very performant due to the forward fill included in the view.

So basically you're in search of a daily materialized table of balances for a specific token set?
It should be possible to do this with Dune queries but this requires using the daily_agg_base table (which is materialized), filtering the addresses on this table and only then replicating the forward fill and enrichment logic. Happy to help get this set up if you want to give some example queries that you're currently unable to run on the high tier.

Not saying this is what you must do, we can still discuss the inclusion into spellbook, I'll bring this up internally next week.

[darvinrio]

we couldn't find the daily_agg_base on the frontend.

all of those we found were views, which is why we chose to explore the spellbook route.

to be honest, we would love to utilize the spellbook, as we will be

1. getting analytics streamlined for ourselves
2. empowering the community with a dataset and macro that could be useful.

me and my team have prior experience in building dbt models internally.

[darvinrio]

bumping this @0xRobin @jeff-dude

[darvinrio]

we are currently planning on using a materialized view, till we can get the dune table up and running.
can we however, move this up the priority ?

[0xRobin]

@darvinrio I will refactor this a bit today so it can be re-used easily by others that want to materialize certain balances, and then we can try to get this merged asap.

[darvinrio]

got it @0xRobin .

you can also share me your specs, and i can get it changed accordingly.

[0xRobin]

ok I'm happy with the changes in the macro @darvinrio, I made some naming changes as well to the models to be consistent with the rest of spellbook.

Can you give my changes a review from your side?

[darvinrio]

@0xRobin this looks good to me.
thanks for the patch on the incremental.
🫡