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1/ Some of the topics we’ve been tracking lately + @Dune dashboards below: → Shopify & Coinbase Commerce Payments Protocol adoption → Who’s generating money in crypto & the emerging verticals → Hyperliquid growth & revenue → Polymarket activity as signal & intel → USD₮0…
This tweet refers to @zora Network used previously on the minting protocol. Currently activity happens on Zora Coins on @base, which is showing growth and can tracked in the @Dune dashboard below dune.com/sealaunch/zora…
$ZORA is going absolute bonkers, but the metrics aren’t matching the pump at all. - New addresses per month dropped from over 60k at launch to under 10k now - Retention is falling off most new cohorts stick around for barely 1-2 months -Contract creation peaked above 100k, now…
Since launching perps on @HyperliquidX in the beginning of the month, @phantom generated ~$1M in revenue from builder codes.
The wallets revenue share chart looks a lot like the first browser wars in the 90s and early 2000s: one dominant player (@MetaMask) holds nearly all market share until better UX, chain-specific momentum, and distribution like @phantom shift users to alternatives. Just like…
Since April, DeFi net TVL has grown by ~$49B. Of that, @aave captured ~$15B, roughly 31% of the total increase. For every $10B added to DeFi TVL, Aave contributed $3B.
ETH open interest on @HyperliquidX also reached a new ATH of $2.9B with a funding rate of ~50%. This suggests strong bullish sentiment, traders expect ETH to rise and are paying a steep premium to stay long.
At current pace, @HyperliquidX is on track to set a new monthly record for perps volume in July. Perps volume market dominance is back above 66%, and TVL is nearing $5B.