dune

On-chain data analysis in practice—see a project’s real health condition

I previously recommended some tools, and today I’ll walk through the analysis process with a concrete example. Suppose you’re eyeing a DeFi project and want to know whether it’s healthy. Follow the steps below.

Step one: search the project name on DeFiLlama. Check the trend of its total value locked (TVL). Is it growing or declining? If TVL keeps rising, it means more capital is flowing in—users are voting with real money. If TVL is steadily falling, you need to find the reason: is the whole sector cooling off, or is there a problem with the project itself?

Step two: look at its fees and revenue. DeFiLlama usually lists how much fees the protocol collected and how much it distributed to token holders. If the protocol has ongoing revenue and that revenue is growing, it indicates that its services are something people are willing to pay for. If revenue is nearly zero, the token’s only upward driver is new users taking over—such a model is not sustainable.

Step three: go to Dune or Nansen to examine the distribution of token-holding addresses. What percentage of the total token supply is held by the top 100 addresses? If it’s above 60%, it suggests highly concentrated holdings and strong market-maker control—price is easily influenced by a small number of people’s actions. Also check whether the total number of addresses is increasing or decreasing, and whether there are many new addresses. These reflect the true state of user growth.

Step four: check the official Twitter and community channels of the project to gauge the vibe. Don’t just look for loud optimism—look at the quality of discussion. Are people seriously discussing how the product is used and technical issues, or is it nothing but slogans and profit screenshots? A high-quality community may not be noisy, but it will definitely be substantive.

After these steps, you’ll have a fairly three-dimensional understanding of a project’s basic health—more reliable than trusting any KOL’s analysis.
$DEFI #DeFiLlama #Dune

$AVENGERS V $DUNE – THE BOX OFFICE BET THAT’S TIGHTENING FAST 🔥

Entry: Not applicable (prediction market odds)
Target: Avengers 78% / Dune 22% 🚀
Stop Loss: Not applicable

The Dunesday clash is real. Polymarket traders are pricing Avengers at 78% to win opening weekend, down from 92% in spring. That drift matters — Dune locked IMAX 70mm exclusivity, and presales sold out early. One analysis pegs the premium-screen lift at 13%, giving Villeneuve’s sequel a real edge.

The consensus still favors Marvel, but the odds are drifting. If you’ve traded momentum shifts before, you know this is where the smart money starts watching the secondary plays. Are you backing the narrative or the numbers?

Not financial advice. Always manage your risk.

#Avengers #Dune #PredictionMarkets #BoxOffice #CryptoBets

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🟠 USDT Dominates Payments, USDC Leads DeFi: Stablecoin Use Cases Diverge

Dune data is painting a stark picture: USDT is the king of crypto payments, while USDC reigns supreme in the DeFi arena. This isn't some random split; it's a direct consequence of the blockchains each stablecoin is built on and integrated with. USDT's widespread adoption across various chains makes it the default for moving value quickly and cheaply, a true payments workhorse 🔥. USDC, on the other hand, has carved out its niche in the more complex, smart-contract-heavy world of decentralized finance, where its perceived regulatory clarity and developer focus give it an edge 📈. Expect this bifurcation to continue as different ecosystems solidify their preferred stablecoin.

📊 This divergence reinforces the existing stablecoin landscape, with minimal immediate impact on BTC or ETH prices. However, it solidifies the utility of both USDT and USDC within their respective domains, potentially influencing future altcoin development and adoption strategies.

#usdt #usdc #defi #payments #dune

🟠 USDT Dominates Payments, USDC Leads in DeFi: Stablecoin Use Cases Diverge

Dune data paints a grim picture: USDT is the king of crypto payments, while USDC is the undisputed leader in the DeFi space. This isn’t a random split; it’s a direct result of the blockchains each stablecoin is built on and integrated with. USDT’s widespread presence across different networks makes it the standard for fast, cheap value transfers—a true workhorse for payments 🔥. USDC, on the other hand, carved out its niche in the more complex world of decentralized finance, packed with smart contracts, where its perceived regulatory clarity and developer-focused approach give it an edge 📈. Expect this divergence to continue as different ecosystems further strengthen their preferred stablecoins.

📊 This split reinforces the existing stablecoin landscape, having minimal immediate impact on BTC or ETH prices. However, it solidifies the usefulness of both USDT and USDC in their respective areas, potentially shaping the future development of altcoins and adoption strategies.

Which stablecoin do you use? 👇

#usdt #usdc #defi #payments #dune

🤖📉 DUNE CUTS 25% OF STAFF AMID AI EFFICIENCY PUSH
Crypto analytics platform Dune reportedly reduces workforce while increasing focus on AI-driven efficiency.

⚡ AI reshaping tech companies
📊 Automation becomes priority
🏢 Industry adapts to new cost structures

The AI transformation wave continues.

#Aİ #Dune #CryptoNews #ArtificialIntelligence #TechNews

$DUNE ALERT: AI EFFICIENCY MOVE HITS HARD ⚡

Dune is reportedly cutting 25% of its workforce amid a push toward AI-driven efficiency. This is a clear signal that crypto data platforms are tightening operations and shifting resources toward automation.

Whales watch these moments closely.

Lean teams. Faster execution. AI leverage. The market rewards efficiency when the numbers start showing it.

No hype. Track the impact, not the noise.

Not financial advice. Manage your risk.

#Crypto #BinanceSquare #Aİ #Web3 #DUNE

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Dune releases DVN security analysis of LayerZero OApps

Following the #KelpDAO hack, #Dune published an open analysis of DVN security configurations across all active OApps on #LayerZero over the past 90 days. Out of approximately 2,665 unique OApp contracts, around 47% use a 1-of-1 DVN setup similar to the one linked to KelpDAO, 45% operate with 2-of-2, and only about 5% use 3-of-3 or higher, showing that much of the ecosystem still relies on limited verifier redundancy.

👉 x.com/Dune/status/2046257791321670098