Rod

1/ Blockworks just launched a dedicated investor relations portal for @BNBCHAIN One of the largest blockchain ecosystems in the world is setting a new standard for how chains communicate with investors. This is what institutional-grade transparency looks like for crypto.

Tune in for some great guest speakers.

@poptyedev @Pumpfun Wow, they're launching on BLAST too. > blast.pump.fun

so @Pumpfun is about to launch on Eth , base , monad and bsc ?

All data was sourced directly from exchanges, this is spot volume only. Tokens used for each narrative can be found on the blockworks website. Questions and criticisms are always welcome! Conclusions are my opinions are are not financial advice.

There is still a silver lining though. Volume on tokens that are not well-established into a single silo, or are new/unknown seem to be trending upwards still. Meaning there are still opportunities out there, just possibly not in the same tokens we saw in prior years. 7/7

Going to do a quick breakdown thread of CEX volume by narrative, Layer 1's are dominating as one would expect, but there's a few narratives that are rising on centralized exchanges. 1/7

NEW: We now track over 20 centralized exchanges in our revamped CEX dashboard, which includes both spot and futures activity.

1/ Market *signal* is emerging onchain: The implied yields of sUSDe on Pendle behave like a proper forward yield curve: revealing how the market expects funding rates, carry, and BTC itself to evolve before it happens. This is the emergence of an onchain term structure🧵

BIG NEWS. The Blockworks website has evolved: yesterday we were the home of news, today we are the home of onchain data. Head over to the site to see for yourself, but here's a little snippet of what you can expect: 1. Sector leaderboards (chains, DEXes, borrow lend, DATs, etc...) 2. Comprehensive data dashboards protocols 3. The ability to compare pricing and onchain data easily (coming soon) We're doing this because the industry still has a gigantic data problem. As investors get more sophisticated and fundamentals driven, basic high level facts are no longer sufficient. Investors need to be able to trust the data they are seeing and go much deeper than the surface level info that's available today. Additionally, because many data providers allow companies to essentially self report, you can't trust what you are seeing. This site is our contribution to fixing that problem and to ensuring clear, accurate data for investors. Blockworks is fully dedicated to becoming the most comprehensive data company in crypto in 2026. This is the first of many, many announcements like this this year, stay tuned.

We're excited to share our first paper on decentralized credit, published on Arxiv. It documents the shift from DAO-governed lending protocols to modular ERC-4626 vaults, and why that changes where risk actually lives in DeFi. (link for the report at the end)

1/ INTRODUCING LIGHTSPEED Our investor relations platform built with Solana. Now more than ever, institutions want to buy our tokens. But until now, we’ve made it tough. That changes today.

@smyyguy well spoken as always my dude.

@smyyguy He just stared so long it finally stared back, major respect!

Massive shoutout to Strom for figuring this out, @rod_data and I stared into the abyss with this for so long Great analysis report, check it out

@geekedattrading I want DAT owners in jail the same way I wanted 2021 SPAC owners in jail. Their investment vehicles are fundamentally flawed and have the potential to be wildly exploitative.

@rod_data What’s up with you pussies wanting everyone in jail over stock movements? You offer no substance

This is some wild, wild... Wild. WILD. Shit. If nobody goes to jail over Ethereum and Solana DATs... well I won't be surprised, but I'll be disappointed. $BMNR