I made an open-source wash trading filter available for all to use on Dune v2 and managed to flag $30B of NFT wash trades - that's ~44% of volume traded ๐Ÿคฏ ๐Ÿงต
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jaredfromsubway.eth has now spent 37k ETH ($70m) on gas, the most of any address on Ethereum ๐Ÿคฏ src: dune.com/hildobby/Gas?Timefrโ€ฆ
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Over 3% of existing Bitcoins are currently backing spot ETF products src: dune.com/hildobby/btc-etfs
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How does @WatcherGuru have 1.2m followers??
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more CEX spot volume for ETH than BTC for the first time in at least 5 years
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1/ You can now find all Ethereum ETF onchain flows here ๐Ÿซก dashboard: dune.com/hildobby/eth-etfs
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Hey everyone, I'm excited to announce that I'll be joining @dragonfly_cap as their first data scientist starting in July! I look forward to working with @tomhschmidt and the rest of this amazing team ๐Ÿ™Œ
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Want to check the claim stats for @LooksRareNFT's $LOOKS airdrop? ๐Ÿ“Š I've got you covered with this @DuneAnalytics dashboard ๐Ÿ‘€๐Ÿ’Ž dune.xyz/hildobby/LOOKS-Airdโ€ฆ
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NFT royalties and fees have been extensively discussed with virtually no data, so let's look into a few charts ๐Ÿง Did you know that @blur_io started paying more to creator ~20 days before @opensea changed its policy on fees? ๐Ÿงต 1/8
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Claiming just went live for @optimismPBC's $OP airdrop 1 so I made a dashboard to track claim statistics ๐Ÿ”ด๐ŸŽ Dashboard ๐Ÿ‘‰ dune.com/hildobby/op-airdrop
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Looks like @blur_io has seen more (wash excluded) trading volume than @opensea almost every day in the first half of February ๐Ÿ”ฅ Source: dune.hildobby.xyz/Blur-VS-Opโ€ฆ
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After sharing my ๐—ก๐—™๐—ง ๐—ช๐—ฎ๐˜€๐—ต ๐—ง๐—ฟ๐—ฎ๐—ฑ๐—ถ๐—ป๐—ด filtering method, I kept being asked the same question: So is @blur_io's trading activity organic? ๐Ÿง My answer is ๐˜†๐—ฒ๐˜€, and here is a deeper data dive to explain my reasoning ๐Ÿ” community.dune.com/blog/washโ€ฆ
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I am extremely bullish on @SushiSwap's $SUSHI for the coming months ๐Ÿฃ Below is a ๐Ÿงต highlighting the main reasons why ๐Ÿš€
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we're above 5 blobs/block for the first time src: dune.com/hildobby/blobs
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Just became the 3rd person to reach 10k stars on @DuneAnalytics, thanks everyone ๐Ÿ™
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I have made several @DuneAnalytics dashboards on @LooksRareNFT this last week, here is a short ๐Ÿงต so you can more easily find all of them ๐Ÿ‘‡
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The hardest part of web3 data analytics isn't coding, it's understanding what is happening on-chain The basics of SQL can be learned in under an hour
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1/ we hit 6 blobs/block for the first time quick update below on current blob usage
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200 $WETH have been compounded into 270k $LOOKS with LooksRare's new contract ๐Ÿ”„ And the compounding rate keeps increasing ๐Ÿ“ˆ Source ๐Ÿ‘‰ dune.xyz/hildobby/LOOKS
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.@DuneAnalytics is a great resource for free & always up-to-date on-chain stats ๐Ÿ”ฅ I've been building & using the tool for over a year and here are my 20 favourite high-level Ethereum dashboards ๐Ÿงตโญ๏ธ
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1/ 90% of Arbitrum transactions were inscriptions before the chain stopped src: dune.com/queries/3287642
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As we head into the merge, I thought it would be interesting to look into current Ethereum staking stats ๐Ÿฅฉ Thus far, 80k addresses have sent a total of 13.7M $ETH to be staked, that's ~11.4% of ETH's current circulating supply. Let's look into a more granular breakdown ๐Ÿ‘€๐Ÿงต
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1m validators securing Ethereum ($114B)
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25% of ETH are staked src: dune.com/hildobby/eth2-stakiโ€ฆ
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I just updated my ๐‘Š๐‘Ž๐‘ โ„Ž ๐‘‡๐‘Ÿ๐‘Ž๐‘‘๐‘–๐‘›๐‘” ๐น๐‘–๐‘™๐‘ก๐‘’๐‘Ÿ for @LooksRareNFT data on all of my concerned dashboards. It now also filters out sales of tokens traded 3+ times the same day ๐Ÿงผ ๐Ÿค๐Ÿงต๐Ÿ‘‡
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20% of ETH supply staked dune.com/hildobby/eth2-stakiโ€ฆ
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Added some stats to my ETH2 staking deposits dashboard ๐Ÿฅฉ It now includes: ๐Ÿฅ‡ Top Depositors ๐Ÿ“ซ Deposited Amount ๐Ÿ’ฆ Liquid Staking Marketshare ๐Ÿ‘ฅ Entity Breakdown ๐Ÿ“Š Category Breakdown โš–๏ธ Staking "Marketshare" & more! Link ๐Ÿ‘‰ dune.xyz/hildobby/ETH2-Deposโ€ฆ
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1/ it's the 5th quarter where @coinbase, the largest staked ETH custodian, refuses to share any info on their staked ETH ๐Ÿ™ƒ estimates indicate they manage ~21% of all staked ETH
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ETH staking past 24h flow back in the green source: dune.hildobby.xyz/ETH-Stakinโ€ฆ
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1/ Inscriptions have gained traction on EVM chains over the past month, most notably on Polygon where they account for 20% of gas spent & 72% of transactions ๐Ÿ“ more below
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If you're wondering why gas is so high, a single address is behind 7% of all Ethereum gas spent in the past 24h ๐Ÿคฏ
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Optimism's bedrock migration reduced gas costs by an impressive ~56% โšก๏ธ h/t @MSilb7 src: dune.com/oplabspbc/optimism-โ€ฆ
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1/ @coinbase's Q4 2023 report is out and based on Dec 31st 2023's opening ETH price of $2,292, their $10.1B of staked ETH equates to ~4,406,727 ETH This deviates by 0.007% from what I have on dune.com/hildobby/eth2-stakiโ€ฆ
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dropping out of uni for web3
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Trade count has been higher on @blur_io for 5 consecutive days, Blur even saw 50% more trades than @opensea yesterday Source: dune.hildobby.xyz/Blur-VS-Opโ€ฆ
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Lido now has the highest ETH staking outflow of any protocol while @ether_fi & @renzoai have the highest inflows src: dune.com/hildobby/eth2-stakiโ€ฆ
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tons of onchain data, too few analysts
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2.05 GB of data hit Ethereum blobs yesterday, the third highest day ever src: dune.com/hildobby/blobs#storโ€ฆ more details below
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Vitalik continued to discuss the centralization risk of ETH staking on ETH Taipei, emphasizing that LIDO COINBASE BINANCE and others have an excessive share, and introduced the idea about "rainbow staking", a conceptual framework allowing protocol service providers, whether โ€œsoloโ€ or โ€œprofessionalโ€, to maximally participate in a differentiated menu of protocol services. Photo by @ABMedia_Crypto ethresear.ch/t/unbundling-stโ€ฆ
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Couldn't find all of those stats in a single place so here is ๐„๐ญ๐ก๐ž๐ซ๐ž๐ฎ๐ฆ - ๐“๐ก๐ž ๐Ž๐ฏ๐ž๐ซ๐ฏ๐ข๐ž๐ฐ ๐Ÿฆ‡๐Ÿ”Š With historical stats on: ๐Ÿ‘ฅ Wallets ๐Ÿงฑ Blocks ๐Ÿ’ฑ Transactions ๐Ÿง  Smart Contracts ๐Ÿ’ต Price & more... Powered by Dune's V2 Engine ๐Ÿ†• Link ๐Ÿ‘‰ dune.com/hildobby/Ethereum-Oโ€ฆ
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crypto analyst lifecycle: 1๏ธโƒฃ publishes cool stuff everyone appreciates and uses 2๏ธโƒฃ realises there's no money to be made independently (unless super established and spend 50% of your time chasing grants) 3๏ธโƒฃ get poached by a company 4๏ธโƒฃ stop publishing public goods
"We love the public good data" said the whole crypto space without tipping independent analysts or giving them much of a reason to publish for free
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Optimism's bedrock upgrade killed MEV sandwich bots activity thanks to its new 1559-style gas price market src: dune.com/hildobby/sandwichesโ€ฆ
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23% of the newly available blobspace is already being used src: dune.com/hildobby/blobs
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ETH ETFs are on a roll lately
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ETH ETF flows going parabolic for perspective, if the past 2 weeks' trend continues, it would take ~1 year for ETFs to absorb 10% more of ETH's supply (they currently hold 3.7%) src: dune.com/hildobby/eth-etfs
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Ethereum has been at blob target for over 2 days now src: dune.com/hildobby/blobs
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Identified & tagged 1.66m staked ETH (~6% of all staked) as @coinbase's Coinbase is behind 14.1% of staked ETH (previously thought to be 8.1%) @sam_moroz & I used the evidences shown below to tag @stakefish's forked contract as Coinbase data: dune.com/hildobby/eth2-stakiโ€ฆ
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Vested $LOOKS tokens from the @LooksRare private sale unlocked a few hours ago and ~74% have already been redeemed ๐Ÿงต
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2nd wave of ETH staking withdrawals has begun ๐ŸŒŠ Those are nodes that first needed to convert their credentials (0x00 โžก๏ธ 0x01)
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Today it's easy to find overall stats for the @SushiSwap platform but I had trouble finding an analysis on SushiSwap's $SUSHI token specifically so I made a @DuneAnalytics dashboard where I analysed it ๐Ÿฃ๐Ÿ“Š Here is a ๐Ÿงต all about it ๐Ÿ‘‡
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1/ Around $200m in value has been extracted from Ethereum DEX price discrepancies using atomic arbitrage this past year ๐Ÿคฏ With bots wanting to keep their edge, atomic arbitrage data remains hard to find, so I got to work and here is what I found
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gm, i made a new crosschain dune spell called addresses[.]info, it contains 1 row of high level info for each of the 2B addresses found across EVM chains it currently ingests from 15 EVM chains and updates daily 1/5
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Reached 15k stars on @DuneAnalytics, thanks guys ๐Ÿ™ More data on the way ๐Ÿซก
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Scroll started posting blobs ~8 hours ago and is now the 4th largest blob poster src: dune.com/hildobby/blobs
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~$2B into ETH ETFs this past 2 weeks src: dune.com/hildobby/eth-etfs
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unfortunate to see that Bitwise reversed course on transparency address lists aren't on their site anymore and no ENS names were created for the 11 other addresses created since this tweet
Announcement: Today, the Bitwise Ethereum ETF (ETHW) became the first U.S. ETP to publish its Ethereum addresses and set ENS subnames for each address. 1.ethw.bitwise.eth -> 0xa15c...2A69 2.ethw.bitwise.eth -> 0xEd92...b4eF 3.ethw.bitwise.eth -> 0x3339...7cB5 4.ethw.bitwise.eth -> 0x7716...eec8 5.ethw.bitwise.eth -> 0x6F28...57Ed This is the sort of transparency only crypto makes possible. It allows anyone to verify ETHWโ€™s holdings and flows directly on the blockchain, and it lets people easily build public dashboards or write smart contracts that utilize the available ENS records. Weโ€™re proud to bring onchain transparency to ETHW in an Ethereum-native way. We will add more addresses as the fund grows. You can always find the up-to-date addresses on ethwetf.com. ETHW is not suitable for all investors. An investment in ETHW is subject to a high degree of risk, has the potential for significant volatility, and could result in significant or complete loss of investment. ETHW is not an investment company registered under the Investment Company Act of 1940 and is not afforded its protections. Prospectus: ethwetf.com/welcome.
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1/ @etherscan tagged the 2.3k CEX addresses I shared ๐Ÿ‘€ even if you don't use dune, you might end up using my CEX tags on other tools ๐Ÿซก
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.@jpmorgan "Source: Dune Analytics" is equivalent to "Source: YouTube", plz credit the author next time (+ your numbers are now understated for @coinbase)
Identified & tagged 1.66m staked ETH (~6% of all staked) as @coinbase's Coinbase is behind 14.1% of staked ETH (previously thought to be 8.1%) @sam_moroz & I used the evidences shown below to tag @stakefish's forked contract as Coinbase data: dune.com/hildobby/eth2-stakiโ€ฆ
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more blobspace โœ…
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.@unichain has started to post blobs, is it launching during devcon? src: dune.com/hildobby/blobs
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To facilitate crosschain research on @DuneAnalytics, I created crosschain tables for all EVM L1s & L2s raw tables ๐Ÿช„ Includes Ethereum, Optimism, Polygon, Arbitrum, Avalanche, BNB, Gnosis & Fantom
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Here is a dashboard all about ETH2 staking deposits I just wrapped up ๐Ÿฅฉ On it you will find all about: ๐Ÿฅ‡ Top Depositors ๐Ÿ“ซ Deposited Amount ๐Ÿ’ฆ Liquid Staking Marketshare โœ… Validators & more... Link ๐Ÿ‘‰ dune.xyz/hildobby/ETH2-Deposโ€ฆ
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every time @base starts posting more blobs, other major L2s just stop posting til it cools down instead of bidding up the blob fee ๐Ÿ™ƒ
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friend.tech TVL steadily climbing back up src: dune.com/queries/2996103/497โ€ฆ
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Despite being only ~16 months old, Ethereum NFT aggregators have a packed history ๐Ÿ”ฅ Here we can easily see traders moving from @geniexyz to @gemxyz to @blur_io as well as the ever increasing number of available options
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5% of ETH supply is now in ETFs src: dune.com/hildobby/eth-etfs
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reminder that 99% of dune dashboards are inaccurate/out of date pls some curation tools at last @dune
2 images provided without context..
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might fuck around and substantially reduce that "Unidentified" staked ETH portion tomorrow
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blob occupancy at 75% for the first time since pectra src: dune.com/hildobby/blobs
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Here is a @DuneAnalytics about Ethereum Gas I just put together โ›ฝ๏ธ Here is a ๐Ÿงต on what you will find on it ๐Ÿ‘‡ dune.xyz/hildobby/Gas
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in one of the most insane chain crashes to date, @base saw a block every 2 seconds like clockwork during @infecteddotfun's launch day src: dune.com/queries/4942852
We crashed Base and now weโ€™re moving to Solana After building solely on Eth for the past 4 years, weโ€™ve decided to migrate @Infecteddotfun and all of our upcoming games to Solana. There is only one reason that led us to this decision: Base couldn't handle @Infecteddotfun's demand. Weโ€™ll explain the details, but we want to make it clear that this is not solely Baseโ€™s problemโ€”itโ€™s a fundamental scaling issue for all EVM chains. Hereโ€™s what happened: Over the past few years, we've experimented with various consumer apps. Last year, we narrowed our focus to one concept: speculative simulation games. We think speculation has huge potential beyond just memecoins, and in the next 1-2 years, most memecoins will evolve into something completely different from today's format. our first game @Infecteddotfun went extremely viral. It dominated CT. X account grew from 0 to 50K followers in less than 2 months, 130K people signed up in just 48 hours. but hereโ€™s the deal: when we launched it, Base couldnโ€™t handle the volume of tx coming in at once. The gas price spiked and most people couldnโ€™t make tx for the first 30 min. Since it's a 7-day momentum game, this issue completely destroyed our hype. so many users DMed us saying they couldnโ€™t play the game and ended up leaving. we believed that L2 was the end-game scaling solution for Eth, but our conclusion was that this bottleneck is likely to continue and can't be solved anytime soon. on top of this scaling issue, Solana is winning in 2 major points. first, culture. Eth community is visionary, long-term oriented, and highly technical. we loved it but thereโ€™s one big flaw: A lack of focus on todayโ€™s users. on EVM, there is a huge divide between builders and users (= degens). most builders have no idea who the users are and what they want. on the other hand, Solana and its builders are shipping real products for the real world. in fact, most of the popular consumer apps are on Solana: pumpfun, vectorfun, daosfun ... etc We doubted Solana for so long, but now we understand exactly why theyโ€™ve dominated the space over the past year. second, user base. we want to build where users are. while itโ€™s true that if you build what people want, they will come regardless of the chain (Infected proved this by pulling 130K sign ups) but still many users told us that they wished weโ€™d build on Solana so that they donโ€™t have to bridge. if they are on XRP, we'd go to XRP. if that was bitcoin mainnet, we'd go there. but today's users are on Solana. it became painfully clear to us that Solana is the best place to build. If youโ€™re building a consumer app that will go mainstream, you have to be there. Weโ€™re getting ready to launch more viral simulation games this year, and excited to see if Solana can cope with our games. we'll drop huge news at @pandemicdotfun soon. stay tuned.
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yo @hagaetc, you up?
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๐Ÿคจ
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1/ If Ethereum ETFs are approved, $9B (2.94m ETH) from Grayscale's ETHE Ethereum Trust will be converted into one I'll be tracking all Ethereum ETFs related onchain data here: dune.com/hildobby/eth-etfs
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DePIN projects now generate $530k/week in fees ($28m/year) with @helium behind 67% of those fees
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My data was featured on Bloomberg today ๐Ÿ‘€
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Being behind most of the @LooksRareNFT stats on @DuneAnalytics, I had to also look into wash trading volume. There has been a few attempts at "filtering" that volume but I am yet to see one I am satisfied with. Here is a ๐Ÿงต on my filtering method and the yielded results ๐Ÿ‘‡
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I just reworked my ๐—˜๐—ง๐—› ๐—ฆ๐˜๐—ฎ๐—ธ๐—ถ๐—ป๐—ด @DuneAnalytics dashboard from the ground up ๐Ÿฅฉ TLDR; ๐Ÿ†• Migrated to Dune v2 ๐Ÿ”“ Open-sourced tables on spellbook ๐Ÿ‘ฅ Added more entities I uncovered ๐Ÿ“Š Added some charts Dashboard: dune.hildobby.xyz/ETH-Stakinโ€ฆ
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base overtook solana in launchpad token launches thanks to @zora src: dune.com/sealaunch/zora-coinโ€ฆ
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Want data scientists to easily look into your smart contracts? Please emit events for all relevant interactions ๐Ÿ™ A life changer for us
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damn you guys forked my @dune code a lot
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Just updated my NFT dash to include @blur_io v2 stats dune.com/hildobby/NFTs
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every few weeks I get back into solana data and get reminded how unreadable the chain is we really are spoiled with evm chains
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Just made this @DuneAnalytics dashboard for @LevxApp's $OHGEEZ token ๐Ÿ“Š dune.xyz/hildobby/OH-GEEZ
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Oh wow I'm 2nd on Dune now ๐Ÿ˜ฒ๐Ÿ™
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With @optimismPBC's recent token launch, now is a great time to look into the L2's usage, so here is a dashboard on Optimism DEXs ๐Ÿ”ด๐Ÿ’ฑ It includes stats on: ๐Ÿ’ฐ Volume ๐Ÿ’ฑ Transactions ๐Ÿ‘ฅ Users ๐Ÿงฎ Aggregators & more! Dashboard ๐Ÿ‘‰ dune.com/hildobby/optimism-dโ€ฆ
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1/ Disappointing to see @coinbase issue cbBTC without any PoR (much like the 2 year old cbETH)
this tbh, almost every single bridge (including WBTC) provides a Proof of Reserves so you can check that the issued coins are backed But Coinbase doesn't, cbBTC is way below the standard in terms of transparency
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pls stop blindly trusting random dashboards
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Starting a podcast with some data friends, would love to hear your thoughts ๐Ÿซก
Introducing Indexed Podcast, where we discuss hot crypto topics through data ๐Ÿงฎ Hosted by @0xBoxer, @sui414 & @hildobby_ Watch episode 1 where we cover Oderflow, Inscriptions, ETFs & $JUP YouTube ๐Ÿ‘‰ piped.video/GlGsbrLltZs Spotify ๐Ÿ‘‰ open.spotify.com/show/6V1lU1โ€ฆ
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Here is my ๐Ž๐ฉ๐ž๐ง๐’๐ž๐š ๐•๐’ ๐‹๐จ๐จ๐ค๐ฌ๐‘๐š๐ซ๐ž ๐•๐’ ๐‚๐จ๐ข๐ง๐›๐š๐ฌ๐ž๐๐…๐“ dashboard ๐Ÿ“Š Use it to monitor daily & cumulative stats for: ๐Ÿ’ฐ Volume ๐Ÿ’ฑ Transaction count ๐Ÿ‘ฅ Users Link ๐Ÿ‘‰ dune.com/hildobby/OpenSea-VSโ€ฆ
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Made a dashboard for fantasy.top stats โœจ I'll keep adding charts, all feedback welcome dash: flipsidecrypto.xyz/hildobby/โ€ฆ
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Ever since the Ethereum merge, gas prices have been on an uptrend ๐Ÿ“ˆ 1/2๐Ÿงต
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Grayscale's share of Bitcoin ETF AUM just fell below 50%
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You can easily make out this past year's most notable crypto events by looking at Ethereum gas usage ๐Ÿง Source ๐Ÿ‘‰ dune.hildobby.xyz/Ethereum-Gโ€ฆ
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It took 2 months for ETFs to absorb 1% of the bitcoin supply src: dune.com/hildobby/btc-etfs
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$1.58B USDC on @base, with 92% minted in the past 30 days
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trading volume is on the rise for @fantasy_top_ as we approach main tournament #1 current volume is > 50% of Ethereum mainnet's total NFT volume src: flipsidecrypto.xyz/hildobby/โ€ฆ
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polymarket open interest at ath src: dune.com/rchen8/polymarket
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.@DuneAnalytics is starting their weekly podcast tomorrow and I'm their first guest ๐Ÿ™Œ Come in their discord at 5pm CET (11am EST) to see @0xBoxer & me chat about some of my dune work and how I got here ๐Ÿ˜‰
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