Live, institutional-grade on-chain dashboards tracking key metrics across digital asset sectors, built primarily on Dune Analytics.
Research Question: What is the real-time velocity, redemption rate, and backing distribution of tokenized Treasuries and private credit?
Key Findings: Tokenized credit markets are scaling rapidly, with yields increasingly competing with traditional off-chain money market funds.
VIEW FULL DASHBOARD ON DUNE →Research Question: How does protocol fee generation translate into high-quality, sustainable revenue versus inflationary token emission?
Key Findings: Top DeFi protocols exhibit diverging revenue quality profiles, with a clear consolidation of real cash flows toward protocol layers with strong execution moats.
VIEW FULL DASHBOARD ON DUNE →Research Question: What is the structural supply overhang risk from venture capital locks and upcoming token unlock schedules?
Key Findings: Concentrated unlock events introduce predictable sell-side pressure that strongly correlates with post-unlock price depreciation and volatility spikes.
VIEW FULL DASHBOARD ON DUNE →