Liquidity drives crypto cycles, and now, the money has stopped flowing in Stablecoins, ETFs, and DATs have grown from $180B to $560B since early 2024, but momentum has slowed Capital is rotating internally, not entering fresh → rallies die fast and breadth keeps narrowing

Meet the new Dune. The Onchain Data Foundation.

Being inclusive at your conference isn’t about creating “all-women” panels for optics, it’s about giving space to real expertise. They aren’t here because of diversity. They’re here because they’re damn good at what they do. 💪 Meet these powerful voices at #DuneCon25, and join

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Attention list for yield-bearing stables (heavy 7d TVL outflows)↓ • xUSD -100%, depegged • deUSD -100%, depegged • csUSDL -83% (Paxos winds down USDL, withdraw before Dec 6) • USDx -83%, depegged • yUSD by YieldFi -71%, still stable • srUSD by Reservoir -64.5%,

There was a time when you couldn't trade stocks on your phone. Imagine explaining to someone in 2035 that back in 2025, markets closed on weekends and holidays. Tokenization will unlock 24/7 markets, and once people experience it, they'll never go back. It's the same story

Options are too hard for normies Euphoria makes them easier with tap trading MegaETH

Today we are introducing the 📊 Pantera DATBoard 🧮 👉 datboard.panteraresearchlab.xyz DATs have exploded into mainstream conversation — but most analysis still revolves around a single number: mNAV. We think that’s incomplete and DATs are heavily misunderstood. A thread 🧵:

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One of the things we do at Dragonfly that I recommend to all teams that manage crypto custody/multisigs: Randomized fault injection! Basically once every {N} days, somebody involved in our custody setup becomes designed the hacker. Their job is to get a "malicious" transaction

All in with the Dune team at the Uniswap Labs 🦄 Cup ⚽️

Don’t reinvent the wheel, Dune is your onchain data platform #DuneCon25 #JustUseDune

DuneCon closing drinks 🤙🇦🇷

1/ I see a lot of bad analysis of DATs, or digital asset treasury companies. Specifically, I see a lot of bad takes on whether they should trade at, above, or below the value of the assets they hold (their so-called “mNAV”). Here's how I approach it.

Dune’s Raave night But none of us got in Karim Dias Arno JonathanS

Thank you to everyone who joined us at #DuneCon25! The day was packed from the first session to the final conversations, and you were the reason it all came together 👐 🗺️ Where should we host it next year?

It’s a must visit place 🙌

For DeFi to truly become the backbone of the financial system, protocols need to be immutable and non-custodial so the infrastructure stays credibly neutral: anyone should be able to use it safely without fearing being locked in or locked out. This is why the Morpho team is

The story of Bunni is a great example of how DeFi market structure kills innovation, and rewards losers. Hoping you see my write-up on this zefram.eth mcfly SzΞth and silent ₱. I read their candid and raw post-mortem and I was inspired to put this piece together.

Tarun vs Dan is a show I want to watch