Dune

Last week, Ethena Labs and Global Dollar Network launched two isolated USDe/USDG lending markets on Solana, seeded with $200M each. Bitwise Asset Management is curating one. Sentora is curating the other. The Bitwise mandate stands out. Bitwise isn't buying exposure through a wrapper or an ETF. It's actively setting risk parameters and managing positions on a public blockchain, earning curator fees, with no custody and no principal risk on the loans. That kind of active on-chain role is new for a firm of its size. The first 72 hours of on-chain data tell us the demand was there. The Kamino pool reached its $200M borrow cap in 24 hours. Jupiter Lend is on the same trajectory. Combined USDe collateral across both markets is over $400M. The interesting test is what happens next, as curators raise caps and the market either keeps absorbing inventory or doesn't. Our analysis: https://lnkd.in/gFd8PQJe

Solana moves fast. Your research workflow should too. With the Dune MCP, you can query Solana activity directly inside Claude: "Show me DEX volume, active wallets, and top programs on Solana over the last 30 days." Results in seconds. No SQL required. → https://lnkd.in/e_BDzmWg

We launched the onchain data stack for audit, tax, and financial reconciliation this week. Here’s the difference it makes: Without Dune: ✖ Block explorers and spreadsheets ✖ Weeks to reconcile across chains ✖ Pricing mismatches, incomplete history ✖ Can’t defend data sourcing to auditors ✖ Per-chain logic that breaks on every update With Dune: ✔ Clean, normalized data in minutes ✔ Point-in-time balances and transaction-time pricing ✔ Source-traceable records your accountants can act on ✔ Every row traceable to source transaction hash ✔ One schema across 60+ chains Token Transfers. Decoded Logs. Labels as an add-on. SQL on Data Hub, Datashare into your warehouse, or API. Learn more about the datasets for accounting teams 👇 https://lnkd.in/epFzbZR3

Today we’re launching the onchain data stack for audit, tax, and financial reconciliation. Accounting teams dealing with onchain data know this problem well. The custody provider says 10 BTC. The chain says 10.15. You go back into transactional history, reconcile, give it a green checkmark. Repeat — across every chain, every client, every reporting period. The data infrastructure takes longer than the accounting. 📦 Token Transfers — normalized transfer data across EVM, Solana, Stellar, Ripple, Aptos, Sui, and Tempo. Every row traceable to source tx. One schema, every chain. 📋 Decoded Logs (EVM) — contract events decoded and standardized. The evidence layer that makes an audit trail defensible. 🏷️ Labels — add-on. Resolve known addresses to named entities with confidence scores. Multiple delivery methods, no matter where you work. If your team is reconciling onchain data for audit, tax, or financial reporting → Talk to us https://lnkd.in/ek53FWxQ 

6 questions you can ask the Dune MCP right now, directly inside Claude or Cursor. 1. "Show me USDC and USDT net flows on Base, Ethereum, and Tron over the last 7 days. Which chain had the largest net inflow?" 2. "Flag any wallet in this list with more than 20% net outflow in the last 7 days across Ethereum and Arbitrum." 3. "Give me a 30-day summary of Aave's TVL, active borrower count, and liquidation events. Flag any anomalies." 4. "Compare DEX volume across Uniswap, Curve, and Balancer over the last 90 days. Which gained market share?" 5. "Show me the top 20 holders of [token] and what percentage of supply they represent. Have any large wallets moved in the last 7 days?" 6. "Build a monthly summary of [protocol]: TVL, unique users, transaction volume, top integrations, and growth vs. prior month." 130+ chains. No SQL. One config block. → https://lnkd.in/esizV_5T

Sim API now supports Polymarket positions 🎯 With this update, you can now query: • Standard outcome-share positions (standard and negrisk) • Live resolution tracking • Per-share payout enrichment All in real-time via the Sim API, alongside the full picture of any wallet's DeFi positions, balances, and more, in a single call.

Audit and compliance teams working with onchain data are all facing the same problem. Pulling raw transaction data from block explorers. Writing per-chain scripts to normalize it. Manually mapping wallet addresses to entities — before anyone can touch the actual accounting. Every new chain a client holds assets on means rebuilding that normalization logic from scratch. Every token standard update means finding and patching the break. By the time the data is usable, it's taken longer than the audit itself. We built a production-ready reconciliation stack for exactly this: 📦 Token Transfers — canonical, normalized transfer data across EVM, Solana, Tron, Stellar, Ripple, Aptos, Sui, and Tempo. Every row traces back to its source transaction. One schema, every chain. 📋 Decoded Logs (EVM) — raw contract events decoded and standardized. The evidence layer that makes an audit trail defensible. 🏷️ Labels — available as an add-on. Map known addresses to named entities — exchanges, custodians, institutions — with confidence scores on every attribution. Token Transfers answers what moved. Decoded Logs answers what executed. That's your core audit trail. Add Labels, and major entities in that trail resolve to names. One provider. One schema. One contract. If your team is running onchain audits, building tax infrastructure, or reconciling multi-chain treasury movements → [link in comments]

Sim is built for production. Reorg-aware data. Structured responses with metadata your app can actually use. When you're running high RPS across multiple chains, reliability isn't optional. It's the product. ⚙️ Read about how Layer3 team is using Sim in production. https://lnkd.in/e_uDS4Ex

Most teams find out about onchain anomalies after the fact. With the Dune MCP, you can build monitoring agents that catch it in real time. Example: instruct your agent to check USDC and USDT net flows on Base and Ethereum every 6 hours — and flag anything above a threshold you set. No dashboard. No manual query. Just a result when something actually moves. This works for stablecoin monitoring, treasury wallet alerts, protocol TVL anomalies, and wallet accumulation signals. Across 130+ chains. If your team is already using Claude or Cursor, you're one config block away from having this live. → https://lnkd.in/edqTgTPZ

BREAKING: Mats Olsen, Co-Founder & CTO of Dune joins the etn. boys live tomorrow at 12:00PM BST.