I don't know what to say on the valuation of frontier models or bottleneck trades, but a productivity boom from AI is absolutely happening its just a matter of how setup the business is for it and how skilled the users are which is likely causing a dispersion in teh data. Internally at @Blockworks we've hit a genuinely absurd acceleration in productivity in recent months, it's insane. We live in the future. Anyone saying otherwise I'm just going to attribute it to a skill issue.

This might sound boring to most of you onchain degens, but it could end up being one of the most important initiatives happening in crypto right now. Blockworks is building SEC-aligned disclosure standards for tokens. and that single thing could improve the investability of this entire industry by orders of magnitude. this is exactly what institutional allocators want to see before they bring their tens of trillions onchain. no serious capital shows up without proper disclosure, compliance and trust. it's that simple. while everyone else chases the next pump, @JasonYanowitz, @MikeIppolito_ and the Blockworks team are quietly building the infrastructure that actually unlocks exactly that. it's this kind of trust building that will make them the Bloomberg of crypto over time. if you genuinely care about where this industry is going, support this and spread the word. TTFs for the win.

Since September the $AERO share of spot RWA volume (green) has been inching closer and closer to parity with the $UNI share (blue). ty @Blockworks for graph This is before they deploy on mainnet, RH chain, Arbitrum, Elysium (?👀?) etc... Not extremely hard to see where this trend is heading.

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All my coins are down. Im back in 4 fig hell. Please just take the rest of my funds and come up with a generational trade. Use fundamentals, use as much leverage as possible, and make no mistakes. My bloodline depends on it.

DAY 2 OF BUILDING A TERMINAL Execution powered by Hyperliquid, the onchain exchange layer. Data and analytics powered by Blockworks, the onchain market intelligence layer. Combined = the deepest data and execution in the market. Our MCP is so goated this isn't even a real launch btw. It's just me (mostly claude) using it to vibecode the terminal I've always wanted. Go out and build your own empires!!!

Day 1 of imagining @Blockworks with Hyperliquid builder codes. Makes no sense that exchanges show only price data when fundamentals are equally, if not more important for putting on a trade. I need: -Advanced screening: fundamentals, monitoring, protocol updates and unlocks, instead of screening by price for things that already moved -Fundamental indicators: From simple features like plotting multiples alongside price to bespoke multi-asset views (e.g. revenue/price divergence vs. peers, unlocks vs. buyback yield) -Comprehensive data: business metrics (users, revenue, competitive landscape), token disclosures and unlocks Imagine being able to do everything on one interface: screening assets, understanding, tracking and monitoring them, then trading them. I wanted to see if it’s possible, so I built a prototype with the Blockworks MCP. I’ve been AI-pilled for a while, but watching it one-shot an exchange was insane. There are empires waiting to be built.

Backpack now has a pretty complete dashboard on Blockworks it’s now much easier to find data on the tokenized assets issued by Backpack on Solana > total supply and distribution by asset → holders by product → Spot DEX activity and volume → each asset’s share of the total some numbers really caught my attention 👇 → $28.4M in circulating supply across all assets → 391,815 holders across the different tokenized assets, a ~30x increase since July, when there were around 13,100 → $1.75B in Spot DEX volume over the last 30 days → SPCX alone represents 25.5% of the supply, with around $7.8M

Variational is now the largest on-chain venue by volume for RWA derivatives (perps and swaps). We're just getting started.

hyperliquid open interest is back above its pre-10/10 level today its at $15.4B and the day before last year's crash, it was $14.7B then oct 10 hit and OI fell 54% in a single day, to $6.8B it bottomed at $4.8B in february, got back above the old level on sept 6, and set a record $18.1B on sept 22. the mix is different now tho. ~$3.6B of today's OI (~24%) sits in stocks, commodities and other non-crypto markets that barely existed a year ago. crypto-only OI is still ~19% below where it was

[ ZOOMER ] CITRINI RESEARCH PUBLISHES ARTICLE ON INTERSECTION BETWEEN AGENTIC AI AND CRYPTO, ALONGSIDE THEIR INVESTMENT BASKET: BLOG