If you’re looking for a gig in the onchain data front, this is for you! New opportunities every week

Prediction markets are accurate, but "wisdom of the crowd" is a marketing claim. The crowd does not produce the wisdom. It finances the people who do. A skilled minority extracts value from the majority who provide capital, volume, and noise. Nexus Opinion by @0xTakeProfits

I’ve been using Token Terminal MCP since launch It’s one of the most useful tools I have for both data analysis and building It was the backbone of our nonUSD stablecoins dashboard and powers daily research at @NexusDataLabs This is a meaningful upgrade, and def worth exploring

If you’re into soccer and/or prediction markets, check out JW’s new dashboard! The FIFA World Cup in onchain data

Most blockchains work like a glass ledger: every transfer amount is visible to anyone watching You know who's paying who, and how much @SuiNetwork just moved to change that Confidential Transfers launched on Devnet this week Addresses are still visible, but amounts and balances are private You still know what's going on, but now with a layer of privacy Think about the use cases that could rely on it: > Lending protocols like @navi_protocol and @suilendprotocol processing loans without exposing position sizes > RWA platforms like @OndoFinance and @matrixdock running fund subscriptions that stay only between issuer and investor > DEXs like @bluefinapp executing trades without leaking desk positions to the open ledger After confidential amounts, next phase is confidential transaction parties Last: confidential DeFi Sui generated $498K in fees over the past 90 days Seems a solid foundation being built out before the use case unlocks Data: @tokenterminal

Prediction markets are incredible, but the wisdom of the crowd is a marketing claim 3.1% of traders produce the accuracy, while 84.1% fund it "The Truth Machine That Takes Your Money" drops tomorrow Researching this one was a blast, and the data tells a wild story Many thanks to @andrewcourt1, @sui414, @nikopolos, and @jw_seoul for the review and feedback

This is how you create an incentive program: give away $2M @predictfun TVL jumped 66%, from ~$10M to $16M, after launching their World Cup promo, with prize pools up to $260K per round The real question is whether that capital sticks once the tournament ends Data: @DefiLlama

Now we have a reason to buy a Nintendo switch 2

Hyperliquid's HIP-4 hit $122.5M in volume in just over a month, and OI reached an ATH of $46.79M Active markets went from 10 to 83 in days, driven by 2026 World Cup and NBA Finals markets The outcome markets layer is just getting started Data: @AlliumLabs

Total supplied across @Aave V4 markets has tripled from $43M to $134M in the past month. Around $8K in daily incentives attracted $40M of $USDG and $frxUSD, placing V4 on a more level footing with incentivized V3 markets. h/t @aavescan

This is a great piece of research, and I recommend it to anyone interested in nonUSD stablecoins

If you’re looking for a gig in the onchain data front, this might be your chance!

It seems the dollar keeps playing its standard role

Lending has remained DeFi’s core credit layer since 2021. Its TVL reached a new peak in October 2025 as newer models and protocols continued to emerge. But the sector still has a major weakness: token-holder value capture. Around 89–90% of lending fees flow to the supply side and other participants, which is expected for a credit market, but it often leaves token holders with little to no direct economic value. This is where @sparkdotfi becomes interesting. SparkLend is not just one of the top 10 lending protocols by revenue; it also ranks 1st among tracked lending protocols by 30-day holder revenue, with $281K attributed to SPK buybacks. That is one of the clearest attempts to convert lending activity and accumulated surplus into visible token-holder value. The next question is whether that model is sustainable as its $35M buyback program scales. Thank you @0xTakeProfits and @NexusDataLabs for the priviledge of contributing to this issue More below ↓

Real privilege contributing the Morpho section to the twelfth edition of Nexus Data Labs. The two findings I covered: Morpho holds 84% of Base lending TVL via $2.25B of cbBTC. Coinbase and Morpho function as one integrated product on Base. Across all chains, 96% of Morpho's borrow interest flows to stablecoin lenders, funded by BTC collateral that earns its depositors nothing. Give the full issue a read below.👇

New article with @NexusDataLabs We explore how Aave V4 deposits have tripled over the past month, reflecting growing adoption of the new codebase.

Letting is one of the most important sectors of the onchain economy It has been around for multiple cycles and survived most narratives out there Thanks a lot for our contributors: > @aavescan > @joel_obafemi > @ModestusOkoye > @JW_Seoul Enjoy the reading

Totally! Can we agree now that just holding BTC might be enough

Life is a marathon, not a print