Data-driven storytelling for the onchain economy.
Joined January 2026
- Tweets 158
- Following 7
- Followers 383
- Likes 716
71 Photos and videos
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Jun 12
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
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Web3 Data Jobs
Nexus has partnered with @unchaindata_xyz to highlight opportunities across the onchain data ecosystem.
Featured this week:
> Data Analytics AI Engineer at @FireblocksHQ
> Lead Data Engineer at @Galaxyhq
> Crypto Quant Researcher at @Citadel
Full list below:
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Unchain Data Job Board:
unchaindata.xyz/jobs
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Built a @Dune dashboard tracking every @FIFAWorldCup 2026 market on @Polymarket.
What the data shows:
> $2B notional volume
> $422M traded
> 3.95M trades
> Top market by USD traded: Congo to win the World Cup
What other metrics should I add?
Dashboard β¬οΈ
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Jun 11
Prediction markets are accurate.
But 3.1% of traders produce that accuracy, while 84.1% lose money.
This week, we analyze who actually drives the edge, who funds it, and whether the "wisdom of crowds" holds up.
Out this Friday.
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84% of the lending TVL on @base is captured by @Morpho.
$2.25B of $cbBTC collateral backs $1.26B of stablecoin borrows at 56% utilization.
h/t @joel_obafemi @DefiLlama
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In May 2026, @sparkdotfi earned more from PayPal yield (44.8%) than from all borrower interest combined (30.7%).
Spark presents as a lending market on the surface, but runs on capital deployment.
h/t @ModestusOkoye @DefiLlama
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Web3 Data Jobs
Nexus has partnered with @unchaindata_xyz to highlight opportunities across the onchain data ecosystem.
Featured this week:
> Visual Data Storyteller at @Kalshi
> Senior Data Analyst at @CertiK
> Data Governance and Management Lead at @Anchorage
Full list below:
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Unchain Data Job Board:
unchaindata.xyz/jobs
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Lending has been a core pillar of the onchain economy since the beginning.
It has outlasted multiple narratives and consolidated through multiple cycles.
This week, Nexus examines the sector through its leading protocols:
> @Aave
> @Morpho
> @Sparkdotfi
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DeFi lending quietly outlasted every narrative cycle.
But the sector still has problems to solve.
This week, Nexus breaks down where the sector stands now:
> @Aave
> @Morpho
> @Sparkdotfi
Out this Friday
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Application diversity is the clearest sign of L2 resilience.
3 of the top 5 L2s derive over 50% of revenue from a single app:
> Polygon: 72%
> Optimism: 69%
> Mantle: 56%
Concentration can drive demand. But chains built around a single app inherit its risks.
Data: @DefiLlama
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Some L2s built durable demand that persists even after incentives dry up. Others did not.
Hereβs how the top 5 performed YTD on TVL:
> Polygon 6%
> Base 2%
> Arbitrum -6%
> Mantle -14%
> Optimism -28%
Data: @growthepie_eth
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Ethereum and L2 TVS are both down since January 2025.
> Ethereum: -31.7%
> L2s: -26.9%
There is no clear evidence of capital flowing from L2s back to mainnet.
Itβs more consistent with a market-wide drawdown.
Data: @growthepie_eth
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May 31
Ethereum revenue collapsed 83.7% since January 2025.
L2 revenue dropped 70.9%.
Both have stayed at relatively low levels.
The decline is driven by ETH price and compressed gas fees.
Revenue data alone does not point to migration in either direction.
Data: @growthepie_eth
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May 30
Web3 Data Jobs
Nexus has partnered with @unchaindata_xyz to highlight opportunities across the onchain data ecosystem.
Featured this week:
> Senior Data Engineer @Blockworks
> Quantitative Researcher @Monad
> Senior Data Analyst @Bybit_Official
Full list below:
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