Jun

[Subin An @subinium]

my 2024 q1 thesis:

lst, restaking & lrt, perp dex, lending & yield season + stablecoin, arbitrum dex, da, ordinals & btc eco, l2 with incentive mechanism, social-like gamefi, cross-chain messaging, mev & private mempool, consumer app on monolithic l1, multichain nft marketplace

[#Hashed @hashed_official]

2023 was a year of resilience for the crypto industry, and @hashed_official led 26 early-stage investments globally.

As we approach 2024, our investment thesis spotlights 9 sectors we’re excited about, and invite builders in these fields to connect.

A thread 🧵

[Subin An @subinium]

BULL MARKET SIGNAL: DATA TEAM IS BUSY🔥

@DuneAnalytics @hashed_official @simonkim_nft @Hashed_HongPro @JunAnalytics

[Jun @JunAnalytics]

You can find details on the dashboard, and I would appreciate to click the ⭐️ in Dune for us.

[Jun @JunAnalytics]

GM 😀

Together with @subinium I've created a
@ApeironNFT Dashboard!

Apeiron is the world's first ever play-and-earn god-game.

They recently migrated to @Ronin_Network and is attracting more attentions.

https://t.co/7nX0EMYJAy
@DuneAnalytics

[Jun @JunAnalytics]

Dark mode is really stylish!
@DuneAnalytics

[Jun @JunAnalytics]

You can find details on the dashboard, and I would appreciate to click the ⭐️ in Dune for us.

[Jun @JunAnalytics]

GM 😀

Together with @subinium, I've created a @OfficialDgpals dashboard 🔥

D.G.Pals is one of the first Web3 gaming projects with interoperable NFTs on both the Cronos and Polygon chains.

https://t.co/oA4J6JL8lv
@DuneAnalytics

[Jun @JunAnalytics]

Our team add @delabsRRS SBT Badge analysis to the existing @delabsOfficial dashboard!

You can check meaningful user indicators through our dashboard!

https://t.co/N5Br9QHVOq

[Subin An @subinium]

Anyone who has tried Steam will know the power of combining GAMES and the BADGE SYSTEM 🕹️🔰

The SBT-based badge minted by the @delabsOfficial , who know games better than anyone else, is really amazing🔥

(cc. thx to @JunAnalytics)

@DuneAnalytics https://t.co/bnpEE9GIsE

[Jun @JunAnalytics]

You can find details on the dashboard, and I would appreciate to click the ⭐️ in Dune for us.

Moreover, you can also find their own dashboard in Dune. https://t.co/1msgAkYDvF

[Jun @JunAnalytics]

Hi 😀

Together with @subinium, I've created a @CyberConnectHQ dashboard 🔥.

They are a fully on-chain social media platform! (where their contents, accounts, and profiles are all on the blockchain)

https://t.co/9gqGeylZPQ @DuneAnalytics

[Jun @JunAnalytics]

@DuneAnalytics @subinium @delabsOfficial @delabsRRS Thanks for reply 😀I'm learning a lot about data analysis from him🔥

[Jun @JunAnalytics]

Hi 😀

Together with @subinium , I added the analysis of RRS Cartridge NFT and RRS: Star Badge SBT to the @delabsOfficial Dashboard 🔥

Through these unique NFTs and SBTs, we can track how many users engage in specific actions

https://t.co/N5Br9QHVOq
@DuneAnalytics @delabsRRS

[Jun @JunAnalytics]

You can find details on the dashboard, and I would appreciate to click the ⭐️ in Dune for us.

Moreover, you can also enjoy their fantastic racing game, @delabsRRS , along with various events!

[Jun @JunAnalytics]

@subinium @DuneAnalytics That's cool too

[Jun @JunAnalytics]

Cool running page @DuneAnalytics

[Subin An @subinium]

Currently, meme tokens based on inscription types like "rc-20" are dominating a majority of transactions on chains. They are trending on @0xPolygonLabs , beyond @BNBCHAIN , @avax , and @FantomFDN 🔥

Thanks to @JunAnalytics for co-work👍

@DuneAnalytics https://t.co/hl6sVvnUsf

[Subin An @subinium]

Add @wormholecrypto Token Transfer Stats:

Top Monthly Transactions Sent from @ethereum :

1.🥇@solana
2.🥈 @SuiNetwork
3.🥉@BNBCHAIN

https://t.co/g68ZMmBTQ6

[Jun @JunAnalytics]

요즘 스테이블코인에 관심이 많은데 좋은 리서치 글들이 많네요

[DeSpread @DeSpreadTeam]

0/ 일본 스테이블코인 규제 톺아보기 — 발행 및 중개 구조를 중심으로

Written by DeSpread Research Analyst @Touslesjours_70

[Jun @JunAnalytics]

Our dashboard now includes SIPHER token analysis!

[Subin An @subinium]

Is this @nansen_ai @ASvanevik's pick?

We are providing @playSIPHER statistics on NFTs in addition to token data, and are very excited about the upcoming game🕹️😆

Kudos to @JunAnalytics for dashboard works👍

@DuneAnalytics https://t.co/V3Lg7dyE4u