Nomad Analyst

Roderick McKinley, CFA, FRM

See live DeFi data in action 📈📊 :

[Nomad Analyst @NomadAnalyst]

What happens to ONyc's DeFi ecosystem when ~$9M of fixed yield rolls over? I traced the recent maturity for @onrefinance's ONyc across yield, DEX and lending protocols. The short version: the rollover was orderly, but not trivial. The useful part is the trace: each result maps back to a concrete risk channel. 🧵(1/8) @Ayyanrahman

[Wes Roth @WesRoth]

This has moved far beyond a normal regulatory disagreement.

Anthropic sent senior technical staff to Washington, D.C., to meet with White House officials and resolve the dispute that forced its most powerful AI models, Mythos and Fable, offline.

The company is moving quickly to repair relations with the Trump administration after national security concerns led to broad export restrictions on both models.

[Nomad Analyst @NomadAnalyst]

Yep - for my tasks, right now Codex 5.5 > Opus 4.8
Hurry up Anthropic!

[Nomad Analyst @NomadAnalyst]

The only opinion that matters??

[Polymarket @Polymarket]

🚨 NEW POLYMARKET: Claude Fable 5 restored for US customers by…?

https://t.co/nCIK7b186A

[Ian Landsman @IanLandsman]

My Fable 5 access is back!

[Nomad Analyst @NomadAnalyst]

What do we reckon? 1 month with review by gatekeepers before we get Fable back?? @AnthropicAI can't go through this palaver again by rushing the fix...

[Nomad Analyst @NomadAnalyst]

Have massively upgraded performance of my @solana dash for @onrefinance 's $ONYC ecosystem - feel free to give it another look 👉
https://t.co/sVW7PnKm78

[Solana Research Institute (SRI) @Solana_SRI]

By disaggregating access to data from block validation, RPC 2.0 is an important step in positioning Solana as a neutral infrastructure for transaction-based business.

This is likely to be especially important to financial institutions. Under current BCBS crypto asset classifications, banks would need to hold 1250% capital against crypto assets used for staking, which essentially bars them from participating as validators.

Initiatives like RPC2.0 mean that this need no longer be a barrier to them deploying sophisticated applications onchain.

[Nomad Analyst @NomadAnalyst]

nothing stands still !

[Triton One 🌊🌋 @triton_one]

Solana's read layer 2.0 is now open source: Superbank (history) and Cloudbreak (accounts), marking the end of vendor lock-in for chain access.

Querying @solana should feel like calling a real database, so we built exactly that.

🟣Lightning-fast account reads with dynamic indexes from your query patterns
🟣Your own queryable copy of Solana history, with no indexing logic to write
🟣More performant than Agave, while running on commodity hardware

Fork it, run it, improve it. It's yours 🌊🧵https://t.co/uvnhFjUceE

[Pliny the Liberator 🐉󠅫󠄼󠄿󠅆󠄵󠄐󠅀󠄼󠄹󠄾󠅉󠅭 @elder_plinius]

😭

[Nomad Analyst @NomadAnalyst]

Well, at least my database hosting migration finished in time 😂

[Nomad Analyst @NomadAnalyst]

Is this bullish for crypto? 🤔

[Nomad Analyst @NomadAnalyst]

This is it guys - if there was any work left to be done by humans, the US Government now controls your right to perform it. Welcome to digital serfdom.

[Nomad Analyst @NomadAnalyst]

Holy crap

[ClaudeDevs @ClaudeDevs]

As a result of a US government directive, we are suspending access to Claude Fable 5 for all users. You can continue to use all other Claude models.

Here’s what this means for you:

Across Claude products, new sessions will run on your selected default model or Opus 4.8, and existing Fable 5 sessions will end with an error.

On the Claude Platform, requests to Fable 5 will also return an error. Please update your integrations to other Claude models.

We know this is a disruption to your workflows; we appreciate your patience and support.

[J.W. @JW_Seoul]

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 ⬇️

[Yule @yulesa]

My series on how raw blockchain data becomes real metrics, is now featured on @unchaindata_xyz's learning hub. It sits next to their curated Web3 data courses, and I could not be prouder.
Here is what it covers and why it matters. 👇

[Nomad Analyst @NomadAnalyst]

Full interactive report here 👉
https://t.co/YHAp7WcMvp

[Nomad Analyst @NomadAnalyst]

I made a walkthrough of my web-native ONyc rollover risk report.

~$9M fixed-yield maturity across @ExponentFinance, @orca_so, @Raydium and @kamino:

what could transmit, what happened, and how to monitor this kind of event on-chain.

[Nomad Analyst @NomadAnalyst]

@yulesa when I figure it out, I'll let you know! 😂
you got good CT reach and confidence with data people on there - that's a fantastic start!

[Nomad Analyst @NomadAnalyst]

I'm super stoked about this - even comes with inbuilt monetisation features...!! 🤑🤑🤑(just kidding - I've been doing this long enough to know it's all about the marketing 😭😭😭)

[Yule @yulesa]

See Tiders indexing in action:
https://t.co/mD0CpK8uQ3

[Nomad Analyst @NomadAnalyst]

@yulesa @solana @ethereum lol - oh... the joys of Solana data...! 😂