Gaodi

yapping! working! studying VCs! learning! crypto! trader!

[Gaodi @GaodiXC]

a new era.

[AX1 @ax1vc]

$1,000 USDC giveaway for onchain researchers

Our new Dune dashboard tracks Robinhood Chain venue by venue, including the ones standard dashboards barely see. There's more in the data than one post could cover, so we're paying for what we missed.

To enter:

1) Star the dashboard on Dune and reply with a screenshot
2) Repost the research above
3) In the same reply, add one observation from the data that isn't in our dashboard. A venue, a flow, a wallet pattern, or the thing you'd want us to track next.

We read every reply and pick the sharpest 20. Deadline [Friday, 72h] - winners announced in this thread.

[Gaodi @GaodiXC]

@ax1vc I would love to see Agentic Trading vs manual retail volume. By clustering wallets with algorithmic behaviors like automated rebalancing or high frequency Stock Factory trades, we can see if AI agents or manual memecoiners are driving the chain.

[AX1 @ax1vc]

Robinhood built a chain to trade stocks. Two weeks after launch we mapped where the money on it actually settles, contract by contract, and the interesting part is not the $5b+ casino on top.

The chain itself earned almost nothing. 62.8 million transactions since genesis generated ~480 ETH, ~$860K in total gas, with the average fee at three cents on the busiest day in its history. Of the net revenue left after settlement costs, 10% goes to the Arbitrum ecosystem through the license. Gas is not the business model here.

Bridges will tell you even less. Measured inflows since genesis: ~$80m, close to 90% of it ETH, capital coming into the chain for memecoins. Yet Robinhood Earn alone holds ~$128m worth of USDG. The difference is native minting: Paxos mints USDG directly on the chain, so the main capital inflow channel never crosses bridges. USDG shares most of its reserve income with the platforms distributing it, and at current t-bill rates a $120m pool earns roughly $4.6m annually. Lifetime gas revenues are ~$860K and it needed a 10 million transaction day to get there. It mean reverts with the casino. The float accrues no matter if anyone trades, bypassing the Arbitrum split completely. The same shape we've seen in our x402 breakdown.

Stocks are a ~$15m market vs $5b of memecoin churning, and still the most interesting part, because most of that volume settles on Rialto and Arcus, which a standard dex dataset won't see. Tracked on a per-contract basis: Arcus became the leader among venues within days of its first on-chain trading, and the largest day of stocks trading was a Saturday, with NYSE closed. Count router swaps without stock registry checks and the stock volume comes out roughly 3x too big, which is how raw this market still is.

What we'll watch going forward: stock share recovery from the surge lows, whether Arcus holds the lead, USDG pool growth, and the big question, how many of ~28m app customers will ever show up on this chain.

Full breakdown:

https://t.co/yJyxc7YZrO

[Gaodi @GaodiXC]

@OseroHQ 🥹need

[No Cap Guy @EnlightMeUp]

Gmaxxing bois

The timeline is divided over what @blknoiz06 just pulled

Imo it could be the way liquidity returns to projects that never stopped grindmaxxing

I choose conviction

$Maxxing

[riskmaxxing @riskmaxxing]

i’ve defeated poverty, i’ve defeated employment, once i defeat nicotine & procrastination i’ll become the ubermensch nietzsche spoke of

[💎GEM INSIDER💎 @gem_insider]

i dare you to fade $MAXXING here just before it pumps 10x in the next few weeks. 🚨

if it doesn't pump to $20M at least by the end of June i'm deleting this account.

bookmark this anon so you can remind me.

[Gaodi @GaodiXC]

@blknoiz06 ansem maxxing

[Hikki.base.eth @HikkiNow]

Using @upshot_cards and ever wonder how to get free packs?
Then this video exactly for you!
Go to Discord server and use this step-by-step guide to try climb the leaderboard (honestly not hard to climb it so anyone have chances)
Upshot discord: https://t.co/jVzlGhZLnC

[Gaodi @GaodiXC]

@mwc30 @silencioNetwork @xai alright dad. ty

[Gaodi @GaodiXC]

@ClickDeFi we will see at the stadium

[Gaodi @GaodiXC]

@pabl0theEngine engagement farming bro

[Gaodi @GaodiXC]

@CantonArmy will buy Arsenal champion league

[Gaodi @GaodiXC]

@mwc30 @Earnerfun ty ty

[CLICK @ClickDeFi]

I just built, designed and deployed my portfolio website with Claude

All my work now lives in one place
🔗: https://t.co/UwfSuGPQTw

s/o to @ubong_ephraim for the template

[Gaodi @GaodiXC]

Excited about the future of agentic prediction markets! @ClawXLabs is building something special on Avalanche... autonomous agents making smarter market decisions is the next frontier

gaodixc::1220ad34d8a9279fb67ed3a94c878e879fe1c3de94beca0ac448b36d46f681827a7d

[GrowStreams @GrowwStreams]

@ClawXLabs Quest is now live on GrowStreams ⚡

Explore the future of agentic prediction markets, complete the quests, and earn XP on-chain.

Build. Participate. Earn. 🌱

[Gaodi @GaodiXC]

. @Oneswapcc the first Canton DEX & permissionless AMM powering truly decentralized trading and liquidity! The future of DeFi is permissionless, transparent, and community driven. Let's build together.
gaodixc::1220ad34d8a9279fb67ed3a94c878e879fe1c3de94beca0ac448b36d46f681827a7d

[Gaodi @GaodiXC]

Excited to build the future of decentralized finance with @GrowwStreams

The tools, the community, and the vision are all here. Let's grow together

@CantonNetwork growing