1/
Over 2 years have passed since Arbitrum’s massive airdrop.
It’s the perfect moment to ask:
Which users brought long-term value, and who just claimed and left?
📊 Intelligence built on @flipsidecrypto#IDG
I took this opportunity to analyze 500K+ addresses using onchain data.
Onchain Growth Summit just published a stellar program lineup for anyone interested in crypto growth!
Our VP of marketing @composeus is giving the keynote address on how to break out of hype cycles and build sustainable growth instead🤝
Register https://t.co/PueNqcybOy
@AerodromeFi on @Base isn't just growing - it's DOMINATING.
New data (Feb 2 → Jun 8) reveals:
• Record-breaking transaction growth
• Volume recovery signs
• Staggering market share
Deep dive ↓
📈 4-Month Growth Snapshot:
• Swap transactions: 26.4M → 42.5M (+61%)
• Unique swappers: 1.1M → 1.5M (+36%)
• Swap volume: $12.8B → $16.2B (+$3.4B)
The user base keeps expanding relentlessly.
🔥 5-Month Swap Surge (Jan → May):
• Jan: 3.26M
• Feb: 3.30M
• Mar: 3.65M (ATH)
• Apr: 3.86M (New ATH)
• May: 4.11M (Newest ATH, +6.5% MoM)
Unbroken uptrend since January 2025🚀
💰 Volume Trend Reversal:
After Q1 decline:
• Jan: $2.4B (ATH)
• Feb: $1.12B (-53%)
• Mar: $751M (-33%)
• Apr: $611M (-19%)
• May: $827M (+35% rebound)
June starts strong at $164.5M in 8 days
🏆 Base Dominance:
• 18.8% of all Base swaps
• 49.8% of total Base DEX volume
Nearly half of all Base swap volume goes through Aerodrome.
⚡ June's Lightning Start:
First 8 days:
• 1.27M swaps (~4.8M monthly pace)
• $164.5M volume (~$617M projection)
On track to smash May's records if trend continues.
🔍 Aerodrome isn’t just growing—it’s becoming Base’s central Swap engine.
Intelligence built on @flipsidecrypto
🚀 Want the full alpha? Dive deeper into the metrics👇
LINK IN COMMENTS 🔗
@jessepollak@vin_drome
This is a proud moment for me and the team.
People thought we were crazy trying to build a very fast chain in 2024, they thought we were even crazier focusing on CLOBs as a key use case. But we stayed committed to the mission and maintained focus on building a great product.
We don’t fit the typical mold for venture capital. But we persevered, we made strides and continued building great tech and a quality brand. Over time, and with the support of @loi_luu, we were fortunate enough to attract the attention of @adam_winnick, and later Neil Bhuta and @willnuelle who saw something special in a small, rag-tag, but extremely focused team pursuing a big dream.
I’m confident that an onchain financial system leads to a more equitable and productive world. Every member of the RISE team has made the decision to dedicate their lives for the foreseeable future to contribute to building such a world, and we have our great investors to thank for giving us that chance. For that, I am grateful.
We’ve shipped the fastest chain (testnet), setting a new bar for speed and ruffled a lot of feathers doing so. Expect more of that to come.
Don’t get me wrong, this is a very small victory relative to the road we have ahead, but it’s important to celebrate the wins.
RISE UP
1/ 🔺Say hello to the fastest, cheapest version of Avalanche we’ve ever seen. 💨It’s not theory, it’s happening.
In just a year:
🔺 Avg tx fee dropped from 0.02 → 0.001 $AVAX (95% reduction) 💸
🔺 Block gas fee down from 0.1 → 0.01 $AVAX (90% drop)
🔺 Block production jumped from ~1,700 → ~2,550 blocks/hour!
🔺 Estimated finality time improved from ~4s → ~2.5s ⏱️
🔺 Average TPS ~2.5 → ~11 !⏱️
Fast. Cheap. Scalable.
This is what real 🔺doption looks like!
Thanks to the Octane & Etna upgrades, plus devs pushing the limits, @avax isn’t just scaling, it’s crushing bottlenecks.
Intelligence on @flipsidecrypto
The @PlasmaFDN public sale went by in a flash ⚡⚡If you were eager to participate, hopefully, you managed to get a deposit done in time!
If you haven't yet joined groups on @echodotxyz - ngmi (the platform that powered the unique public sale!)
Memecoin traders flooded your blockchain last year.
But did any stay?
Our deep-dive analysis into memecoin traders reveals a harsh reality:
→ Of 100,000 traders analyzed across the top 1,000 memecoins, fewer than 1% showed any meaningful engagement with major DeFi protocols after 180 days.
→ 93% of the SOL staked from memecoin profits came from just 9 wallets—hardly a diverse or sustainable community.
→ Over 60% of these traders scored in the lowest user-quality tier (0-4), indicating minimal long-term ecosystem contribution.
🚀 One month since @MeteoraAG dropped DBC (Dynamic bonding curve, and not death by chocolate dish) and it’s ablaze: 57,060 pools already live via the dynamic bonding curve—growth still climbing 📊✨
That alone has 5k tokens launched.
Over the past 31 days (May 2025), @NEARProtocol recorded 47.2 million active accounts.
Daily active accounts ranged between 2.8 million and 3.5 million.
Addresses tied to @hotdao_ and Kai-ching consistently held the largest daily share.
🔎 Diving Into @flow_blockchain NFTs: What the Data Tells Us About Top Collections & Buyers
I’ve been exploring some fascinating data on @flow_blockchain NFTs, focusing on the biggest collections like @NBATopShot, @NFLALLDAY, MFL, and UFC.
The dashboard tracks sales, buyer habits, and how Flow’s price impacts the market.
Intelligence built on @flipsidecrypto #IDG. Let’s unpack some insights!
Earlier this week, @EclipseFND introduced $tUSD, a native stable coin earning yield from short-term U.S. Treasury Bills.
And if you didn’t know yet, the Intelligence built on @flipsidecrypto#IDG hackathon is now live, so let's analyze tUSD & find out:
• What % of Eclipse’s current stable coins supply is tUSD?
• Are active addresses, like Turbo Tap players or BITZ miners holding tUSD?
• How is the holder distribution across balance tiers?
• Are people minting tUSD or buying it from @skate_cahin / @orca_so?
Let’s go for the answers:
1/ 🚀 Analyzing Aptos DeFi users – stAPT staking behavior:
🔍 Last 365 days
📊 Loyalty vs. churn patterns
💸 Do users switch to stablecoins before exit?
💡 What drives churn in Aptos?
Intelligence built on @flipsidecrypto@Aptos#IDG
Most people missed the 100x on $LOUD just because they didn’t have 10 smart followers 😔
But guess what?
I’m one of the smart ones 🧠
Let me be your +1 and upgrade your feed.
Hit follow — your 100x future self will thank you 😎🚀
🧠 Is Base Built to Last—Or Just Riding the Airdrop Hype?
With $3.66B TVL, @base now ahead of Arbitrum, Sui, Avalanche, Aptos, Polygon, Optimism & more.
Only Ethereum, Solana, Tron, BSC & Bitcoin sit higher.
Its current traction is UNDENIABLE, but sustainability is the real question. Let's break it down. 👇
🔍 TVL ≠ Real Adoption
To assess Base’s staying power, I looked beyond TVL:
Analyzing DEX activity since launch:
• Total volume
• Transaction counts
• Wallet retention & quality
📊 Cumulative Base DEX Stats:
• Swap Transactions: 616.7M
• Swap Volume: $450.2B
📆 May 2025 = ATH Month
• Swap Txns: 616.7M ✅
• Volume: $59.39B ✅
This isn't just activity – it's record-breaking momentum. But who's DRIVING this? Real users or airdrop seekers?
I analyzed Base DEX swappers since Day 1. Key question:
Are they high-value users or just farming a future airdrop?
The results SURPRISED me
🧪 User Quality Breakdown
Using wallet scoring to identify high-intent users:
• Just 0.3% of swappers (424K wallets) are "high-score"
• BUT they drive → 53% of ALL swaps
→ 93.5% of TOTAL VOLUME
Let that sink in: Less than 1% of users move 94% of the money.
📌 What This Means:
Most chains chase users.
Base attracts power users who generate serious flow.
Airdrop hunters exist, but they’re NOT the engine.
Base isn’t surviving – it’s THRIVING on elite user adoption. With this foundation? It’s built to last WELL beyond its airdrop.
The data says: Base is here to stay. 🚀
Intelligence built on @flipsidecrypto
Want the full alpha? Dive deeper into the metrics👇
LINK IN COMMENTS 🔗
#IDG
@jessepollak
Unveiling Monad’s User Surge:
How Data-Driven Insights Fuel Blockchain Growth!
I’m breaking down 5 golden strategies to boost retention, onboard new users and ignite the @monad_xyz ecosystem🔥
Intelligence built on @flipsidecrypto#IDG
🧵
Just analyzed the @Aptos NFT market data for the past 30 days, and the results are surprising:
• 253 new collections minted
• 2.1k unique buyers, 15.3k total sales
• $260K+ trading volume
The market shows intriguing patterns worth exploring. Details below 👇