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Arno | Dune
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Arno | Dune✓

@arno39

Onchain Data for Institutions @Dune | Padel Player | Espresso Martini Expert

3.4K Following9.9K Followers20.9K Posts
  1. Arno | Dune✓@arno39
    moving physical gold used to mean armored trucks and insurance. onchain it's about 3 cents an ounce one of my favorite bits of our RWA report
    Dune @Dune
    Tokenized gold now moves billions a month for about 3 cents an ounce. Philip Gradwell of @tether in our latest RWA report:
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  2. Dune@Dune
    Tokenized gold now moves billions a month for about 3 cents an ounce. Philip Gradwell of @tether in our latest RWA report:
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    1193.5K
  3. Arno | Dune✓@arno39
    the tokenization fight this week is whether issuers get a say in who tokenizes their stock onchain, third party wrappers already won round one. three of them hold $4.5B of the $5.28B in tokenized equities. janus henderson's issuer sponsored S&P 500 fund sits at $2.0M
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  4. Arno | Dune✓@arno39
    whole @dune team together this week for our offsite custom padel rackets, big plans for what comes next, and zero mercy on court
    hagaetc @hagaetc
    All physical and cognitive tanks getting filled at @Dune offsite
    109518
  5. hagaetc✓@hagaetc
    All physical and cognitive tanks getting filled at @Dune offsite
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    30161.5K
  6. Arno | Dune✓@arno39
    USDT is the bigger stablecoin. USDC is the one that actually moves last week USDC did $598B in onchain transfers vs $389B for USDT, and USDG from paxos quietly came in 4th at $16.9B
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    103264
  8. Arno | Dune✓@arno39
    ripple's national trust bank got final OCC approval yesterday, so RLUSD reserves now sit under federal supervision. the onchain side is more interesting. last 30 days RLUSD moved $13.3B on ethereum vs $9.2B on the XRP ledger, where the median transfer was under one cent
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  9. Arno | Dune✓@arno39
    miss your bank's wire cut off by one minute and your money spends the night at the bank stablecoins don't have a cut off. they don't even know what time it is
    3019862
  10. Arno | Dune✓@arno39
    if your Co-Founder doesn’t dress like this, you might not make it.
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    Arno | Dune @arno39
    if your CFO doesn't dress like this, it's time to pivot
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  11. Arno | Dune✓@arno39
    if your CFO doesn't dress like this, it's time to pivot
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    Arno | Dune @arno39
    if your engineering leader doesn't dress like this, it's time to quit
    40231.7K
  12. Arno | Dune✓@arno39
    kalshi held $210M of the $250M in open midterm positions on oct 18. that's 84% of open interest on one venue. and the whole book is still small: polymarket's midterm book is about 30% of its 2024 election book at the same point
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  13. Arno | Dune✓@arno39
    we're hiring a Head of Product at @dune. you'd own what we build for institutions moving onchain, reporting to El Presidente @mewwts. if you've built data products that traders and risk teams depend on, let's talk. remote, East Coast or Europe.
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    891246.8K
  14. Arno | Dune✓@arno39
    last week 157K stablecoin transfers over $1M moved $743B, 55% of the $1.35T total. the 352M transfers under $100 moved $4.3B combined. adoption stats quoted in transaction counts mostly measure the small stuff. the money is in the big tickets
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  16. Arno | Dune✓@arno39
    bonjour 🇫🇷
    005323
  17. Arno | Dune✓@arno39
    banks still send you a monthly statement to explain what happened to your money weeks ago onchain the statement is the ledger itself, and anyone can read it on a sunday night
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  18. Arno | Dune✓@arno39
    europe moved the clocks back last night, the us waits until next sunday. so for one week paris is 5 hours from the east coast instead of 6, and someone on every transatlantic call is an hour off probably me
    2017872
  19. Arno | Dune✓@arno39
    when i retire, this will be the sign
    HyperCar™ @metroTM33
    #Porsche Mission S
    1015888
  21. Arno | Dune✓@arno39
    settle this for me. a dollar token that pays yield but only works inside one bank's app. is that a stablecoin, or a savings account with a smart contract? bankers and crypto people both welcome, i want to see who gets angrier
    309861
  23. Arno | Dune✓@arno39
    there's $100M of @SoFi's stablecoin on Ethereum. total moved onchain so far in October: $5.39. the $250M on Solana did 903 transfers worth $227M this month. same bank, same token. the Ethereum side is parked cash, which is exactly who the new 4.40% tokenized deposit is for.
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  24. Arno | Dune✓@arno39
    if your engineering leader doesn't dress like this, it's time to quit
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    40281.9K
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