sealaunch intelligence
@sealaunch_
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Onchain intelligence and strategic advisory for crypto companies. 🧙 https://t.co/bdNb0EU1nx
Joined October 2021
One and half month after launching, @Mantle_Official market is now the third largest market on @aave.
“$1B on Aave in 18 days. Fastest ever.” The Mantle x Aave effect.
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For this analysis we built a persona map of Polymarket users using two dimensions: trading frequency and volume traded. The intersection of both dimensions gives you 7 distinct personas, each representing a meaningfully different type of participant. They don't all trade the
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Histogram charts of Polymarket users by trade frequency and volume traded. → Frequency: log-normal decay. Most users cluster at 2–10 trades and drop off sharply. → Volume: bell-shaped on a log scale, peaking at $600–$3,000. The right tail is tiny in users but dominant in
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Check the @Dune dashboard that supports the analysis below: https://t.co/QG2J5FuluP
dune.com
Dune is the all-in-one crypto data platform — query with SQL, stream data via APIs & DataShare, and publish interactive dashboards across 100+ blockchains.
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Most prediction market analysis stops at top line metrics. We did a deep dive on Polymarket users categorising active wallets into personas and understanding for each type of persona: - how often they trade, - how much volume they move, and - which markets they use.
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Curious how widespread the killer app dependency problem is after seeing this. Gas data across chains in the last 30D: → Polygon: Polymarket 84% → Solana: Pump fun ~65% → Ethereum / Base / Arbitrum: no single app above 25% This concentration is essentially the appchain
seems a crazy chart to me that no one talks about - Polygon's recent usage is entirely surged by Polymarket, who has claimed to leave the chain in the future... is this a pivotal moment for Polygon to figure out a deal with Polymarket? (🎙️interview coming with JW on
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That yield premium reflects in the demand for this asset as collateral in lending markets. syrupUSDC and syrupUSDT deposited on Aave have grown from ~$200M in November to +$900M today. Sources: → https://t.co/4lGPN3bYrV → https://t.co/VymVPtTlr7
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Another yield outlier is syrupUSDC on @maplefinance, currently at 4.28% base APY in a $3.3B pool (+68 bps above the T-bill).
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On StableYields, blue chip filter means: protocol TVL above $1B, pool TVL above $150M, sorted by non incentivised APY. StableYields' Outlier Finder plots pools on a chart with APY on the Y axis and TVL on the X axis, as a risk/reward proxy, and with T-bill benchmarking to
stableyields.xyz
Real-time stablecoin yield comparison dashboard with advanced filtering, APY tracking, and comprehensive DeFi analytics powered by DefiLlama API.
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TVL grew from $230M to $309M, +34% in a month, +8.66% in the last 7 days.
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Looking at current blue chip pools in DeFi to understand yield opportunities, one of the outliers is sGHO (Savings GHO) on @aave with $309M in TVL and currently with 4.51% base APY, +91 bps above the T-bill.
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The Ethereum Foundation (@ethereumfndn) has deployed $112M of its treasury into DeFi. Aave leads allocation with 64%, followed by Spark at 20% and Morpho at 17%. 93% of deposits are in WETH, with the remainder split between USDC and USDS. WETH on Aave is used as collateral
0/ The Ethereum Foundation continues to explore DeFi as part of its treasury strategy. In Oct 2025, EF deployed 2,400 ETH + ~$6M in stablecoins into @Morpho Vaults V1. https://t.co/JC9qOUt76V Today: another 3,400 ETH into Morpho, where 1,000 ETH in Morpho Vaults V2. Why Morpho?
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Revenue trends are one of the highest-signal metrics in crypto, and often underlooked. That's why we built the Crypto Revenue Radar, to make it easy to see which categories are spiking and what's a longer-term trend.
Revenue is the only thing that puts a floor under a token's price. Everything else is just a story you tell yourself on the way down. Most people filter by narrative. "AI coins." "RWA play." "L2 season." But narratives don't give you a floor. When sentiment flips, there's
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Prediction markets revenue: where things stand. @Polymarket generated $4M in revenue in the last 30D. Fees only exist in a narrow slice of markets: dynamic taker-only charges on crypto and select sports (NCAAB, Serie A). Politics, most sports and all maker orders don't have
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6/ To find these we added two filter buttons on https://t.co/KISp1nUDXn →UP and DOWN. UP filters protocols with 30D change >+20% confirmed by a positive 90D trend. The 30D catches momentum, the 90D confirms it's not a spike. Together they help identify real growth patterns
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