一文梳理20个Dune分析看板:快速捕捉链上动向

Odaily星球日报Publicado em 2024-03-11Última atualização em 2024-03-11

Resumo

使用这 20 个Dune 仪表板提升您的研究水平。

原文作者:Minty

原文编译:深潮 TechFlow

如果您知道如何使用,Dune 就是一款一体化的 alpha 工具。

使用下面这 20 个 Dune 仪表板提升您的研究水平。

1. Top Holder 分析

@dcfpascal的一个简洁工具,可让您根据持有人的每月活动、唯一持有人数量、钱包盈亏比等指标来分析代币。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

2. 代币概览指标

@andrewhong 5297 创建。该仪表板提供了一种通过分析用户操作来评估代币的独特方法。您可以找到有关新买家、卖家、累积者等的数据。对于了解持有者正在对项目做什么非常有用。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

3.空投和钱包

如果您想找到获得所有主要空投的最佳钱包,

@cypher_frog有一个仪表板,其中包含收到最多空投的钱包的最新排行榜。如果您想跟踪要关注的潜在新项目,这非常有用。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

4.聪明钱观察

DeCrypto 的这个仪表板可让您找到任何代币对的有用链上数据。您可以按规模、代币分布、交易量、买卖量等查找持有者数量随时间变化的数据。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

5. Solana 的 Meme

如果您有兴趣在 Solana 上交易 memecoin,

@CryptoKoryo有一个简单的仪表盘,可以向您显示哪些 Solana 项目正在哪些 Dex 上执行。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

6.Meme 叙事见解

如果您交易模因币,这有一个简洁的仪表板,可以帮助您识别低市值 meme 何时有动力上涨。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

7.Dex 指标

如果您想找到交易量最高的 Dex、 @hagaetc有一个方便的排行榜。这些指标可以帮助您

  • 根据新的 Dex 势头发现可能出现趋势的潜在链

  • 了解哪些 Dex 正在获得关注

一文梳理20个Dune分析看板:快速捕捉链上动向

8.Meme

Crypto Koryo 的另一个有趣的小盘仪表板向您展示了表现最好的模因币,如果您喜欢新项目,这个仪表盘还可以显示交易量最大的新货币对。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

9.DeFi 用户随时间变化

@richardche n3 9 提供的简单但有效的仪表板,可以显示一段时间内 DeFi 用户的活动。您可以找到累计和每月的活动,并衡量 DeFi 的潜在趋势变化。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

10.热门合约

Andrew 的另一个令人惊叹的仪表板向您展示了多个代币标准的最新趋势合约。这些是根据传输量排名的。

如果您想在大多数人之前找到新的合约地址进行研究,这可能会很有用。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

11.Gas 检查

如果您想详细分析主要区块链上的 Gas 成本,@hildobby_有一个仪表板,可以向您显示全天的 Gas 成本、历史成本、最高 Gas 支出者等等。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

12.比特币 ETF

随着 ETF 的炒作,Hildobby 还创建了一个工具,您可以在其中了解 BTC ETF 流入的资金量。您可以将其视为动量指标。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

13.叙事

如果您想找到热门叙事,Koryo 的仪表板可让您查看哪些叙事表现优于市场。有了这个,你就有可能尽早捕捉到强有力的叙事并乘势而上。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

14.NFT 仪表板

如果您喜欢交易 NFT, @sealaunch_有一个简洁的面板,可以向您显示主要 NFT 的历史价格下限。它还会向您显示过去一周哪些 NFT 的趋势,以便您随时了解最新动态。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

15.智能钱包查找器

@diapsalmata_0x创建。识别特定时间范围内的最高盈亏交易,以便您可以识别需要关注的潜在智能钱包。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

16.钱包余额

如果您想研究钱包的历史记录和余额, @rob_0x有一个仪表板,可以显示钱包持有哪些代币及其最近的活动。

这对于从智能钱包获取更多数据以了解他们正在买卖什么非常有用。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

17.L1 & L2 比较

如果您想了解哪些区块链正在获得关注,@MSilb 7 创建了一个仪表盘,显示具有可调整时间范围的链统计数据。您可以查看 Gas 气使用情况、费用、操作等。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

18.最佳 GMX 交易者

如果您喜欢利用杠杆进行交易,那么了解最好的交易者正在做什么可能是有用的信息。通过 Koryo 的这个仪表板,您可以找到最近盈利的交易者来仔细观察。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

19.钱包查找器

我最近发现了 gkuschnik 这个被低估的工具。它允许您通过自定义时间范围查找任何代币的交易。您可以使用它来查找在项目启动之前早期购买该项目的钱包。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

20.Layerzero 用户排名

如果您想获得 Layerzero 空投,@superamscom有一个仪表盘可以跟踪您在其他用户中的排名。您可以深入了解顶级钱包正在做什么。

一文梳理20个Dune分析看板:快速捕捉链上动向

访问链接

Leituras Relacionadas

Borrowed Faith: How Much of the Bitcoin ETF Flows Are Real Money

"Rented Faith: How Much of Bitcoin ETF Flows Are Real Money?" Bitcoin ETF inflows are often seen as a barometer of institutional conviction. However, week-to-week analysis reveals they are primarily driven by a hidden arbitrage trade rather than directional bullishness. This is the cash-and-carry trade: buying the ETF while simultaneously shorting Bitcoin futures on the CME to lock in the price difference (basis). This delta-neutral activity registers as ETF inflows but reflects a rate-seeking, not price-betting, strategy. Data shows weekly ETF flow volatility is closely tied to hedge fund ("leveraged funds") short positions on CME futures, with a correlation of 0.70. About half of weekly flow variation can be explained by this single factor. In contrast, Bitcoin's weekly price changes have no statistically significant power to predict flows. Crucially, while this arbitrage trade dominates weekly *fluctuations*, it is not the main component of the cumulative *stock*. Of the ~$55 billion total net inflow, the estimated net arbitrage position is only about $1 billion. The vast majority is steady, directional buying averaging ~$400 million per week. Thus, ETF flows overstate the *volatility* of belief, not its *level*. The "rented" arbitrage capital churns, while "owned" directional capital forms the bedrock. This arbitrage trade has been unwinding for two years, with hedge fund shorts peaking at ~$14 billion in late 2024 and falling to ~$4.5 billion. Recent outflows align with basis compression, signaling the trade's exit, not a loss of faith. For Ethereum ETFs, the same dynamic is weaker due to negative carry from forgone staking yield. The key takeaway: To interpret ETF flows, watch the basis vs. Treasury yields and CME hedge fund net shorts. They reveal how much of the weekly "demand" headline is driven by rented, rate-seeking capital versus real conviction.

链捕手Há 11m

Borrowed Faith: How Much of the Bitcoin ETF Flows Are Real Money

链捕手Há 11m

Two Giants' Credit Expansion: Loan Balances of $9.9 Billion vs. $14.6 Billion, Brazil Emerges as the Main Battlefield

Title: Two Giants "Credit" Surge: Loan Balances of 99 Billion vs. 146 Billion USD, Brazil Emerges as Main Battlefield Summary: The article compares the rapid expansion of credit businesses by two major e-commerce and fintech players, Sea (via Monee) and Mercado Libre (via Mercado Pago), in overseas markets like Southeast Asia and Latin America, contrasting with a slowing domestic Chinese credit market. Using Q1 2026 financial data, it highlights their significant growth. Sea's Monee reached a loan balance of $99 billion, up 71% year-over-year (YoY), contributing 17.5% to Sea's total revenue. Mercado Pago's loan balance hit $146 billion, up 87% YoY, contributing 45% to its parent company's revenue. Both maintained stable risk metrics (e.g., Monee's 90+ day NPL at 1.1%) despite rapid scaling. Brazil is identified as a key and accelerating growth market for both. Sea's Brazilian operations saw loan volumes exceed $10 billion, growing 250% YoY, with SPayLater GMV penetration still low (~10%) indicating high potential. Sea also secured a key Brazilian financial credit license (SCFI). Mercado Libre's Brazil segment contributed over half (54%) of total group revenue, with its credit business there generating $11.24 billion in revenue, up 89% YoY and accounting for 12.7% of global revenue. Mercado Pago's credit portfolio, especially credit cards (46% of loans, +105% YoY), is a strategic focus, described as crucial as building logistics was a decade ago. Its net interest margin after loss (NIMAL) remains high at 17.8%. The article concludes that while Brazil presents immense opportunities, the success is largely driven by these integrated "e-commerce + fintech" giants with proprietary transaction data and ecosystems, making it challenging for standalone fintech players to compete effectively.

链捕手Há 32m

Two Giants' Credit Expansion: Loan Balances of $9.9 Billion vs. $14.6 Billion, Brazil Emerges as the Main Battlefield

链捕手Há 32m

Research Report Analysis: Is Intel Making a Comeback with Apple? Bernstein's Calculations Show the Right Direction, but the Price Is Already Overvalued

Bernstein analyst Stacy A. Rasgon published a report on June 18 regarding Intel, assessing the potential impact of recent political support for a US-based PC chip design and manufacturing collaboration between Apple and Intel. The report views this as a significant signal for the foundry landscape shift but concludes the initial financial contribution would be minimal. Key conclusions: 1) An Apple deal is seen as a small-scale "proof of concept." Even if Intel wins 40% of Apple's premium notebook chip orders (~5 million units/year), Bernstein estimates it would generate only about $500M in annual revenue and ~$0.03 EPS, negligible against Intel's ~$55B revenue. 2) Political encouragement is not equivalent to enforceable mandates. Winning orders ultimately depends on Intel demonstrating competitive technology (like its 18A node), cost, and reliable supply. 3) The path from validation to large-scale production involves significant challenges, capital investment, and time. Due to these uncertainties, Bernstein maintains a Market-Perform (Hold) rating with a $100 price target, implying potential downside from the ~$121.10 price at the report date. The analysis highlights the tension between near-term validation value—serving as a crucial trust signal for Intel's foundry ambitions and US supply chain resilience—and the long-term opportunity to attract larger cloud and AI chip customers. The investment thesis hinges on successful 18A execution and sustained policy support, not on immediate financial gains from Apple.

marsbitHá 57m

Research Report Analysis: Is Intel Making a Comeback with Apple? Bernstein's Calculations Show the Right Direction, but the Price Is Already Overvalued

marsbitHá 57m

Trading

Spot
Futuros
活动图片