Rod (@rod_data) header
Rod (@rod_data) profile picture

Unbiased data first and trading second. Feel free to DM me for collaboration or if you want to talk about data. Data analyst at @blockworksres

ETH
Joined August 2025
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1/ Blockworks just launched a dedicated investor relations portal for @BNBCHAIN One of the largest blockchain ecosystems in the world is setting a new standard for how chains communicate with investors. This is what institutional-grade transparency looks like for crypto.
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NEW: We now track over 20 centralized exchanges in our revamped CEX dashboard, which includes both spot and futures activity.
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1/ Market *signal* is emerging onchain: The implied yields of sUSDe on Pendle behave like a proper forward yield curve: revealing how the market expects funding rates, carry, and BTC itself to evolve before it happens. This is the emergence of an onchain term structure🧵
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BIG NEWS. The Blockworks website has evolved: yesterday we were the home of news, today we are the home of onchain data. Head over to the site to see for yourself, but here's a little snippet of what you can expect: 1. Sector leaderboards (chains, DEXes, borrow lend, DATs, etc...) 2. Comprehensive data dashboards protocols 3. The ability to compare pricing and onchain data easily (coming soon) We're doing this because the industry still has a gigantic data problem. As investors get more sophisticated and fundamentals driven, basic high level facts are no longer sufficient. Investors need to be able to trust the data they are seeing and go much deeper than the surface level info that's available today. Additionally, because many data providers allow companies to essentially self report, you can't trust what you are seeing. This site is our contribution to fixing that problem and to ensuring clear, accurate data for investors. Blockworks is fully dedicated to becoming the most comprehensive data company in crypto in 2026. This is the first of many, many announcements like this this year, stay tuned.
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We're excited to share our first paper on decentralized credit, published on Arxiv. It documents the shift from DAO-governed lending protocols to modular ERC-4626 vaults, and why that changes where risk actually lives in DeFi. (link for the report at the end)
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1/ INTRODUCING LIGHTSPEED Our investor relations platform built with Solana. Now more than ever, institutions want to buy our tokens. But until now, we’ve made it tough. That changes today.
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Massive shoutout to Strom for figuring this out, @rod_data and I stared into the abyss with this for so long Great analysis report, check it out
Replying to @notnotstorm
polymarket’s data has been notoriously confusing for crypto data analysts the data has too many layers of interacting complexity to untangle using just a block explorer teapaw.org/smyyguy/status/1828113…
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On every key metric Aave is hitting ATHs: - $3M+ in weekly revenue - $56B in total deposits Except for $AAVE price, which is 66% below the 2021 ATH and 39% down since last December. A clear signal on how lack of alt run affected even the most established DeFi protocol. Borrowing costs have decreased due to 1) deleveraged crypto market and 2) less demand for airdrop farming. Healthy market.
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Today, Blockworks Advisory is excited to announce our inaugural Token Holder Report as part of our comprehensive Protocol Relations offering! Quarterly updates, grounded in fundamentals, powered by high-fidelity data from Blockworks. First up on the docket: Raydium's Q3 2025 Token Holder Report 🧵
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[ ZOOMER ] THE SEC AND FINRA HAVE REACHED OUT TO OVER 200 DATS WITH CONCERNS OF INSIDER TRADING OF TREASURY VEHICLES PRE-ANNOUNCEMENT, WITH A DEEPER INVESTIGATION ON THE CARDS: WSJ
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How much of @ethena’s liquid backing can safely be deployed on @aave without risking redemption capacity? We built a dynamic stress-testing framework to find out. Here’s what we learned 👇
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DAS London lineup getting crazy good. Just added speakers from: - Goldman Sachs - Bank of America - Lloyds - Barclays - JPMorgan - Citi - Franklin Templeton - UBS - BlackRock - KKR -Marshall Wace - Baillie Gifford - Mastercard - Brevan Howard 3 weeks out.
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i think this is the best "meta" weve ever had, because while some of recent launches maybe got ahead of the product, there is a real fundamental pmf in this meta unlike metaverse or nft community or commodity infra tech
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Arthur Hayes(@CryptoHayes) just bought 1,630 $AAVE($442K). etherscan.io/address/0x6cd66…
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Since Apr 2025, BTC has returned 35% HOOD: +320% RBLX: +171% PLTR: +160% SOFI: +150% NVDA: +111% GRAB: +90% GOOG: +77% META: +58% NFLX: +49% S&P: +38% yea i'd be mad too
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Here is a snapshot of how much XP you need to reach each @opensea treasure chest. Another image below shows how many have reached each of these levels. While we have only seen up to the Topaz chest being unlocked the data below shows that some people have done enough volume to farm even past that. Only 0.12 percent of the wallets have currently reached the topaz chest. Shoutout to @spida_nft for the statistics .
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Stablecoin depegs due to ecosystem pumps are a late stage sign of froth we saw near the end of last cycle too. Just saying. We are not early.
You know it’s Binance Szn when they’re pumping BUSD
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Perp dex season in a nutshell
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Literally everyone (except you) bought Aster last week btw.
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