Web 3 Data Analyst | Defi Researcher | Onchain Forensics | DM for collabs 📧 [email protected] | B.Eng
Web 3
Joined January 2020
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This week, I built 2 things:
1. A full DeFi off-ramp Project analytics dashboard
2. An EVM “Smart Money” overlap tracker
One of them exposed a serious flaw in my own analysis, while the other improved my research and front-run trading game.
Here’s what happened 🧵
Jaybeecode retweeted
K-shaped agency.
most people acknowledge that AGENCY is the key trait that will separate winners and losers in the agentic age.
do you actually get up and do shit at your own initiative? or do you just sit around waiting to be prompted.
that’s agency.
increasingly I’m observing that agency is reflexive.
agency begets agency.
and conversely, if you’re low agency, AI makes it EASIER for you to be low agency.
this is super dangerous!
competent people risk becoming complacent.
if you mostly do THE SAME as before, but at lower effort (due to AI) you’re at risk.
if you aim higher, going for 10x the quality and speed, you’re on the right track.
if you’re reading this, you should feel a deep sense of urgency to develop agency.
we’re all human beings, and it makes sense that you experience some AI fatigue.
but get back on the horse!
spend 1 hour with AI right now and see how much further you can push the boundaries vs 6 months ago.
we have intelligence on tap and it’s DIRT CHEAP.
you have 20 team mates who could be working for you right now.
but they’re idling.
go out there and build what you’ve always dreamed of.
never been a better time to go all-in.
I decided to take my skills up a notch by advancing into Data Engineering, and what better academy than @AnalyticSages could bring this need of mine to reality? So I signed up.
It's just week one, and I built a pipeline that pulls the top 100 coins from the CoinGecko API, cleans them with Pandas, and loads them into Postgres, all running in Docker with one command.
This is a basic ETL project, and it's something that I have always wanted to build.
Here were some of the key lessons while doing this first task:
1. Inside a container, "localhost" is not your laptop. It's the container itself. Containers find each other by service name, so my script reads the database host from an environment variable (DB_HOST) instead of hardcoding it.
The same code works on my laptop and inside Docker.
2. Library updates can break working code. A newer SQLAlchemy version changed its default Postgres driver, and my script crashed looking for a module I never installed. Naming the driver explicitly fixed it. I think this is the part I look forward to solidifying my knowledge on as we progress.
3. Two programs can't share one port. DBeaver kept rejecting my password because another Postgres on my machine was already sitting on port 5432. Moving Docker to 5433 solved it.
Week one down and I look forward to what's next.
Data Tribe: @AnalyticSages
Data Extraction source: @coingecko API
Here's a link to the project: github.com/JaybeeMuppet/Anal…
Take whatever happens in the real world and bring it to web3 then craft your niche.
Insane build here.
Jaybeecode retweeted
Also, you don't have to be on every chain to win with your trades.
While the market has been on some good state;
Some persons have been on Robinhood only and made banks from CASHCAT, PONS, AI, Microduck, TENDIES, JUGGERNAUT, DELTA, HOOKR etc.
Others have been on Binance winning with MARSCOIN, MEMESTOCK FLORK, BIBI, MAX... all in same timeframe that Robinhood gems 💎 has been running.
Some have been on Eth collecting wins from PRISM, FWA, FOLD (Even if there's little money flow into Eth rn and they can't get those heavy gains for now, but wins are wins regardless)
Some were also on Arbitrum with just ODYS, and maybe NOLA
Some on Base with BASECAT. Ratspeak, BLUECHIP, BSTONK, etc.
Others have been on solana with JIMOTHY, STONK, FONE, ANSEM, USELESS, etc.
The goal is that wherever you find yourself, you are able to truly understand the environment and ecosystem and what it takes, so that you can actually maximize your output with gems and the trades you take.
Let's win chads, rooting for us all
Jaybeecode retweeted
the things i learned from the last cycle:
- never, ever be happy about someone else losing. never, ever be sad about someone else winning.
their win doesn't take money from your pocket. their loss doesn't put money in it.
- shit will happen.
when you think you've seen everything, something even more absurd will happen.
be ready for it.
turn this into a game. don't let every move emotionally affect you.
- there will always be better traders than you.
and that's normal.
accept that. watch them. learn from them.
this is probably the biggest + of social trading.
- the whole system is built around jumping from coin to coin.
you will miss rotations.
sometimes you'll watch a coin run without you.
wait.
there will be another one.
chasing, crying, revenge trading and getting emotionally affected will cost you far more than missing a 5x.
- there will be a lot of wins. there will be a lot of losses.
none of that matters.
look at what you actually have.
not your pnl. not your peak. not your "i could've made $2m."
what you have.
protect it. grow it. stay in the game.
- never ever normalize winning.
enjoy the wins.
actually feel good about them.
because if winning feels normal but losing feels devastating, you're cooked.
you need to be able to handle both.
the goal isn't to feel nothing.
the goal is be winner.
Jaybeecode retweeted
now there are two apps you can't stare at.
pumpfun and fomo are fighting over the callers, so the calls are split across both. the memebubbles bot now tracks the two of them.
pick your callers from either app. every call lands in your group or dms the second it drops. mc, ca, buy buttons, done.
now you can look away. from both.
nobody can stare at the pumpfun app all day.
that's the whole problem, so i solved it. the memebubbles bot drops into any telegram group, you choose which callers to track, and their calls arrive the second they post. mc, ca, buy buttons, done.
the dashboard tells you who's worth tracking. the bot brings them to you. that's the loop.
now you can look away.
Jaybeecode retweeted
It’s very obvious that since Base, no other newly launched chain has seen this level of motion.
I believe the Robinhood chain would go on to become one of the more active ecosystems, then it’s only right to compare it with Base. Runners and infrastructure alike.
Today I want to look at @ponsdotfamily and compare it with Clanker and Zora on Base.
The graphic below does a solid job visualizing the metrics side by side with its Base counterparts.
Key numbers (ATH basis):
• PONS →
Peak ~$67Mcap
$2.05B volume
$3.22M fees
281k launches
CLANKER →
Peak ~$143M
$8.1B volume
1.4M tokens
• ZORA / Zora Coins →
Peak ~$400M
$1.64B volume
13.2M tokens
On pure multiples, Clanker looks more efficient. That’s worth acknowledging.
But what’s hard to ignore is how impressive PONS’s metrics have been in just a few weeks.
We can clearly see the yardstick for @ponsdotfamily if Robinhood Chain continues to grow in attention and activity:
• Base case: $120–180M range
• Bull case (if Robinhood becomes a major chain and PONS stays dominant): $250–400M+
This is still early.
The asymmetry is tied to whether Robinhood keeps growing.
What do you think?
If there's any blockchain I can use to rate or compare the Robinhood ecosystem
Then it has to be Base
At some point months ago, Base was the chain getting the most attention, where new launches, ponzies, and experiments called their home.
So I'm starting a short series where I take a Robinhood runner and compare it side by side with Base’s.
That way we can gauge how asymmetric those bets can be, l and how early we are.
So today I will start with the most obvious
$CASHCAT
Already has an ATH of 200m compared to $BRETT with an ATH of 2.3B
Cashcast has already established itself as the leading meme on Robinhood (at least in my books)
And being x10 less than Brett at ATH says a lot about how early of a bet this is.
$CASHCAT hitting a billion market cap mid-term
Yes or nah
What are your thoughts?
I wasn't even joking when u said this.
The big whales now joining so it's 100% confirmed that fomo is doing something right.
While the war is ongoing and the debate on X persists with @solana creating a poll for both products, I see at least 5 new sign-ups on fomo every day.
Insane growth when you spread tgat across 30, 60 and 90 day period.
This debate may have just been the biggest marketing stunt that was needed for @fomo
While the war is ongoing and the debate on X persists with @solana creating a poll for both products, I see at least 5 new sign-ups on fomo every day.
Insane growth when you spread tgat across 30, 60 and 90 day period.
This debate may have just been the biggest marketing stunt that was needed for @fomo
Not sure a lot of people understand how much work Nikita had to put in to ship all these.
Congrats on your next phase.
Ladies and gentlemen, it's time to pass the torch and demote myself to my natural state: a poster. I'll be stepping back from leading product for 𝕏 and will continue on as an advisor.
Serving the X community has been the privilege of a lifetime. X is, and will remain, the most important communication technology in history. But running this app is a 24/7 job and it's now time for me to take a breather.
The app is seeing unprecedented growth in new users & engagement. We continue to break records every month. We've climbed 70 spots in the App Store since this time last year.
And in the last 400 days, we rebuilt almost every aspect of X: the Timeline, the Android app, onboarding, notifications, chat and more.
We also launched nearly 30 new products while protecting the integrity of the town square: becoming the first app to show Country-of-Origin on profiles and mounting defenses against AI bots. There's certainly much more work to be done, but our foundation is stronger than ever.
None of this would have been possible without the incredible team here. The next leaders will take X to even greater heights with @benjitaylor on design, @singhai on core product engineering and @dinkin_flickaa on mobile engineering -- among many other great people.
Thank you to Elon and the X team for welcoming me into the company. See you on the Timeline.
Jaybeecode retweeted
It is no longer news that Crypto and TradFi are converging.
Stocks, Precious metals, Commodities and Forex now trade on the same platforms crypto users trade on.
@coingecko released a report tracking six exchanges Binance, OKX, Bitget, MEXC, Bybit, Gate across eighteen months of TradFi expansion.
Total market cap across tracked TradFi assets grew 366.7%, from $1.41B to $6.59B and monthly volume across the six exchanges went from $3.46B to $393.15B
For most of the period precious metals were the largest TradFi category by volume peaking at $236.76B in March 2026 as gold hit its all time high before falling 48.2% to $122.59B by June as the metal corrected.
US stocks took over in June, surging 337.4% in a single month from $43.40B to $189.84B driven by semiconductor speculation (Micron, SanDisk) and anticipation around SpaceX's IPO.
@MEXC monthly TradFi volume grew roughly 59 fold from $1.54B in November 2025 to a peak of $91.12B in May 2026 and it held 2nd place in monthly market share for five consecutive months January through May more than double the share of anyone besides Binance.
MEXC was the largest gold and silver venue among all six exchanges in both April ($72.12B, ahead of Binance's $65.52B) and May ($85.15B, ahead of Binance's $57.85B).
It also moved early into commodities leading that category outright in its first month of trading (March, $4.13B) before larger venues crowded in.
Volume vs Open interest
Volume measures how much is traded in a given window. Open interest measures how much held capital sitting in positions
Total open interest across the six exchanges grew from $60M on January 1, 2025 to $4.67B on June 30, 2026 a 77 fold increase.
Open interest climbed steadily which suggests the Tradfi market is becoming more durable.
MEXC Open interest has actually grown nearly tenfold over the first half of 2026 from $68.89M to a peak of $704.14M in early June
Jaybeecode retweeted
I started upskilling my skill stack by adding python to it and here's my first python build.
I analyzed 1,885 days of on-chain data comparing PancakeSwap vs SushiSwap on BNB Chain gotten previously from my dune code.
PancakeSwap has processed $3.85 TRILLION in volume while SushiSwap just $355 million.
That's a 10,000x gap.
Here's what the data actually shows:
🧵👇
I started upskilling my skill stack by adding python to it and here's my first python build.
I analyzed 1,885 days of on-chain data comparing PancakeSwap vs SushiSwap on BNB Chain gotten previously from my dune code.
PancakeSwap has processed $3.85 TRILLION in volume while SushiSwap just $355 million.
That's a 10,000x gap.
Here's what the data actually shows:
🧵👇
5/ This was my first end-to-end Python data analysis.
I pulled data from my Dune query via API, cleaned it with pandas, built 4 matplotlib charts, and pushed everything to GitHub.
SQL query on Dune.
Python analysis on GitHub.
Both projects tell the same story.
6/ Here's a link to the Full Analysis:
GitHub: github.com/JaybeeMuppet/web3…
Dune dashboard: dune.com/jaybeecode/sushiswa…
I will be posting More on-chain analyses in the future so stay connected with me @Jaybeecode.
