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[BREAKING] AI agents can now read the blockchain.
For the next 72 hours, we’re opening public access so you can try it yourself.
Agent-ready, real-time onchain data accross 150+ chains.
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Allium
1,451 posts
Building the system of record for onchain finance. Trusted by Coinbase, Visa, Phantom, MetaMask, and Uniswap. Cited by the Federal Reserve.
- What backs the $15.7B onchain rates market? US Treasury/gov-bond funds account for $10.67B and US money market funds for $3.52B.Together, US-backed funds represent 90% of the total $15.7B onchain rates universe. Non-US government debt (Bunds, Gilts, EU T-bills) makes up the remaining $1.49B. Read more:
- Most of polymarkets volume right now is the world cup (56% of the last 24hr) The top winner made +100k on Norway winning at 80c
- What share of tokenized equity trading is in perps vs spot? Perps now drive 13-20x more monthly volume than spot equity trading. Combined perp volume reached $24B in March 2026.Spot equity volume is nearly invisible at this chart scale, despite $1.67B in spot mcap. Perp indices/ETFs and perp stocks together dominate all tokenized equity activity by volume. Read more:
- Which leg of tokenized equities is growing faster? Spot equity holders reached 320k unique wallets by May 2026, growing steadily since April 2025.Perp equity holders launched in February 2026 with a smaller base, but grew 2x in the last 90 days vs spot's 1.5x. Spot has 7.4x more wallets today. Perps have the faster growth rate. Read more:
- How fast is the tokenized US fund market growing? End-of-month AUM rose from $1.7B in June 2024 to $13.7B in June 2026, roughly 8x in 24 months.Treasury/gov-bond funds ($10.7B) lead. Money market funds ($3.5B) have grown steadily underneath. The steepest acceleration came in 2026. AUM added more than $4B in the first half of the year alone. Read more:
- How concentrated is equity perp supply across Hyperliquid builders? trade.xyz runs $1.6B in equity perp OI, or 96.1% of the $1.67B total across 109 HIP-3 markets.No other builder is within an order of magnitude. Cash ($39.7M) and Ventuals ($16.6M) are the nearest. trade.xyz operates 59 equity markets. The equity perp infrastructure is a single-builder market. Read more: allium.so/reports/tokeni…
- When are equity perp traders most active onchain? Weekday after-hours volume ($34.8B) exceeded US market hours volume ($26.8B) in the last 30 days.Weekend volume added $6.2B. Combined, 60% of perp volume happened outside US market hours. Only 9.1% of volume occurred on weekends alone. After-hours weekdays are the primary extended window. Read more:
- Who controls the $14.2B tokenized fund market? Four issuers hold 76% of total AUM: Hashnote ($2.96B), Ondo Finance ($2.84B), Franklin Templeton ($2.49B) and BlackRock ($2.43B).Two of the top four are crypto-native; two are traditional asset managers. Neither camp has pulled away. The second tier. WisdomTree ($901M), Anemoy/Janus Henderson ($876M) and Superstate ($737M). Each sits well below $1B. Read more:
- Since May 21, $LIT has continued to trend toward the base case our MCP outlined not financial adviceWe asked our MCP to estimate the value of $LIT using our onchain data. This is what it said: "Lighter trades at a $305M circulating Mcap and $1.22B FDV against $24M annualized fees and $792M open interest, which prices the token at
- a @Polymarket account bought a US-Iran peace deal in size on June 12-13, two days before it was announced, then sold half into the spike at 90c. $13.6K into $24.6K - Smart money?
- How much of Hyperliquid open interest is now tied to real-world assets? Non-crypto perps grew from 15% to 28% of Hyperliquid's total perp OI in 90 days, a 1.9x share increase.Equity-linked perps alone account for 19% of total HL OI at the latest reading. The non-crypto share has risen consistently since launch with no meaningful pullback. Read more:
- Which non-crypto categories are driving Hyperliquid perp growth? Total non-crypto OI grew from $749M to $2.5B in 90 days, a 3.3x increase.Indices/ETFs lead at $935M, followed by Commodities ($810M, primarily CL, Brent and NatGas) and Stocks ($696M). FX and Bonds are present but early. The non-crypto perp stack spans 6 asset categories. Read more:
