Can you get GPU exposure onchain?

CME's GPU rental futures, planned for 5 October, are delayed to November at the earliest. Onchain, investors can already get exposure to compute through prediction markets, GPU-backed yield-bearing tokens and perpetual contracts.

Who Actually Trades Polymarket?

A wallet-level cohort analysis of Polymarket across March to August 2026 shows liquidity is supplied by a few dozen addresses and that retail loses 14.5% on positions held to resolution. Only professional directional wallets, 271 of them taking 5.4% of aggressive flow, finish positive, while the World Cup drove all of the growth in sports.

Arc is now live on Dune

Arc network, the Layer-1 blockchain purpose-built to support the world's financial markets, real-time settlement, and agentic economic activity, launches mainnet today. Arc data is on Dune from the first block.

Real-time payments are already here. So what do onchain payments add?

Instant payment schemes now match onchain payments on speed and cost, so this issue asks what onchain actually adds. The answer is access: crypto card spend nearly quadrupled to $492m a month and agent payments reached 15.3 million, both funded without a bank account.

Hyperliquid priced WTI while futures were shut

Oil futures close for 49 hours every weekend. Perpetual contracts on Hyperliquid do not. Across 30 weekend closures this year, the WTI perpetual called the direction of the Monday reopen every time oil moved more than a percentage point.

A holistic view of real-world assets

Dune's new RWA dataset tracks real-world assets onchain in both forms, tokenized and synthetic, across supply, holders, secondary trading, perpetuals and collateral use. This issue of the Digital Asset Brief is a first look at what it shows.

What Korea's chip crash showed about Hyperliquid's equity markets

How Hyperliquid's HIP-3 perpetuals handled July's Korean semiconductor crash: $21.8B of synthetic SK Hynix exposure traded through Seoul's trading halts, funding rates split between the Nasdaq ADR and the ordinary shares, and thin order-book depth plus flat month-end positioning suggest institutional allocators have not yet arrived at scale.

Prediction markets are the real winners of the World Cup

Kalshi and Polymarket cleared $19 billion in notional volume on 2026 FIFA World Cup markets, more than the entire US legal sportsbook handle. In this issue we break down how volume, participation, and pricing diverged between the two venues.

Dune Now Accepts Stablecoin Payments via Stripe

Dune is one of the first companies in the EU to accept stablecoin payments via Stripe.