Ep#1-Hildobby-NFTmarketdeepdive

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.