Ep#11—ReverseWizard:Boxer,Danning,Hildobby

The midterms effect on stocks, read through onchain positioning

Prediction markets priced a Democratic sweep by 8 PM ET. Hyperliquid data show how traders positioned as AI stocks sold off: they bought the falling chip stocks and sold the winners.

Eight years in, Dune is SOC 2 Type II attested

More than 1,000 customers, from crypto-native teams to global financial institutions, rely on Dune data. We have now obtained SOC 2 Type II attestation with no remarks, and the report is available on request in the Dune Trust Center.

Megacap earnings on Hyperliquid and Polymarket

Across 26 megacap earnings reports in 2026, Hyperliquid perps priced about 70% of the next opening gap by the end of US after-hours trading, while Polymarket's far smaller earnings contracts were more accurate a day ahead than at the release.