ONCHAIN SPECULATION DASHBOARD

Summary from the TLDR Crypto newsletter

Perps volumes hit $338 billion in early November, with Hyperliquid dominating, while DEX activity peaked above $300 billion in October, led by Solana, before recent pullbacks. Launchpads show Pump.fun maintaining dominance despite emerging competition from Clanker and Virtuals, as prediction markets demonstrate the strongest organic growth with Polymarket driving consistent volume increases through October. App-level rotation shifted from Phantom's early dominance to Axiom's memecoin trading terminal on Solana and Coinbase's integrated DEX on Base, while TCG and card RWAs from Courtyard and Phygitals posted breakout volume from August through October, signaling consumer willingness to spend on collectible RWAs.