BLOCKWORKS ADVISORY
Quarterly Reports
Blockworks Advisory coverage of protocol earnings.
ALL COVERAGE
30
Protocol | Period | Description | Call | Published | Actions |
|---|---|---|---|---|---|
Q2 2026 | MoneyGram, Figure Launch Stablecoins on Stellar as Balances Reach $346 Million | — | Sep 4, 2026 | ||
Q2 2026 | Collector Crypt scaled in Q2 2026: GMV hit $406.1M (up 175%) and net revenue rose to $32.2M (up 165%), with net take at 7.9% and card sellbacks at 90.5% of GMV. Growth was driven by its onchain-native pack machine (insured on-NFT value, inspectable pool, verifiable roll), while CARDS holders grew to 17,239 as the report clarified how token buyback behavior is being tied to business activity. | — | Sep 3, 2026 | ||
Q2 2026 | Huma Payment-Financing Volume Reaches $14.96 Billion, Up 67% in Six Months | — | Sep 2, 2026 | ||
Q2 2026 | Algorand USDC Settlement Tops $3 Billion in H1 With Record June. $751M transacted in June, more than 15 times USDC's market cap on the network. | — | Sep 1, 2026 | ||
Q2 2026 | In Q2, XRPL stablecoin float nearly tripled to $825.5M and tokenized RWAs reached a record $4.46B. | — | Aug 17, 2026 | ||
Q2 2026 | Kamino Posts $1.84M in Q2 Revenue as Ethena Market Ends Its First Quarter With $529M in Deposits | — | Aug 17, 2026 | ||
Q2 2026 | Jito BAM Crosses a Third of Network Stake in Q2 as Newly Announced JTX Commits 80% of Revenue to JTO. | Aug 20 | Aug 10, 2026 | ||
Q2 2026 | Spark Doubles Lending Market Share to 10.4% in Q2 as the Sector's Loan Book Contracts 30% | — | Jul 31, 2026 | ||
Q2 2026 | Raydium Posts $2.19M in Q2 Revenue as Tokenized Asset Volume Surges 274% to $2.09B. Treasury Assets Rise to $97.1M while CLMM Reaches 55% of Revenue. | — | Jul 29, 2026 | ||
Q2 2026 | BNB Chain Lands First US Spot ETF as Tokenized Equities Draw $2.3B in Q2 Trading | — | Jul 28, 2026 | ||
Q2 2026 | Aerodrome Volume Rebounds 32% to $45 Billion, Reclaims Base Majority.
Trading recovers and the veAERO locked base hits a record, even as fee capture eases to 76% and the net loss widens to $6.6 million. | — | Jul 24, 2026 | ||
Q2 2026 | BONKbot Reclaims 63% of Revenue as Bonk Weathers a 77% Solana-Wide Speculative Contraction in Q2 | — | Jul 23, 2026 | ||
Q2 2026 | Helium Q2 Revenue Slides 14% to $3.35M as Payer Rate Resets to $0.10/GB; Carrier Data Volume Still Up 20% QoQ | — | Jul 21, 2026 | ||
Q2 2026 | Tokenized Equities Quadruple to $4.8B on Solana in Q2 as Network Captures 97% of Volume Across Chains | — | Jul 20, 2026 | ||
Q2 2026 | Zcash Network Revenue Rebounds 72% in Q2 Even as a Circuit Bug Tests the Shielded Pool | — | Jul 17, 2026 | ||
Q2 2026 | Hyperlend TVL grew by 29% among lending market contraction. | — | Jul 16, 2026 | ||
Q1 2026 | BNB Chain Posts Strong Q1 as Tokenized Assets Climb to $3.6 Billion | — | Jun 3, 2026 | ||
Q1 2026 | HyperLend Deposits Rise to $505 Million in Q1 2026 Despite Sector Credit Pullback | — | May 12, 2026 | ||
Q1 2026 | Spark Posts Positive Q1 Net Income as USDS Scaling Offsets DeFi Lending Slowdown | — | May 10, 2026 | ||
Q1 2026 | Kamino Q1 Revenue Hits $2.59M as RWA Deposits Double to $1.23B (+116% QoQ) | — | May 7, 2026 | ||
Q1 2026 | Jito BAM Doubles Validator Stake Share to 28% in Q1; Revenue Reaches $2.33M | May 20 | Apr 27, 2026 | ||
Q1 2026 | Helium Carrier-Offload Revenue Jumps 62% in Q1 as DAUs Hit Record 3.5 Million | — | Apr 23, 2026 | ||
Q1 2026 | Zcash Shielded Supply Climbs to 31% in Q1 Even as Activity Normalizes from Q4 | — | Apr 16, 2026 | ||
Q1 2026 | Raydium LaunchLab Revenue Jumps 61% in Q1 as Swap Fees Slide on Solana Slump | — | Apr 15, 2026 | ||
Q1 2026 | Bonk Q1 Revenue Climbs to $10.44M (+45.7% QoQ) on 78.8% Surge in BONKfun | — | Apr 14, 2026 | ||
Q1 2026 | Solana Captures 41% of Onchain Spot Volume in Q1, Leads RWA Lending at $1.23B | — | Apr 13, 2026 | ||
Q4 2025 | Zcash Shielded Transactions Jump 224% QoQ in Q4 on Zodl Adoption, Governance Reform | — | Mar 12, 2026 | ||
Q4 2025 | Raydium Posts $7.3M Q4 Revenue Amid Solana-Wide Contraction; Maintains 91% Margins | — | Feb 12, 2026 | ||
Q4 2025 | Helium Q4 Revenue Hits $5.2M as Carrier Offload Surges 53% QoQ; DAUs Hit 2.53M | — | Feb 11, 2026 | ||
Q3 2025 | Raydium Net Revenue Posts $24.3M (+69% QoQ) as LaunchLab Surges | — | Feb 9, 2026 |
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