Renowned crypto data platform Dune Analytics announced a 25% layoff on May 14, 2026. CEO Fredrik Haga stated that AI tools are the main driving force. Based on an estimated scale of about 143 employees, approximately 35 employees are affected. Haga described them as "top talent" and is willing to personally recommend them.

The core of this restructuring is a comprehensive shift toward AI and institutional markets. The key product, Dune MCP, allows teams and AI agents to directly call on on-chain data to build dashboards and workflows without knowledge of SQL or data infrastructure, significantly lowering the barrier to manual analysis. The company also stated that it is heavily investing in the data layer to serve institutional needs for assets on the chain, such as currencies and stocks, which are increasingly tokenized, and that its capital situation remains strong.

This is not only an internal adjustment for Dune but also reflects a common trend in the crypto infrastructure industry in 2026: shifting from serving native crypto researchers to "financial institutions + AI users." AI-driven efficiency is directly reshaping job structures and business focus.