🏦 DeFi and RWA
• Ethereum holds 62% of TVL, confirming that: competitors are growing, but Ethereum remains the ‘base’ of the ecosystem.
• Bitget launched RWA-perps — a step towards bringing the real world closer to traders through derivative instruments. This is an important bridge CeFi ↔ DeFi.
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⚡ Layer-2
• Total TVL exceeded $40 billion — a record figure. The leaders here are Arbitrum, Optimism, and Base. This indicates that users are already massively moving from L1 to L2 for cheaper/faster transactions.
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🎨 NFT and Metaverse/GameFi
• CryptoPunks generated $2.8 million in a week. The classic NFT art continues to maintain liquidity, unlike many new collections.
• Kakao Games launches the largest metaverse project in Asia. Potential: hundreds of millions of users from South Korea and neighboring countries — a real chance to revive the Metaverse direction.
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🔗 Cross-chain and infrastructure
• Stargate DAO approved the purchase of LayerZero for $138 million. This is a powerful deal, as LayerZero is one of the key technologies for cross-chain communication.
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🐕 Memecoins
• Canary Capital applied for the first spot-ETF for TRUMP. Meme tokens are reaching the level of institutional instruments. Even if the SEC denies it, the mere fact of the application indicates that memes have become part of ‘serious’ financial games.