SEPTEMBER 29, 2025 — The cryptocurrency market is showing mixed signals, with major assets posting a tactical recovery while underlying structural risks persist. Market Recovery and Structural Dependence Bitcoin (BTC) has rebounded above $111,000, and Ethereum (ETH) has reclaimed the $4,000 level. Binance Coin (BNB) is a notable top performer, surging past $1,000. This bounce is attributed to "whale accumulation," where large investors are absorbing selling pressure from long-term holders. However, market stability is fragile: Corporate Demand Collapse: Corporate Bitcoin purchases have fallen by a drastic 86% from previous highs. This has eliminated a major stabilizing buyer, shifting the burden of market support almost entirely onto the regulated Spot ETF ecosystem, specifically BlackRock's dominant IBIT fund.Macro Threat: Persistent inflation "stuck at 3%," as warned by JPMorgan CEO Jamie Dimon, may prevent the Federal Reserve from executing further rate cuts, keeping the cost of capital high and suppressing aggressive rallies. Intitutional Acceleration and Product Maturity The institutional landscape is rapidly maturing, moving beyond simple accumulation: Altcoin ETF Fast-Track: Following the SEC’s approval of general listing standards, the first Spot Altcoin ETFs for XRP and Dogecoin (DOGE) have launched, with filings for Solana (SOL) and Stellar now accelerating. October is deemed "ETF Month" due to numerous pending decisions.Yield Focus: BlackRock has filed plans for a Bitcoin Premium Income ETF, designed to pay investors income using covered-call strategies. This indicates a strategic shift toward defensive yield generation in a potentially range-bound market.ETH Outflows: Despite the price recovery, Spot Ethereum ETFs just recorded their largest net outflow week since their inception, suggesting significant institutional profit-taking. Ecosystem and Policy Risks Persistent risks remain in decentralized and political sectors: Smart Contract Vulnerability: A Hyperliquid-based protocol, Hyperdrive, was exploited for over $782,000, demonstrating the persistent danger of smart contract flaws like reentrancy.Governance Friction: Curve Finance founder Michael Egorov’s new Yield Basis protocol was granted a controversial $60 million credit line in crvUSD by the Curve DAO, raising warnings about unhedged financial liability and systemic risk to the stablecoin. Political Uncertainty: The decision by New York City’s pro-crypto Mayor Eric Adams to drop his re-election bid creates a vacuum and potential policy uncertainty for the city’s digital asset initiatives. #MarketAnalysis #DeepResearch #Write2Earn #Read2Earn #Read2Learn
🔗 @Dolomite Weekly Update (2025.9.22 - 9.28) | Integration Upgrade, New Stablecoins, Increasing Community Engagement
In the past week, Dolomite has been active in integration optimization, stablecoin support, and community interaction, continuing to solidify its position as a DeFi money market and leverage trading protocol, focusing on "low slippage execution + yield maximization".
🔑 Key Developments
- Enso Integration Upgrade: Dolomite has partnered with @EnsoBuild to elevate the ZAP engine to a new level. Whether on Ethereum or Arbitrum, users can enjoy ultra-low slippage exchanges and loops. The strength of the Enso aggregator lies in multi-step routing and batch execution, making complex strategies more efficient and cost-effective. - Cap Stablecoin Addition: New additions include $cUSD and $stcUSD from @capmoney_, the former has de-pegging protection, while the latter can automatically stake to earn rewards. Dolomite has also launched the Looped $stcUSD strategy, with leverage of 3-9x, reaching up to ~137% annualized. - Strategy Tools Popularization: A dedicated Dolomite Strategies guide has been launched to teach users how to complete loop leverage and yield strategies in the simplest way, allowing one-click deployment without a professional background. - Reward Distribution: Thursday continues to be oDOLO claim day, where users holding HONEY, USDC, BERA, WBTC, USD1, srUSD, ETH, and BYUSD can claim rewards, accompanied by an interesting promotional video. - Berachain PoL Integration: Founder @CoreyCaplan3 explained the collaboration with @berachain on PoL (Proof of Liquidity) in a video. Users can earn rewards by staking assets while borrowing on Dolomite, with the Ethereum mainnet now live. - Ecosystem Yield Highlights: The total APY for supplying $BERA has reached 43.21% (38.19% base + 5.01% oDOLO rewards).
📢 Community and Promotion
- The announcement of the Enso integration received 181 likes and 41 retweets, and the Cap stablecoin integration also garnered impressive interaction. - The August podcast "The Rollup" was cited, continuing to promote the topic of "DeFi Institutionalization".
Dolomite has made progress this week in functionality, assets, and community: more efficient execution, more available assets, and increased user participation. With the continuous improvement of tools and incentive mechanisms, TVL and adoption rates are expected to continue to rise.
Blockchain is a decentralized digital ledger that records transactions across multiple computers securely and transparently. Unlike traditional databases, no single entity controls it, making it resistant to tampering and fraud. It powers cryptocurrencies like Bitcoin, but its potential goes far beyond—revolutionizing supply chains, finance, healthcare, voting systems, and more.
Blockchain is a decentralized digital ledger that records transactions across multiple computers securely and transparently. Unlike traditional databases, no single entity controls it, making it resistant to tampering and fraud. It powers cryptocurrencies like Bitcoin, but its potential goes far beyond—revolutionizing supply chains, finance, healthcare, voting systems, and more.