Tammy Perkes nspz
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0xLoki
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Recently, I conducted another routine tracking of the ETH ecosystem, and the only takeaway is that researching the ETH ecosystem is purely a waste of time.
1/ Core on-chain data completely collapsed in Q1 2025 (previously it was just hanging by a thread with Base).
2/ The growth momentum that teachers enjoyed at the beginning of 2024 has completely extinguished. Traditional sectors like DeFi, L2, and NFTs are all barely alive, AI and Memecoins have nothing to do with ETH, and Stablecoins seem to be flat, saving face (in reality, competitors are growing rapidly, and being flat is equivalent to a decline). RWA only has paper TVL with no real activity.
3/ $ETF Staking seems to be a potential benefit, but in reality, it's just the last hope to hold up the price of ETH. Large funds are using USD at a funding cost of 5% to buy your 2% APY Staked ETH. (By the way, this doesn't even account for management and custody fees. Have they lost their minds?)
#ETH
1/ Core on-chain data completely collapsed in Q1 2025 (previously it was just hanging by a thread with Base).
2/ The growth momentum that teachers enjoyed at the beginning of 2024 has completely extinguished. Traditional sectors like DeFi, L2, and NFTs are all barely alive, AI and Memecoins have nothing to do with ETH, and Stablecoins seem to be flat, saving face (in reality, competitors are growing rapidly, and being flat is equivalent to a decline). RWA only has paper TVL with no real activity.
3/ $ETF Staking seems to be a potential benefit, but in reality, it's just the last hope to hold up the price of ETH. Large funds are using USD at a funding cost of 5% to buy your 2% APY Staked ETH. (By the way, this doesn't even account for management and custody fees. Have they lost their minds?)
#ETH
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ListedCompaniesAltcoinTreasury
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Public companies are starting to add altcoins to treasury, not just BTC.
Fresh receipts:
✅ MemeStrategy (HKEX:2440) just became the first HK-listed firm to buy Solana, 2,440 $SOL via a licensed broker.
✅Meitu (HKEX:1357) set the precedent by adding ETH (and BTC) to treasury back in 2021.
✅IVD Medical (HK) disclosed a new ~$19M ETH treasury position in August.
✅GameSquare (Nasdaq) said it will add $ANIME to its digital-asset treasury (initial $2.5M open-market).
✅Sharps Technology (Nasdaq) is proposing up to $400M to accumulate SOL (plan stage).
Why this matters:
Treasury demand is sticky. When public companies diversify into ETH/SOL + ecosystem tokens, it deepens liquidity, validates narratives, and can anchor dips during risk-off.
My take: $ETH has the clearest playbook; SOL’s on the board now via MemeStrategy. Expect more “small first, scale on success” allocations as boards get comfortable.
Which alt would you want to see on a public balance sheet next? 👀
#ListedCompaniesAltcoinTreasury
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