Artur Mardanyan
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$SOL
$SUI
$NEAR
Yakovенко: Bitcoin must prepare for quantum threats
💬 Co-founder of Solana Anatoly Yakovenko believes that Bitcoin has a quantum risk. According to his assessment, a breakthrough could occur within the next five years. The solution is to transition to quantum-resistant signatures. A signal will be the moment when major IT companies (for example, Google) implement post-quantum cryptography.
🔍 Context:
— Google recently introduced the quantum chip Willow with progress in error correction.
— Chaincode Labs assess the risk as a threat to 20–50% of BTC (addresses with exposed public keys and old formats).
— Mysten Labs note that networks with more flexible signature schemes (Solana, Sui, Near) are easier to adapt to post-quantum standards.
📌 For Bitcoin, the task is to prepare a migration route in advance:
— implement post-quantum signatures (NIST algorithms),
— minimize address reuse,
— update wallets and nodes.
For holders: store BTC on addresses without exposed pubkey, keep an eye on wallet updates and upcoming security hard forks. The quantum risk should become manageable, not a "black swan".
$SUI
$NEAR
Yakovенко: Bitcoin must prepare for quantum threats
💬 Co-founder of Solana Anatoly Yakovenko believes that Bitcoin has a quantum risk. According to his assessment, a breakthrough could occur within the next five years. The solution is to transition to quantum-resistant signatures. A signal will be the moment when major IT companies (for example, Google) implement post-quantum cryptography.
🔍 Context:
— Google recently introduced the quantum chip Willow with progress in error correction.
— Chaincode Labs assess the risk as a threat to 20–50% of BTC (addresses with exposed public keys and old formats).
— Mysten Labs note that networks with more flexible signature schemes (Solana, Sui, Near) are easier to adapt to post-quantum standards.
📌 For Bitcoin, the task is to prepare a migration route in advance:
— implement post-quantum signatures (NIST algorithms),
— minimize address reuse,
— update wallets and nodes.
For holders: store BTC on addresses without exposed pubkey, keep an eye on wallet updates and upcoming security hard forks. The quantum risk should become manageable, not a "black swan".
See original
$HYPE
$ETH
MetaMask has added futures trading through Hyperliquid
🦊 MetaMask has become the first non-custodial wallet to support perpetual contracts. Now you can trade with leverage directly from the wallet interface — the integration has been implemented through Hyperliquid.
🔥 ETH, USDC, and HYPE are supported. The community views the launch as a key step in the development of DeFi.
⚡️ This is a strategic challenge to CEX: previously, futures trading was the prerogative of Binance, Bybit, and other exchanges. Now similar functionality is available in the wallet without intermediaries.
📌 For users, this means more flexibility, lower fees, and full control over assets. For the market — a signal: DeFi is reaching a level where functionality is comparable to centralized exchanges.
$ETH
MetaMask has added futures trading through Hyperliquid
🦊 MetaMask has become the first non-custodial wallet to support perpetual contracts. Now you can trade with leverage directly from the wallet interface — the integration has been implemented through Hyperliquid.
🔥 ETH, USDC, and HYPE are supported. The community views the launch as a key step in the development of DeFi.
⚡️ This is a strategic challenge to CEX: previously, futures trading was the prerogative of Binance, Bybit, and other exchanges. Now similar functionality is available in the wallet without intermediaries.
📌 For users, this means more flexibility, lower fees, and full control over assets. For the market — a signal: DeFi is reaching a level where functionality is comparable to centralized exchanges.
See original
$ETH
$WBETH
Ethereum on the verge of a breakthrough: funds are buying, the network is overloaded
🔥 In a month, companies purchased 877,800 ETH ($4 billion), assets in spot ETFs reached $24.7 billion.
🟠 Fees have increased by 35% — the network is overloaded.
🟠 Active addresses have increased by 10%.
🟠 ETH balances on exchanges — a minimum in 5 years.
🔼 The share of Ethereum and L2 in DeFi — 64.5% TVL, 7 times more than Solana.
❗️ A limiting factor — a record queue for exiting staking: 2.67 million ETH, wait time up to 46 days. However, some large players are simply reallocating assets rather than selling.
📌 Institutions through ETFs and corporate reserves are making ETH a strategic asset. A decrease in supply and an increase in on-chain activity create a foundation for a deficit. $5,000 — a matter of time, not a hypothesis.
$WBETH
Ethereum on the verge of a breakthrough: funds are buying, the network is overloaded
🔥 In a month, companies purchased 877,800 ETH ($4 billion), assets in spot ETFs reached $24.7 billion.
🟠 Fees have increased by 35% — the network is overloaded.
🟠 Active addresses have increased by 10%.
🟠 ETH balances on exchanges — a minimum in 5 years.
🔼 The share of Ethereum and L2 in DeFi — 64.5% TVL, 7 times more than Solana.
❗️ A limiting factor — a record queue for exiting staking: 2.67 million ETH, wait time up to 46 days. However, some large players are simply reallocating assets rather than selling.
📌 Institutions through ETFs and corporate reserves are making ETH a strategic asset. A decrease in supply and an increase in on-chain activity create a foundation for a deficit. $5,000 — a matter of time, not a hypothesis.
See original
$ENA
YZi Labs intensifies its bet on Ethena
YZi Labs has increased its investments in Ethena Labs to accelerate the distribution of the synthetic stablecoin USDe. The funds will be used for infrastructure, integrations with CEX/DEX, and scaling the digital dollar for DeFi and institutional investors.
🔼 The market capitalization of USDe has already exceeded $14 billion. Ethena is expanding on the BNB Chain, developing the institutional settlement protocol Converge, and gaining the trust of large investors.
📌 The bet from YZi Labs is a signal of institutional support not only for USDe but also for the ENA token. With the growing interest in synthetic dollar solutions, ENA is becoming a key asset in the ecosystem.
The growth of TVL and market capitalization to $14 billion shows: Ethena is solidifying its position among the leaders in the segment. For investors, this is an opportunity to enter before the next round of revaluation.
YZi Labs intensifies its bet on Ethena
YZi Labs has increased its investments in Ethena Labs to accelerate the distribution of the synthetic stablecoin USDe. The funds will be used for infrastructure, integrations with CEX/DEX, and scaling the digital dollar for DeFi and institutional investors.
🔼 The market capitalization of USDe has already exceeded $14 billion. Ethena is expanding on the BNB Chain, developing the institutional settlement protocol Converge, and gaining the trust of large investors.
📌 The bet from YZi Labs is a signal of institutional support not only for USDe but also for the ENA token. With the growing interest in synthetic dollar solutions, ENA is becoming a key asset in the ecosystem.
The growth of TVL and market capitalization to $14 billion shows: Ethena is solidifying its position among the leaders in the segment. For investors, this is an opportunity to enter before the next round of revaluation.
See original
$XPL
$ENA
$AAVE
Plasma goes live on the mainnet: blockchain for stablecoins
On September 25, the beta mainnet Plasma — a network built specifically for digital dollars — will launch.
✔️ Along with the launch, a native token XPL will be introduced (futures are already trading on Binance).
⚡️ At the moment of launch, Plasma claims $2 billion in stablecoins within the ecosystem. Support from Tether and Peter Thiel's Founders Fund adds weight to the project.
💡 Features:
— integration with 100+ DeFi partners (Aave, Euler, Ethena, etc.),
— zero fee for USDT transfers within the network,
— proprietary consensus PlasmaBFT for high speed,
— 25 million XPL for verified Sonar users,
— 2.5 million XPL — to the Stablecoin Collective community.
📊 Plasma also plans to link the blockchain with P2P systems for the mass use of digital dollars in business and everyday life.
Strong start: free USDT transfers, native liquidity, and support from major players. If the project delivers on its promises, Plasma could become a competitor to Ethereum and Tron in the stablecoin segment and occupy the niche of "the main network for digital dollars."
$ENA
$AAVE
Plasma goes live on the mainnet: blockchain for stablecoins
On September 25, the beta mainnet Plasma — a network built specifically for digital dollars — will launch.
✔️ Along with the launch, a native token XPL will be introduced (futures are already trading on Binance).
⚡️ At the moment of launch, Plasma claims $2 billion in stablecoins within the ecosystem. Support from Tether and Peter Thiel's Founders Fund adds weight to the project.
💡 Features:
— integration with 100+ DeFi partners (Aave, Euler, Ethena, etc.),
— zero fee for USDT transfers within the network,
— proprietary consensus PlasmaBFT for high speed,
— 25 million XPL for verified Sonar users,
— 2.5 million XPL — to the Stablecoin Collective community.
📊 Plasma also plans to link the blockchain with P2P systems for the mass use of digital dollars in business and everyday life.
Strong start: free USDT transfers, native liquidity, and support from major players. If the project delivers on its promises, Plasma could become a competitor to Ethereum and Tron in the stablecoin segment and occupy the niche of "the main network for digital dollars."
See original
$EIGEN
Google and EigenLayer are building a payment layer for AI agents
Google Cloud and EigenLayer are launching EigenCloud — an infrastructure layer for verifiable payments between AI agents. The base will be Ethereum with restaking and cryptographic verification of task execution.
📊 The idea is to connect autonomous agents with payment systems: banks, cards, and blockchains. This is the next step following AP2 from Google, which already conducts stablecoin payments.
EigenCloud will allow:
— to automatically abstract bridging, swaps, and asset delivery between networks;
— to confirm task execution through cryptographic proofs;
— to penalize agents with slashing of collateral for breach of terms;
— to support "sovereign AIs" that own assets and act as smart contracts with intelligence.
⚡ This is a real step towards the economy of AI agents. Crypto x AI is no longer just a narrative: EigenCloud + AP2 create the foundation for a multi-billion dollar market of "smart money" and autonomous machines. Infrastructure projects like EigenLayer could become its key beneficiaries.
Google and EigenLayer are building a payment layer for AI agents
Google Cloud and EigenLayer are launching EigenCloud — an infrastructure layer for verifiable payments between AI agents. The base will be Ethereum with restaking and cryptographic verification of task execution.
📊 The idea is to connect autonomous agents with payment systems: banks, cards, and blockchains. This is the next step following AP2 from Google, which already conducts stablecoin payments.
EigenCloud will allow:
— to automatically abstract bridging, swaps, and asset delivery between networks;
— to confirm task execution through cryptographic proofs;
— to penalize agents with slashing of collateral for breach of terms;
— to support "sovereign AIs" that own assets and act as smart contracts with intelligence.
⚡ This is a real step towards the economy of AI agents. Crypto x AI is no longer just a narrative: EigenCloud + AP2 create the foundation for a multi-billion dollar market of "smart money" and autonomous machines. Infrastructure projects like EigenLayer could become its key beneficiaries.
See original
$BTC
$BCH
$WBTC
BTC is leaving exchanges: a signal for growth
After the Federal Reserve's rate cut, investors are increasing their risk appetite. On Binance Exchange, the Supply Ratio has fallen to 0.0291 — a minimum level: Bitcoin is being withdrawn from exchanges, setting up for storage.
📈 Fewer coins on the exchange = less selling pressure. This strengthens bullish sentiment and creates conditions for a new impulse.
✔️ If held above $115,000, the target of $120,000 becomes increasingly realistic.
📌 The outflow of BTC from exchanges confirms the accumulation phase. The Federal Reserve's easing increases liquidity, part of which is already flowing into crypto. For medium-term investors, this is positive: supply is decreasing while demand is rising. But at $120K, the behavior of whales will play a key role.
$BCH
$WBTC
BTC is leaving exchanges: a signal for growth
After the Federal Reserve's rate cut, investors are increasing their risk appetite. On Binance Exchange, the Supply Ratio has fallen to 0.0291 — a minimum level: Bitcoin is being withdrawn from exchanges, setting up for storage.
📈 Fewer coins on the exchange = less selling pressure. This strengthens bullish sentiment and creates conditions for a new impulse.
✔️ If held above $115,000, the target of $120,000 becomes increasingly realistic.
📌 The outflow of BTC from exchanges confirms the accumulation phase. The Federal Reserve's easing increases liquidity, part of which is already flowing into crypto. For medium-term investors, this is positive: supply is decreasing while demand is rising. But at $120K, the behavior of whales will play a key role.
See original
$ETH
$ARB
$OP
Ethereum includes Fusaka December 3
During the call ACDC 165, the developers agreed on the exact schedule of the Fusaka hard fork. It prepares the network for increased load and reduces the cost of working with data.
🔥 The mainnet will be updated on December 3. Within two weeks after activation, the capacity for data storage will increase by 2.5 times.
📅 Timeline:
— October 1 — Holesky
— October 14 — Sepolia
— October 28 — Hoodi
— December 3 — Mainnet
What is changing:
1️⃣ In the first week after the upgrade, the limit for 'blobs' will increase from 6/9 to 10/15.
2️⃣ Another week later — to 14/21. This means more data, fewer overloads, and lower fees.
📌 Fusaka and BPO — a step towards scalability. Rollup protocols (Arbitrum, Optimism, etc.) will be able to operate cheaper and faster. For users and developers, this simplifies and reduces the cost of working in the network. For ETH — a foundation for increased activity and demand.
$ARB
$OP
Ethereum includes Fusaka December 3
During the call ACDC 165, the developers agreed on the exact schedule of the Fusaka hard fork. It prepares the network for increased load and reduces the cost of working with data.
🔥 The mainnet will be updated on December 3. Within two weeks after activation, the capacity for data storage will increase by 2.5 times.
📅 Timeline:
— October 1 — Holesky
— October 14 — Sepolia
— October 28 — Hoodi
— December 3 — Mainnet
What is changing:
1️⃣ In the first week after the upgrade, the limit for 'blobs' will increase from 6/9 to 10/15.
2️⃣ Another week later — to 14/21. This means more data, fewer overloads, and lower fees.
📌 Fusaka and BPO — a step towards scalability. Rollup protocols (Arbitrum, Optimism, etc.) will be able to operate cheaper and faster. For users and developers, this simplifies and reduces the cost of working in the network. For ETH — a foundation for increased activity and demand.
See original
$XRP
$SOL
$ADA
SEC opened the gates for alt-ETFs
🔥 The commission approved universal listing standards: now Nasdaq, NYSE, and CBOE will be able to launch spot crypto-ETFs without individual approval from the SEC.
⚡️ For the first time, the Grayscale Digital Large Cap Fund (BTC, ETH, XRP, SOL, ADA) has been approved.
🟢 Trading of options on the Cboe Bitcoin U.S. ETF index has also been permitted.
Quote from SEC Chairman Paul Atkins: "We are removing barriers to access for digital assets and maintaining the U.S. status as the main hub for innovation."
This is a historic step: altcoins are gaining a direct path to ETFs for the first time, liquidity and institutional demand will increase. Against the backdrop of a decrease in the Fed's rate, this could become a catalyst for a new crypto rally.
$SOL
$ADA
SEC opened the gates for alt-ETFs
🔥 The commission approved universal listing standards: now Nasdaq, NYSE, and CBOE will be able to launch spot crypto-ETFs without individual approval from the SEC.
⚡️ For the first time, the Grayscale Digital Large Cap Fund (BTC, ETH, XRP, SOL, ADA) has been approved.
🟢 Trading of options on the Cboe Bitcoin U.S. ETF index has also been permitted.
Quote from SEC Chairman Paul Atkins: "We are removing barriers to access for digital assets and maintaining the U.S. status as the main hub for innovation."
This is a historic step: altcoins are gaining a direct path to ETFs for the first time, liquidity and institutional demand will increase. Against the backdrop of a decrease in the Fed's rate, this could become a catalyst for a new crypto rally.
See original
$W
Wormhole restarts tokenomics
🔄 Starting from October 3, W Token 2.0 will launch:
— Wormhole Reserve is being launched to accumulate the value of the ecosystem;
— base staking yield under management ~4% (without inflation, cap 10 billion W);
— instead of annual cliffs — unlocks every 2 weeks (until October 2028).
📊 Meaning of changes:
— bi-weekly unlocks smooth out pressure on the market and reduce volatility of vesting dates;
— the reserve can absorb part of the free float due to on-chain/off-chain income, reducing supply;
— the growth of W's value now directly depends on how much actually goes into the Reserve.
This is a step towards a more mature model: less risk of sharp sell-offs, more predictability for staking and governance. But the key question remains the same — will real fees and value go into the reserve.
Wormhole restarts tokenomics
🔄 Starting from October 3, W Token 2.0 will launch:
— Wormhole Reserve is being launched to accumulate the value of the ecosystem;
— base staking yield under management ~4% (without inflation, cap 10 billion W);
— instead of annual cliffs — unlocks every 2 weeks (until October 2028).
📊 Meaning of changes:
— bi-weekly unlocks smooth out pressure on the market and reduce volatility of vesting dates;
— the reserve can absorb part of the free float due to on-chain/off-chain income, reducing supply;
— the growth of W's value now directly depends on how much actually goes into the Reserve.
This is a step towards a more mature model: less risk of sharp sell-offs, more predictability for staking and governance. But the key question remains the same — will real fees and value go into the reserve.
See original
$BTC
$ETH
$BNB
Coinbase is again at the peaks of reserves
🌀 Coinbase balances reached $112 billion in BTC, ETH, and stablecoins — the highest since November 2021, the peak of the last cycle.
🔼 The growth is supported by institutions and retail: this returns the picture of a bull market.
📈 Historically, such surges in reserves coincided with phases of accelerated growth and new impulses.
For the market, this is a signal: liquidity is increasing, the strategic accumulation phase is already underway.
$ETH
$BNB
Coinbase is again at the peaks of reserves
🌀 Coinbase balances reached $112 billion in BTC, ETH, and stablecoins — the highest since November 2021, the peak of the last cycle.
🔼 The growth is supported by institutions and retail: this returns the picture of a bull market.
📈 Historically, such surges in reserves coincided with phases of accelerated growth and new impulses.
For the market, this is a signal: liquidity is increasing, the strategic accumulation phase is already underway.
See original
$AAVE
$ETH
Aave V4: bet only on Ethereum
🪁 Aave has introduced the final roadmap for V4 (release — Q4 2025).
Key changes:
— complete transition to ERC-4626 standard instead of outdated aTokens;
— refusal to support unprofitable networks: 86% of revenue comes from Ethereum, the rest is 'abuse';
— user assets are accounted as shares in the pool → simpler taxes, higher compatibility with Yearn, Pendle, and others;
— DAO focus is on Ethereum and GHO (yield-bearing stablecoin).
❎ Multi-chain expansion recognized as a mistake: Layer-2 did not provide the necessary revenues.
⚡️ For DeFi this is a turning point: instead of 'being everywhere', the focus is on profitability and a mature economy. V4 may set a new standard for lending protocols and cement Ethereum's status as the core of DeFi.
$ETH
Aave V4: bet only on Ethereum
🪁 Aave has introduced the final roadmap for V4 (release — Q4 2025).
Key changes:
— complete transition to ERC-4626 standard instead of outdated aTokens;
— refusal to support unprofitable networks: 86% of revenue comes from Ethereum, the rest is 'abuse';
— user assets are accounted as shares in the pool → simpler taxes, higher compatibility with Yearn, Pendle, and others;
— DAO focus is on Ethereum and GHO (yield-bearing stablecoin).
❎ Multi-chain expansion recognized as a mistake: Layer-2 did not provide the necessary revenues.
⚡️ For DeFi this is a turning point: instead of 'being everywhere', the focus is on profitability and a mature economy. V4 may set a new standard for lending protocols and cement Ethereum's status as the core of DeFi.
See original
$BTC
$ETH
$BNB
Bitcoin is mirroring a rare macro signal — altcoins at the start of the expansion
Analyst TechDev (548k subscribers on X) notes: BTC is repeating a pattern that has appeared only three times — before the bull runs of 2012, 2016, and 2020.
📊 This refers to the metric "liquidity adjusted for the business cycle." Right now, it is showing a bullish "higher low" — a signal that has historically triggered vertical growth for BTC.
📈 The global risk index is also breaking through a key axis — similar to what happened before previous cycles.
According to TechDev, altcoins are just beginning to emerge from accumulation. The mass market has not yet realized the scale of the upcoming movement: "The macro expansion of altcoins is just beginning."
History rhymes: Bitcoin is at the foundation of a new impulse, altcoins are in the phase of cycle emergence. If the pattern is confirmed, we can expect accelerated growth in the coming months.
$ETH
$BNB
Bitcoin is mirroring a rare macro signal — altcoins at the start of the expansion
Analyst TechDev (548k subscribers on X) notes: BTC is repeating a pattern that has appeared only three times — before the bull runs of 2012, 2016, and 2020.
📊 This refers to the metric "liquidity adjusted for the business cycle." Right now, it is showing a bullish "higher low" — a signal that has historically triggered vertical growth for BTC.
📈 The global risk index is also breaking through a key axis — similar to what happened before previous cycles.
According to TechDev, altcoins are just beginning to emerge from accumulation. The mass market has not yet realized the scale of the upcoming movement: "The macro expansion of altcoins is just beginning."
History rhymes: Bitcoin is at the foundation of a new impulse, altcoins are in the phase of cycle emergence. If the pattern is confirmed, we can expect accelerated growth in the coming months.
See original
$SUI
Google gives AI agents a "wallet": Sui is among the partners launching AP2
Google introduced the Agent Payments Protocol (AP2) — an open standard for AI agent payments. It is already supported by 60+ companies.
💧 Sui has become a launch partner:
— fast programmable payments via Move,
— zkLogin for private identification without revealing the address,
— compatibility with cards, banks, and stablecoins.
AP2 turns agents into full-fledged services with auto-payments. For Sui, this is an opportunity to establish itself in commercial AI use cases — from games to marketplaces and fintech.
Google gives AI agents a "wallet": Sui is among the partners launching AP2
Google introduced the Agent Payments Protocol (AP2) — an open standard for AI agent payments. It is already supported by 60+ companies.
💧 Sui has become a launch partner:
— fast programmable payments via Move,
— zkLogin for private identification without revealing the address,
— compatibility with cards, banks, and stablecoins.
AP2 turns agents into full-fledged services with auto-payments. For Sui, this is an opportunity to establish itself in commercial AI use cases — from games to marketplaces and fintech.
See original
$MOVE
Movement is transitioning to L1: staking MOVE and Move 2.0
❗️ Movement is folding the sidechain model and moving to a sovereign L1 format.
The goal is to remove the central sequencer and enhance reliability/decentralization.
⚡️ Over 10,000 TPS and sub-second finality are claimed.
Native staking of MOVE is being launched — only unlocked tokens participate. This provides the token with utility demand and a 'anchor' for yield.
Migration = a bet on independence: more control, higher risks, but also a chance to carve out a niche among L1.
Movement is transitioning to L1: staking MOVE and Move 2.0
❗️ Movement is folding the sidechain model and moving to a sovereign L1 format.
The goal is to remove the central sequencer and enhance reliability/decentralization.
⚡️ Over 10,000 TPS and sub-second finality are claimed.
Native staking of MOVE is being launched — only unlocked tokens participate. This provides the token with utility demand and a 'anchor' for yield.
Migration = a bet on independence: more control, higher risks, but also a chance to carve out a niche among L1.
See original
$PYTH
$BTC
$ETH
PayPal launches 'payment links' and crypto-P2P
In the USA, the 'payment links' feature is already available: the user generates a one-time link, sends it in a chat, and the recipient instantly transfers money. In the UK, Italy, and other countries, the launch will be at the end of the month.
💰 The P2P stream will incorporate crypto: BTC, ETH, PYUSD, and others. Transfers between PayPal, Venmo, and external wallets supporting stablecoins will become available.
Friends & Family transfers still do not fall under 1099-K — gifts and splitting bills do not require reporting. Funds are credited instantly to the PayPal balance.
This is a step towards a 'messenger-payment' model, where fiat and crypto move on the same rails. If fees and spreads are reasonable, PayPal will be able to attract millions of new users into the stablecoin economy. This is a plus for both PYUSD and the entire segment.
$BTC
$ETH
PayPal launches 'payment links' and crypto-P2P
In the USA, the 'payment links' feature is already available: the user generates a one-time link, sends it in a chat, and the recipient instantly transfers money. In the UK, Italy, and other countries, the launch will be at the end of the month.
💰 The P2P stream will incorporate crypto: BTC, ETH, PYUSD, and others. Transfers between PayPal, Venmo, and external wallets supporting stablecoins will become available.
Friends & Family transfers still do not fall under 1099-K — gifts and splitting bills do not require reporting. Funds are credited instantly to the PayPal balance.
This is a step towards a 'messenger-payment' model, where fiat and crypto move on the same rails. If fees and spreads are reasonable, PayPal will be able to attract millions of new users into the stablecoin economy. This is a plus for both PYUSD and the entire segment.
See original
$ETH
$WBETH
$ETC
Ethereum enters the supercycle
📈 Tom Lee (Fundstrat): Ethereum is entering a new bull cycle. Drivers — the GENIUS Act (green light for stablecoins) and the SEC project "Crypto," paving the way for Wall Street to tokenize assets.
Stablecoins have already reached ≈$280 billion and could grow to trillions. Ethereum holds ~54% of the stablecoin market.
"Tokenization of all of Wall Street" will require a public network with smart contracts, and the choice will be Ethereum. This is the "moment of the supercycle."
📊 Potential: increase in demand for gas, staking income, and institutional interest in RWA.
🆘 Risks: regulatory delays, L2/alt-L1 competition, scalability limitations.
Conclusion: with effective regulation, the demand for Ethereum as the "fuel" of the ecosystem will only grow.
$WBETH
$ETC
Ethereum enters the supercycle
📈 Tom Lee (Fundstrat): Ethereum is entering a new bull cycle. Drivers — the GENIUS Act (green light for stablecoins) and the SEC project "Crypto," paving the way for Wall Street to tokenize assets.
Stablecoins have already reached ≈$280 billion and could grow to trillions. Ethereum holds ~54% of the stablecoin market.
"Tokenization of all of Wall Street" will require a public network with smart contracts, and the choice will be Ethereum. This is the "moment of the supercycle."
📊 Potential: increase in demand for gas, staking income, and institutional interest in RWA.
🆘 Risks: regulatory delays, L2/alt-L1 competition, scalability limitations.
Conclusion: with effective regulation, the demand for Ethereum as the "fuel" of the ecosystem will only grow.
See original
$SEI
$LINEA
$ETH
MetaMask launches mUSD — its stablecoin
💲 MetaMask introduced its own stablecoin MetaMask USD (mUSD), available right in the wallet.
🟣 Issuer — Bridge (Stripe), on-chain infrastructure — M0.
🟣 Initial networks — Ethereum and Linea.
🟣 In the USA and EU, on-ramp is available: buying mUSD almost 1:1 through Transak.
✅ Why this is needed: the wallet itself offers a “digital dollar” for swaps, bridges, and payments. This simplifies entry/exit into crypto and creates a convenient “corridor” fiat ↔ on-chain.
Competition with USDT/USDC will intensify. Success will depend on how quickly listings, liquidity, and incentives appear in DeFi.
🆘 Risks: centralization of issuance, KYC/AML restrictions, and regulatory requirements may cut part of the audience.
mUSD is a bet on UX and “sticky” liquidity. If MetaMask provides a better rate and low fees, users may indeed flow from USDT/USDC. This is a step towards making the wallet not just an interface, but a full-fledged financial hub.
$LINEA
$ETH
MetaMask launches mUSD — its stablecoin
💲 MetaMask introduced its own stablecoin MetaMask USD (mUSD), available right in the wallet.
🟣 Issuer — Bridge (Stripe), on-chain infrastructure — M0.
🟣 Initial networks — Ethereum and Linea.
🟣 In the USA and EU, on-ramp is available: buying mUSD almost 1:1 through Transak.
✅ Why this is needed: the wallet itself offers a “digital dollar” for swaps, bridges, and payments. This simplifies entry/exit into crypto and creates a convenient “corridor” fiat ↔ on-chain.
Competition with USDT/USDC will intensify. Success will depend on how quickly listings, liquidity, and incentives appear in DeFi.
🆘 Risks: centralization of issuance, KYC/AML restrictions, and regulatory requirements may cut part of the audience.
mUSD is a bet on UX and “sticky” liquidity. If MetaMask provides a better rate and low fees, users may indeed flow from USDT/USDC. This is a step towards making the wallet not just an interface, but a full-fledged financial hub.
See original
$ETH
$ETC
$WBETH
Ethereum launches the dAI team: standards for AI agents
The Ethereum Foundation has formed the dAI team led by Davide Crepas.
🎯 The goal is to make Ethereum the foundational layer for AI agents: unified rules, payments, trust, and compatibility.
📌 At the center is the ERC-8004 standard (Trustless Agents), which describes how agents find each other and confirm reliability.
The team is building a decentralized AI stack as an alternative to closed clouds: verifiable and censorship-resistant services on Ethereum.
📈 If agents start to operate en masse on Ethereum, this will increase transactions and demand for gas, which means higher revenues for L2 and DeFi. Risks: speed, cost, compliance, and competition from other L1.
dAI and ERC-8004 are steps towards a machine-to-machine market with real turnover.
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Ethereum launches the dAI team: standards for AI agents
The Ethereum Foundation has formed the dAI team led by Davide Crepas.
🎯 The goal is to make Ethereum the foundational layer for AI agents: unified rules, payments, trust, and compatibility.
📌 At the center is the ERC-8004 standard (Trustless Agents), which describes how agents find each other and confirm reliability.
The team is building a decentralized AI stack as an alternative to closed clouds: verifiable and censorship-resistant services on Ethereum.
📈 If agents start to operate en masse on Ethereum, this will increase transactions and demand for gas, which means higher revenues for L2 and DeFi. Risks: speed, cost, compliance, and competition from other L1.
dAI and ERC-8004 are steps towards a machine-to-machine market with real turnover.
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New York will distribute "inflation checks" $150–$400
The state authorities will launch a one-time refund for overpayment of sales tax due to inflation. Checks will start arriving automatically from the end of September, without applications and paperwork.
Who will receive it: everyone who filed a tax return for 2023 as a NY resident and is not listed as a dependent.
How much: $150–$400 depending on income and status. A total of ≈8.2 million households.
📈 This is a fresh influx of money into retail. Part will go to consumption, but historically up to 90% of such small checks goes into risk (stocks and crypto). Even without statistics for NY, it is clear: the additional "money factor" against the backdrop of tax cashback in the US creates a bullish background for the markets.
$BNB
$ETH
New York will distribute "inflation checks" $150–$400
The state authorities will launch a one-time refund for overpayment of sales tax due to inflation. Checks will start arriving automatically from the end of September, without applications and paperwork.
Who will receive it: everyone who filed a tax return for 2023 as a NY resident and is not listed as a dependent.
How much: $150–$400 depending on income and status. A total of ≈8.2 million households.
📈 This is a fresh influx of money into retail. Part will go to consumption, but historically up to 90% of such small checks goes into risk (stocks and crypto). Even without statistics for NY, it is clear: the additional "money factor" against the backdrop of tax cashback in the US creates a bullish background for the markets.
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