squads protocol shipped on-chain policies december 4 and nobody noticed because there's no token. $15b secured through programmable smart accounts that execute transactions based on conditions coded directly into solana. grid's just the first app built on this primitive. every serious protocol building automated treasury operations has to integrate squads now. watch what protocols announce squads integration next, that's your edge ...

coinbase just launched the base-solana bridge secured by chainlink ccip. base processed 14.1% of all crypto transactions last month, solana pulled $460m from other chains. coinbase now owns the toll booth between the two fastest ecosystems and captures fees on 100m users flowing to solana defi through their infrastructure ...

kalshi raised $1b at $11b valuation with paradigm and sequoia betting their sports markets survive as "derivatives" not gambling. 90% of their $20b volume is sports bets, connecticut and nevada already sending cease and desist orders. cnn and cnbc partnerships mean nothing if courts rule against them. binary outcome here ...

ethereum blob fees jumped 1500x from 1 wei to 1500 wei after fusaka upgrade. first time since march l2s actually pay for data posting. arbitrum and optimism have the infrastructure to optimize, smaller l2s burning cash on every blob. bpo1 hits december 9 adding 67% more capacity. watch arb and op tokens outperform as blob economics force consolidation ...

uniswap burns 155m uni tokens worth $2.37b in the next few weeks. 15.5% of total supply gone forever in one transaction, governance already approved with 99.9% support. protocol now generates $6-10m monthly for programmatic buybacks. the largest defi token burn ever and nobody's positioning for it ...

taiko just became the first rollup running 100% on zk proofs in production and trades at $38m market cap. every single block cryptographically proven before finality, no more 7-day fraud windows. succinct's sp1 powers this at $93m cap. the hardest problem in crypto solved and nobody's bidding ...

blackrock buidl hit $500m on bnb chain in 2 weeks after taking months to reach that on ethereum. institutions don't care about your chain tribalism, they care about infrastructure that works. buidl now on 6 chains collecting fees everywhere. bnb catching institutional flows ethereum assumed were guaranteed. the chain loyalty premium is dead ...

microstrategy bought 134,000 btc per month at peak. december they bought 3,887. now sitting on $1.44b usd instead of converting to bitcoin for first time in company history. mnav below 1.0 means selling 650,000 btc becomes mathematically justified per their ceo. the bid is gone ...

pengu unlocks 41% of supply december 17 and the team already transfers $3m to exchanges every few days. $288m hitting a $750m market cap in 13 days. pudgy built the best nft to consumer brand playbook but token holders funding the infrastructure. floor at 34 eth doesn't matter if the token gets obliterated by systematic distribution ...

NFT Project Overview - XCOPY's "Bubbles Burns" project involves burning 1 NFT daily for 10 years from an initial supply of 10 million NFTs [1] - The project has already achieved an 8-figure sale during its launch on Shape L2 [1] - The burning mechanism is coded into the contract and commences on December 8 [1] Scarcity and Utility - The project emphasizes mathematical scarcity over vague utility [1]