Crypto Industry Progress - Crypto industry's current cycle focuses on institutions, laws, and infrastructure, contrasting with the previous cycle's emphasis on NFTs and DeFi summer [1] - The industry anticipates real adoption to commence now [1] Regulatory and Institutional Developments - Spot BTC & ETH ETFs launched in the US and globally, including Hong Kong, Brazil, and Australia [2] - Pro-crypto lobbying efforts in the US led to the ousting of crypto critics [2] - The GENIUS Act, FIT21, and the ending of SAB-121 were passed [2] Payment and Scaling Solutions - Payments players like PayPal, Stripe, Visa, and Mastercard integrated crypto and stablecoins [2] - Robinhood is developing an Ethereum L2 solution [2] - Blockchains are scaling, with increased Ethereum throughput, L2 fees at cents, and a more stable & faster Solana [2] - Circle IPO'd [2]

Digital Currency & Blockchain Implications - EU launching a digital euro on Ethereum or Solana would transform them into critical financial infrastructure [1] - A euro stablecoin backed by a state actor fundamentally alters the landscape compared to private entities like Tether & Circle [1] - If the euro operates on public chains, Europe would need to actively secure the network as national infrastructure [1] - This includes running validators, staking at scale, and contributing to network resilience via public funding and lobbying [2] - The scenario could trigger a global race among countries like China and Japan to launch their own stablecoins on public chains [1] Geopolitical & Economic Strategy - Securing the network would involve running validators, staking at scale, and contributing to their resilience and development via public funding and lobbying [2] - The need to secure the network could initiate a global competition for ETH/SOL if other major economies introduce their stablecoins on public blockchains [1]

come on... 0.7%??? https://t.co/N35R0Jn9qt ...

The progress crypto industry did this cycle is incredible:• Launched spot BTC & ETH ETFs in the US and globally (Hong Kong, Brazil, Australia)• Lobbied a pro-crypto position in the US. Ousted crypto critics.• Passed GENIUS Act, FIT21 and ended SAB-121• Payments players (PayPal, Stripe, Visa, Mastercard) integrated crypto and stablecoins• Robinhood is building an Ethereum L2• Blockchains scale: Ethereum throughput up, L2 fees at cents, Solana more stable & faster• Circle IPO’dLast cycle was NFTs and DeFi sum ...

$ETH pumping harder than most altcoins.$ETH wants an ATH ASAP.Send it. ...

$ETH pumping harder than most altcoins.$ETH wants and ATH ASAP.Send it. ...

Enter SharLink $SBETSharpLink isn’t selling ETH today. But if $SBET trades below mNAV, they could sell their ETH stack to fund buybacks.https://t.co/0dUHwIAx7BSharpLink (SBET) (@SharpLinkGaming):NEW: SharpLink’s board of directors authorizes $1.5B stock buyback programhttps://t.co/ANtveVdIMD ...

BTCS Tokenomics Strategy - BTCS implements a "stake-to-earn" campaign, paying dividends in ETH to address mNAV trading below 1 [1] - The "Bividend" offers $0.40/share in ETH, approximately a 93% yield at a $43 share price [1] - Step 1 involves a $005/share ETH Bividend for new buyers, incentivizing immediate purchase [1][4] - Step 2 includes a $035/share Loyalty Payment, requiring shareholders to hold shares with a 'transfer agent' until January 26, 2026 [4] Purpose of Transfer Agent - The transfer agent functions as a staking contract, removing shares from the circulating supply [2] - The official goal is to "protect against market manipulation" by preventing lending to short sellers [2] - The strategy also aims to promote crypto adoption [2] ETH Source and Market Reaction - ETH for dividends comes from BTCS's treasury, holding 70140 ETH valued at $300 million [2] - BTCS initially experienced a price pump upon the announcement, but retraced the gains a day later [2] - The strategy's effectiveness is questionable, as the initial pump was short-lived [2] Industry Implication - BTCS's tokenomic games illustrate potential strategies for DATs when mNAV is less than 1 [3]

Digital Euro & Blockchain - EU is considering a stablecoin on a public blockchain instead of a CBDC [1] - Ethereum (ETH) or Solana (SOL) are potential blockchain candidates [2] - A euro stablecoin backed by a state actor changes the landscape compared to private stablecoins like Tether & Circle [1] Implications for Blockchain Networks - Launching a digital euro on Ethereum or Solana would transform them into critical financial infrastructure [1] - Currently neutral chains, ETH & SOL would require Europe to actively secure and develop them [1] - Europe would need to run validators, stake at scale, secure the network, and contribute to resilience via public funding [2] Global Competition - The EU's move could trigger a global race for ETH/SOL if other countries like China and Japan launch their own stablecoins on public chains [1] Regulatory Context - The "Genius Act" influenced EU officials to rethink plans for the digital euro [2]

Plasma's $XPL is trading at 10x the initial public sale valuation on Hyperliquid.Traders are paying a 1,200% APY to go long on it at the current $5.1B valuation!We're so back. https://t.co/tbj1K2rguU ...