RT Ignas | DeFi (@DefiIgnas)Stripe’s L1 PM ad shows a skill crypto teams should value more:"Concise, evidence-based storytelling ability."Listen to Thomas Lee on any podcast.Unlike us on CT, he’s not focusing on TVL, tx count, fees, or other onchain stats.Instead it's:- Stablecoins- Tokenization- ETH productive yield- Strategic scarcity via treasuriesHe compares ETH now to BTC pre-2017: gaining institutional recognition and real world use.It’s an easy, sexy narrative for big money.-----Now, I rarely get exc ...

Crypto Fear and Greed Index: 60 (Greed) - not yet extreme.Higher! https://t.co/iVGHTIXMpQ ...

$234M liquidated on $ETH in the past 12 hours.More than other tokens COMBINED! https://t.co/1HiWvJwApZ ...

- ETH? Not even ATH. From $7k I'll feel euphoric.- SOL: Will pick up and way below the recent ATH. ETF is coming- HYPE: The more bullish the market, the higher the upside for HYPE as rev and burns increase- FLUID: Not even on Binance and Coinbase yet. Jupiter Lend will boost rev/TVL. Fluid buy backs to start.Other DeFi tokens: so much more upside left.BTC? Yeah it is high already lol ...

I feel disbelief and optimism on how fast prices go up.Not yet euphoric tbh.If you feel the same way, we have much higher to go. ...

Another $1b USD will be liquidated when $ETH pumps by just $50 USD.At 4500.LFG. https://t.co/G1bPUA8iid ...

The inflows:Bullish. https://t.co/4gA2N0X6sHUdi Wertheimer (@udiWertheimer):watch the inflows and ignore everything elseevery single narrative propped up this past few weeks is idioticbut it doesn’t matterwatch the inflows ...

Circle’s Arc now challenges Coinbase’s Base.Circle and Coinbase were a perfect match:Circle ran the stablecoin. Coinbase handled distribution.Now Arc steps into Base’s lane: payments, remittances, even FX trading.Remember that Base just rebranded its app with clear priorities:- Social + content tokenization- Payments via Base PayArc does confidential transfers (hidden amounts) and compliance better. Base can still update its payment stack or L2.Maybe Base stays retail, Arc goes institutional?In any case wat ...

Are Stripe and Circle's L1s good for $ETH price? ...

Overview - Arc aims to be a top platform for tokenized, yield-bearing assets [1] Technology & Performance - Achieves approximately 3,000 TPS with finality under 350 ms using 20 validators [5] - Can reach 10,000 TPS with finality under 100 ms using four validators [5] - Solana achieves 4,000-5,000 TPS with 400-500 ms finality, but Arc prioritizes decentralization [1] Privacy & MEV - Offers opt-in privacy with confidential transfers (hidden amounts, visible addresses) and selective disclosure via "view key" [2] - Implements MEV mitigation roadmap including encrypted mempools, batch processing, and multi-proposer setup, while preserving constructive MEV [2] Stablecoin & Payments - Will launch supporting Circle's USYC, an interest-bearing token backed by short-term U S Treasury securities [2] - USDC is the default gas token, but users can pay fees using local stablecoins with future embedded paymaster abstraction [2] - Offers built-in tools for businesses to automate and secure payments, including invoices embedded in transactions, onchain refund/dispute handling, and AI agents to manage corporate treasuries [4] Bridging & Trading - Facilitates fast bridging and liquidity distribution via Circle's CCTP and Gateway [3] - Incorporates chain-abstracted balances [3] - Includes a built-in currency trading system where approved institutions can settle FX trades atomically onchain, with prices sourced offchain through a request-for-quote process [3] Consensus & Validation - Uses permissioned validators, specifically regulated institutions, running a Tendermint-based PoA consensus (Malachite) [5]