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]

They can redeem it but airdropping L1 token to everyone who bought usdc depeg ...

My new hate list:- Stripe- Circle- The EU ‘Chat scanning’ lawDEGEN NEWS (@DegenerateNews):BREAKING: CIRCLE TO LAUNCH LAYER-1 BLOCKCHAIN https://t.co/GgmUZLLSuN ...

Marketing & Communication in Crypto - The crypto industry should value concise, evidence-based storytelling ability, moving beyond on-chain stats like TVL, transaction count, and fees [1] - Most crypto projects focus too much on marginal advantages over market leaders instead of explaining the core value proposition [2] - To attract attention, protocols should focus on stablecoins, tokenization, ETH productive yield, and strategic scarcity via treasuries [3] - Projects need to articulate the important problem they are solving and paint a vision of a better future with their product [4] - Projects should build a community and share the upside, rather than focusing solely on exit liquidity [4] - In 2025, a compelling narrative will be crucial for standing out, as feature lists alone are insufficient [5] Investment & Market Perspective - ETH's current state is comparable to BTC before 2017, gaining institutional recognition and real-world applications, making it attractive to institutional investors [2] - Founders should communicate the deeper motivation behind their projects beyond just financial gain [4] - Examples of compelling narratives include Pudgy Penguins (spreading good vibes), Worldcoin (proof of humanity), Hyperliquid (replacing CEXs), Liquity (decentralized stablecoin), and Polymarket (truth in the fake news era) [4] - New zkEVM L2 for DeFi is considered boring, while visions of blockchain neo-banks are exciting [4]

RT Ignas | DeFi (@DefiIgnas)Suppose you sell crypto and need to hold USDC without touching it for a year.And EURCWhere do you put it to maximize yield while sleeping well?Most yields require active management (moving from vaults, deposits, changing contracts etc.) ...

Market Trends - Crypto market participants are observing a trend of retail investors selling their holdings [1] - This selling pressure from retail investors is being absorbed by larger investors such as whales and institutions [1] - Similar selling patterns are observed in both ETH and BTC markets [1] - A potential scenario involves crypto prices continuing to rise even after significant retail selling, potentially leading to panic-buying at higher prices [2] - The dynamic between institutional buying power and retail selling pressure will determine the market's future direction [1][2] Investment Strategy - The key question is whether the buying power of institutions can offset the selling by retail investors [1] - A gradual, multi-year price increase is considered ideal for shaking out weaker hands in the market [1] - The market is undergoing a generational rotation, with institutions potentially running out of money before retail investors fully cash out [2]

Wallet Management - DeFi 领域用户倾向于简化钱包管理，从 9 个钱包减少到 3 个钱包 [1] - 行业趋势是回归简单和极简主义 [1] - 行业预测未来用户可能只有一个主钱包，或者一个用于浏览器，一个用于手机 [1]