Stablecoin Market - Stablecoin 在以太坊 L1 上的供应量达到 1370 亿美元，占总供应量的 51% 且持续增长 [1] - Blackrock 的 BUILD 增长 56% [1] - PayPal 的 PYUSD 增长 19% [1] Industry Perspective - Fundstrat 认为这是加密货币领域的 ChatGPT 时刻 [1] - 所有增长都发生在以太坊上 [1]

Report Resources - The ETH Report 可供下载 [1] - Dune Dashboards 可供查看 [1] - Q2 电话会议将于美国东部时间上午 11 点举行，可在指定链接或 YouTube 上观看 [1]

Ethereum Network Growth - Ethereum 总锁定价值 (TVL) 增长 33% [1] - 现实世界资产 (RWAs) 增长 48% [1] ETH ETF Market - ETH ETF 资产管理规模 (AUM) 增长 19% [1] - ETH ETF 净流入 62 亿美元 [1] - ETF 持有量占以太坊供应量的 34% [1]

RT Limitless (@LimitlessFT)“If AI is technologically possible, it is inevitable.”- @dwarkesh_spWe’re mid-Cambrian Explosion:• 4× annual jump in frontier-model spend• Energy demand will hit nation-state scale by 2028• Chips & compute racing toward $ 1Tn+ industriesThis is the Scaling Era—a new normal written in real time.How far can we push the curve?Where does physics draw the line?And how long until AGI walks through the door?Dwarkesh helps us wrap our heads around the biggest open questions.Full episode 👇 ...

Problem Statement - Tokenholders are underserved due to fragmented Ethereum data, inconsistent metrics, and noise from hype and analyst opinions [1] Solution - The ETH Report provides standardized, no-spin data with fundamentals, core KPIs, and quarter-to-quarter explanations for ETH holders [1] Key Findings of Q2 - The report reveals insights from Q2, accessible via a link to download the report and access 10 unique dashboards covering the ecosystem [1]

Three Sectors to Bet on Ethereum's Latest SurgeWith staking at ATHs, TradFi circling $ETH as a play for yield and stablecoin rails, and the holder base re-energized, Ethereum's ecosystem feels uniquely poised for sharp moves up.Look here to increase your $ETH exposure👇~~ Analysis by @davewardonline ~~🔵 Base TokensWhen ETH rips, @base is usually the epicenter.As Ethereum’s most active L2, Base has become the main arena for speculation — as seen during the ETH ETF reversal in May 2024 and the post-election ET ...

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LIVE NOW - Are Tokenized Stocks Real?Tokenized stocks have long been a crypto dream, but are they real yet?@GabeOtte , founder of @DinariGlobal, joins to break down the current landscape.We cover what tokenized stocks actually are, why regulatory hurdles make them complex, how Dinari secured the first broker-dealer license for tokenized public shares, and what this means for on-chain finance.We also explore the limitations of current tokenized stock offerings, @RobinhoodApp's moves, and whether true DeFi co ...

Also @jamesdowen_ (eng. felt left out) ...

Correction — $119K.Bankless (@BanklessHQ):Correction — $118K. ...