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Bankless· 2025-07-15 13:59
@RyanSAdams @JustDeauIt Download The ETH Report:https://t.co/xYjBfWXDoCView Dune Dashboards:https://t.co/VzwNNqTPZiTune into the call here or on YouTube:https://t.co/cHEv0OoTRa ...
X @Bankless
Bankless· 2025-07-15 13:58
Key Metrics - ETH in treasuries surged by 5,829% [2] - ETH on CEXs hit the lowest level since 2016 [2] - L2s now see 5x more daily users than L1 [2]
X @Bankless
Bankless· 2025-07-15 13:38
RT Josh Kale (@Josh_Kale)@theallinpod @CathieDWood @ARKInvest Early access to the freshest Cathie price targets from our new episode with her from last week ...
X @Bankless
Bankless· 2025-07-15 12:11
Listen ad-free here👇https://t.co/CuickHbHOD ...
X @Bankless
Bankless· 2025-07-15 12:00
Company Strategy - Bit Digital is focusing on Ethereum, mirroring MicroStrategy's Bitcoin strategy [1] - The company is exploring Ethereum treasury strategies [2] - Bit Digital transitioned from Bitcoin mining to Ethereum [1][2] Ethereum Market Dynamics - Public companies are increasingly competing for Ethereum dominance [1] - Institutional adoption of Ethereum is entering a new phase [2] - The discussion includes the Total Addressable Market (TAM) of Ethereum [2] Investment and Risks - Staking strategies and Ethereum yields are being analyzed [2] - The discussion addresses potential risks involved with Ethereum [2] - The conversation explores whether the current market situation is a bubble [2]
X @Bankless
Bankless· 2025-07-14 22:08
Overview - The DeFi Report Q2 report focuses on SOL (Solana) token holders [1] - The report includes 9 dashboards supporting the charts [1]
X @Bankless
Bankless· 2025-07-14 20:34
Resources - The SOL Report is available for download [1] - Dune Dashboards can be viewed [1] - Q2 call will be held tomorrow at 1 PM EST and can be watched on YouTube [1]
X @Bankless
Bankless· 2025-07-14 20:33
Following up on the ETH report —@JustDeauIt also dropped the SOL Report for Q2 showing that SOL isn’t just holding up, it’s expanding.→ +30% TVL→ +24% RWAs→ +1.5% staked SOL→ 64.7% of supply now staked→ 102% TVL growth YoYOverall, the Solana economic engine is growing leaner, faster, and more liquid.Get the full report — available now on @the_defi_report's site + join tomorrow's earnings call here or on YouTube at 1 PM EST. ...
X @Bankless
Bankless· 2025-07-14 19:47
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]
X @Bankless
Bankless· 2025-07-14 18:38
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]