RT Mattie Fairchild (@Scav)In a few years we will say it was all so obvious ...

DeFi Infrastructure - The report focuses on the landscape for the next wave of DeFi infrastructure [1] - This infrastructure aims to power high-frequency Central Limit Order Books (CLOBs) [1] - The goal is to enable CLOBs to compete effectively with centralized exchanges [1] Opportunity - The report highlights "The CLOBs on Blobs Opportunity" [1] - It is a deep dive analysis by @suppvalen [1]

RT YQ (@yq_acc)More infra mainnets along with more PMF apps. ...

Crypto & AI Convergence - Crypto x AI integration is steadily rising with projects like Sentient, Talus, Hyperbolic, Openledger, Nous, and Prime Intellect [1] Ethereum Ecosystem & Layer 2 Solutions - MegaETH mainnet launch expected in September [2] - Revival in ETH sentiment anticipated to drive outperformance [2] - Turnaround in Layer 2 (L2) sentiment is expected [2] Emerging Technologies & Mainnet Launches - Mainnet launch of top zkVMs Boundless & Succinct is anticipated [2] - Monad mainnet launch is upcoming [2] - Plasma mainnet launch expected in Q3 [2] - Rise chain mainnet expected in Q4 [2] DeFi & Tokenization Trends - Hyperliquid volumes projected to surpass Binance in a 24-hour window [2] - Katana's TVL (Total Value Locked) and DeFi growth is noted [2] - BTCFi development happening on Starknet, Hemi, and Core [2] - SOL ETF potentially followed by new token ETFs this year [2] Market Dynamics & Competition - Robinhood chain vs Base war is unfolding [2] - CLOB (Central Limit Order Book) wars to continue with GTE, Kuru, Hibachi, and others [2] - BTC dominance is slowing down [2] Institutional & Macro Factors - Lower Fed rates may make Ethena's USDe more attractive [2] Events & Adoption - Celestia native ecosystem adoption (Converge, Ethereal, others) is occurring [2] - Korea Blockchain Week & Devconnect in Argentina are upcoming events [2]

RT Paqi (@Paqi_Aysia)This. It’s also why projects running a 1 year long testnet for points is a recipe for disaster at token launch.Add supply side economic engineering to that trying to massage the numbers and congrats you probably became the largest grift of the cycle.In case it wasn’t obvious, It’s doesn’t take multiple years to launch a token if you have a functional product. ...

Starknet Confidentiality and Privacy - Starknet's ability to offer a range of confidentiality and privacy solutions is becoming increasingly important [1]

Interesting piece here…https://t.co/9tV46KKn3E100y.eth (@100y_eth):https://t.co/5rQ8Bln8kl ...

Marketing Strategy - Heavily marketing a product for an extended period before its release can lead to negative community sentiment [1] - Prolonged marketing without a timely product launch is detrimental to community perception [1]

Layer Technology Analysis - Layer 1, Layer 2, Layer 3, or Layer n are marketing terms with no technical significance [1] - Purchasing decisions based on the number of layers (Ln's) is not advisable [1] Technical Perspective - All layers ultimately function as state controllers [1]

Project Roadmap - Aave 可能在未来 18 个月内推出自己的链 [1]