The smartest traders in the world don't trade prices. They trade stories. I mean, think about it.How many times have you seen a project with incredible technology, a doxed team, and a perfect road map absolutely flatline. Meanwhile, a token with a picture of a dog wearing a hat, or a ticker that sounds like a sneeze pulls a 100x in a week. It's frustrating, I know, and it's perplexing.And for all of those trying to apply traditional valuation models to crypto, it's downright maddening. But here is the bruta ...

Ethereum Ecosystem - Ethereum is the only chain where major crypto economies settle [1] - Growth areas like stablecoins, L2s, perps, RWAs, restaking, and institutional custody flows plug back into $ETH [1] Bullish Case - Ethereum's bullish case is simple due to its central role in crypto economies [1]

RT Francesco Andreoli ᵍᵐ (@francescoswiss)10-day countdown to Builder Night @EFDevcon 🇦🇷Biggest Builder Night of the year lands at DevConnect BA, and we’re going all out.Four immersive domes, projection mapping, live activations, and the sharpest minds in Web3 infra, all under one roof.🔥 Panels on- Modularity & Rollup Infrastructure- Agentic Payments, AI & Crypto Rails- Cross-chain Liquidity & Interoperability- Staking & Restaking EcosystemCome say hi 👋 the @MetaMask 🦊 and @LineaBuild teams will be there to ...

Project Overview - Token Terminal宣布与EigenLayer建立数据合作伙伴关系 [1] - EigenLayer是以太坊上增长最快的Restaking项目之一 [1] Financials - EigenLayer的总锁定价值（TVL）约为140亿美元 [1] Investment - EigenLayer获得了包括a16zcrypto在内的投资者的支持 [1]

Partnerships - The company announces a data partnership with EigenLayer [1] Project Overview - EigenCloud is identified as one of the fastest-growing restaking projects on Ethereum [1] - EigenCloud's Total Value Locked (TVL) is approximately $14 billion [1] Investment and Backing - EigenCloud is backed by investors such as a16zcrypto and others [1]

Ethereum Ecosystem Development - Ethereum Foundation launches institutional portal to guide enterprise adoption [1] - Ethereum is advancing privacy tech with building blocks like ZK, FHE, and TEEs [1] - The portal highlights Layer 2 ecosystem and diverse Rollups [1] DeFi and Financial Innovation - The portal showcases RWAs (Real World Assets) and stablecoins [1] - The portal showcases DEXs (Decentralized Exchanges) and DeFi (Decentralized Finance) [1] - The portal highlights staking and restaking networks [1]

Core Insights - SharpLink Gaming plans to deploy $200 million in ether on Consensys' Linea over multiple years, utilizing Anchorage custody with ether.fi and EigenCloud to seek on-chain yield [1][2] Investment Strategy - The plan is framed as a phased, risk-managed program aimed at making the ether treasury "more productive" on a Layer 2 solution aligned with Ethereum [2] - The strategy combines multiple yield streams, including earning native staking returns on ether, accessing staking and restaking through ether.fi, and expecting incentives from Linea and partner programs [3] Technology and Infrastructure - Linea's zkEVM design is highlighted for offering faster settlement, lower fees, and composability with the broader ecosystem, which are seen as prerequisites for institutional workflows [2] - Part of the return profile is linked to EigenCloud, which provides services that reward for securing "autonomous verifiable services," including AI-related workloads [4] Custody and Compliance - Custody and execution will be managed through Anchorage Digital Bank, described as a qualified custodian suitable for public-company treasury operations, emphasizing a controls-first approach [5] - The goal is to unlock staking, restaking, and DeFi incentives while maintaining safeguards [6] Future Developments - SharpLink outlined a broader roadmap with Consensys to co-develop capital-markets "primitives" on Linea, including on-chain capital raises, programmable liquidity tools, and tokenized equity strategies, which are future initiatives [7]

South Korea’s largest crypto exchange Upbit will list KERNEL on its KRW market, with trading set to open at 16:30 local time. KernelDAO is a restaking infrastructure project.https://t.co/pqnbQOW8dY ...

Prediction Market - Kalshi正在招揽所有CT人才以获得成功[1] - Polymarket融资20亿美元，Shayne Coplan成为最年轻的亿万富翁[4] - trylimitless在Kaito上超额认购2亿美金[4] RWA (Real World Assets) - BlockStreetXYZ宣布融资1150万美金，在Monad上进行tokenized equities，关注其主网上线[2] - MidasRWA：Liquid staking RWA（在vaults中进行质押）[4] - Pharos_network：Modular RWA L1：从ETH到Arbitrum的跨链[4] Wallets - Rabby_io宣布发行$Rabby代币[4] - MetaMask宣布积分计划和Perps dex，鼓励用户参与[4] - CircuitAI：具有代理的钱包抽象，值得关注[4] Restaking - Karak_Network正在发展[4] - symbioticfi正在发展[4] - satlayer正在发展[4]

eigenlayer unlocks $53m today. google and coinbase already run production systems on eigencompute. market prices it at $574m for restaking when they just launched infrastructure supporting 120b parameter models that compete with openai's api. coinbase agentkit is live, google built ap2 protocol. unlock dumps meet production deployments. ...