Market Trend - Capital is shifting from token speculation to infrastructure usage [1] - The old narrative of "buy token" is evolving into a new narrative of "use infrastructure" [1] Infrastructure Adoption - BlackRock has deployed $2.3 billion [1] - Banco Inter is onboarding 34 million users [1] Revenue Generation - Integrations are generating $1.1 million in daily revenue [1]

Market Trends - Capital rotation is observed with shifts between different blockchains [1] - Traditional finance (TradFi) is deploying capital through Ethereum (ETH) ETFs and treasury purchases [2] - Native crypto infrastructure is gaining power through validators [2] Cryptocurrency Activities - Bit Digital is raising $1 billion for Ethereum [1] - Jupiter has become the 7th largest Solana (SOL) validator [1]

GameFi Sector Analysis - GameFi 在 DefiLlama 的叙事追踪器上排名第七 [1] - 关注资本轮动进入游戏代币，因为 BTC 支配地位下降至 61% [1] Market Trend - 随着 BTC 支配地位下降到 61%，行业关注资本流入游戏代币 [1] Upcoming Launch - Football(.)Fun 在 FDF Pro 发布前尝试 fractional player trading（部分玩家交易） [1]

capital rotation detected from spot eth holdings into active validation positions• $6.51b strategic reserves now targeting validator economics• largest players ditching passive exposure for staking yield• $3.9b stablecoin flow suggests deeper protocol engagement incomingeth staking percentage: 30% ...