Demand Side Catalysts - Hyperliquid有望上线Perp交易[1] - Hyperliquid可能开放Solana, Bitcoin, Ethereum等资产的现货交易，支持跨链桥接和更多资产的存款，或将支持跨资产抵押[1] - Assistance + insurance Fund（援助+保险基金）和Insilico Terminal的购买量增加，每周超过25%的收入用于购买，年交易量超过100 billion美元[1] - 预计将在所有中心化交易所上线Perp交易[1] - 预计将在二线中心化交易所上线现货交易[1] - 预计将在三线中心化交易所上线现货交易[1] - Hyperevm - L1+ EVM价值有望提升[1] - 总锁仓价值（TVL）接近2 billion美元的USDC，并且自身原生代币的数量也在增加[1] - 越来越多的DeFi、AI和其他项目正在涌现[1] - 基金和做市商（MMs）的购买[1] - 法币入口有望开通[1] Supply Side Catalysts - 质押机制将减少代币供应[1] - 即将公布的代币细节，包括用途、运作方式等，除了gas+质押+治理之外[1] - 长期供应量下降，保守估计年化下降约2-4%（通过燃烧）[1]

Ethereum’s Blue Money PivotEthereum is quietly shedding its utility-token past.@the_defi_report’s Q2 analysis shows while protocol revenue and onchain fees may be down, ETH is consolidating as a store of value — less gas, more gospel.Here are 5 takeaways from the report on Ethereum’s shift from activity layer to monetary asset.👇~~ Analysis by @davewardonline ~~1️⃣ Institutions Are Accumulating ETHOver the last quarter, ETH entered institutional balance sheets through two main vectors: ETFs and corporate tre ...

$VET has launched StarGate, which is their highly anticipated new way of staking $VET in the ecosystem.That's why there's a 6-month early reward window. Some key features:- Up to 9% APY- Only 10K VET ($200) required to join- Rewards are paid every 7 days- $10 million in bonuses will be distributed in the coming 6 monthsFundamentally, #VeChain has been building massively in the last six months; it's just a matter of time until price starts to pick up momentum.VeChain (@vechainofficial):By all measures, week ...

Token Functionality - $BONE is the backbone of the Shiba Ecosystem, powering various functionalities [1] - $BONE facilitates staking, governance, rewards, payments, and gaming within the ecosystem [1] - $BONE is integral to ShibaSwap and Shibarium [1] Ecosystem Development - The Shiba Ecosystem encourages staking with BURY 2.0 [2] - The Shiba Ecosystem promotes voting with veBONE [2] - SHIB Pay is used for payments within the Shiba Ecosystem [2] - The SHIBArmy is building the future of the ecosystem [2]

Solana Network Growth - Solana's Total Value Locked (TVL) experienced a 102% year-over-year (YoY) growth [3] - The amount of SOL staked has reached 390 million [3] - Daily active addresses on Solana increased by 533% YoY [3] Real World Assets (RWA) - The value of Real World Assets (RWA) on Solana increased by 24% [3] Event Information - A livestream report on Solana's Q2 performance will be presented at 1 PM EST [1] - The livestream will cover trends driving Solana's growth and staking base [2]

⚡️ LATEST: SharpLink becomes largest corporate Ethereum holder after acquiring 74,656 $ETH for $213M.Now holds 280,706 $ETH, with 99.7% staked. https://t.co/TaGE7Sk7kl ...

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 ...

Market Performance (Month-to-Date) - Meme板块表现最佳，收益为30.06% [1] - Staking板块收益为15.83% [1] - Metaverse/Gaming板块收益为14.93% [1] - Layer 2板块收益为14.37% [1] - CD20和DeFi板块收益相近，分别为12.75%和12.57% [1] - Layer 1板块收益为12.45% [1] - Infrastructure板块收益为10.80% [1] - RWA板块收益为7.43% [1] - Exchange Token板块收益为4.21% [1] - AI板块表现最差，收益为-12.40% [1]

Product Launch - Robinhood launches $ETH (Ethereum) and $SOL (Solana) staking in the US [1]

Core Viewpoint - DeFi Development Corp. has established itself as the largest treasury holder of Solana (SOL) by acquiring a significant amount of SOL and implementing a treasury strategy focused on accumulating and compounding SOL [1][4]. Group 1: Recent Transactions - The company purchased 153,225 SOL at an average price of $154.85, totaling approximately $23.72 million [1]. - The recent acquisition was partially funded by $9.65 million in net proceeds from the exercise of the greenshoe option related to a previous convertible note offering [2]. Group 2: Current Holdings and Metrics - As of July 10, 2025, DeFi Development Corp. holds approximately 846,630 SOL and SOL equivalents, valued at around $133.1 million [8]. - The total shares outstanding are 18,577,134, resulting in a SOL per share (SPS) of 0.0456, equivalent to $7.16 [8]. Group 3: Treasury Strategy and Operations - The company has adopted a treasury policy that allocates its principal holdings to SOL, providing investors with direct economic exposure to SOL while participating in the Solana ecosystem's growth [4]. - DeFi Development Corp. operates its own validator infrastructure to generate staking rewards and fees, further enhancing its treasury strategy [4].