Overview - Blockchains are emerging as Internet-native economies, making Chain GDP a significant metric [1] Arbitrum Performance - Arbitrum launched in 2021 and has become a leading Ethereum Layer 2 (L2) solution [1] - Arbitrum leads in total value secured, holding approximately $19 billion [1] - Arbitrum leads in perpetual futures (Perps) volume [1] - Arbitrum leads in fees generated [1]

Blockchain Landscape - Corporations are launching centralized, single-purpose blockchains with tokens, described as "mySQL1s" or "PostgrEVMs" [1] - These corporate blockchains are creating permissioned, disconnected digital islands, not contributing to an open internet [1]

Tokenization & Blockchain - Tokenization of Wall Street and taking companies public on blockchains is discussed [1] - Explanation of how tokenization works today and how it will work in the future [1] - Discussion of ledgers in the context of new Layer 1 blockchains (L1s) [1] - Tokenization with Superstate Funds is a key topic [1] Markets & Finance - IPOs are a subject of discussion [1] - Treasury companies are mentioned [1] - Private stocks and public markets are discussed [1] DeFi & Startups - Early days of DeFi and its evolution are explored [1] - Founder war stories are shared [1] - Startups are a topic of conversation [1]

Industry Adoption of Blockchain - Institutions are shifting from questioning "if" to focusing on "how" to implement blockchain technology [1] - Partners are actively building enterprise chains on ZKsync [1] Focus of a16z Crypto - a16z crypto provides insights on blockchains for TradFi (Traditional Finance) [1] - a16z crypto addresses what banks, asset managers, and fintechs should know about blockchain [1]

We asked Tom Lee for his ETH predictions."Ethereum could flip Bitcoin in terms of network value."It's Wall Street moving finance onto blockchains.It's the US Government.It's AI.@fundstrat's case for ETH having bigger upside than BTC 👇 https://t.co/UThf1wNucF ...

Crypto Adoption & Institutional Investment - The next phase of crypto adoption is institutional and spans the entire financial system [1] - Stablecoins and performant blockchains are the backbone to institutional crypto adoption [1] Sei Network Performance - Sei's performance infrastructure is becoming the preferred settlement layer for institutional crypto adoption [1] - Stablecoin flows and DEX volumes on Sei are reaching billions of dollars [1] - Markets Move Faster on Sei [1]

🎧 TUNE IN: Why can’t blockchains talk to each other, and how do we fix it?HyperLane co-founder @thePalenimbus joins @NathanOnCrypto and @gazza_jenks to break down interoperability. https://t.co/NdY5IkVRTh ...

Onchain Activity & Innovation - Contract deployments reflect the evolving scope of onchain activity and potential new behaviors or use cases [1] - Contract deployment serves as a signal for innovation and growing utility onchain [1] Ethereum Contract Deployments - Ethereum L1 remains a vibrant hub of activity despite developers shifting towards L2s [2] - New contract deployments on Ethereum spiked above 200 thousand per day multiple times this year [2] - Contract deployments lulled during the tail end of 2024 and the start of 2025, followed by a development spree in recent months [2]

Blockchain Technology Innovation - Blockchain wallets are traditionally static keys tied to users, but Sui introduces programmable, transferable wallets [1] - @ikadotxyz enables this innovation on Sui, transforming wallets into programmable objects [1] - DWalletCap unlocks new design patterns for asset ownership and access control within the blockchain ecosystem [1]

Layer 2 Scaling Solutions - Ethereum layer 2 solutions have reduced transaction costs by 10-20x, leading to over 85% of Ethereum transactions occurring on these cheaper layer 2s [2][3] - Base, incubated by Coinbase, dominates layer 2 activity, accounting for over 50% of active users, transactions, and revenue [6] - Competition in the layer 2 space is increasing with Kraken announcing INC, Robinhood launching its own layer 2 on the Arbitrum stack, and Securityize partnering with Athena to launch Converge [6][7] - Worldcoin is also building its layer 2 on the Optimism stack [8] Decentralized Applications (dApps) and Exchanges (DEXs) - Spot volume of decentralized applications has more than doubled, approaching 20% of the market share compared to centralized counterparts [9] - Decentralized exchanges are 5-10x more efficient than centralized exchanges, achieving similar volume with significantly fewer employees [11] - Decentralized exchange volume has continued to increase, reaching 25-30% of centralized exchange volume [12] Solana's Performance and Developer Activity - Solana has experienced a significant turnaround, achieving 4-5x greater transaction throughput than Ethereum and its layer 2s combined, reaching almost 800 TPS [14] - Solana has surpassed Ethereum in attracting net new crypto developers [15] - Solana is focused on improving its base layer with upgrades like Fire Dancer and Alpenlow [19]