erc-8004 has 1m+ registered agents processing $250m weekly flows but no token to trade. openserv and lucid agents building orchestration layers on top capturing actual protocol fees. 0g labs charging for privacy layer. trusta monetizing attestations. the infrastructure is free. the tooling isn't. ...

Ethereum price fusaka. Photo by BeInCrypto Ethereum co-founder Vitalik Buterin is promoting a new mechanism to mitigate sudden spikes in transaction costs on the network. His latest proposal outlines a trustless, on-chain prediction market designed to help users secure future gas prices and manage volatility rather than react to it. Buterin Backs Ethereum Gas Pricing Market On December 6, Buterin argued that Ethereum needs a market-based signal for future demand for block space. The structure would tra ...

morpho curators collect $300k weekly fees managing $11b deposits. mf-one vault loses $24m on first brands debt that was 82% fraudulent collateral. curators keep their fees, lenders eat the losses. some borrowers 4% from liquidation. permissionless markets work great when the fee extractors have zero downside. ...

Core Viewpoint - Ethereum is projected to reach a price of $9,000 by 2026, according to Tom Lee of Fundstrat, despite its current price of $3,200 after a significant drop from its all-time high of $4,954 in August [1][2]. Group 1: Reasons for Optimism - Ethereum has shown remarkable performance since its launch in July 2015, with an increase of over 100,000%, making it the second-largest cryptocurrency after Bitcoin [2][3]. - The strong global developer base and "technical resilience" of Ethereum are key factors driving its potential growth [3]. - Ethereum is a leading Layer-1 blockchain, particularly dominant in the decentralized finance (DeFi) sector, accounting for nearly two-thirds of the total value locked (TVL) in DeFi [6]. Group 2: Institutional Adoption and Asset Tokenization - The next growth phase for Ethereum is expected to be driven by institutional adoption, with Wall Street banks and financial institutions increasingly utilizing the Ethereum blockchain [7]. - Real-world asset (RWA) tokenization is anticipated to enhance efficiency and liquidity, compelling major financial players to adopt Ethereum for blockchain finance [8]. - Notable companies like BlackRock and Robinhood are already exploring asset tokenization, indicating a trend towards mainstream acceptance [9]. Group 3: Reasons for Skepticism - Tom Lee's position as chairman of Bitmine Immersion Technologies, which holds Ethereum, may create a conflict of interest regarding his optimistic price predictions [11][13]. - There is a possibility that Ethereum could drop to $2,500 before potentially rising to $9,000, highlighting the inherent volatility in the cryptocurrency market [14]. - Current online prediction markets suggest only a 3% chance of Ethereum reaching $5,000 this year and a mere 1% chance of hitting $9,000, indicating cautious sentiment among investors [16].

RT Hayden Adams 🦄 (@haydenzadams)First Uniswap CCA auction is done, and it was beautiful$59m in bids. No sniping, bundling, timing gamesJust slow, fair price discovery ending at 59% above the floor — with literally days to bid earlier and get a better average priceEven if you bid $10b fdv on the first day, you would not have overpaid, and instead executed at a dca price between floor and clearingAnd now, a large portion of the auction proceeds and reserve of tokens will be used to seed a Uniswap v4 pool tha ...

DeFi Development Corp (DFDV), the Nasdaq firm built to accumulate Solana (SOL), said in its November update that it made no new SOL purchases through the month. Its total SOL reserve held steady at 2,195,926, valued at about $293.2 million. As per the announcement, the supply locked in its dfdvSOL product stood at 530,286.72. DFDV also said that Q3 unrealized gains surpassed $74 million with an 11.4% return from SOL operations. Senior executives Parker White and Dan Kang said that the company took advant ...

Core Insights - Bitcoin is facing significant challenges, including a $523 million single-day outflow from the iShares Bitcoin Trust ETF (IBIT), while Ethereum and Solana are gaining traction among digital currency enthusiasts [1] - Bitcoin remains the largest cryptocurrency with a market capitalization of $1.8 trillion, followed by Ethereum at $364 billion and Solana at $73.8 billion [2] Ethereum Overview - Ethereum, launched in July 2015, is the second-largest cryptocurrency by market cap and serves as a decentralized blockchain and application/smart contract development platform powered by ether (ETH) [3] - The Ethereum network transitioned to a proof-of-stake (PoS) consensus mechanism in 2022, which is 99% more energy-efficient than the previous proof-of-work (PoW) system [3] - Key advantages of Ethereum include self-executing smart contracts, decentralization, and improved energy efficiency, while challenges include scalability issues and price volatility [3] Ethereum ETFs - The iShares Ethereum Trust ETF (ETHA) has assets of $11.5 billion and has seen net inflows of $9.56 billion in 2024 [4] - The Grayscale Ethereum Trust ETF (ETHE) holds $2.96 billion in assets and has experienced net outflows of $1.34 billion this year [4] - The Fidelity Ethereum Fund ETF (FETH) has assets of $2.3 billion with net inflows of $1.03 billion in 2024, while the Grayscale Ethereum Mini Trust (ETH) holds $2.26 billion and has garnered net inflows of $872 million this year [4]

Singapore, Singapore, December 5th, 2025, Chainwire Hotstuff Labs today announced the public testnet for Hotstuff L1, a DeFi Layer 1 blockchain powered by DracoBFT, a custom-built consensus protocol. Hotstuff L1 is a purpose-built chain that pairs a highly performant on-chain order book with a programmable finance routing layer where validators act as last-mile gateways to trading, payments, and fiat rails. Unlike general-purpose chains, Hotstuff L1 is designed as an Uber-style routing layer where validat ...

RT Centrifuge (@centrifuge)This piece shows how much of the growth comes from getting the underlying rails right: vault structure, fund admin, and cross-chain distribution in one system.Centrifuge provides that infrastructure so managers like Janus Henderson can plug existing strategies into onchain markets without rebuilding their workflows from scratch. ...

Core Insights - DeFi Development Corp. (DFDV) is the first U.S. public company with a treasury strategy focused on accumulating and compounding Solana (SOL) [1][3] - The November 2025 Business Recap highlights disciplined execution amid crypto market volatility, showcasing key developments in earnings, capital markets, ecosystem partnerships, and institutional engagement [1][2] Financial Performance - DFDV reported $4.6 million in quarterly revenue with an 11.4% organic SOL yield and $74 million in unrealized gains, supported by validator operations and active treasury deployment [6] - Senior executives purchased shares in open-market transactions during November, indicating management's confidence in the long-term growth strategy [6] Strategic Initiatives - The company is focused on leveraging Solana's high-performance network and growing DeFi yield base to enhance long-term shareholder value [2][3] - DFDV signed a Letter of Intent with Loopscale to optimize treasury yield generation through stablecoin strategies, aiming to maximize capital efficiency [6] Market Engagement - DFDV hosted Solana Investor Day (SOLID 2025) in New York, connecting institutional allocators with leading Solana builders, and participated in various webinars and podcasts to engage new audiences [6] - The company became the first SOL-focused decentralized autonomous token (DAT) to endorse Solana's proposed disinflation change, reflecting its commitment to a stronger monetary profile for SOL [6]