Market Capitalization & Ethereum - Tokenized assets on Ethereum set a floor for ETH's market cap [1] - Increased tokenization of assets, including stablecoins, benefits ETH's market cap [1]

Stablecoin Distribution - Only 3 chains host more than $10 billion in natively minted stablecoins, indicating a power law distribution [1]

Stablecoin Market Dominance - USD is the most widely tokenized currency [1] - No EUR stablecoin appears in the top 20 by supply [1] Geopolitical Implications - The data visualizes US hegemony in the stablecoin market [1]

Market Performance - Ethereum reached a new all-time high of $4,946 on August 24, 2025 [1] - $120 million in ETH short positions were liquidated within an hour following Jerome Powell's speech [1] - Spot Ethereum ETFs now hold over $20 billion AUM, led by BlackRock's ETHA [2] Company Performance - Bitmine Immersion increased by 12% [2] - SharpLink Gaming increased by 15% [2] - ETHzilla collapsed more than 30% after a major share resale [2] Industry Trends - Corporate treasuries are building ETH positions, nearing $10 billion in combined holdings [2] - Stablecoins now account for 40% of all blockchain fees, with most activity running on Ethereum [3] - Analysts view stablecoin demand as the backbone for ETH's continued rise [3] Expert Opinions - Fundstrat called ETH "the biggest macro trade of the next 10–15 years" [3] - Consensys believes Ethereum will secure future human-to-AI transactions [3] - EY views ETH as the "plumbing of global commerce" [3] Technical Analysis - Technicals show overbought signals, hinting at a pullback toward support around $4,000–$4,500 [3]

RT Cointelegraph (@Cointelegraph)🇯🇵 JUST IN: Japan's SBI Group partners with Chainlink to accelerate institutional digital asset adoption globally.The collaboration focuses on tokenized real-world assets, funds, and regulated stablecoins, starting with the Japanese market. https://t.co/jtqBvTIR9i ...

📊 INSIGHT: Stablecoins now hold more U.S Treasuries than countries like Germany, Saudi Arabia and South Korea.(h/t @BitwiseInvest) https://t.co/Ezp3gwm8ko ...

Solana is going All In.Another week, another financial milestone powered by Solana. @Bullish made IPO history by settling $1.15B of the proceeds in stablecoins, with most of them minted on Solana.Here’s what else shipped last week:- Solana is debuting at the @allinsummit this September, featuring @aeyakovenko live on stage, a Solana lounge to visit on internet capital markets, and exclusive attendee dinners to join- Shortly after their historic IPO stablecoin settlement, @Bullish launched USDC deposits, wit ...

💥⚖️ POWER LAW: Stablecoins live on many chains, but only 3 chains host more than $10 billion in natively minted stablecoins. https://t.co/a8aOWz22Q4 ...

Financial Innovation & Market Transformation - JPMorgan is evolving into a tech stock [1] - Fundstrat highlights the potential rebirth of Wall Street [1] - The end of the gold standard in 1971 led to a boom in financial innovation [1] - Crypto and stablecoins may remove constraints of legacy rails, potentially leading to another boom in financial innovation around 2025 [1]

Financial Innovation & Market Transformation - Fundstrat highlights a parallel between the end of the gold standard in 1971 and the potential impact of crypto & stablecoins in 2025, suggesting a new era of financial innovation [1] - The report suggests that the removal of constraints (gold standard, legacy rail) leads to booms in financial innovation [1] - The report implies that companies like JPMorgan are evolving into tech stocks, reflecting the increasing integration of technology in finance [1]