Market Trends - Market stabilizes post-crash but conviction remains low [1] - MegaETH hype keeps ICO momentum alive [1] DeFi Infrastructure - Circle + Jupiter upgrades tighten DeFi infrastructure [1] Innovation & Adoption - Prediction markets gain mainstream validation via sports + DraftKings [1] - Aave + Stable move shows push toward consumer finance [1]

DeFi Infrastructure - The report focuses on the landscape for the next wave of DeFi infrastructure [1] - This infrastructure aims to power high-frequency Central Limit Order Books (CLOBs) [1] - The goal is to enable CLOBs to compete effectively with centralized exchanges [1] Opportunity - The report highlights "The CLOBs on Blobs Opportunity" [1] - It is a deep dive analysis by @suppvalen [1]