Crypto & AI Convergence - Crypto x AI integration is steadily rising with projects like Sentient, Talus, Hyperbolic, Openledger, Nous, and Prime Intellect [1] Ethereum Ecosystem & Layer 2 Solutions - MegaETH mainnet launch expected in September [2] - Revival in ETH sentiment anticipated to drive outperformance [2] - Turnaround in Layer 2 (L2) sentiment is expected [2] Emerging Technologies & Mainnet Launches - Mainnet launch of top zkVMs Boundless & Succinct is anticipated [2] - Monad mainnet launch is upcoming [2] - Plasma mainnet launch expected in Q3 [2] - Rise chain mainnet expected in Q4 [2] DeFi & Tokenization Trends - Hyperliquid volumes projected to surpass Binance in a 24-hour window [2] - Katana's TVL (Total Value Locked) and DeFi growth is noted [2] - BTCFi development happening on Starknet, Hemi, and Core [2] - SOL ETF potentially followed by new token ETFs this year [2] Market Dynamics & Competition - Robinhood chain vs Base war is unfolding [2] - CLOB (Central Limit Order Book) wars to continue with GTE, Kuru, Hibachi, and others [2] - BTC dominance is slowing down [2] Institutional & Macro Factors - Lower Fed rates may make Ethena's USDe more attractive [2] Events & Adoption - Celestia native ecosystem adoption (Converge, Ethereal, others) is occurring [2] - Korea Blockchain Week & Devconnect in Argentina are upcoming events [2]