Core Insights - The 2025 Q3 earnings cycle is showing strong growth rates, with several companies exceeding expectations [1][11] - Companies like Wayfair and Palantir have reported accelerating sales growth, contributing to overall positive performance [1][11] Wayfair - Wayfair reported adjusted EPS of $0.70, a 220% increase year-over-year, with sales reaching $3.1 billion, growing by 8.1% [2] - The adjusted EBITDA margin of 6.7% is the highest recorded outside the pandemic [2] - Orders delivered grew by over 5% year-over-year, with new orders also increasing in the mid-single digits for two consecutive periods [3] Palantir - Palantir achieved quarterly sales of $1.2 billion, marking a 63% increase from the previous year [8] - US commercial revenue surged by 121% year-over-year, while US government revenue increased by 52% [8] - The company closed over 200 deals worth at least $1 million, with a total contract value (TCV) of $2.8 billion, up 340% from the same period last year [9] - Customer count grew by 45% year-over-year [9]

Ecosystem Valuation Shift - The industry is moving beyond transaction fees to value ecosystems based on their ability to generate revenue [1] - General-purpose chains are limited, with Hyperliquid and MegaETH highlighted as examples [1] Stablecoin TVL and Revenue Potential - Stablecoin TVL internalization at 4% and 8% yields significantly increases revenue for most chains compared to the status quo [2] - Even with conservative estimates, the potential revenue from internalized stablecoin TVL is substantially higher than current levels for many chains [2] Value Leakage and Revenue Streams - Current systems leak value to entities like Circle instead of benefiting users within the ecosystem [3] - Companies are focusing on converting traditional value leaks into revenue streams, starting with stablecoins and proximity markets [3][4] MegaETH and L2 Perceptions - MegaETH is identified as an L2 solution with significant committed capital [4] - There is skepticism about L2s, with some questioning their ability to justify the level of investment they attract [4]

PUMP has an insane revenue engine which (alongside its streaming virality) has driven its FDV above $8bn.Crazy that building a traditional business & integrating buybacks would work.You should also pay attention to AI backed revenue generation, so I’ve linked examples below: https://t.co/KPhReiBXQTs4mmy (@S4mmyEth):https://t.co/7K1djerMuc ...

Congestion Reduction & Efficiency - Congestion pricing reduces traffic by 11% [1] - 70,000 cars are off the road every day [1] - Buses and people are moving faster [1] Safety Improvement - Pedestrian crashes decline by 14% [1] Revenue Generation & Legal Confidence - Congestion pricing is generating projected revenue [2] - The MTA is confident in winning the lawsuit regarding congestion pricing [2]