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X @CoinMarketCap
CoinMarketCap· 2025-12-19 14:25
[2025 Crypto Wrapped]🔮 CoinMarketCap 2026 Crypto Market OutlookWhat if 2026 isn’t about the next big chain, but about who actually captures value? As apps overtake infra, UX beats ideology, revenue replaces narratives, and investors shift from single tokens to structured exposure, crypto may be entering its most disciplined and consequential phase yet.Here is the breakdown: ...
X @Wu Blockchain
Wu Blockchain· 2025-11-23 05:31
Bitwise CIO Matt Hougan says the market is overlooking a key trend: major tokens are rapidly improving value capture. UNI is moving toward a fee switch that would burn ~16% of trading fees, ETH’s Fusaka upgrade (expected Dec. 3) could 5–10x revenue by adding a minimum L2 data fee, and the XRP community is exploring staking. Hougan says new regulation is shifting tokens from governance toward value capture, a trend that will become clear in 2026. https://t.co/DHGzSjhd1d ...
X @mert | helius.dev
mert | helius.dev· 2025-11-13 11:04
RT MR SHIFT 🦁 (@KevinWSHPod)Why Crypto Needs Privacy: Mert Mumtaz on Zcash, Building on Solana, and Long-Horizon InvestingIn this episode of When Shift Happens, I sit down with Mert Mumtaz, CEO and co-founder of @heliuslabs, to discuss why he’s betting hard on privacy, Solana infrastructure, and long-term conviction plays like Zcash, SOL, Bitcoin, and Hyperliquid.The conversation goes deep on first-principles investing, how internet connectivity reshapes price action, and the discipline it takes to build an ...
X @Messari
Messari· 2025-10-17 14:37
Stablecoin & Protocol Integration - "Aligned Stablecoins" on @HyperliquidX could fuel growth for @nativemarkets and USDH [1] - @nativemarkets aiming to make $USDH a multi-billion dollar stablecoin [2] - Success of $USDH could redefine protocol value capture and ecosystem alignment [2] Market Dynamics - Hyperliquid's stablecoin sector is highly competitive and ideologically charged [1]
X @Token Terminal 📊
Token Terminal 📊· 2025-07-10 23:34
Investment & TVL Discrepancy - Crypto领域已获得约1000亿美元的风险投资,涉及约6000轮投资[1] - 仅有3条链的生态系统TVL(总锁定价值)达到或超过200亿美元[1]