Key Highlights - ADI chain processes $18 Billion annually in UAE Dirham settlements, demonstrating zkSync Elastic's suitability for regulated finance [1] - First production deployment secured with central bank approval and participation from 50 entities, including BlackRock and Mastercard [1] Strategic Implications - The core value proposition is not limited to the $ADI token capturing gas fees from a single chain [1] - zkSync infrastructure aims to capture value from multiple jurisdictional chains [1] - Singapore, Switzerland, and Delaware require compliant execution layers, positioning zkSync Elastic as a potential foundational infrastructure [1]

zksync proves blocks in 3 seconds on gaming gpus. deutsche bank and ubs built private l2s on it. generates $1,000 daily revenue. down 91% from ath at $0.027. aave just voted to shut down operations there citing insufficient revenue. best tech losing to distribution every time. ...

Institutional Adoption & Tokenization - Global institutions including JPMorgan, Citibank, MUFG, and Mastercard are advancing in custody and tokenization [1] Product Development & Innovation - Grayscale launches first staking ETPs [1] - 21Shares files HYPE ETFs [1] - Aave v4 transitions [1] - zkSync ships Atlas upgrade [1] Market Performance & Liquidation - Bitcoin closes above $100K despite $20 billion mid-month liquidation [1]

Token Distribution & Control - zkSync 中 88.59% 的代币供应集中在一个非多重签名或锁仓合约的地址中 [1] - 单个钱包控制着价值 3.23 亿美元的代币 [1] Market Manipulation Risk - 行业观察到每次价格超过 0.06 美元的上涨都可能是该巨鲸的退出流动性 [1] Infrastructure Usage vs Token Adoption - 德意志银行和瑞银在使用 zkSync 的基础设施，但并未购买其代币 [1]

arbitrum bridge activity 400% higher than zksync with fewer total users. franklin templeton now 9th largest protocol by tvl.• 99.7% express lane utilization• 239x revenue vs next l2• first dallas property tokenizedbridge wars looking pretty one-sided rn ...

Which L2 solution has the most potential?🔹 #Arbitrum🔹 #Optimism🔹 #zkSync🔹 #StarkNet ...