BitMine disclosed holdings including 1,713,899 ETH, 192 BTC, and $562m in cash, implying total NAV of $8.8b and $39.84 NAV per share. The purchase of another 190k ETH was highlighted alongside updated treasury figures and share count.

Why this matters: Large treasury accumulations signal institutional conviction and can tighten liquid supply during periods of demand.

Giveth introduced a new round where “Cause Creators” curate 5–50 verified projects under one mission and earn 3% of every donation in GIV. The program is designed to rally communities around themed impact and streamline matching distribution.

Why this matters: Structured quadratic funding can increase matching efficiency and route more capital to grassroots public goods onchain.

Stablecoin volume hit fresh highs across networks, including $147.6b on Ethereum mainnet, $132.5m on Linea, and $25.7m on Soneium. The update underscores accelerating stablecoin settlement activity across ecosystems.

Why this matters: Rising stablecoin throughput often precedes broader app and payments growth, strengthening Ethereum’s settlement role.

Grow The Pie reported mainnet’s share of weekly active addresses rebounded to 19.42% from a 9.7% low, while single-L2 share fell from an 87.49% high to 74.86%. The shift suggests renewed direct activity on L1 even as multi-chain usage persists at 5.72%.

Why this matters: A higher L1 share can indicate users returning to core security/settlement, benefiting protocols that anchor directly to mainnet.

ETHZilla raised its treasury to 102,237 ETH (from 94,700) at an average purchase price of $3,948.72. The company also approved up to $250m in stock repurchases for $ETHZ shares.

Why this matters: Combining balance-sheet ETH exposure with buybacks signals a dual conviction in both asset and equity value.

Strategic ETH Reserve reported FG Nexus acquired 1,111 ETH at an average $4,341, bringing total holdings to 48,442 ETH ($225m). The update adds to a run of treasury accumulations across entities.

Why this matters: Continued corporate and fund allocations to ETH can increase baseline demand and institutionalize asset ownership.

A long-dormant entity sold 24,000 BTC for ETH, with the move coinciding with a sharp BTC drawdown and $45b market value erosion. The entity still holds 152,874 BTC from wallets dating back six years.

Why this matters: Large inter-asset rotations can drive cross-market volatility and spotlight ETH’s relative bid in macro flows.

A photo-filled recap highlighted knowledge, culture, and community sponsors including Nouns DAO, Ethereum Foundation, Octant, Status (L2), HairDAO, POAP, and Self Protocol. The thread captures programming takeaways and community presence.

Why this matters: Strong builder/community events help apps recruit contributors and share playbooks for product growth.

Chainlink reported Basis OS added low-latency Data Streams on Arbitrum to power their Virtuals Vault. The integration targets higher-throughput market data delivery and a smoother Virtuals ecosystem experience.

Why this matters: Reliable oracle data underpins agentic apps and automated strategies, enabling safer, faster UX.

Ronin unveiled an opt-in program that pays builders weekly in RON, AXS, and USDC for referring users and driving ecosystem growth. The program positions builders as revenue partners with recurring upside.

Why this matters: Aligning builder incentives with network usage can accelerate app launches and user acquisition on L2s.

Token Terminal noted monthly active addresses on Starknet increased roughly fivefold since June. The growth indicates rising end-user traction for Starknet-native apps.

Why this matters: Rapid address growth suggests improving product-market fit for L2 apps and tooling.

Heurist outlined ERC-8004, extending agent-to-agent protocols with onchain registries for identity, reputation, and validation for autonomous AI agents. The thread positions ERC-8004 as foundation for an agentic economy on Ethereum.

Why this matters: Standardized identity and verification for agents can unlock secure autonomous transactions and services.

Liquid Collective and EigenLayer published a guide arguing treasuries must move beyond passive holding and activate assets via staking/restaking. The report proposes frameworks to integrate yield and resilience into modern digital-asset treasuries.

An article explored a potential architectural evolution toward RISC-V, explaining implications for users and developers and clarifying that wallet addresses and assets remain unchanged. The piece framed the change as a deeper “engine” swap, not a UX break.

For more Ethereum updates subscribe to Ethereum Daily and follow us on the social media platforms below.

Disclosures: Ethereum Daily is an independent publication and does not offer financial or investment advice. Content may include opinions, affiliate links, or references to projects in which contributors have a financial interest. Always do your own research.