"You can see the narrative changing around $ETH right now. And imo it will be obvious in hindsight. But most are too jaded.
In less than one month, public companies will have bought enough eth to offset all the eth that's been created since the merge.
It's 1/9th the marketcap of BTC, and takes far less capital to move. That capital is clearly coming.
It's still very early to this trade. I dont know if it will be today, tomorrow, or next month. But I think we are going to look back at what is right in front of your eyes and think. I can't believe it was so obvious.
The amount of capital starting to flow into eth, will lead to big moves. and all we have to do, is do nothing. Set the tribalism aside, set the past aside.
@fundstrat should be paid attention to, and the amount of companies he will onboard, and other retail users.
All you have to do is set your bias aside and look at what's happening. Hate it or love it. It seems inevitable."
Chainbound researchers propose “Blob Notaries,” a distributed publishing scheme that removes the single-publisher bottleneck and could greatly increase Ethereum’s data-availability throughput. The design spreads blob publishing across small notary sets to complement the current DAS roadmap.
Why this matters: Higher DA capacity keeps rollup fees low and secures Ethereum’s role as the settlement layer for an expanding L2 ecosystem.
New performance data shows the median cost to prove Ethereum L1 blocks has fallen to just four cents. Continuous prover optimizations and cheaper hardware are driving the decline.
Why this matters: Lower proving costs reduce rollup operating expenses and encourage broader adoption of zk-based scaling.
Ethrex reports snapshot sync milestones, trie-pruning in progress and upcoming EVM optimizations, while peer-discovery fixes improve snap-sync reliability. L2 efforts include Based Sync v1 and RISC Zero support.
Why this matters: Client diversity and performance gains harden the network against bugs and centralization risks.
CEO Charles Allen outlines a financing mix of ATM equity sales, convertible debt, on-chain borrowing and staking rewards to accumulate ETH throughout 2025. The goal is to grow ETH per share while minimizing dilution.
Why this matters: A public company treating ETH as both treasury and revenue asset signals rising mainstream corporate acceptance of Ethereum.
Between June 28 and July 4, the sports-gaming firm bought approximately $19M in ETH, lifting holdings to ~205k ETH, and simultaneously raised fresh capital to buy more. The average purchase price was about $2,501 per coin.
Why this matters: Multiple firms racing to stockpile ETH suggests an emerging “corporate FOMO” around Ethereum’s future cash-flow potential.
GameSquare priced a public offering expressly to accelerate its Ethereum treasury allocation. Proceeds will be deployed into ETH immediately after closing.
Why this matters: Aggressive treasury accumulation by smaller public companies widens the base of non-crypto-native ETH holders.
Over the last 30 days, treasury-focused companies purchased roughly 200k ETH, exceeding the net 57k ETH issued after burns. The data implies demand is outstripping new supply.
Why this matters: Sustained net-negative issuance coupled with corporate buying pressure tightens float and may magnify ETH’s scarcity premium.
Electric Capital argues that exploding stablecoin activity spreads the dollar faster than any tech in history, with Ethereum capturing the settlement value. The updated thesis positions ETH as an indirect beneficiary of global dollarization.
Why this matters: Linking stablecoin growth to ETH demand reframes Ethereum as core financial infrastructure, not merely a smart-contract platform.
Every major execution client now lets operators prune pre-Merge history, cutting full-node disk requirements by 300-500 GB. The feature is available on mainnet today.
Why this matters: Lower hardware requirements make running a full node feasible for more independent home stakers, strengthening decentralization and censorship resistance.
Robinhood reports a wave of interest from private companies that want to list their shares as tokens on its new Arbitrum-based platform. The service remains in pilot phase.
Why this matters: Tokenizing private equity on Ethereum L2s brings real-world assets and new retail flows on-chain.
Fluxe unveils a protocol enabling private, regulation-friendly stablecoin payments with selective disclosure. The design targets businesses needing confidentiality without sacrificing compliance.
Why this matters: Combining privacy with regulatory alignment could unlock enterprise stablecoin use cases previously deemed too risky.
Ondo signed an agreement to buy Oasis Pro’s SEC-registered broker-dealer, ATS and transfer agent, pending regulatory approvals. The deal provides licensed market infrastructure for tokenized securities.
Why this matters: Controlling regulated rails positions Ondo to issue and trade compliant digital securities on Ethereum.
Aevo launches perpetual swaps with up to 1000× leverage on COIN and HOOD, with CRCL next. Products settle daily and carry explicit high-risk warnings.
Why this matters: Ultra-high leverage on-chain blurs lines between crypto derivatives and traditional equity trading, expanding Ethereum’s market reach.
Morpho’s Paul Frambot describes fintech front-ends that run on Ethereum DeFi rails—business in the front, DeFi in the back—covering use cases from savings apps to instant loans.
Why this matters: Abstracting complexity is key to onboarding the next billion users onto Ethereum-powered finance.
Uniswap’s Niko notes that decentralized exchanges now capture 30% of spot volume relative to centralized platforms, a record high. The figure reflects sustained growth in onchain liquidity.
Why this matters: Rising DEX share indicates user trust and trading activity are moving onchain, reinforcing Ethereum’s dominance in decentralized markets.
Built at ETHGlobal, Contx converts a Twitter/X account into an ENS-powered AI identity on Base in about 30 seconds. The tool links social context with onchain credentials.
Why this matters: Social-graph-driven identities lower onboarding friction for AI agents and apps on Ethereum.
CEO Sreeram Kannan announces layoffs and a focus on building and scaling EigenCloud, consolidating the team around core products. The move follows rapid growth.
Why this matters: Tighter focus can accelerate delivery of restaking services critical to Ethereum’s middleware economy.
Between 2 and 3 p.m. EST, the Base sequencer began producing blocks every 200ms—a 10× jump from the prior two-second cadence. Transaction ordering may shift as a result.
Why this matters: Ultra-fast blocks make Base the quickest EVM chain to date, improving UX for latency-sensitive dApps.
Lens launches “Rules,” enabling developers to build curated feeds, private groups and bespoke identity layers atop its social graph. The feature is live for builders.
Why this matters: Composable social primitives enrich Ethereum’s decentralized social-media stack and boost user retention.
Scroll highlights WhatsApp wallets in Latin America and payment solutions in Africa built on its zkEVM rollup, underscoring real-world utility.
Why this matters: Low-cost crypto tools address financial inclusion where traditional rails fall short.
Fermah’s testnet prover successfully built a zkSync Era block, demonstrating progress toward alternative prover diversity for the network.
Why this matters: Additional provers strengthen the resilience and decentralization of zkSync’s infrastructure.
A new dashboard now surfaces ongoing uptime anomalies across L2 networks in a single view, enhancing transparency for users and researchers.
Why this matters: Timely monitoring tools build trust and enable rapid responses to rollup issues.
Crecimiento, Privacy Scaling Explorations and Web3 Privacy announce the Privacy Summit, focusing on zero-knowledge infrastructure, legal frameworks and ethics.
Why this matters: A dedicated summit underscores privacy’s rising priority in the Ethereum ecosystem.
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