The Block reports that Li Lin and a group of Asia-based Ethereum backers plan a $1 billion ETH treasury firm and are exploring acquiring a Nasdaq-listed company.

Impact: If finalized, a dedicated ETH treasury vehicle at this scale could add sustained buy-side demand and institutionalize ETH balance sheet management.

Dankrad Feist announced he’s joining Tempo, calling 2025 a turning point as crypto’s payments vision materializes.

Impact: A high-profile EF researcher moving to an external venture may shift R&D focus and talent dynamics while broadening Ethereum-aligned work beyond the foundation.

The Ethereum Community Fund launched the first Proof-of-Burn grant round with $50,000 for projects growing the BETH ecosystem via adoption, tooling, or direct integrations.

Impact: Targeted funding for BETH could accelerate developer experimentation around burn-based incentives and integrations.

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Milk Road highlighted that Ethereum processed over $5 trillion in stablecoin transfer volume in Q3 for the first time ever, reportedly surpassing Visa and Mastercard for the period.

Impact: Massive stablecoin settlement underscores Ethereum’s role as global value plumbing.

Everstake highlighted ETH’s status as the best performing asset over the last ten years, with a ~+257,900% return from August 2015 to August 2025, outpacing Bitcoin’s ~+43,500%.

Impact: The decade-long outperformance supports institutional theses for strategic ETH allocation.

@CryptoGucci flagged VanEck’s S-1 for a Lido staked Ethereum ETF alongside bullish comments from the firm’s CEO on building atop Ethereum.

Impact: If approved, a staked ETH ETF could broaden access to yield-bearing ETH exposure for traditional investors.

Health Protocol announced a collaboration with zkSync aimed at transforming global healthcare into a “Self-Care Economy.”

Impact: Pairing health data and L2 scalability could unlock new patient-owned data models and payment flows.

OpenSea CEO Devin Finzer said the marketplace crossed $2.6B monthly volume with 90% from token trading, and announced a Q1 2026 SEA token launch.

Impact: Tokenization signals OpenSea’s pivot from “NFT marketplace” toward a broader “trade everything” stack, potentially realigning incentives for users and creators.

Tether introduced an open-source toolkit for building self-custodial wallets supporting Bitcoin, Lightning, USD₮, XAU₮, USA₮ and more.

Impact: Easier wallet development could spur more payment, savings, and swap apps that interoperate with ETH-based rails and stable assets.

Moonwell introduced a USDC vault on Base built on Morpho and curated by Anthias to support long-term ecosystem growth, with deposits borrowable against WELL, staked WELL, and MAMO.

Impact: Composable money markets on Base may deepen onchain liquidity and attract new capital to the Superchain.

CODY announced availability for 35M+ users and upcoming status as one of the first Superchain ERC-20s across Base and World Chain.

Impact: Onboarding a large audience to agentic onchain gaming could expand Ethereum’s consumer footprint.

Pablo Moncada-Larrotiz announced MoonDAO’s initiative at Space Camp and invited the community to help test new tools with small contributions.

Impact: Grassroots funding experiments continue to test how DAOs can finance education and outreach.

At the time of the 3,100 TPS ATH, Base contributed ~1,716 TPS and Arbitrum ~1,201.3 TPS, with Optimism, Unichain, and World Chain also active.

Impact: L2 competition is driving aggregate throughput, validating Ethereum’s modular design for scaling.

Sreeram Kannan shared a Fortune piece by Adam Winnick arguing that a verifiable internet rests on verifiable data and verifiable compute.

@Haonan shared an article arguing that onchain foreign exchange could be the next phase of stablecoin adoption.

Apoorv aggregated 100+ Ethereum Foundation contributors into a single Twitter list.

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