
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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Opensea finally pulling the trigger. I kind of respect them not having a coin but I guess you have to these days. Or at least try
In today's Ethereum Daily update, @ethereumdaily.eth highlights key moments, including the announcement of a $1 billion ETH treasury firm by Huobi's founder, increased stablecoin volume on Ethereum hitting $5 trillion in Q3, and discussions around a potential Lido staked ETH ETF from VanEck. The blog reflects on market movements and emerging partnerships that continue to shape the Ethereum ecosystem. Don't miss this essential read for Ethereum enthusiasts.