More than a third of ETH is staked. ~13% sits on exchanges. That is not the same as “off the market.” Supply can still grow and these 4 charts show where the squeeze thesis needs care. https://t.co/pIthTidRnb
Stablecoin card spending on Base just hit a NEW RECORD! 📈 🔹 ~$236M in October card volume 🔹 Up 84.2% compared to March 🔹 8 consecutive months of tracked activity Great data by @Paymentscan! https://t.co/C8ucvQhUm0
The past few days haven’t been easy for the Lisk ecosystem. But challenges like these don’t change what we’re building or why we’re building it. Onwards! 📈
Payment giants are building their own chains. Stablecoins are following. 💵 🔹 Arc (Circle): +$524.8M in 30 days 🔹 Tempo (Stripe): +$503.0M 🔹 Together: 80% of top 10 chain growth The firms that own distribution now want to own the rails too. Data: @tokenterminal https://t.co/dRO77lWWEt
NO ONE is unstaking their ETH... 👀 🔹 Validator exit queue: near ZERO 🔹 Peak: ~2.7 million ETH waiting to leave 🔹 Staked supply: all-time high This is bullish. Holders are not heading for the exit. They are locking in. Data: https://t.co/DhiDxj8u0J https://t.co/rdxyERMklE
Ethereum's economy is bigger than Tron and Solana COMBINED. 🏆 🔹 Ethereum: $131.2M in ecosystem GDP 🔹 Tron + Solana: $109.6M 🔹 Share of the top 10: 41% Cheap blockspace is everywhere. Economic gravity isn't. The ONCHAIN economy settles around Ethereum. Chart: @ETH_Daily https://t.co/kS43zxRyg5
Artificial intelligence (AI) agents can now work for a FULL DAY. In 2022, it was 30 seconds. 🧵 🔹 Agent task length has doubled roughly every 7 months since 2019 🔹 Recent models are running AHEAD of that trend 🔹 One benchmark marker: exploiting a vulnerable Ethereum smart contract The bottleneck is no longer intelligence. It is trust. Chart: @a16z, data from METR
ETH is trading just 17% above its security floor. 👀 🔹 Market cap: $285.4B 🔹 Modeled security floor: $244.4B 🔹 2021 peak: ~2.5x above the floor The hype premium is almost gone. The floor is more than 2x higher than in 2023. Price compressed. Fundamentals kept climbing. https://t.co/CCjua88Mkk
Impressive! 📈 The value of tokenized real-world assets (RWAs) on Solana just hit a new ALL-TIME HIGH! https://t.co/bpEWKcjYWA