Eterna Capital

Eterna Capital’s Bold New Chapter 🧵 1/ 🔔 Big news: After nearly 7 years of empowering innovation in Web3, Eterna Capital is unveiling a fresh new look! 🚀 While our vision remains unwavering, our rebrand reflects our growth, evolution, and commitment to building the future. Let’s dive in. 👇

Eterna Insights – February 2026 A few developments shaping crypto infrastructure this month 👇 🔹 Base leaves the OP Stack to build its own stack: a signal that large networks may increasingly internalize their infrastructure as they scale. 🔹 BlackRock pushes tokenized Treasuries deeper into DeFi, enabling trading of BUIDL through UniswapX. 🔹 LayerZero unveils “Zero,” a new L1 targeting institutional infrastructure with partners including Citadel and the DTCC. 🔹 AI coding models accelerate development cycles, with OpenAI and Anthropic releasing new models that are already changing how software gets built. Across all of these developments, one theme stands out: the financial and technological stack is being rebuilt in real time. Full newsletter below 👇

Eterna’s Insights - January 2026! Developments across regulation, institutions, and ecosystem strategy 👇 🌍 Crypto moves to the center at Davos: Digital assets featured on the official agenda, with discussions focused on implementation across tokenization, stablecoins, and market structure rather than existential debates. 🏛️ U.S. market structure bill stalls: A Senate Banking Committee markup was postponed after Coinbase withdrew support over provisions affecting stablecoin rewards, tokenized securities, and DeFi. Talks are expected to resume, but alignment remains challenging. 🏦 BitGo’s IPO tests the listings window: BitGo went public at a $2.59B valuation following approval of its national trust bank charter, offering an early signal of investor appetite for crypto infrastructure listings in 2026. 📱 Solana advances its consumer strategy: Solana Labs launched the Seeker smartphone alongside the SKR token, combining secure key management, native payments, and a Solana-first app store. Early traction reached 150k+ activated devices across 50+ countries. 👇 Full January newsletter below

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Eterna’s Insights – December 2025! A month defined by institutional distribution, protocol upgrades, and tighter economic alignment 👇 🏛️ Wall Street opens the gates - Bank of America greenlights BTC ETF recommendations; Vanguard lists third-party crypto ETFs; Schwab plans spot BTC & ETH trading. ~$13T in wealth platforms now in play. ⚙️ Ethereum ships Fusaka - higher rollup data capacity, more stable fees, and better UX (passkeys & biometrics). ETH doubles down as the settlement + data layer. 🌍 Solana Breakpoint momentum - Abu Dhabi conference highlights tokenization, payments, infra upgrades, and growing institutional engagement across the ecosystem. 🔥 Uniswap turns on the fee switch - DAO approves Unification proposal and executes a 100M UNI (~$570M) burn. Protocol usage now directly drives token supply reduction. 👇 Full December newsletter below

Full blog announcement: bit.ly/4akTyhV

This is how crypto wins: Not by replacing banks - but by quietly outperforming them. Excited to back the @shimon_newman and the Moto team.

@usemotocard has joined our portfolio. We co-led their $1.8M pre-seed alongside @cyberfund. This one matters. 👇 Most “crypto cards” are just debit cards in disguise. No credit. No underwriting. No yield. Moto is building real on-chain credit.

Moto is pleased to announce its $1.8M pre-seed round led by @eternacapital + @cyberfund. Introducing the first true onchain credit card, powered by @solana. Waitlist now live.

Eterna’s Insights – November 2025! A month of major structural progress and a sharp market reset 👇 💥 Coinbase revives regulated retail token launches its new public-sale platform brings back U.S. retail access for the first time since 2018. 🏛️ Fintechs embrace stablecoins: Klarna announces KlarnaUSD, a USD-backed stablecoin launching in 2026 on Tempo (backed by Stripe & Paradigm). Another signal that stablecoins are becoming the default rails for global payments. 📉 November drawdown hits hard: BTC fell ~20% as U.S. spot BTC and ETH ETFs saw $3.4B in outflows - the worst month since launch. 🌍 Global stablecoin regulation accelerates: Switzerland proposes new FINMA licences for stablecoin issuers, while Canada’s 2025 Budget introduces its first full legislative regime under the Bank of Canada. 🔗 BlackRock: tokenization will transform finance: Larry Fink & Rob Goldstein call tokenization the biggest market-infrastructure upgrade since digitization, comparing this moment to “the internet in the mid-1990s.” 👇 Full November newsletter below

Eterna’s Insights – October 2025! October was one of the most eventful months yet for crypto markets and financial infrastructure 👇 💥 ICE bets $2B on Polymarket, valuing it at $8B - the NYSE parent is turning prediction data into a new institutional asset class. 🏛️ Wall Street goes full crypto: Morgan Stanley lifts restrictions, Vanguard readies alt-ETFs, and JPM & Citi roll out trading and custody plans. 📉 Crypto’s Black Friday: $19B in liquidations exposed cracks in exchange risk systems, ADL loops, and oracle design. 📊 Altcoin ETF wave: Bitwise’s Solana ETF (BSOL) smashes records with $150M inflows, cementing SOL as the third institutional-grade asset. 💵 Stablecoins go mainstream: Western Union unveils USDPT on Solana; Visa & Mastercard expand stablecoin rails; x402 protocol ignites AI-driven payments. 🔗 Full newsletter below 👇