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’s Insights - April 2026 April highlighted both the acceleration and growing fragility of the next generation of internet infrastructure. 🏦 Exchanges go full-stack: Kraken acquires Bitnomial, while Coinbase, Bybit & NYSE/Securitize push deeper into tokenized equities and 24/7 on-chain financial markets. 🔓 DeFi security under pressure: the Drift & KelpDAO exploits exposed how operational security, governance access, and infrastructure configuration are becoming larger attack surfaces than smart contract bugs themselves. 🧠 AI and cybersecurity collide: Anthropic’s “Mythos” model reportedly discovered thousands of software vulnerabilities and autonomously generated working exploits, raising major implications for crypto’s open-source infrastructure stack. ⚡ DeepMind validates distributed AI training: new breakthroughs in geographically distributed model training reinforce the architectural direction decentralized AI infrastructure projects have pursued for years. 🌐 The convergence between AI and crypto infrastructure continues accelerating, from decentralized compute and inference networks to programmable financial rails built for machine-native economies. Full newsletter below 👇

Eterna’s Insights – March 2026 March was a big month for crypto market structure 👇 🏛️ SEC + CFTC clarity: New guidance defines which assets are securities - a major unlock for institutions. 📈 Tokenized equities go mainstream: Nasdaq + ICE push forward with tokenized stocks and programmable ownership. 🤖 Agentic payments race heats up: Stripe, Coinbase, AWS & Visa build rails for AI-to-AI transactions. 📊 Prediction markets scale: Polymarket introduces fees + secures $600M from ICE. The takeaway: crypto is becoming core infrastructure, not just an asset class. 🔗 Full newsletter below 👇

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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

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