Decentralized Future

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@SharkPoolSol is hitting a huge target segment of major crypto adoption, and is doing so through a highly viable approach. With their university initiative, they're giving real students the opportunity to not only learn about DeFi, but to genuinely experience it for themselves. P.S. @NovaBlockchain ftw

This is so huge. X published its algorithm on GitHub. Not only do you now get to see the real code powering your feed, but also we’re going to see a massive buildout of this algorithm from the crypto snd broader X community. Think about the efficiency and quality gains this system is going to get from all of these external builders. Crypto integrations. Targeted advertising models. AI implementation. And so much more. The open sourcing of the internet is critical for its continued development. github.com/xai-org/x-algo…

@m0xt_ The fact that crypto protocols are even competing with banks is insane. This just shows how much the industry has matured to where we now see projects like Sky, which no financial analyst would even glance at a few years ago, to it now being a major player in the fintech space.

Just wrapping up a report on yield-bearing stablecoins as it is a market I’m super bullish on for the coming years. The thesis is straightforward. As the total supply of stablecoins grows, more capital will start looking for yield. And blockchains are the key unlock that’s allowing this new market to take shape. A lot of players in this space will run NIM-based business models, which is something many investors already understand well. And if ongoing conversations around token ownership, buybacks, investor dilution, and similar topics get at least partially figured out, this specific market could deliver some of the strongest returns in the entire crypto space. Here’s a comparison of NIM across different financial companies to give you a better perspective. It’s not exactly apples to apples, since for some of these companies NIM isn’t their main business, which can result in much higher margins than others. That said, I think it’s reasonable to assume that some crypto protocols could operate with NIM in the range of 1%-1.5%. What makes this model so attractive is that the operating costs of these protocols don’t grow alongside the assets they manage. Most of their expenses stay more or less the same, even as they scale. But AUM alone doesn’t tell you everything. Focus instead on the team’s ability to execute and whether they’ve established a real, defensible advantage. When those elements are in place, meaningful growth usually follows.

It feels to me like Ethereum is much more future-proofed than other assets, especially with the new framework rolled out. The implementation of quantum resistant verification mechanisms seems to be the biggest hurdle, yet one that’s being actively solved. But if you look at all the other requirements they’re already actionable: - Ethereum continues to scale its TPS through zk, peerDAS, and tons of other ways - account abstraction is adding even more programmability to wallets making them AI compatible - $ETH staking queue is growing, more validators are popping up, and decentralization in the network is growing, making it even more censorship resistant

Ethereum is seeing insane weekly growth: - continuously widening lead in stablecoins - new network ATH of 57.8k TPS - continued growth of dApp dominance $ETH price underperformance shouldn’t be considered a sign of weakness. All you need to do is look at onchain metrics to see that the chain is quietly starting to live up to its mission of being the world’s decentralized state machine.

The launch of ERC-8004 is going to solve a huge problem in AI: trust. This is why I love decentralization as a service - you can literally build all of these trustless mechanisms that hold every entity onchain, even AI ones, accountable. Imagine telling someone at ChatGPT or Grok, “hey we’re going to implement a proposal that lets all AI agents essentially maintain their own track record so anyone can go and verify that each agent is actually accurate and not operated by scammers” and then make this all publicly available. No hidden registries, no gatekeeping, no manipulation. This is truly how you build an agentic economy. Table courtesy of @Bankless

So you’re telling me that Trump is taking over Venezuela to get to their oil import it into US drive gas prices down weaken inflation cause more rate cuts pump crypto??

I’ve been doing a lot of research into decentralized digital IDs as an alternative to centralized systems. Blockchain literally has the capability to revolutionize compliance and customer KYC. Think about it - selective data exposure through ZK proofs, locally held private keys to personally sign each interaction, programmability for enhanced integration, and best of all, a distributed ledger system to prevent tampering and drastically limit the impact of hacks The only thing left is for someone to build this…

Will 2026 be the year of the AI prediction markets? You have the combination of historical data with the most advanced analytics tool ever. It seems like we’ve corrupted prediction markets to only focus on gambling and have forgotten the notion that they can be used to tackle media bias and misinformation. Why can’t these markets act as both a tool for information and a way to monetize your perceived edge? If we continue to fall down the degenerate rabbit hole and avoid seeing the real value of these tools particularly in combination with AI predictive analytics, legacy media will slowly absorb this tool and make it seem obsolete.

Crazy work happening at @SynthdataCo Everyone’s looking at AI as a form of automation for coding, writing, etc. but the idea that we can use it to game prediction markets is slowly being realized as well. AI can (keyword, CAN) be very good at analyzing datasets and spotting unseen trends. With the gamification of our society currently occurring through every single sports betting/predictions app, it seems like this should be really taken advantage of. Think about how much data we have on sports - AWS literally collects every single movement that occurs on a football field. Let AI sort through this data, find trends, and give you the best possible odds of winning. Amazing but also a little scary

The PeerDAS implementation from the recent Ethereum update is huge for blockchain infrastructure. The idea of sharding in blockchain revolves around each validator that’s running the network only having to view a small portion of the total incoming data instead of the entire dataset of txs. Less data -> less processing power per validator required -> easier it is to run a node. The goal is to have individuals/businesses that contribute to a blockchain to be able to run a node that’s as light as possible to reduce hardware requirements. This is a major step towards achieving that goal.

@cbventures released a list of requested ideas that they’re actively looking to fund. This includes: - RWA perpetuals markets to bring more assets onchain - Privacy infra on all levels of blockchain to protect onchain identities - Proof of humanity to distinguish real users from AI and scams - Smart contract AI auditing and generation to shorten launch times - DePIN based data collection and encryption The blockchain industry is growing at a rapid pace. We’re going to see a breakthrough of tools that will greatly enhance business efficiency at a scale never seen before. Don’t get left behind. Visit dcft.site to learn more today.

Yeah macro doesn’t look too good buuuuttttt… - regulatory clarity is (hopefully) right around the corner - Solana ETFs are seeing consistent inflows - onchain businesses still producing awesome products + revenue - Aave, Uniswap, and others are cooking - onchain yields are still flowing Crypto is too risk on. The market likes certainty before diving into a risk on asset. Once the macro environment clears, we resume the generational wealth creation.

Not looking great right now.

Hang on why did I just learn that @Zcash is cooking?? You have a chain operating on the same principles as Bitcoin and is an OG protocol that simultaneously uses ZK proofs to verify all transactions? Imagine the benefit of this for businesses: entirely auditable and transparent but still enables private transactions for P2B payments. You can just flip between transparent and shielded mode. And now with the Near Intents being enabled you can use $ZEC as a way to hide your transactions on other chains by breaking the link of addresses?? Wild.

Great analysis! I don’t think people realize how big this shift in DNS name conversion is though. This will (hopefully) create a world where onchain addresses all have actual names instead of being a random series of letters and numbers. Like imagine trying to pay a business using crypto now where they don’t have an ENS name associated with their address. They can’t go ‘oh our address is 0xa7v9gh…’ they can only either a) give you a QR code to scan or b) send it to you directly. If we have full DNS integration where you can just use your domain exactly as your wallet address that will dramatically help solve this issue. Businesses can say ‘oh send your payment to dcft.site’ and anyone can just type it into their wallet and send money. TLDR sending money via wallets should be as easy as finding a person’s Venmo and hopefully this will help solve that issue.

The Ethereum Name Service (ENS) is in the middle of its ENSv2 overhaul. In other words, the onchain identity protocol is future-proofing by optimizing its architecture and deploying to a dedicated Layer 2 (L2) chain. Yet there's a lot going on around ENS in general these days. ~~ Analysis by @wmpeaster ~~ For instance: ➢ Thanks to its recent Doma integration, @ensdomains now lets tokenized DNS domains resolve like native ENS names without having to go through DNSSEC importing, which ENS still supports in parallel. ➢ The ENS Labs team has also been continuing its work to integrate ENS deeper into the mainstream DNS system. The stewards here are preparing to apply for a .ens "brand" TLD in the upcoming ICANN generic top-level domain (gTLD) round, slated for April 2026. This move would shore up ENS's brand and security within DNS and pave the way to new features. ➢ Shortly after the Doma news, the ENS Labs team introduced the new ENS App and ENS Explorer products, which will arrive once ENSv2 is officially rolled out. These launches will effectively split the existing ENS frontend into 1) a simple consumer identity manager, and 2) a full-stack dev tool for advanced name control. ➢ As for the ENSv2 evolution itself, the big intrigue this week was ENS's announcement that its upcoming Namechain L2 will be launched via Surge, Nethermind's based rollup framework founded upon Taiko's tech stack. The pivot from Linea to Surge will let Namechain deploy in more credibly-neutral fashion and as a based rollup for Ethereum-native sequencing and low CCIP-Read latency. ➢ Outside of the Labs team, the ENS community is also staying productive. The builders at EthID just unveiled @grailsmarket, a new dedicated marketplace for ENS domain NFTs. The platform offers zero-fee trading, bulk renewals, private watchlists, ENS and EFP profiles support, and more. Zooming out, ENS already supports +1.6M domains, and the changes coming here are aimed at supporting the next 10x in registrations and beyond. In the meantime, all eyes move to Namechain's public testnet, which is expected in Q2 2026. If that timing holds, the L2's landing should almost perfectly coincide with the kick off of ICANN's next gTLD expansion round. Next year will be big for ENS accordingly, so keep your eyes peeled on the project!

@MilkRoad Institutional adoption is great and all until you see them gobbling up the $btc supply lol This dip increased institutional ownership of bitcoin from 20% up to 28% in a couple of weeks

Institutions are betting big on crypto. Just look at what some of the largest financial institutions on the planet have done over the past year 👇 - BlackRock launched a tokenized money market fund - Fidelity rolled out a tokenized MMF on Ethereum - Visa launched its Tokenized Asset Platform - PayPal expanded crypto payments - Stripe acquired two crypto infra companies - Robinhood launched tokenized U.S. stocks in the EU Mastercard, JPMorgan, Shopify, Revolut, Morgan Stanley… all building in crypto This isn’t hype. This isn’t speculation. This is TradFi structurally integrating crypto rails into their core businesses.

@TheBlock__ Let’s BUIDL 🙏🙏🙏

US Senate banking chair eyes vote on crypto market bill next month theblock.co/post/379422/sc…

I take this as a sign that the industry is maturing. Firstly, imagine telling someone even like 3-4 years ago that stables would reach >300 billion in MC. Second, stablecoin adoption requires further adoption + catalysts. We’ve really seen how stables as payment rails has played out so far. But relatively, still pretty small market. We’re def headed in the right direction but unfortunately bureaucracy bars further entry. We need more compliance laws so businesses know what’s safe to build. The case for stables is there already, it’s just a matter of how we shift from ‘early adopters’ to a ‘majority’ market.

The total market cap of stablecoins just slipped from $309B to $304B. That might not sound dramatic, but stablecoin growth has been one of the strongest tailwinds for crypto this cycle. Expanding supply means fresh liquidity entering the system. When it flattens, or reverses, it tells you the inflows powering the rally have cooled. This isn’t a crisis. It’s just the first time in years the market is running on less fuel, and that shift shows up before price does. December will be interesting.

Learned about @zama recently and 2 things really stood out to me: 1. Real use of Fully Homomorphic Encryption (FHE) to create secure transactions 2. Built as a security layer for existing chains rather than being its own Not only are they using FHE, which processes transactions without decrypting them to lower risk of exposure, but it does so as an attachment rather than a separate system. No fragmented liquidity effects or starting over with a new chain, you just implement it on top of the EVM chain you’re already using.

All of this time I thought I understood the path to Ethereum scalability. I was so wrong. Ethereum researchers are literally building towards a future where not only do we see the chain scale immensely but it does so through proofs so succinct that you could run them from any local piece of hardware. Imagine skipping every middleman (which there are already so few of in crypto) and literally being able to prove your transaction directly on your phone as soon as it’s placed. That’s a future I want to build towards. Amazing episode @Bankless and props to @ethereumfndn you guys are creating a better world for tomorrow 🙏🙏🙏 youtu.be/k53WcsldV1Y