Ethereum is for shipping. Here are 35 things the Ethereum ecosystem launched, upgraded, and announced through August. 1/ GnosisDAO approved a vote to transition @gnosischain from its own L1 to a ZK-proven Ethereum L2 rollup with synchronous composability, so apps on Gnosis and Ethereum can interact in a single transaction. 2/ @BlackRock introduced the BlackRock Select Treasury Based Liquidity Fund (BSTBL) with a tokenized share class on Ethereum mainnet for managing stablecoin and digital asset reserves, and began tokenizing share classes of its $311B European money market fund series on Ethereum. 3/ @aztecnetwork launched Alpha v5, a protocol upgrade that reduced private transaction proving times and brought the first wave of privacy-preserving apps to the network. 4/ @Uniswap processed $1B+ in stock token volume and $20B+ in total volume on @RobinhoodCrypto's Robinhood Chain since its July launch. 5/ @ethPandaOps introduced the Platåberget testnet, preparing client implementations for Glamsterdam, Ethereum's next network upgrade. 6/ @Morpho crossed $880M in total deposits on Robinhood Chain in its first <2 months live and reached $5.75B in total deposits on @base. 7/ @web3privacy shared the Ethereum Privacy Ecosystem Mapping 2026, an updated map and repository covering Ethereum’s privacy ecosystem. 8/ @Revolut announced the phased rollout of its euro-denominated stablecoin EURR, live on Ethereum for eligible users. 9/ @aave v4 surpassed $525M in deposits on Ethereum. 10/ Coinbase Tokenized Stocks launched on @base for non-U.S. users, held 1:1 by a regulated custodian, owned in self-custody wallets, and usable across DeFi 24/7. 11/ @FreedomFactory opened presales for the PQ1, a fully open-source, air-gapped hardware wallet that signs with post-quantum cryptography through an Ethereum smart account. 12/ @OctantApp launched Epoch 13, its latest funding round, focused on privacy on Ethereum and across the open internet. 13/ @selfxyz and Google Cloud launched the USAT Mainnet Faucet on @Celo, letting anyone verified on Self claim USA₮. 14/ @PrivacyBoost launched the Privacy Boost App, a frontend to send private transfers from your connected wallet. 15/ @Whitechain_io, the distribution-focused network connected to the WhiteBit ecosystem, announced it is evolving from an L1 into an Ethereum L2 built on the OP Stack. 16/ @ether_fi added tokenized stocks, portfolio-backed loans through @aave, and other new features to its crypto neobank. 17/ @ethereuminsti announced its ecosystem funding round and supporter coalition, welcoming 100+ organizations to support Ethereum's institutional onboarding, and shared that Open Standard's Open USD stablecoin will launch on Ethereum on day one. 18/ @class_lambda and @gattacahq shared that their PropAMM (pAMMs) infrastructure has facilitated over $2B in total volume swapped on Ethereum. 19/ @theInterfold, an open-source protocol for confidential coordination and encrypted execution environments built on Ethereum, launched its Network Alpha production environment. 20/ @arbitrum activated ArbOS Elara, bringing more responsive fees and 4x bigger Stylus smart contracts to Arbitrum One, along with new features for chains built on the Arbitrum stack. 21/ @Uniswap launched v4 Permissioned Pools, a hook standard to enforce allowlists on swaps and liquidity deposits while the protocol itself stays permissionless, bringing regulated assets to AMM trading with launch partners @SuperstateInc, @Securitize, and Dowgo. 22/ @EthCoordinate, a new crypto-native organization building on the EthStaker community's work, was formed to support Ethereum governance coordination, facilitate stakeholder interaction, and accelerate Ethereum adoption. 23/ @MetaMask launched the MetaMask Agent Wallet, an agentic wallet with built-in spending limits, allowlists, and risk profiles. 24/ @ResearchHub, a tool for the open funding, publication, and discussion of scientific research built on Ethereum and @base, launched a new homepage to surface open research proposals and funding requests. 25/ @base opened applications for Base Batches 004, a startup accelerator program for 10 early-stage teams, and also launched Base Verify Onchain, a privacy-preserving identity layer for apps to enforce one-person-one-claim onchain distributions. 26/ @Cloudflare announced Wallets, enabling AI agents to buy APIs and content with stablecoin payments over the x402 payment standard. 27/ The @ethereumfndn launched the better[.]codes autoresearch challenge to advance post-quantum Ethereum, built with @zksecurityXYZ and @eigenlabs on @yukonresearch, putting a machine-verified security problem on a public leaderboard that anyone can push forward. @Lighter_xyz also launched the Lighter Prover challenge, an autoresearch competition to make Lighter's production exchange faster. 28/ Privacy-focused wallet @staycloakedxyz reached $650k in deposits and $1M in volume in its first 90 days live. 29/ @mtpelerin added support for @ensdomains names as sending and receiving addresses when creating personal IBANs for bank transfers in crypto. 30/ @Blockspace_ETH was announced, a company focused on out-of-protocol infrastructure for Ethereum blockspace. 31/ @0xprivacypools launched onchain payroll support, allowing employers to provide recurring wage payments with privacy for salary amounts and recipient addresses. 32/ Fake World Assets (FWA), a NFT gacha protocol by @token_works, launched the FWAir NFT distribution mechanism with an initial 111 item PFP collection. 33/ Builder @z0r0zzz launched zSwap, a fully onchain decentralized exchange built on Ethereum, with all code, including frontend and application logic, stored on mainnet smart contracts. 34/ MMO game @playcambria surpassed $10M in total game volume in August, and @LootSurvivor and Cambria launched a 72-hour onchain dungeon competition. 35/ @EFDevcon released the official Devcon 8 travel guide for Mumbai ahead of this year's Devcon 8 conference in November.

Consensus is cautious about equity markets for Sept for obvious reasons: Fed hike, AI headwinds, bad seasonals - to us, this is a setup for a positive surprise - strong returns for stocks in Sept Great speaking with @JoeSquawk @BeckyQuick @andrewrsorkin on @SquawkCNBC @FundstratDirect @FundstratCap @BitMNR $BMNR $BMNP

September has a reputation for not being good to stocks. @fundstrat's Tom Lee expects this time will be different. His read: Inflation is weakening, which will pushes odds of a rate hike lower. That is just one of five reasons in his latest Macro Minute why September will be a strong, up month:

I am currently in downtown Austin. There are @Tesla Cybercabs EVERYWHERE. All of the Cybercabs in these clips have no steering wheels or pedals. Makes the vibe downtown feel so futuristic. Can’t wait for tomorrow! 🤖

Shoutout to @SeanMFarrell at @FundstratDirect Most macro analysts just talk generalities, but Sean actually runs 2 distinct model portfolios covering the entire digital asset economy (tokens + equities). His frameworks for when to add/remove risk based on global liquidity and volatility compression are elite. If you're trading tickers like SOL, MSTR, or Hyperliquid, his insights are mandatory. 🔍 ethereum:native bitcoin:native $SOL