No - we’re not slamming the books with this block. We use HYPE tokens across many parts of the eco- trading fee staking for our wallets, LP and arbitrage on HyperEVM, HYPE bidding etc I also don’t believe the paradigm and multicoin blocks are being sold. That said- when the timeline is so worried that the (3,3) is being broken, that brings back memories. Natives seem already fully allocated and just on for the ride. My personal opinion is that HYPE is fundamentally fairly valued here. The main upside is if the impressive tradfi volume ever can translate into juicier fees, but theres many unanswered question on that journey. Maybe we need a Steady Lads episode.

ETH breaking out against Bitcoin. Tom Lee, Chalom, and Lubin going absolutely war mode. EthLabs and Ethereum institutional standing on business. Robinhood chain is blowing up. New onchain primitives like FWA are creating excitement again. Vaults, tokenization, and stablecoins are all built on Ethereum. I am bullish ETH.

The future of onchain finance is going to look a lot different than what we've previously seen. Tokenized equities are already dominating trading volume and revenue on perps platforms, and with the rise of Robinhood chain and Base entering tokenized assets, we expect non-crypto trading volumes to significantly outpace that of crypto pairs. So, what does this mean? Well, we need optimized liquidity pools, DEX structures meant for tokenized assets, and a new set of regulatory primitives. 1inch has built just that with their stack, and through partnering with them we have learned quite a bit about the ins and outs of their new Aqua protocol. This concept of ‘shared liquidity’ is a relatively novel one. 1inch Aqua lets you approve one wallet balance to back multiple positions at the same time, across pairs, ranges and chains. You're not splitting your tokens and you're not depositing them, and you’re not leveraging either... It’s a totally different way to keep your liquidity active in more markets. Improvements to onchain efficiency means a lot when we are talking about trillions...and, well, that's where we are headed.

Tushar Jain says the next buyers of Zcash (ZEC) are the same people who bought Bitcoin in 2015-2020: "People, often outside the US, in countries with more oppressive governments, who want to be able to flee with their wealth." "The Netherlands just passed an unrealized capital gains tax. People protect themselves from things like that, and they look to a private, censorship-resistant store of value like ZEC to do it." "You saw wealthy Chinese entrepreneurs get into crypto back then. They're quieter now, but they moved a lot of money in. That politically exposed buyer is the next set of buyers for Zcash, just like they were for Bitcoin."

ethereum:native strength is extremely notable, especially against the BTC pair. If this starts to lead, we might get a bit of a party on alts in the coming weeks...just when the entire AI trade is unraveling, alts starting to come to life would allow for a massive capital rotation into crypto. One can hope...

This chart is a monster. solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn has been doing ~$500K average in daily buybacks for the last quarter and is on track for some of the highest revenue numbers since peak bull mania last cycle.

That being said, Robinhood chain is on an absolute monster run right now with no signs of stopping in terms of stablecoin supply, TVL, revenue and overall chain growth. Very very interesting catalyst for ethereum:native in my opinion and has brought back some serious speculative energy onchain at the tail end of this bear phase. Interesting times ahead.

Amidst all of the "Base is struggling" rhetoric when compared to Robinhood chain, the onchain numbers don't lie. Been relatively steady across revenue, app revenue, stablecoin supply, and TVL throughout this entire bear market. Feels very silly to make any claims about one chain being in trouble due to another's success, but we've all been there before...

ethereum:0xa12cc123ba206d4031d1c7f6223d1c2ec249f4f3 investor report today (absolutely ripping) with data to show and back the growth. CLARITY updates, market updates, positioning updates & more. Good show from @robbieklages 🫡

solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn feels underowned, hated, and left for the dead if you ask me. I know because I get bewildering comments for anything positive about it on the TL still, given its revenue numbers are substantial and has a lot of new improvements to the business since 2025. The programmable daily buybacks are a much needed bright spot for the token economic side of things as well.