Great to see institutional staking providers finally adopting 0x02 validators at scale. Lido's migration of 260k+ validators is the kind of institutional adoption needed to unlock the full impact of the Pectra upgrade, with incentives centred on validator consolidation, operational efficiency, and reduced infrastructure overhead rather than simply reward compounding. In our simulations and empirical analyses (using Ethereum data up to 30 June 2026), we found that solo stakers adopted 0x02 more aggressively due to stronger marginal compounding incentives, while institutional operators exhibited comparatively slower adoption despite much larger potential operational gains. Our results suggest that once large staking providers begin migrating, adoption can accelerate rapidly and unlock significant network-level efficiency improvements, a trend that can be tracked via the Entropy Advisors' Pectra Dune Dashboard:

eETH & weETH now make up 33% of the @Arbitrum DAO TM portfolio. The weETH/eETH are generating a weighted ~6.1% APY, having yielded 110 ETH worth of cumulative interest to date.

Robinhood Legend and the Gold card both reached annualized revenue of $100m Meaning that @RobinhoodApp now has a total of 13 different business lines that have hit this milestone IMO Robinhood Chain is next, especially as they add more Stock Tokens and program more of their company @Arbitrum is good for business 🫡

I wanted to see how much of an asset class has actually been tokenized on-chain and couldn't find this information anywhere, so I built a dashboard to check. It shows, out of the total supply, how much gold, silver, and US treasuries have been tokenized on-chain. (Link below 👇)

Variational has been Arbitrum-native since day one. We're looking forward to working more closely with the foundation 🤝 Stats page by @EntropyAdvisors is already in the works - stay tuned for the upcoming release!

In less than 30 days Stock Token TVL on Robinhood Chain has reached over $25m A majority of it being: > $NVDA ($5.3m) > $SPCX ($1.8m) > $TSLA ($1.4m) Demand for programmable stocks is immense with 0 signs of slowing down HIGHER

Total market size on @Morpho has surpassed $500M on Robinhood Chain, driven mainly by: • $250M USDG @global_dollar • $180M USDe @ethena • $55M syrupUSDG @maplefinance • $19M spUSDG @sparkfinance

Robinhood just deployed 100+ more stock tokens on Robinhood Chain, including: • SPDR Gold Trust: $GLD • Adobe: $ADBE • IBM: $IBM • iShares 1-3 Year Treasury Bond ETF: $SHY • iShares MSCI India ETF: $INDA • Galaxy Digital: $GLXY • Figma: $FIG • Trump Media & Technology Group: $DJT In total, they have 200+ Stock Tokens available on Robinhood Chain.

The constitutional vote for @arbitrum's ArbOS61 Elara Upgrade is live. Mainly, it: - Increases the code size limit to 96 KB for Stylus smart contracts - Allows @Offchain to modify the minimum L2 base fee between 0.01 and 0.10 gwei - Doesn't activate Dynamic Pricing (see third tweet for more info) With two days remaining, it has received 171M votes, while the quorum is set at 187M.

BREAKING: @RobinhoodApp just added 100 new Stock Tokens to Robinhood Chain, including @pfizer, @figma, @galaxyhq, and more. Here's a full list: 🟢 Mega Caps ($100B+) ADBE — Adobe APP — AppLovin ANET — Arista Networks CSCO — Cisco NET — Cloudflare FI — Fiserv FTNT — Fortinet GE — General Electric GEV — GE Vernova IBM — IBM JNJ — Johnson & Johnson KLAC — KLA LRCX — Lam Research LMT — Lockheed Martin PANW — Palo Alto Networks CRM — Salesforce SNOW — Snowflake UNH — UnitedHealth 🔵 Large Caps ($50–100B) AXON — Axon CVNA — Carvana CEG — Constellation Energy CTSH — Cognizant DOCN — DigitalOcean FICO — Fair Isaac GLXY — Galaxy Digital HPE — Hewlett Packard Enterprise HWM — Howmet Aerospace KTOS — Kratos Defense & Security Solutions MRNA — Moderna MPWR — Monolithic Power Systems ON — ON Semiconductor PFE — Pfizer TTD — The Trade Desk VRT — Vertiv 🟠 Mid Caps ($10–50B) AEHR — Aehr Test Systems AVAV — AeroVironment AMBA — Ambarella ALAB — Astera Labs CLS — Celestica CIEN — Ciena FIX — Comfort Systems USA CRDO — Credo Technology Group FLY — Firefly Aerospace FIG — Figma HIMS — Hims & Hers Health JBL — Jabil JOBY — Joby Aviation MTSI — MACOM Technology Solutions OKLO — Oklo PL — Planet Labs PWR — Quanta Services RCAT — Red Cat Holdings SIMO — Silicon Motion TEM — Tempus AI TER — Teradyne PATH — UiPath VICR — Vicor VST — Vistra WDC — Western Digital 🟡 Small / Emerging (<$10B) ABCL — AbCellera Biologics AEIS — Advanced Energy Industries AMKR — Amkor Technology AUR — Aurora Innovation AXTI — AXT BB — BlackBerry BULL — Webull CLOV — Clover Health DJT — Trump Media & Technology Group HII — Huntington Ingalls IBRX — ImmunityBio INFQ — Infleqtion LHX — L3Harris Technologies MOD — Modine Manufacturing NAVN — Navan ONTO — Onto Innovation OUST — Ouster POWL — Powell Industries QNT — Quantum Inc. SLS — SELLAS Life Sciences SMR — NuScale Power SNAP — Snap SOUN — SoundHound AI TE — T1 Energy VSAT — ViaSat WULF — TeraWulf WYFI — WhiteFiber 📈 ETFs VTI — Vanguard Total Stock Market ETF SCHD — Schwab U.S. Dividend Equity ETF JEPQ — JPMorgan Equity Premium Income ETF SMH — VanEck Semiconductor ETF INDA — iShares MSCI India ETF EWT — iShares MSCI Taiwan ETF 🏛️ U.S. Treasuries SHY — iShares 1–3 Year Treasury Bond ETF 🥇 Commodities GLD — SPDR Gold Trust ------ This brings the total amount of Stock Tokens deployed by @RobinhoodApp on Robinhood Chain to 202, up from 101.

Robinhood just deployed 100+ more stock tokens on Robinhood Chain, including: • SPDR Gold Trust: $GLD • Adobe: $ADBE • IBM: $IBM • iShares 1-3 Year Treasury Bond ETF: $SHY • iShares MSCI India ETF: $INDA • Galaxy Digital: $GLXY • Figma: $FIG • Trump Media & Technology Group: $DJT In total, they have 200+ Stock Tokens available on Robinhood Chain.

Fixed-term lending will separate curators who can manage money from those who can't. The old job was picking the safest, highest-yielding pools and rebalancing, basically a passive index. Morpho Midnight makes it active management: you set the rate you lend at for each maturity. Strong curators earn the extra yield from lending fixed while keeping enough liquid to cover exits. Weak ones either stay liquid and miss it, or over-commit to fixed loans and get trapped, since exiting early means dumping the loan at a discount right when everyone wants out. The AUM by curators will diverge even further in the coming months, lending sector is getting more interesting than ever.