COINTELEGRAPH: Core Scientific revenue doubles in Q2 as AI colocation expansion accelerates
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meme8h agomeme
quote: Iran's economy is in very bad shape. It was struggling long before the war, and the conflict has only made matters worse. But the key question is: what is the alternative for the current Iranian leadership? Surrender?
Economic pressure alone is not going to convince Tehran to abandon control over the Strait of Hormuz, give up its missile program, or accept limits on uranium enrichment that it views as incompatible with its core interests.
Iran would almost certainly welcome a return to a negotiated framework, provided it reflects Tehran's interpretation of the previous memorandum of understanding and delivers meaningful sanctions relief. But it is highly unlikely to trade what it sees as its strategic assets and ideological principles for economic benefits alone.
That is why economic pressure, by itself, is unlikely to provide Washington with a viable path out of the Iran dilemma. Without a political strategy that addresses Iran's core security calculations, sanctions alone are unlikely to produce the outcome the administration seeks.
More broadly, there is no silver bullet to the Iran challenge. If Tehran feels cornered, its instinct is far more likely to be escalation than capitulation.
In principle, the Iranian leadership does not want an endless war. The broad support that the previous memorandum of understanding received, even among influential figures within the Islamic Revolutionary Guard Corps, demonstrated that there is genuine interest in a negotiated outcome.
But from Tehran's perspective, the United States is no longer simply seeking concessions. It is trying to strip Iran of what the regime views as one of its most important strategic achievements from the war. Under those circumstances, the leadership is unlikely to back down. Despite severe economic pressures, it will almost certainly choose to absorb additional costs rather than surrender what it considers core national security interests.
Any U.S. strategy built on the assumption that mounting pressure alone will force Iran to yield risks misunderstanding how Tehran calculates costs, risks, and strategic priorities.
#iran | This debate misses the point.
Of course Iran’s leaders don’t want their country bombed, and of course they want sanctions relief. That was never the question.
The question is whether they are willing to trade what they see as core interests for either. As the past weeks have shown, they are not, and neither more bombing nor more sanctions will change that.
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Just some TLDR news:
- $CXMT IPO tomorrow if you like Chinese memory.
- Samsung Electronics reportedly struggling to secure large FC-BGA substrates. Ibiden (4062) reportedly requested LTA guarantees, Samsung Electro-Mechanics sought prepayments.
- Samsung + $AVGO sign memory + foundry AI framework through 2030, expected to exceed $200b
- $SOI expects FY2027 silicon photonics revenue to double compared to the previous year, surpassing Morgan Stanley's 60% growth projection. Photonics thesis go brrr.
- SK Group + $NVDA sign $500B+ partnership to build out AI DCs and HBM4 memory.
- SKC Absolics glass core delay to 2027 from reports. Targeting final reliability testing EOY, mass production next year. So if you're curious, this does push back some ramps from $LPK and others (hence drop on ER).
- $QCOM price hikes by double digits for smartphone processors, due to upstream supplier hike pricing.
- $META expected to issue $12B in project-level/SPV financing for El Paso, Texas AI DC expansion
- Naver announced a $10 billion investment from $NVDA and Brookfield to construct a 1GW-scale AI Factory. Near term plan is 200MW by 2028. (Nvidia $1B investment, Brookfield nonbinding $9B)
- 64GB DDR5 server modules rises 146% versus end-June contract pricing
- $INTC brought forward 14A process mass production by a year, risk production H2 2027 and volume production in 2028, vs. 2029 HVM expectations.
- Samsung Electro-Mechanics wins $200m MLCC order (existing bottleneck).
- $AMD (the Bandana bottleneck), announces Helios is in full production with shipments Q3 2026. Including an up to 2GW MI455X GPU deployment with Anthropic and a 6GW infrastructure rollout with OpenAI. Gave new >50% CAGR TAM to $220B by 2030 from $26b in 2025 for CPU market.
Rolls out optical interconnects for Mi500 in 2027. From channel checks, AMD is heading down to the CPO route (seems likely to use Ayar).
- $ORCL wins $7B Department of War enterprise software contract
- JX metal doubles semi target capacity at its KR subsidary with a 4B yen investment, with operations to begin H2 2027, amid surging demand from major customers Samsung Electronics and SK Hynix
- Tungsten hexafluoride spot prices surged 2.1-2.5x Y/Y following Japan's Kanto Denka and Chuo Gas announcing permanent production halts. Fluorinated liquid supply faces a vacuum as 3M plans to exit PFAS production.
- From the four optical chipmaker earnings, Yuanjie/Eoptolink/TFC Optical/Dongshan Precision: no major order cuts, 1.6T shipments expected to accelerate into 2027. Optical chip suppliers expected to capture outsized margins from shortages.
- Unitree Robotics Targets 30,000 Humanoid Robot Production Capacity by 2026. Read through on humanoid TAM scaling like $CCXI and others.
- Energy storage lithium batteries orders increase first half orders by 2,900% apparently in China. Not as familiar with EVE Energy and other battery makers.
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This week sovereign wealth-backed capital came onchain, retail giants opened Solana to 8M+ households, and tokenized asset volume smashed another all-time high.
Here's everything that shipped:
📰 Headline News
- Morgan Stanley made Solana available to eligible E*TRADE clients, opening access across 8.7 million households
- @Mubadala Capital’s Alternative Solutions Fund went live on Solana via @KAIO_xyz
- @tryramp opened 24/7 stablecoin accounts and payments settling on Solana
📰 Launches
- Intel tokenized stock ($INTC) went live via @Backpack Securities and @sunrise
- @jtx_trade opened its unified trading surface for majors, memes, and RWAs to everyone
- @LayerZero_Core and @KeetaNetwork brought tokenized bank deposits to Solana
- @MetaMask activated gasless Solana swaps, covering gas fees for trades over $200
- @Lexur launched in public beta, aggregating Solana perps across Pacifica, Jupiter, Bullet, and more
- @dopplerprotocol went live on Solana Mainnet
- @hylo_so shipped xBTC, bringing liquidation-resistant 3x BTC exposure onchain
- @Bulletxyz launched 24/7 trading with up to 10x leverage for metals, oil, and chipmakers
- @trydapital debuted Dapital, a social trading network for RWAs, memes, and tokens
- @altitude introduced Altitude Accounting to automate transaction classification
- @Thea_AI launched AI inference routing and settlement on Solana
- @RyderWallet added native SOL staking on Ryder One via @Meria_Finance and @yieldxyz
- @CandyDigital enabled true self-custody for digital collectibles on Solana
- @meleemarkets unveiled Parimutuel Market Maker (PMM) design for permissionless prediction markets
- @Pumpfun introduced BOOST mode to reinject post-migration liquidity into token buybacks and burns
- @risedotrich enabled cross-chain swaps to Solana powered by @deloraprotocol
- @Beezie went live with zero-recycled-slab claw machine collectibles
- @BananaZoneApp shipped Paid Play for @solanamobile users with real rewards
- @streamflow_fi enabled NFT locking for time-bound collectible custody
- @backyard_fi kicked off Backyard BBQ: Season 0 for yield rewards
- @cleopetrafun launched Thesis Index to trade macro theses via prediction market baskets
- @flint_trade_ launched streamlined liquidity quoting for Solana market makers
- @tapmapfun launched Treasure Hunt for local business check-ins and rewards
- @machinedotfun, @codecopenflow, and @peaq opened applications for The Foundry, a Physical AI accelerator
- @TryNoahAI opened waitlists for Noah Accelerate to support Solana builders
- @magicblock and @SuperteamMY opened applications for their VIP builder program
- @fairdotclub partnered with @LaFamilia_so to expand private capital formation
📰 Milestones
- Tokenized-asset trading volume on Solana reached a record $5.8B in Q2, up 114% QoQ
- @byreal_io surpassed $4B in total trading volume
- @kamino’s OnRe Market passed $200M in total market size
- @humafinance PST crossed $200M market cap
- @ExponentFinance crossed $120M TVL
- @usdgo_official crossed $1B in circulating supply in 5 months
- @Beezie reached $2M in total volume across 5965 claw pulls
- Solana consumer card top-ups reached a record $94.32M in a single month in Q2
- @fomo logged 17.4K active daily traders executing on Solana
If you enjoyed this week’s newsletter, please share it with an RT.
Artwork by @Suffoca 🔥
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news7/26news
This week sovereign wealth-backed capital came onchain, retail giants opened Solana to 8M+ households, and tokenized asset volume smashed another all-time high.
Here's everything that shipped:
📰 Headline News
- Morgan Stanley made Solana available to eligible E*TRADE clients, opening access across 8.7 million households
- @Mubadala Capital’s Alternative Solutions Fund went live on Solana via @KAIO_xyz
- @tryramp opened 24/7 stablecoin accounts and payments settling on Solana
📰 Launches
- Intel tokenized stock ($INTC) went live via @Backpack Securities and @sunrise
- @jtx_trade opened its unified trading surface for majors, memes, and RWAs to everyone
- @LayerZero_Core and @KeetaNetwork brought tokenized bank deposits to Solana
- @MetaMask activated gasless Solana swaps, covering gas fees for trades over $200
- @Lexur launched in public beta, aggregating Solana perps across Pacifica, Jupiter, Bullet, and more
- @Pumpfun introduced BOOST mode to reinject post-migration liquidity into token buybacks and burns
- @risedotrich enabled cross-chain swaps to Solana powered by @deloraprotocol
- @Beezie went live with zero-recycled-slab claw machine collectibles
- @BananaZoneApp shipped Paid Play for @solanamobile users with real rewards
- @streamflow_fi enabled NFT locking for time-bound collectible custody
- @backyard_fi kicked off Backyard BBQ: Season 0 for yield rewards
- @cleopetrafun launched Thesis Index to trade macro theses via prediction market baskets
- @flint_trade_ launched streamlined liquidity quoting for Solana market makers
- @tapmapfun launched Treasure Hunt for local business check-ins and rewards
- @machinedotfun, @codecopenflow, and @peaq opened applications for The Foundry, a Physical AI accelerator
- @TryNoahAI opened waitlists for Noah Accelerate to support Solana builders
- @magicblock and @SuperteamMY opened applications for their VIP builder program
- @fairdotclub partnered with @LaFamilia_so to expand private capital formation
📰 Milestones
- Tokenized-asset trading volume on Solana reached a record $5.8B in Q2, up 114% QoQ
- @byreal_io surpassed $4B in total trading volume
- @kamino’s OnRe Market passed $200M in total market size
- @humafinance PST crossed $200M market cap
- @ExponentFinance crossed $120M TVL
- @usdgo_official crossed $1B in circulating supply in 5 months
- @Beezie reached $2M in total volume across 5965 claw pulls
- Solana consumer card top-ups reached a record $94.32M in a single month in Q2
- @fomo logged 17.4K active daily traders executing on Solana
If you enjoyed this week’s newsletter, please share it with an RT.
Artwork by @Suffoca 🔥
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meme7/26meme
This week sovereign wealth-backed capital came onchain, retail giants opened Solana to 8M+ households, and tokenized asset volume smashed another all-time high.
Here's everything that shipped:
📰 Headline News
- Morgan Stanley made Solana available to eligible E*TRADE clients, opening access across 8.7 million households
- @Mubadala Capital’s Alternative Solutions Fund went live on Solana via @KAIO_xyz
- @tryramp opened 24/7 stablecoin accounts and payments settling on Solana
📰 Launches
- Intel tokenized stock ($INTC) went live via @Backpack Securities and @sunrise
- @jtx_trade opened its unified trading surface for majors, memes, and RWAs to everyone
- @LayerZero_Core and @KeetaNetwork brought tokenized bank deposits to Solana
- @MetaMask activated gasless Solana swaps, covering gas fees for trades over $200
- @Lexur launched in public beta, aggregating Solana perps across Pacifica, Jupiter, Bullet, and more
- @dopplerprotocol went live on Solana Mainnet
- @hylo_so shipped xBTC, bringing liquidation-resistant 3x BTC exposure onchain
- @Bulletxyz launched 24/7 trading with up to 10x leverage for metals, oil, and chipmakers
- @trydapital debuted Dapital, a social trading network for RWAs, memes, and tokens
- @altitude introduced Altitude Accounting to automate transaction classification
- @Thea_AI launched AI inference routing and settlement on Solana
- @RyderWallet added native SOL staking on Ryder One via @Meria_Finance and @yieldxyz
- @CandyDigital enabled true self-custody for digital collectibles on Solana
- @meleemarkets unveiled Parimutuel Market Maker (PMM) design for permissionless prediction markets
- @Pumpfun introduced BOOST mode to reinject post-migration liquidity into token buybacks and burns
- @risedotrich enabled cross-chain swaps to Solana powered by @deloraprotocol
- @Beezie went live with zero-recycled-slab claw machine collectibles
- @BananaZoneApp shipped Paid Play for @solanamobile users with real rewards
- @streamflow_fi enabled NFT locking for time-bound collectible custody
- @backyard_fi kicked off Backyard BBQ: Season 0 for yield rewards
- @cleopetrafun launched Thesis Index to trade macro theses via prediction market baskets
- @flint_trade_ launched streamlined liquidity quoting for Solana market makers
- @tapmapfun launched Treasure Hunt for local business check-ins and rewards
- @machinedotfun, @codecopenflow, and @peaq opened applications for The Foundry, a Physical AI accelerator
- @TryNoahAI opened waitlists for Noah Accelerate to support Solana builders
- @magicblock and @SuperteamMY opened applications for their VIP builder program
- @fairdotclub partnered with @LaFamilia_so to expand private capital formation
📰 Milestones
- Tokenized-asset trading volume on Solana reached a record $5.8B in Q2, up 114% QoQ
- @byreal_io surpassed $4B in total trading volume
- @kamino’s OnRe Market passed $200M in total market size
- @humafinance PST crossed $200M market cap
- @ExponentFinance crossed $120M TVL
- @usdgo_official crossed $1B in circulating supply in 5 months
- @Beezie reached $2M in total volume across 5965 claw pulls
- Solana consumer card top-ups reached a record $94.32M in a single month in Q2
- @fomo logged 17.4K active daily traders executing on Solana
If you enjoyed this week’s newsletter, please share it with an RT.
Artwork by @Suffoca 🔥
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meme7/23meme
quote: In 2022, months before ChatGPT and years before Cursor, Claude Code and Codex, @UbertiGavin, @robertwachen and @czhu1729 dropped out of Harvard to make a bet that looked, at the time, almost irresponsible: they would build an entire inference system—new chips, boards, interconnects, racks—from scratch.
Etched understands the core insight is that AI workloads don’t run on chips, they run on systems. Winning requires building and scaling the entire system. This is the heart of Etched. As Gavin, Rob and Chris like to say, production is the product.
They’ve paired this insight with unprecedented execution and speed. Etched signed over $1B in customer contracts before shipping a single rack and those first racks are already going out to customers.
Thrilled to share that @a16z is partnering with @Etched to go after one of the defining markets in AI: running the world’s inference. | We’ve raised $300M in Series C funding at a $10.3B valuation from Sequoia, Andreessen Horowitz, Jane Street, Argo, and SK Hynix.
Our mission is to run the world's inference. This round accelerates production of our inference clusters.
We've opened an 80,000-sqft, 10-MW facility 15 minutes from our office to expedite production and prototyping.
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Anchorage CEO says tokenized deposits are the most underestimated area in crypto today
This is an article based on a Talking Tokens podcast interview. To get the full Talking Tokens episode, subscribe to our Newsletter or check it out on Spotify, Apple Podcasts or YouTube. It’s only been a year since the GENIUS Act was passed, and the stablecoin market cap has nearly doubled to north of $300 billion. For @Anchorage Digital’s CEO and co-founder Nathan McCauley (@nathanmccauley), and its head of policy Kevin Wysocki (@KevWysocki), that number represents more of a starting line than a milestone. “When we get [the Clarity Act] across the finish line, it's gonna lead to more capital in this space and more growth and more projects," Wysocki said on @StrataMedia_'s @_TalkingTokens podcast. Armed with a federal charter since 2021, Anchorage has been able to observe crypto’s growing appeal for institutions longer than most of its kind. And its nature as a national trust bank proved a staunch source of credibility with the kinds of institutions now racing to build strategies around stablecoins and tokenization. Still, both McCauley and Wysocki feel the sheer pace of change is what best characterizes the past year. "What we're seeing right now is an absolute acceleration," McCauley said. "When America sets the standards, a lot of other countries fall in line," Wysocki added. "And that's what we've seen when we've talked to other central banks around the world." Today, as asset managers launch new crypto ETFs or tokenizing existing funds, large banks and financial institutions are building products around stablecoins, tokenized deposits, and real-world assets. "There were more [proof of concepts] than funds tokenized onchain for about half a decade," McCauley said. "You can really experiment as much as you want, but it's not true innovation until it's in production. We're now in a moment that matters." One of the clearest examples of the ongoing shift is money transfer giant Western Union, which is working with Anchorage to upgrade its remittance infrastructure around a new digital dollar. This means people around the world who receive remittances will be able to hold on to a dollar-backed stablecoin instead of converting it immediately to their local currency - a product that effectively doubles as a US dollar storage. It's an old use case being upgraded with new infrastructure, McCauley noted, which is the kind of proof point he thinks will open the floodgates for the next wave of entrants. McCauley’s framework for who (and what) comes next predicts three waves. Initially, first movers like @Tether will continue to lead in market share and provide GENIUS-compliant stablecoins. The second wave would be financial companies like fintechs, remittance platforms and banks, which are building stablecoin rails into their core infrastructure. The third wave, still in its early days, would be Fortune 500 companies and major tech platforms that realize their embedded ecosystems are a natural fit for stablecoin-based transactions. However, one area that McCauley feels is most underestimated by the broader market is tokenized deposits. “I think probably the biggest delta right now [...] are the discussions around tokenized deposits,� McCauley said. “The tokenized deposit idea is accelerating very rapidly and is on every bank's mind.� In theory, this involves banks taking their own deposit base, putting it onchain, and circulating it with the same properties as a digital asset with instant, global access and programmability. "[Banks] can imagine using the tokenized deposit for internal accounting, internal transparency, even settling with international counterparties instantly," he said. "If I do tokenized deposits, I know I can improve the cost basis of my own operations - that's the first level of it being compelling." Anchorage is building infrastructure for both sides of this potential market. The firm has so far issued five stablecoins, added settlement, trading and tokenized deposit capabilities to its custody business, and is positioning itself as the infrastructure layer for institutions entering the space. Looking forward, McCauley is most excited about agentic banking. While the technology’s near term use cases are modest, with AI agents having spending limits, handling basic transactions, automating recurring payments and so on, he believes eventually more agent-to-agent payments will be settled over stablecoins. McCauley's analog for what comes next is Ransom Olds, the creator of the Oldsmobile, who spent years campaigning for cities to build roads because he had a great car and nowhere to take it. He argues stablecoins are the car. The roads are the 5,000 U.S. banks, the fintechs, the global payment networks, the settlement systems, and the dispute resolution infrastructure that all need to be built and integrated before the full vision is realized. "That's gonna be decades of work, decades of innovation," he said. "In a real sense, it's always gonna be day one in stablecoin land." Today’s episode is sponsored by Anchorage Digital, America's first federally chartered digital asset bank and provider of regulated stablecoin issuance. To find out more, visit anchorage.com.
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ALPHABET $GOOGL Q2 REVENUE UP 24% TO $119.8B, CLOUD ACCELERATES TO 82% GROWTH
Q2 2026:
- Revenue: $119.8B, up 24% (23% constant currency), a 12th straight quarter of double-digit growth
- Google Cloud: $24.8B, up 82%, led by enterprise AI infrastructure, AI solutions and core GCP
- Google Services: $94.5B, up 15%, with Search +17%, YouTube ads +13%
- Operating income: up 30%, margin expanded 2 points to 34%
- Diluted EPS: $9.11, vs $2.31 a year ago
Of that $9.11 EPS, $6.26 came from a one-time net gain on equity securities, mostly unrealized, which also lifted the tax provision by $21.9B and net income by $77.1B. Per the company.
CEO Sundar Pichai said nearly 90% of the Fortune 100 now use Gemini Enterprise, Gemini models process 22 billion API tokens per minute, and the Gemini app has 950 million monthly active users. YouTube drew more than 1.7 billion unique viewers on World Cup-related videos during the tournament.
Capex ramped alongside the growth: Alphabet spent $44.9B on property and equipment in the quarter, up from $22.4B a year ago. In June, the company raised $49.6B through a stock and mandatory convertible preferred offering and issued $20.3B in senior notes, both earmarked in part for AI infrastructure and compute.
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twitter7/21meme
quote: The lesson from '94 still holds: value traces to 𝗿𝗲𝗮𝗹 𝗰𝗮𝘀𝗵𝗳𝗹𝗼𝘄, not the noise.
Same rule, new arena — a game economy priced on actual play. 🔹
https://x.com/i/status/2078637540979138693 | 1. Everything started back then. :-)
2. In 1994, as a sophomore in college, I took Finance 101. It started with “What is Wealth?” and covered cashflow, NPV, IRR, dividends, company valuation — the fundamentals of capital markets. I felt a deep satisfaction, as if I had finally understood how the world really works.
3. I remember the final chapter was “Future of Finance.” It boldly concluded that in the future, everything would become an asset and be traded. Every valuable thing in the world would turn into an asset. The excitement I felt at that moment still lingers.
4. However, riding the internet revolution, I joined a small startup called Nexon with about 10 people in 1996 and dove into the gaming industry. For the next 22 years, I focused more on games than finance. Then, the hype starting in late 2017 led me to study blockchain. In 2018, I became convinced that blockchain could break games’ closed economies open, turning every game into a real economic arena. For the past 8.5 years, I have poured everything into building a blockchain game platform.
5. Before AI, over 60,000 new games were released each year, each with hundreds of valuable items — perfect assets for the digital economy blockchain creates. In the AI era, the number of games will explode to millions or billions. In everyday life onchain transactions, games will take the largest share. How many times a day do you shop or send money?
6. But games are not everything. Ultimately, every valuable thing will go onchain, and some valuable things will be born as new digital assets.
7. A prime example is fandom. Stars and fans form communities and are core players in the economic ecosystem. By tokenizing existing tangible and intangible economic activities and contributions onchain, we can create matching digital assets and build a true digital economy. This will make fandoms more valuable and sustainable.
8. There have been many attempts, most of which failed — and many more will fail. For an economy to function, “cashflow” is essential. Most projects failed to meet this most basic requirement, so they couldn’t succeed or sustain success. Every successful project had cashflow to support token burns. Tokenomics without cashflow is a house of cards — destined to collapse eventually.
9. I have been waiting since 2018 to find and build this fundamental. Now, the time has come.
10. Streamers are emerging as the stars of the new era. They each build their own fandoms, large or small. They generate real cashflow through streaming, which has a strong positive correlation with the size and strength of their fandom. Streamer tokens meet all the necessary conditions to become true digital assets.
11. That’s why we are launching streamer tokens powered by the @ONEwave_xyz system. Setting aside other community aspects for now, all income streamers earn through ONEwave will be used to buy back and burn their own streamer tokens in the market. The more they expand their fandom and generate income, the more buyback and burn will occur. This is perfect basic tokenomics!
12. @SalleSRJnaWeb3 is stepping up as the first mover, launching his own token, $SRT. All ONEwave income he earns will be used to buy back and burn $SRT in the market. Under an immutable smart contract structure, everything will be determined by his activity and fandom. Good luck!
13. Looking back now, exploring the “Future of Finance” I first encountered 32 years ago feels almost surreal. Naturally, I will embrace and follow this destiny.
p.s.) There are many opinions about memes, but I judge them by one single fundamental criterion: Is there sustainable cashflow for tokenomics? If yes, it has the potential to survive. If not, its fate was sealed from the beginning. :-)
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twitter7/21meme
quote: .@SuperRare is for shipping.
Over the last 3 months we have been heads down and shipped a ton of new features on SuperRare. We’re laser focused on building the best collecting experience on the internet powered by @ethereum
1) New homepage
It’s been way too long since the website got a refresh. We rearchitected the homepage to give collectors a better sense of what's happening in realtime, what’s trending, and what's happening on the platform today.
2) Hype machine
Sharing a art is a big part of the collecting experience. We now auto generate Instagram Story cards, X post images, and square share images. Download or copy and send it on the tl.
3) Normie onboarding
Sign in with email or social accounts and start collecting in seconds. Literally.
4) Meatspace art
Art is art. Digital or physical, it all has a special place in our lives. We now support physical works on the site and are building out a print integration to allow anyone to sell museum grade prints of their work.
5) Editions
1/1 grails are my favorite but not everyone can yolo a few racks on a single artwork. Editions give artists a way to connect with collectors at a variety of price points.
6) Charge it
Buy artwork with a credit card or Apple Pay, no need to think about crypto.
7) Live auction chat
Everyone loves a troll box. We added ephemeral chat to live auctions so artists can jump in and chat with collectors during an auction. Chat also supports slash commands for faster bidding and sharing.
8) New notification engine
Fully rearchitected notification system that updates you about new offers, bids, sales, follows, collaborations, and new work. Save the app to your homescreen for notifications on the go!
9) Collab SZN baby
Collaborations are now fully supported to allow collectors to better understand when a piece is co-created.
This isn’t even the full list but I need to get back to my agents and keep shipping.
We're building the best place on the internet to discover, collect, and experience art.
Stay $RARE. | Ethereum is for shipping.
Here are some of the things the Ethereum ecosystem launched, upgraded, and announced over the past month.
0/ @RobinhoodApp launched Robinhood Chain (@RobinhoodCrypto) on mainnet, an Ethereum Layer 2 built on the @arbitrum stack, enabling 24/7 trading of tokenized stocks and ETFs for users in over 120 countries through Robinhood Wallet. The network surpassed $1B in DEX volume in just over a week.
1/ @aztecnetwork achieved Stage 2 rollup decentralization under @l2beat's framework, removing governance control over its core protocol and taking another step toward trust-minimized infrastructure.
2/ @VitalikButerin shared updates to Ethereum's evolving technical roadmap, outlining the next phase of Lean Ethereum and the protocol's long-term direction.
3/ @ethlabs_org launched as a non-profit R&D lab for Ethereum and ETH. Their mission is to make Ethereum the settlement layer of the global economy.
4/ @ethereuminsti launched as an independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem.
5/ @aave introduced Stable Vaults, fixed-rate stablecoin yield vaults designed for seamless integration into consumer applications.
6/ @zama launched the First DeFi Yield Venue for Confidential USDC (cUSDC) in partnership with @Morpho and @SteakhouseFi, bringing private stablecoin lending to Ethereum.
7/ @swissknifexyz launched a new Privacy Protocol Tracker, making it easier to compare fees, wait times, supported chains, and other metrics across Ethereum privacy protocols.
8/ Global tickets for @EFDevcon 8 went live, alongside speaker applications for this year’s conference in Mumbai, India.
9/ @Optimism and @toss__official signed an agreement to explore bringing the Korean Won onchain, expanding blockchain-based financial infrastructure for one of South Korea's largest fintech platforms.
10/ @OctantApp completed Epoch 12, its first full quadratic funding round using a zero-knowledge vote coprocessor and new voting application, distributing 88.1 WETH to Ethereum public goods projects.
11/ @0xprivacypools launched the trusted setup ceremony for Privacy Pools V2 ahead of its next protocol deployment.
12/ Gwei Name Service launched an ownerless, immutable Ethereum naming system built without administrative ownership.
13/ @ammalgam launched on Ethereum mainnet, introducing oracle-free lending without impermanent loss.
14/ @lodestar_eth added support for Fast Confirmations, allowing Ethereum node operators to confirm transactions in a single slot using validator attestations.
15/ @PrivacyBoost introduced preconfirmations for private transfers, allowing transfers to be treated as usable in around one second before final settlement.
16/ The @ethereumfndn published Ethereum Basics for Governments and Institutions, a new primer introducing Ethereum as a credibly neutral digital public utility for policymakers and enterprise leaders.
17/ @OndoFinance launched @OndoPerps, enabling tokenized stocks to be used as collateral for perpetual futures across equities, commodities, and indices.
18/ @base introduced Base Privacy, giving enterprises infrastructure to trade, pay, and settle onchain with built-in confidentiality and compliance features.
19/ @BGDA_UK launched BAGEY, a natively tokenized UK regulated fund on Ethereum where the blockchain serves as the legal register of record.
20/ @sparkdotfi launched the Stablecoin FX Layer on @Uniswap v4, introducing shared liquidity infrastructure that lets stablecoins access a common liquidity layer.
21/ @Trueo_ launched user-created prediction markets, allowing anyone to create a market by asking a question and letting participants trade on the outcome through a fully onchain prediction market.
22/ @kpk_io integrated @OpenCover Covered Vaults, allowing depositors to add opt-in onchain insurance to curated vaults, with coverage underwritten by @NexusMutual.
23/ @PropellerSwap launched Turbine on Ethereum mainnet, enabling large trades to settle with lower slippage by sourcing liquidity across onchain, offchain, and peer-to-peer markets.
24/ Hosted by @web3privacy, the Neocypherpunk Summit brought together around 1,000 builders and researchers in Berlin to advance privacy, open-source infrastructure, and human rights.
25/ @eth_systems launched as a company building modular privacy infrastructure for institutional Ethereum.