TLDR Index
TLDR Crypto

TLDR CRYPTO 2025-08-29

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01MARKETS & BUSINESS

JPMORGAN BELIEVES BITCOIN IS UNDERVALUED, SEES $126K BY YEAR-END

Bitcoin's current price is “too low” relative to gold as volatility hits record lows, setting a fair value of $126,000 by year-end. Corporate treasury accumulation, index-driven inflows from Strategy and Metaplanet, and reduced volatility seems to have boosted bitcoin's institutional appeal. With BTC's volatility ratio to gold at a record 2.0, Bitcoin is closer than ever to gold on a risk-adjusted basis.

links.tldrnewsletter.com3 min read

US GOVERNMENT PUBLISHES MACROECONOMIC DATA ONCHAIN

The U.S. Commerce Department has begun distributing key macroeconomic data on public blockchains in partnership with Chainlink and Pyth, starting with GDP and inflation indicators anchored to Bitcoin, Ethereum, Solana, Base, Avalanche, Arbitrum, and Optimism, opening new use cases for DeFi, prediction markets, and tokenized assets. The data is hashed onchain to ensure integrity. Secretary Howard Lutnick says the move makes “America's economic truth immutable and globally accessible,” highlighting 3.3% GDP growth as the first data point published.

links.tldrnewsletter.com3 min read

02INNOVATION & LAUNCHES

EULEREARN: PASSIVE YIELD, PROFESSIONALLY CURATED

EulerEarn is a permissionless passive yield platform where anyone can deploy and manage ERC-4626 vault strategies without gatekeeping. It features non-custodial, immutable core contracts with timelock and guardian protections for risk-sensitive actions. The system enables curators to professionally manage up to 30 strategies per vault with defined allocation caps, supply/withdrawal queues, and yield smearing mechanisms to optimize returns while maintaining liquidity and reducing MEV risks. Curators can earn up to 50% performance fees while users hold a single token representing their aggregated pool share. The platform supports full ERC20Votes governance functionality for community-driven control.

threadreaderapp.com6 min read

INTRODUCING $AVNT: THE TOKEN FOR UNIVERSAL LEVERAGE

Avantis, a leading derivatives DEX on Base, has launched $AVNT, a utility and governance token designed to secure its protocol, align incentives, and decentralize governance. Since its February 2024 mainnet debut, Avantis has processed $18B+ in volume, onboarded 38,500+ traders, and listed 80+ markets. The token grants stakers fee discounts and rewards, dedicates 50.1% of supply to community incentives, and aims to scale its "Universal Leverage Layer" to capture demand in the $1 quadrillion RWA derivatives market.

x.com12 min read

03GUIDES & TUTORIALS

THE INVISIBLE UPGRADE: WHY INSTITUTIONS SHOULD CARE ABOUT CRYPTO RAILS

Institutional finance is undergoing a fundamental infrastructure upgrade through crypto rails, moving beyond speculative use cases to address core operational inefficiencies in traditional systems like T+2 settlement and fragmented reconciliation processes. Zero-knowledge proofs enable institutions to maintain privacy while proving compliance, solvency, or creditworthiness without exposing sensitive portfolio data to centralized gatekeepers who create security vulnerabilities. Ethereum's L2 scaling solutions offer real-time settlement and near-zero cost transactions with built-in execution guarantees, while smart contracts can enforce compliance, portfolio limits, and trading mandates natively rather than through retrofitted oversight systems.

x.com7 min read

HIRING FOR CRYPTO BD ROLES

Hiring for BD in crypto is different from Web2 because tokens, DAOs, and open-source ecosystems change how partnerships and growth work. Early-stage teams need scrappy hires who can experiment and adapt, but after product-market fit, you need specialists who can scale pipelines and systems. Defining roles clearly and avoiding over-hiring too senior or too generalist too early is critical to unlocking sustainable growth.

a16zcrypto.com6 min read

04MISCELLANEOUS

HOW MONAD GOT CT ON ITS SIDE

Monad's "Monad Cards" distribution strategy targets crypto influencers with established relevance, rewarding organic social capital rather than project-specific engagement. Unlike common pre-TGE growth hacks, this approach leverages decentralized nominations to reduce insider bias and align with crypto's cultural emphasis on fairness. By empowering recipients to nominate others, Monad addresses historical criticisms of airdrop centralization, enhancing perceived legitimacy and fostering a stronger foundation for its ecosystem.

x.com5 min read

LIQUIDITY AS AN OPERATING SYSTEM

HyperEVM is a programmable financial operating system built directly on top of Hyperliquid's profitable exchange infrastructure, which processes $300B monthly volume and generates over $1B annualized profit. It differentiates from typical EVM chains by being natively integrated with proven liquidity and user demand, allowing developers to access existing trading flows and monetization primitives, including Builder Codes, HIP-3 market deployment fees, and HYPE staking rewards from day one.

x.com6 min read