Phantom's $3B valuation seems justified given Solana's dominance, Phantom's majority share of Solana transaction volume, its revenue-generating swap fees, and its strategic positioning as a sticky wallet with significant bargaining power.
The Ethereum Foundation is restructuring its leadership to improve the foundation's technical expertise, strengthen ties with ecosystem actors, support app builders, and promote values like privacy and censorship resistance while increasing the use of decentralized technologies.
Ethereum's current challenge lies in balancing the need to scale blob capacity to keep L2 fees competitive with alt-L1s while ensuring sufficient ETH value accrual through deflationary pressures from blob consumption.
Trump is allegedly considering expanding his previously announced Bitcoin strategic reserve plan to include US-based cryptos like Solana and XRP. The potential policy shift follows Trump's recent dinner with Ripple executives and his July 2024 pledge at the Bitcoin conference to create a national Bitcoin reserve. Though there are lots of rumors, nothing is confirmed about Trump's crypto plans.
2025.01.17·links.tldrnewsletter.com·2 min read·TLDR Crypto eToro has confidentially filed for an IPO with the SEC, targeting a valuation of over $5 billion and potential listing by Q2 2025. The move comes despite eToro's decision in September to cease trading most crypto assets in the US following an SEC settlement, with the UK remaining its largest market. eToro's most recent funding round, which was in 2023, raised $250 million at a $3.5 billion valuation.
2025.01.17·links.tldrnewsletter.com·2 min read·TLDR Crypto Eliza's whitepaper describes how the prominent AI framework enables blockchain interactions across multiple chains. It has built-in support for wallet management, trust scoring, and agent key custody solutions, and integrates with social platforms for community engagement. At the time of writing, the projects that have adopted Eliza have a combined market cap of $20 billion. The framework, built in Typescript, has a modular plugin system that allows developers to extend functionality, though current limitations include the need for improved workflow systems.
Coinbase has launched a feature that allows users to access USDC loans backed by Morpho markets directly in its app, bridging the seamless user experience of fintech with the efficiency of DeFi. This integration not only enables users to use crypto-backed loans for real-world purposes, but also encourages fintechs and institutions to adopt open financial infrastructures, expanding DeFi's accessibility and impact.
Crypto launches have evolved over the past decade. A successful launch in 2025 requires mastery of multiple elements, including pre-launch business development, homegrown applications, and targeted user acquisition. It is critical to secure a “kingmaker” partner, maintain high float/low FDV tokenomics, and strategically decentralize. The current market demands robust infrastructure partnerships, ecosystem alignment, and superior user experience at launch, marking a sharp departure from previous eras where technical innovation alone could drive success.
This article breaks down the secret to earning 100+ Kaito Yaps daily by analyzing tweet strategies, content themes, and platform dynamics. Successful content strategies include creating divisive but authentic content, engaging with high-ranking accounts, and leveraging the referral system. The breakdown demonstrates how social media metrics are increasingly being gamified and optimized.
AI agents have the potential to simplify complex DeFi interactions, making it easier for users to borrow, earn yield, and trade assets autonomously without navigating the often confusing manual processes. By enabling users to delegate tasks like “earn 8% yield on ETH with minimal risk,” AI could unlock broader adoption of DeFi among non-crypto natives, extending its reach and usability.
ICOs are making a comeback, reshaping crypto capital formation with innovative platforms like Echo and Legion. This thread explores the evolution from AngelList's syndicates to on-chain models, highlighting why the return of public token sales can re-energize the space and democratize access for retail investors.
Coinbase's BTC loan product offers floating interest of around 10%, compounding continuously, with no fixed term or monthly payments, while requiring an LTV below 60%.
Wallets like Metamask should allow apps to choose their own EIP-7702 delegation contracts, empowering the apps to provide a better user experience rather than relying on wallets to dictate a single delegation contract.
JIO Platforms has partnered with Polygon to integrate Web3 capabilities into its services, using Polygon's blockchain solutions to innovate and enhance digital experiences for JIO's 450+ million customers.
The charts highlight Binance's dominance as the leading cryptocurrency exchange globally, particularly in Africa (72%), South America (68%), Asia (51%), Europe (50%), and the Middle East (52%), while Coinbase leads in North America with 45% market share.
Malaysia is exploring a crypto regulatory framework after discussions between Prime Minister Anwar Ibrahim, Abu Dhabi leaders, and Binance founder Changpeng Zhao aimed at modernizing the financial system and embracing digital finance. This potential policy shift marks a large departure from traditional approaches and would require comprehensive government studies and collaboration with regulatory authorities.
2025.01.16·links.tldrnewsletter.com·2 min read·TLDR Crypto Tether has filed a lawsuit against Swan Bitcoin, alleging “significant breaches” of agreements in their joint Bitcoin mining venture, 2040 Energy. The dispute involves accusations of misconduct, including Swan's claims of a hostile takeover by Tether and alleged theft of proprietary information by former Swan employees who formed a competing company, Proton Management.
2025.01.16·links.tldrnewsletter.com·2 min read·TLDR Crypto VanEck has filed for an "Onchain Economy" ETF with the SEC, aiming to invest 80% of its assets in companies and instruments tied to digital transformation, such as crypto software developers, exchanges, and infrastructure builders. The ETF won't hold cryptocurrencies directly but reflects a growing wave of financial firms seeking SEC approval for crypto-linked ETFs.
2025.01.16·links.tldrnewsletter.com·2 min read·TLDR Crypto WeFi has launched the world's first decentralized onchain bank (Deobank), combining blockchain transparency, security, and efficiency to empower users with financial control, reduce costs, and promote financial inclusion for the unbanked. The Deobank has features like non-custodial accounts, DeFi tools, and cross-chain interoperability through LayerZero, to name a few.
2025.01.16·links.tldrnewsletter.com·2 min read·TLDR Crypto Baseline has unveiled V3 of its market-making system, set to launch in Q1. It aims to revolutionize token liquidity by introducing stronger price floors, smarter liquidity use, and protection against large dumps. Positioned as the future of sustainable tokenomics, Baseline V3 plans to collaborate with AI agents and DAOs to launch intelligent, self-sustaining tokens using its upgraded API.
The Onchain Reputation API, now in public beta, provides scores (-100 to +100) and metadata for onchain addresses to evaluate trustworthiness, flag risks, and improve user engagement. It enables applications to personalize experiences, gamify crypto activity, and reward onchain engagement using Coinbase and onchain data.
This thread breaks down the lifecycle of a Solana transaction, from creation and user signing to network processing and finalization. It explains key components like Proof of History, the Turbine block propagation engine, and Solana's Tower BFT consensus mechanism, highlighting the chain's high throughput and low latency design.
DeFAI protocols aim to simplify multi-chain complexity, but current versions rely on bridges, which retain issues like isolated token balances and slow or failed transactions. A proposed solution using Chain Abstraction and agent-based interactions could enable unified balances across chains, instant transactions, and guaranteed execution, unlocking a seamless cross-chain experience powered by platforms like SOCKET Protocol.
Delphi's top 10 predictions for 2025 highlight emerging trends in crypto and blockchain, including Bitcoin's next bull run, Solana's continued dominance, the resurgence of NFTs, and the rise of AI agents transforming DeFi and GameFi. Key themes also include high-throughput chains driving innovation, zkVM interoperability, and consumer-focused DeFi products enabling broader adoption.
This post uses the @Soneium situation to illustrate how launching Ethereum Layer 2s (L2s) benefits both businesses and users. It highlights the spectrum of control L2s can offer, from closed systems with operator control to fully open environments, emphasizing transparency, auditability, and the importance of tools that help users understand these ecosystems.
OnchainKit's new feature allows users to directly connect their wallet to a website without needing an extension.
The CryptoPunks NFT floor price surged 13% within hours following rumors that Yuga Labs, the collection's owner, is considering selling its intellectual property rights.
2025.01.16·links.tldrnewsletter.com·2 min read·TLDR Crypto USDD 2.0 is set to roll out, offering a 20% APY fully subsidized by Tron DAO's reserves, with all interest pre-funded to a transparent address.
EIP-7702's limitations include a reliance on EOAs, which undermines signer abstraction, introduces god-mode vulnerabilities, and eliminates predictable addresses.
Hong Kong courts have begun serving tokenized legal notices to illicit Tron wallets and freezing assets tied to scams, setting a new standard for blockchain-based justice.
2025.01.16·links.tldrnewsletter.com·5 min read·TLDR Crypto Deribit, a leading crypto derivatives exchange, is exploring strategic opportunities after attracting acquisition interest as its valuation potentially exceeds $5 billion. While the firm clarified it is not officially for sale, it has engaged FT Partners for advisory services.
2025.01.15·links.tldrnewsletter.com·1 min read·TLDR Crypto Interest in Bitcoin as a national reserve asset is growing globally, with countries across five continents, including the U.S., Czechia, Brazil, and Switzerland, exploring or proposing Bitcoin reserves to improve financial stability, hedge against inflation, and drive economic innovation. While El Salvador remains the only nation with an established Bitcoin reserve, policymakers in various nations are debating Bitcoin's potential as a strategic financial tool amidst regulatory and economic challenges.
2025.01.15·links.tldrnewsletter.com·8 min read·TLDR Crypto Sony has launched the Soneium Mainnet, a public blockchain designed to empower creators and fans through innovative Web3 tools. It uses the OP Stack and Optimism's Superchain to improve fan engagement, protect content rights, and foster collaboration globally. With integrated solutions like NFT-based fan marketing and crypto asset trading, Soneium aims to build a more inclusive, creative, and connected digital future.
2025.01.15·links.tldrnewsletter.com·4 min read·TLDR Crypto LayerZero Labs has launched Quick Merkle Database (QMDB), an open-source, high-performance verifiable database designed for blockchains. With the ability to handle 2.28 million state updates per second and scale to 280 billion entries, QMDB promises exceptional efficiency on both consumer and enterprise hardware, using only 2.3 bytes per entry for in-memory Merkleization.
2025.01.15·links.tldrnewsletter.com·4 min read·TLDR Crypto The author, a veteran crypto builder, shares insights from failed experiments within tokenized communities, arguing that extrinsic incentives ultimately destroy authentic community dynamics by crowding out intrinsic motivation. The author concludes that tokens and communities should exist at opposite ends of an ecosystem, with tokens serving as powerful tools for incentivizing contributions to decentralized organizations but not for “rewarding communities.” Token incentives face specific challenges like the impossibility of maintaining non-predictable, non-exclusive, and culturally neutral rewards. The better approach is to defend against incentive seekers rather than scaling through token-based growth mechanisms.
2025.01.15·links.tldrnewsletter.com·12 min read·TLDR Crypto The battle between ecosystem-first and product-first philosophies will define the next-generation blockchain race in 2025. Ecosystem-focused chains like Monad, MegaETH, and Berachain emphasize developer networks and interdependent growth, while Hyperliquid's product-first approach prioritizes building a standout trading platform to organically attract users and liquidity. The winner of this philosophical divide could redefine success metrics for blockchain innovation.
Start with a niche focus and a distinctive profile, building an audience by engaging authentically with relevant communities. As you gain followers, transition from niche content to broader ecosystem insights and eventually original, thoughtful takes to solidify your presence and attract 10K+ followers within six months.
The Solana DeFi ecosystem has seen minimal changes over the past year, with most activity centered around established dApps like Jupiter, Raydium, Marinade, and Drift.
Stablecoins are transforming global payroll by enabling instant, low-cost, and compliant payments across borders. Companies like Toku leverage stablecoins like USDC to streamline international payroll, reducing transaction fees and delays while ensuring compliance in over 100 countries.
Huione Group, alleged operators of the largest illicit online marketplace, has launched a censorship-resistant stablecoin (USDH), blockchain tools, and a messaging app to avoid asset seizures and enhance financial autonomy. According to Elliptic, the marketplace, linked to billions in crypto transactions and illicit activities, appears to be using these innovations to resist regulatory scrutiny while continuing its operations.
2025.01.15·links.tldrnewsletter.com·3 min read·TLDR Crypto "DeFAI" envisions replacing human OTC desk traders with AI agents to execute trades, offering a seamless, white-glove experience.
Coinbase International Exchange will list Sonic perpetual futures starting on or after 9:30 am UTC on January 16.
Byte is a new AI agent on the Virtuals platform that has the ability to order food and deliver it to people.
A crypto consumer questing platform targeting college students could onboard a new cohort of users by using gamified incentives, wallet abstraction tools, and token rewards for completing activities.
The U.S. Court of Appeals has ordered the SEC to explain its denial of Coinbase's request for crypto-specific regulations, citing the agency's reasoning as “arbitrary and capricious.” While the court did not require the SEC to draft new rules, it emphasized the need for clearer justification, especially given the challenges of applying old regulations to new tech like crypto.
2025.01.14·links.tldrnewsletter.com·3 min read·TLDR Crypto MoonPay acquired Solana-powered payment processor Helio for $175 million, integrating a platform with $1.5 billion in transactions, 6,000 merchants, and one million users. Helio, which is based in London, provides payment processing for various cryptos and has integrations across Discord, WooCommerce, and Shopify. The acquisition follows MoonPay's strategic partnership with PayPal in May 2024 and subsequent Venmo integration.
Sprint is a 2-week online hackathon by Alliance that offers participants mentorship and the opportunity to secure an interview for the prestigious Alliance Accelerator. Winners could also qualify for a $450k investment.
Euphoria is revolutionizing trading by making derivatives fun, social, and accessible through an intuitive, gamified mobile experience called "Tap Trading." Built for the TikTok generation, it strips away unnecessary complexity while empowering users to confidently express market views, build community, and enjoy the process.
Kaito is poised to become the first sustainable SocialFi platform. It offers creators unprecedented opportunities to earn through content creation. By leveraging high-quality content, creators can farm multiple rewards simultaneously while building their crypto presence.
The crypto AI ecosystem is a mature landscape with development frameworks (Eliza, Virtuals), launchpads (Vwaifu, Daos.world), and DeFi integration platforms (Griffain, HeyAnon). The infrastructure layer includes decentralized computing networks (AethirCloud, Ionet), training platforms (Nous, PondGNN), and data management systems (Vana). Specialized agents are emerging across gaming (Hyperfy, Infinity), investment DAOs (Vader AI, Aimonica), and utility services (Soleng, H4ck Terminal).