@arbitrum leads TVL. @base is growing fast. @Optimism keeps shipping. @zksync and @Starknet on the ZK side. They're competing on real metrics now, not just narratives. That's healthy.
BlackRock's BUIDL fund crossed 1 billion dollars in assets under management faster than almost any fund in history. It is a tokenized treasury on Ethereum.
That's the RWA story nobody outside web3 is talking about yet.
The"build in public" thing gets cringe sometimes but the underlying idea is right:
-> showing your work creates trust -> trust creates community -> community creates distribution.
It's a flywheel, most people skip the first step because they're scared of being wrong publicly.
There's something deeply satisfying about watching a protocol you researched six months ago start showing up in mainstream media. Not for the credit. Just because the thesis held.
About 60% of tokenized real-world assets on-chain live on Ethereum right now.
The interesting bet isn't which asset gets tokenized first. It's which protocol becomes the compliance layer that institutions actually trust.
That race is wide open.
People still argue about which chain wins. Honest answer: the one where your users actually live.
The chain wars are less interesting than the ecosystem wars happening on top of them.
Honestly, Solana didn’t become the land of MEMEs for nothing, it’s a protocol that is very developer-friendly and allows people to build fast and efficiently.
Solana is targeting a finality speed of 100 to 150 milliseconds with its Alpenglow upgrade.
For context, it was around 12 seconds before. That is not an incremental improvement, that is a different product.
Apps built on this will feel nothing like what we had in 2023.
To me, being type A or type B also shows how people evolve in the ecosystem
Type A is always late, they trade during the bull and lose everything in the bear.
Type B trades regardless of the cycle, makes a lot during bull markets and keeps building their wealth during bear!
There are two types of crypto investors right now:
- Type A: tracking price charts, watching CT sentiment, chasing pumps
- Type B: tracking GitHub commits, reading audit reports, watching builder activity
-> Type B finds the good stuff 6 months before Type A.
Be Type B 🙏
@MetaMask confirmed a $MASK token is coming. 30 million active monthly users.
The drop will almost certainly reward real on-chain activity inside the wallet. Swaps, bridges, perp trades.
If you're not using those features yet, your history isn't building itself.
@HyperliquidX is doing 3 billion dollars in daily trading volume. On-chain. Fully verifiable.
At what point do we stop calling this an experiment and start calling it infrastructure!
That’s always the case, every market needs purification phases.
It actually does a lot of good because it allows a reset and lets things restart on healthier foundations, with projects that set proper standards.
The BEST thing that could happen to web3 right now is another long bear market.
It would kill the grifters, reset valuations, and let real builders ship without the noise. Painful but necessary.