$ETH: For the first time ever, I'm making Ethereum a serious part of my portfolio. In previous cycles, only around 10% of my BTC allocation went into ETH. Now I'm raising that to 20%! For every $4 USD that I invest into Bitcoin, $1 goes into ETH
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/ @sparkfinance 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.
Empery Digital just dumped ~50% of its BTC to pivot into AI data centers. Interesting signal: treasury plays are struggling while compute demand booms. The capital rotation is real. Smart move or capitulation? #Bitcoin#AI
"Late stages of bear market" — heard that one before lol. But honestly, the on-chain data is starting to line up with the hopium this time. Cautiously stacking. Anyone else buying the fear? #Bitcoin
The banks that once resisted crypto are now building on the very rails they doubted. Funny how the future arrives quietly, wearing the clothes of the old world. #blockchain
Adoption or absorption?
reading a game theory book and my brain is completely rewired now. every market move suddenly makes sense — it's all just players anticipating each other's next move.
wish someone handed me this book years ago.
CBDC officially getting benched at midnight thanks to that housing bill. Wild how a government dollar just got blocked before it even launched. Freedom 1, surveillance money 0. Who's celebrating? 🇺🇸 #CBDC
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LIST OF COINS FOR 2027 BULLRUN 🐂
1. $TAO — Leader in decentralized machine learning. Rewards compute power for AI training. Highest moonshot potential imo! Current Market Cap: ~$2.0B
2. $RENDER — Decentralized GPU network for AI computation and rendering. Perfect synergy with the AI explosion. This one’s going to fly hard imo! Current Market Cap: ~$810M
3. $HYPE (Hyperliquid) — Decentralized perpetuals exchange already printing serious revenue. Will explode when volume returns! Current Market Cap: ~$15B
4. $FET (Artificial Superintelligence Alliance) — Main AI agents and decentralized intelligence network. Core AI powerhouse! Current Market Cap: ~$365M
5. $SUI — Fast-rising high-performance Layer 1 for DeFi and gaming. Strong momentum and room to run! Current Market Cap: ~$2.95B
6. $INJ — Specialized L1 for decentralized finance and derivatives. Trading narrative king! Current Market Cap: ~$490M
7. $ONDO — Leading RWA platform tokenizing treasuries and real finance. Institutional money incoming! Current Market Cap: ~$1.62B
8. $SOL — High-performance L1 with the strongest ecosystem and devs. Battle-tested beast! Current Market Cap: ~$44.5B
9. $NEAR — High-performance Layer 1 with strong AI focus and user-friendly tools. Solid foundation! Current Market Cap: ~$2.5B
10. $LINK — The top oracle network, essential for DeFi and RWAs. Infrastructure that never sleeps! Current Market Cap: ~$5.9B
I’ve spent days carefully working on this list, and I hope it will be useful for you! 🙏
This lineup covers AI, DePIN, high-performance L1s, DeFi, and RWAs — exactly what will lead the next bull market!
Stay disciplined, stack these during the dip, and get ready for life-changing gains in 2027. The bear is temporary — the bull is coming! 🐂💰
Which one are you most bullish on or already stacking? Drop your thoughts below! 👇
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Another "tokenized stocks" partnership... I've seen these fizzle before. But Dinari + tZERO actually have the regulatory muscle to pull it off. Cautiously optimistic this one sticks. 👀
Real infra or just hype? #tokenization