Jae
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Ethereum's prospects for 2026 present both prosperity and challenges: staking volume reaches new highs, but centralized risks intensify, prompting Vitalik to introduce a native DVT solution; TVL surpasses $300 billion, with stablecoins dominating the market share; surging trading volume may be affected by spam transactions, and the expansion of the L2 ecosystem diverts mainnet revenue. ETH's valuation is inverted, facing the challenge of balancing value capture and decentralization.
Jae44 minute ago
Polygon acquired Coinme and Sequence for over $250 million, opening up channels for on-chain cash transactions and planning to increase TPS to 100,000. It also plans to integrate with financial giants such as Revolut and transform into a global payment and tokenization infrastructure, but faces regulatory and technological challenges.
Jae2026-01-15 03:00
In 2026, SUI surged 30%, with Grayscale and Bitwise submitting applications for a SUI spot ETF, moving closer to Wall Street. The protocol's ecosystem experienced exponential growth, with a peak TVL of $2.6 billion and 2.5 million daily active users. The upcoming launch of private trading functionality attracted institutional capital. However, leading DeFi project SuiLend was embroiled in a buyback scam crisis, highlighting trust as a key challenge.
Jae2026-01-07 09:00
The DeFi market experienced a rollercoaster ride in 2025: TVL surged to $277.6 billion before crashing and falling back, the monopoly of leading protocols intensified, and tracks such as RWA and Perp DEX underwent deep evolution, but the vulnerability of leverage and the hidden pain of governance gaps became prominent.
Jae2026-01-06 02:30
Aave is facing a governance crisis: a dispute over front-end fee distribution has sparked a power struggle between the DAO and the development team, exposing the core contradiction between DeFi decentralization and commercial interests. Token prices have fallen and whales have left the market, testing the protocol's path to maturity.
Jae2025-12-23 08:00
The market capitalization of euro-denominated stablecoins has surpassed $400 million, with an annual growth rate of over 170%. This growth is driven by compliance under MiCA regulation. Circle's EURC accounts for 70% of the market share, and its multi-chain layout is expanding its applications. However, it faces competition from bank-affiliated stablecoins and challenges from CBDCs.
Jae2025-12-19 08:30
The DayFi protocol uses DeFi to restructure the power grid and tokenize electricity revenue. It has received capital support from companies such as a16z and aims to solve the AI energy consumption crisis, but it faces dual regulatory challenges from the SEC and FERC, as well as asset valuation problems.
Jae2025-12-13 04:00
After its launch, Stable, a stablecoin public chain backed by Tether, saw its price plummet by over 60%, mired in a trust crisis stemming from insider trading. Although it uses USDT as its gas fee to optimize the payment experience, its token economic model and fierce competition make its future uncertain.
Jae2025-12-09 13:20
Ethena's USDe stablecoin TVL plummeted from $15 billion to $7 billion due to the decline of leveraged arbitrage and the termination of ecosystem projects. The protocol is shifting towards a white-label strategy, partnering with Sui and Jupiter to expand its infrastructure services, and has received investment from Multicoin, seeking to transform from a high-yield savings account into a stablecoin infrastructure.
Jae2025-12-02 10:15
The SEC has approved Fuse Energy's token as a non-security, marking a compliance breakthrough for DePIN projects. Users earn tokens by contributing energy resources for consumption, but this comes at the cost of business model flexibility and liquidity, and still faces challenges from local energy regulations.
Jae2025-11-27 09:05
The high-performance public blockchain Monad officially launched its mainnet and MON token, promising a throughput of 10,000 TPS and attracting over 85,000 participants with $269 million in investment. Its ecosystem encompasses 304 protocols across DeFi, AI, and prediction markets, including emerging projects such as the Mynt stablecoin and Kuru DEX, demonstrating strong fundraising capabilities and market attention.
Jae2025-11-25 08:10
Ethereum faces the threat of quantum computing and the challenge of control by Wall Street capital. Vitalik Buterin warned that quantum computers could break the encryption system by 2028, and institutional holdings of over 10% of ETH raise the risk of centralized governance. Ethereum needs to build a new moat through quantum-resistant upgrades and a community-balanced strategy.
Jae2025-11-22 06:20
1inch launched Aqua, a liquidity protocol that uses a self-custodied AMM to address the fragmentation of DeFi liquidity. Through a registry-based authorization system, the same asset can participate in multiple DeFi strategies simultaneously, significantly improving capital efficiency. However, challenges such as transaction complexity and security risks still need to be validated by the market.
Jae2025-11-19 13:15
The flash crash of xUSD, a yield-generating stablecoin issued by Stream, resulted in a loss of $93 million, triggering a $285 million bad debt crisis in the DeFi market and exposing the transparency trap of the CeDeFi model and the risk amplification problem of the Curator mechanism.
Jae2025-11-11 11:30
Interview with Rita Liu, CEO of Yuanbi Technology: Stablecoins are moving from the crypto market to the real economy. Its new brand, Yuanwen Payment, focuses on B2B cross-border settlement, taking compliance as its cornerstone, promoting minute-level payment innovation, and solving the pain points of traditional cross-border payments such as low efficiency and lack of transparency.
Jae2025-11-08 04:00
DFINITY released an update to its DeAI platform, Caffeine, causing the price of ICP to surge. This platform lowers the development barrier through natural language programming, transforming itself into an AI cloud engine, targeting the trillion-dollar cloud services market, and driving the ICP token economy from inflation to deflation.
Jae2025-11-06 08:00
Canton Network has raised $540 million against the trend to build the first AllFi public chain, capable of supporting $6 trillion in assets. Focusing on RWA transactions and institutional-grade privacy, it has already achieved a daily repurchase of $280 billion in US Treasury bonds, potentially becoming a core on-chain Wall Street infrastructure.
Jae2025-11-04 10:15
3Jane, a rising star in DeFi uncollateralized lending, has received investment from Paradigm. Combining credit scoring and zero-knowledge proof technology, it targets the institutional lending market and is expected to launch its mainnet in November, potentially changing the overcollateralization model in DeFi.
Jae2025-10-31 06:50
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