Ethereum dominates DeFi

How it started: in 2024, I invented the App Capital metric to help shift the narrative towards the reality that Ethereum is more dominant than most realize. Existing metrics fall short and are too easy to manipulate How it's going: Eth Capital dominance is an ARK Big Idea 2026😍

The scaling hierarchy in blockchains: Computation > data > state Computation is easier to scale than data. You can parallelize it, require the block builder to provide all kinds of "hints" for it, or just replace arbitrary amounts of it with a proof of it. Data is in the

BlackRock just published the following chart. Ethereum Mainnet now secures over 65% of all tokenized assets onchain!

L2 transactions are up only over the last 5 years. L2s accelerate Ethereum’s scaling

Last quarter: - Companies bought more than 1M ETH (~$3.5B worth) - The number of public companies holding ETH increased 40% - ETH corporations accounted for 5% of all ETH holdings Probably nothing.

🚨 NEW: Ethereum says the ERC-8004 standard is going live on mainnet soon, enabling AI agents to interact across organizations with portable, verifiable reputation.

UPDATE Senator Kirsten Gillibrand says the CLARITY Act is progressing through real negotiations. 🔹 Talks active 🔹 Framework forming 🔹 Senate process advancing 🔹 SEC vs CFTC lines being drawn 🔹 Crypto market structure being defined This is how crypto stops being a grey

L2s expand @ethereum's reach and network effect. Monthly transaction count for Ethereum L1 and L2s 👇

It's official. I've joined the @ethereumfndn AI team to make Ethereum the trust layer of the agentic economy. The AI economy is just getting started, and Ethereum is the perfect place to coordinate it - excited to push this forward. Send a dm if you're building cool stuff.

Ethereum is in the unique position to be the platform that secures and settles AI-to-AI interactions. The ERC-8004 standard is coming to mainnet.

ERC-8004 ecosystem map (updated) Here's the teams building the Trustless AI Agents ecosystem 👇

The Mantle Ecosystem Bi-Weekly Roundup. MoMNTum accelerates. RWAvolution compounds. Apart from making the real-world finance flow as the leading distribution layer, here's what flowed across Mantle ecosystem over the past weeks 👇 📰 Breaking News: • The Next Era of Mantle:

A new Ethereum Community hub has been launched every 30 days since the @EFetheverywhere team was launched. Ethereum Community hubs are special. Welcoming, events, learning places, startups, investors all meet - the aim is not to be a normal co-working. Where should we go

You could spend a week understanding CCA mechanics. Or you could just use the Tally sale simulator. Plug in your numbers. Watch @Uniswap CCA find every dollar. Launch when ready. Live now ↓

Introducing the fleet-to-node monitoring dashboard. Information overload and troubleshooting difficulties are now a thing of the past. Track your entire fleet at a high level and dive as deep as you need through a single dashboard.

Ethereum continues to be the dominant venue for onchain lending & borrowing, with a ~10x lead to runner-up networks. Active loans across lending platforms on @ethereum recently surpassed $28 billion, up ~10x from January 2023 lows. 'Active loans' measures the value of assets

.@alignedlayer Proof Aggregation Service is now live on Ethereum Mainnet (alpha release). from now on, our Rollup as a Service clients will pay a lot less for L1 settlement. demo below: watch a zk proof from @SuccinctLabs SP1 get aggregated through our system. why this

Tokenized assets 🤝 @ethereum 🔹Ethereum hosts 61.2% of all tokenized assets. 🔹Close to $200 billion of tokenized assets now settle on Ethereum. 🔹Tokenized assets include stablecoins, tokenized funds, stocks, and commodities.

$11 trillion. That's @ARKInvest's projection for tokenized real-world assets by 2030. Up from $19 billion today. 580x growth in five years. @BlackRock agrees. Their 2026 outlook names Ethereum as the infrastructure layer, with 65% of all tokenized assets already on the