Ethereum is the home of Sky Base Lido Aave Ethena Pendle Morpho Uniswap Opensea Arbitrum Chainlink MegaETH Optimism Moonbirds Bored Apes CryptoPunks Pudgy Penguins $84B = 56% of all DeFi TVL $163B = 53% of all stablecoins Couldn't care less about Tempo.
Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2
Holy fuck, how did this fly under the radar ? Alibaba/Alipay Ethereum layer 2. The second largest company in China 🇨🇳 is building their own Ethereum layer 2. What we know so far 👇 > Alibaba is the largest ecommerce company in China. > 400 billion dollars market cap , as large as Ethereum. The Amazon of China ! > Alibaba owns Alipay, which has 1.4 billion monthly active users. The Apple pay of China ! > Alipay is the largest Fintech company in the whole world. > Their Ethereum layer 2 is a zero knowledge rollup ( ZK will eat the world ). > It is called Jovay Network and they will burn eth coins. > They are also planning to tokenize RWA assets. > Alibaba's founder's financial firm also bought 10k eth for their strategic Ethereum reserve ! As I predicted, each and every company and country in the world will launch their own Ethereum layer 2 and a stablecoin on ethereum. Amazon and BlackRock next. $eth which secures all this will be worth trillions. The ticker is ETH.
Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e
Ethereum is for shipping. Here are 27 things the ecosystem launched, executed, and upgraded during the last few weeks. 0/ @OndoFinance launched Ondo Global Markets on @ethereum with 100+ tokenized U.S. stocks & ETFs. Having more traditional assets onchain means better liquidity, price discovery, and composability for builders. 1/ @PudgyPenguins launched the Pudgy Party mobile game app on iOS and Android, globally, expanding NFT IP to mainstream audiences. 2/ @AragonProject and @MetaLeX_Labs launched a new kind of onchain entity. BORGs are no-code, programmable legal entities that bridge the worlds of code & law. BORGs give onchain communities and DAOs new ways to interface with traditional legal structures. 3/ ChinaAMC, a major asset manager, launched on Ethereum. Institutional issuance on open standards increases liquidity and composability across the ecosystem. 4/ The Fusaka upgrade was successfully deployed to the Holesky testnet, marking the next milestone towards mainnet. Fusaka will support greater scale for Ethereum and L2s, while maintaining security and decentralization. 5/ @EthereumPhone started shipping dGEN1, a mobile device built on Ethereum. It features a built-in non-custodial wallet, a native light client, xmtp messaging and native signing, so paying, minting, and using dapps works out of the box. 6/ Stablecoin transfer volume on @ethereum surpassed $5T in Q3 '25, an all-time high. 7/ Layer 2 (L2) networks on Ethereum processed 25M transactions in a single day, an all-time high. 8/ Ethereum L2 @Worldcoin hit 16M verified users on their platform, an all-time high. 9/ Stablecoin supply on @Arbitrum One reached $9B, an all-time high. 10/ The @Aave protocol now holds more assets than the 36th largest bank in the United States. 11/ @Artblocks_io artists have raised a total of $50M+ from their work for charity. Showing how culture, transparency, and impact can be supported by open protocols. 12/ In partnership with @Securitize, @FGNexusio announced it will be the first NASDAQ-listed company to bring dividend-paying preferred equity $FGNXP fully onchain and on Ethereum. 13/ In collaboration with Ethereum L2 @Base and @Coinbase Ventures, @YCombinator announced ‘Request for Startups: Fintech 3.0’ to support the next era of finance onchain. 14/ @Gizatechxyz, in partnership with @Pendle_fi introduced Pulse, the first agent that autonomously optimizes your PT portfolio. 15/ @Celo mainnet executed the ‘Ice Cream’ hardfork, activating @EigenLayer’s EigenDA v2, reducing confirmation latency, improving performance, and paving the way for OP Succinct Lite integration. 16/ @AmericanExpress rolled out in-app passport stamps on @Base, giving travelers new ways to collect, own, and share their journeys. 17/ DeFi lending is actively rolling out on @Coinbase, powered by @MorphoLabs and @SteakhouseFi and running on @base. Coinbase users can lend their USDC and earn onchain, transparent, and trustless yields. 18/ @PrimeIntellect launched Reserved Instances, offering a way to pre-book guaranteed GPU capacity. Predictable compute offers faster ZK proving and onchain AI, pushing L2s toward real-time and safer apps. 19/ @YunfengGroup purchased 10,000 ETH as a ‘reserve asset’, strengthening network neutrality, and supporting the adoption of onchain finance in Asia. 20/ @OctantApp, in partnership with the @EthereumFndn Funding Coordination Team, selected 30 onchain creators to provide $1M in total funding to. The ecosystem will be able to vote on how funds are allocated. 21/ @Cloudflare launched x402 Foundation in partnership with @Coinbase, with support for x402 transactions. 22/ $1.3B was streamed onchain with @Superfluid_HQ, 2x what it was just ~1 year ago. 23/ @Safe hit 600M+ transactions, a milestone for self-sovereignty and programmable ownership. 24/ Ethereum saw ~$2.5B worth of tokenized gold, demonstrating that real-world assets (RWAs) are moving to Ethereum. 25/ In 9 months, @ether_fi Cash issued 11,280 cards and processed $38M across ~410k transactions. 26/ @Krakenfx announced that xStocks are coming to Ethereum via @xStocksFi, unlocking a new wave of opportunities for tokenized stocks and ETFs to be integrated across the network.
Name & Symbol: Safe Token ($SAFE)
Address: 0x5afe3855358e112b5647b952709e6165e1c1eeee
$YZY come, YZY go… but $ETH is forever
Name & Symbol: YZY ($YZY)
Address: DrZ26cKJDksVRWib3DVVsjo9eeXccc7hKhDJviiYEEZY
must-read $eth updates from @CryptoGucci out here. some of my favorite takeaways for today: - $1B+ inflows into eth ETFs - @katana hitting $100m total borrows on morpho oh btw, eth to $10k. 🫡 go follow gucci for more eth alpha.
Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2