Your daily insights into Web3 Ecosystems ✨ | Creator for @EYEKONSTUDIO & @bricktopians 💖 | Legacy: @ArcazeIC | Always open to meaningful collabs 😉
Terminally Onchain
Joined April 2018
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I think the next big shift in AI isn't about having smarter chatbots.
It's about having AI that actually knows how your team gets things done. 😆
Companies don't need another tool that requires endless prompting.
They need something that understands their operations and takes work off their plate.
That's why @workmate caught my attention.
The real unlock isn't replacing people, it's giving them more time to do meaningful work.
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The leaders that define the next era will be agent first. The question is… will that be you?
An Ethereum proposal making some operations more expensive sounds terrible at first.
Then you ask what those operations leave behind.
EIP-8037 targets state creation: the data nodes need to keep managing after your transaction is over.
The proposal separates that cost from ordinary execution so higher throughput doesn't quietly turn into uncontrolled state growth.
I think that's a more serious scaling conversation than “make everything cheap.”
You want affordable transactions. You also want people to be able to keep running the network.
A good reply can do more for a connection than another generic compliment.
I'd add one useful detail, ask a specific question, or explain where your experience changes the argument.
You give the other person something to respond to.
“Bullish” closes the conversation before it starts.
Thoughtful replies won't guarantee account growth.
But if you want people to recognize you for something beyond appearing everywhere, the substance matters.
The gas token on Robinhood Chain is ETH.
That small detail is why i think the Ethereum ecosystem story deserves more nuance than “brands will build their own chains.”
A branded network can still use EVM tooling and sit inside a wider technical ecosystem.
Robinhood's chain supports standard Ethereum-compatible wallets and applications.
You don't automatically get value accrual just because a brand uses the stack.
But i want to understand the connections before declaring that every new chain competes with Ethereum in exactly the same way.
Bitcoin could become the collateral everyone wants, while someone else builds the financial apps.
That's my properly unreasonable thesis.
Think about it.
Bitcoin doesn't need to build lending apps, payment rails, or trading platforms.
Everyone else will build them around BTC.
And that's where things get insane.
Thousands of financial products, one underlying asset.
Of course, those products introduce risks Bitcoin itself doesn't have.
But if this plays out, BTC won't just be digital gold.
It could become the backbone of global finance.
$4.4B in monthly trading volume and $684M in supply are very different numbers.
Solana's September roundup reported both for tokenized stocks, with supply up 47% over three weeks.
i like the distinction because turnover can be huge without the underlying asset base being equally huge.
The interesting question is what you can do with that asset base beyond trading it repeatedly.
Collateral? Portfolio tools? Better access?
That's where i'd look for the next product layer.
A busy market is a starting point, not the whole story.
I'd rather build a CT account people recognize than one that vaguely participates in every narrative.
Choose a few questions you want to keep answering.
> How do these products work?
> What do their numbers actually mean?
> Where could the sector go next?
You can explore plenty of projects through those questions.
Consistency doesn't mean repeating yourself.
It means readers have a reason to remember what you help them understand.
Ethereum has a parallelism story hiding behind a very unsexy name.
Block-Level Access Lists.
EIP-7928 records which accounts and storage locations a block touches, alongside state changes. Clients can use that information for parallel reads and validation.
I like this because it addresses the work nodes actually perform, rather than stopping at a bigger gas-limit headline.
It's part of the Glamsterdam plan, not a promise that every transaction suddenly runs independently.
Sometimes the useful upgrade is giving the machine a better map.
The Zcash thesis gets more interesting when you stop pitching privacy as something only suspicious people need.
You probably don't publish your salary, spending history, and every business payment for strangers to inspect.
Shielded transactions address that kind of public visibility.
I think financial privacy can become a normal product expectation if the experience gets easy enough.
The hard part is making it usable without asking people to become cryptographers.
A privacy feature people actually use beats a privacy slogan people only trade.
Robinhood Stock Tokens made me interested in the packaging, then the terms made me slow down.
Robinhood describes them as tokenized debt securities providing economic exposure, without ownership rights in the underlying issuer.
That's different from holding the underlying share.
I still find the product direction interesting. But you should understand the exposure before treating a familiar ticker as a familiar asset.
“Onchain Apple” is a catchy description.
What rights you actually receive is the more useful one.
The token format doesn't replace the terms.
“Huge news” is usually where i'd delete the first line.
Huge for whom?
The trader paying fees? The developer shipping contracts? The person trying to get paid?
Pick someone and explain what changes for them.
I think content hooks get stronger when you stop announcing importance and start showing it.
You can still sound excited.
Just give the excitement an actual object.
The Solana stat i find more interesting than another TPS screenshot:
Its September roundup reported $17.51B in stablecoin supply.
That tells you about dollars sitting on the network, not how many people are making payments.
Still, it's useful context for trading, lending, and settlement activity.
I want to see what those balances support next.
If the story becomes more than rotating tokens, the rails and liquidity are already part of the picture.
Watch the uses alongside the supply.
HIP-3 might be one of Hyperliquid's most underrated plays.
And no, it's not just about listing more perps.
It's about letting anyone build their own perp markets on HyperCore.
Instead of waiting for Hyperliquid to list a new asset, builders can launch markets themselves, handling their own oracles and market operations.
Think about the shift.
Hyperliquid goes from being just another trading venue to infrastructure other businesses can build on.
More tickers? Cool, whatever.
More builders creating real markets on the same execution stack? That's where the alpha is.
Of course, not every market will be worth trading. The Hyperliquid name alone doesn't guarantee quality.
Ethereum might be getting one of its most important upgrades, and CT barely talks about it.
Probably because "enshrined proposer-builder separation" sounds like something you'd skip in a 3-hour lecture. 😭
I almost skipped EIP-7732 too.
But here's where it gets interesting.
Right now, Ethereum relies heavily on external infrastructure to coordinate who builds blocks, who proposes them, and how payments are handled.
EIP-7732 wants to bring more of that process directly into the protocol.
And there's another underrated part.
It gives execution validation more breathing room, which could help Ethereum handle heavier blocks without overwhelming validators.
Not exactly the kind of upgrade that sends CT into a frenzy.
But i think that's the point.
Everyone wants Ethereum to scale. Not everyone pays attention to the boring infrastructure that actually makes it possible.
If your content could have been written by the project's announcement account, i think you've left your best work out.
Add the part only you can contribute.
What confused you? Which assumption changed? Who would actually find the feature useful? 🤔
You don't need to invent a personal adventure.
A clear opinion with a reason is enough.
The reader can get the announcement anywhere.
Give them a reason to get the interpretation from you.
Arcaze The Builder retweeted
The world’s largest phone maker is putting Solana in its wallet. Samsung Wallet is getting USDC cross-border payments, BNY opened SOL custody, Securitize brought U.S. stocks onchain, and blocks got 2x faster underneath.
Here’s everything that shipped:
📰 Headline News
- Samsung partnered with Solana to bring USDC cross-border payments via Samsung Wallet
- 200ms slot targets went live on Solana mainnet-beta, completing @anza_xyz’s SIMD-0525 rollout
- @SolanaFndn launched Solana DvP, open-source delivery-versus-payment settlement for institutions, built with input from J.P. Morgan
- BNY expanded its digital asset custody to the EU under MiCA, offering institutional custody for SOL
- @Securitize launched Securitize Stocks on Solana, bringing 1:1 share-backed U.S. equities onchain
- @orca_so and @Loopscale combined as @formation_so, putting issuance, trading and credit on one set of rails
📰 Launches
- @kamino launched the Apyx Market, enabling USDC borrowing and leveraged yield strategies against preferred equity-backed apyUSD
- @MarinadeFinance launched Marinade Borrow, enabling users to borrow USDC or SOL directly against staked SOL without unstaking
- @DGLD_Official brought MKS PAMP’s tokenized gold, available to 1M+ @SwissBorg users with @ArrakisFinance liquidity
- @AgantFinance made its institutional-grade pound sterling stablecoin GBPA available on Solana
- @Helium partnered with grocery co-op Wakefern Food Corp to offload carrier cellular traffic onto Wi-Fi
- @MeteoraAG unveiled DLMM Pro with fully customizable market configurations for token launches
- @sanctumso shipped swSOL, a wrapped SOL asset
- @nansen_ai previewed autonomous AI agents that research and execute onchain trades
- @ZetaChain demonstrated Anuma Nearby, which uses private AI memory to connect people nearby
- @grass debuted its Contents API, turning any public URL into clean, model-ready text for AI agents
- @PayAINetwork and @BlockRunAI shipped batch @x402 payments on Solana to settle multiple API calls in a single transaction
- @altitude integrated Altitude Accounting with Xero for direct transaction ledger mapping
- $EWZ ETF and $RACE shares went live on Solana via @sunrise, issued by @Backpack Securities
- $WLD, $SHIB, and $VVV went live on Solana via @sunrise
- @backabledotbiz launched Backable, a frontier fundraising platform built by @MetaDAOProject
- @scoutfinance_ launched its social investing app on iOS and Android
- @DualMintRWA tokenized a fleet of 200 physical claw machines on Solana
- @comicbookhq launched its DC Comics collectibles gacha machine featuring vintage and modern grails
- @MapleMarketApp introduced tokenized Canadian maple syrup on Solana powered by @BAXUSco and @SuperteamCAN
- @2WA_Official launched the first market-neutral fund built on USDGO, live for professional investors in Hong Kong via @osldotcom
- @SolanaFndn released Microscope, an open-source monitoring and alerting tool for Solana programs and Squads multisigs
- @jtx_trade revealed plans for a mobile app alongside equities and perps trading features
- @galileowilson won @joinfrontier’s Singapore edition and heads to finale at Breakpoint, with a Porsche 911 GT3 RS on the line
- @TrustWallet expanded its 0% swap fee campaign on Solana to cover SOL, wSOL, and five stablecoins
- @USDC Bridge added Solana support, enabling direct USDC transfers between Solana and 18 ecosystems
📰 Milestones
- Stablecoin-holding addresses on Solana topped a record 14M
- Solana hit 1.88M daily active addresses, a 13-month high
- Stablecoin card spend on Solana crossed $1B all-time
- Solana’s tokenized equities have grown to over 2,000 products
- @leaps_finance crossed $100K in options sold during its beta, paying sellers upfront yield on SOL, cbBTC, and USDC
- @ImperialPerps’ ARMADA prop AMM surpassed $14.1M in notional volume in 7 days
- @hylo_so crossed $44M in combined open interest across $xSOL, $xBTC, and $xHYPE
- @xStocksFi hit $2.4B in monthly volume, up 28x year over year
35 DAYS TILL BREAKPOINT
Artwork by the one and only @foursixsix 🔥
Robinhood having its own L2 might be a bigger deal than CT thinks.
And no, it's not because we desperately need another chain.
Robinhood Chain is built on Arbitrum infrastructure, but the real alpha isn't the tech.
It's distribution.
Think about it:
> Millions of users already familiar with Robinhood.
> A brand people associate with trading and investing.
> An opportunity to bring familiar financial products onchain.
> No need to build an audience from absolute zero.
While most L2s are fighting over the same crypto-native users, Robinhood has a completely different starting point.
But here's the catch.
Having millions of users doesn't mean millions will suddenly start using your chain.
You still need products people actually want to come back to.
I'd rather track real user activity than another ecosystem celebrating 100K followers.
Distribution gets people through the door. Good products make them stay.
My most delusional Bitcoin take?
BTC becomes the default reserve asset of the entire internet.
And no, it's not because Bitcoin has the fastest transactions, the lowest fees, or some fancy tech.
It's actually the opposite.
While CT keeps chasing the next 100x, new L1s, and whatever narrative is pumping this week, Bitcoin just keeps doing its thing.
> 21M supply.
> No CEO calling the shots
> No roadmap promising 10,000 TPS
> No need to reinvent itself every cycle
And I think that's exactly why it wins.
We could have:
> Thousands of chains
> Millions of tokens
> Endless new ways to trade, borrow, and spend
But when it comes to actually storing wealth?
People might keep coming back to the same orange coin.
Maybe the biggest winner of this entire crypto experiment is the one that barely changes.
Solana's September DEX volume reached $78.33B, up about 20% from August's $65.29B, according to its ecosystem roundup.
My first reaction: the casino found another gear.
But volume alone doesn't tell you whether users are sticking around or whether incentives are doing the heavy lifting.
I'd pair it with recurring activity, fees, and where the trading comes from.
The number is worth watching. The explanation is what turns it into a thesis.
You can be bullish without letting one chart do all your thinking.
Most people lose their readers before the second sentence.
Not because their content is bad, but because their hook gives people zero reason to keep reading.
Here's the difference:
“Most CT accounts are struggling to grow.”
Okay, and?
“Your CT account isn't stuck because of the algo. Your content just gives people zero reason to follow you.”
Now you've got my attention.
See what changed?
The first one announces a topic. The second creates a question in your head.
I think the best hooks don't try to explain everything upfront.
They introduce friction, surprise, or something that challenges what you already believe.
But here's the catch:
A great hook earns attention. A great explanation earns trust.
You need both if you want people to come back.
