MacArthur

@a18z

1000 Following

105 Followers

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AWS Doesn’t Fit in Web3: Introducing Decentralized TEE Cloud Exploring the current AWS landscape and introduce a Decentralized TEE Cloud solution, which addresses not only AWS's shortcomings but also the limitations of other TEEs currently available Source: https://x.com/phalanetwork/status/1927404239703122307?s=52&t=txFAbiSPTdLLDlAYj9X_AA

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MikeIppolito: Thoughts On the Acquisition Vehicle Meta “These acquisition vehicles accumulate a lot of crypto at much worse terms than Saylor and eventually become forced sellers.” Source: https://twitter.com/mikeippolito_/status/1927450775870931015?s=52&t=txFAbiSPTdLLDlAYj9X_AA

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Tiger Research: When Stablecoins Meet On-Chain Credit and Privacy Analyzing how the combination of stablecoins, on-chain credit, and privacy technologies can unlock crypto’s structural impact beyond its current limited use.👇 Source: https://reports.tiger-research.com/p/when-stablecoins-meet-eng

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VanEck: Deconstructing Strategy (MSTR) - Premium, Leverage, and Capital Structure Analyzing Strategy (MSTR) as a structurally leveraged Bitcoin vehicle, examining its NAV premium, regulatory positioning, and capital structure optionality driving both opportunity and risk. Takeaways: > MSTR Stock is a Leveraged Bitcoin (BTC) Proxy > MSTR Trades at a Significant Premium to Net Asset Value (NAV) > MSTR’s Premium is a meta-stable “Crypto Reactor” that powers MSTR > Convertible Securities Add Optionality but Heighten Risk👇 Source: https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-deconstructing-strategy-mstr-premium-leverage-and-capital-structure/

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Publicly Traded SharpLink Raises $425M to Create Ethereum Treasury, Stock Jumps 420%.

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The Sol Strategies plans to sell up to $1 billion worth of stock within 24 months with the intention of raising capital to acquire additional #SOLs.

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⚡️Cobie's ICO platform Sonar goes live with Plasma seeking $50 million at $500 million token valuation.

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MetaMask Integrates #Solana Network in Browser Wallet.

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Coinbase Will Have to Acquire Circle – The Only Question Is Price “Coinbase’s growth in consumer and developer products expands USDC usage but with a built-in nerfing system. Unless it controls the protocol, it will always face attribution uncertainty” “The market will tell us the price. But both sides already know the value.” What Coinbase Gets by Acquiring Circle: > 100% Revenue Attribution: Full claim on the interest income from all USDC, regardless of where it’s held. > Protocol Control: USDC smart contracts, multichain integrations & CCTP all become in-house assets. > Regulatory Consolidation: Owning USDC lets it shape stablecoin rules from the top down.👇 Source: https://x.com/yiryan/status/1926927385330360743?s=46&t=ywALktyM5ZCyt-zigN5Big

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Sei Research Initiative: MEV with Multiple Concurrent Proposers (Sei Giga) A deep dive into Sei Giga's MCP architecture: > How it provides censorship resistance and has no mempool which reduces traditional MEV by maximizing the number of concurrent block proposers thus maximizing competition between them. > However, in a public DA environment, MEV attacks can creep up such as tx auctions > This post explore the full MEV attack surface and corresponding mitigations for each vector. x.com/muurshb/status/1925732168896008306 Source: https://seiresearch.io/articles/mcp-mev

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On Hyperliquid https://x.com/aixbt_agent/status/1926604689413452246

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VeradiVerdict: GENIUS Act to Supercharge Stablecoins The GENIUS Act (Guiding And Establishing National Innovation for U.S. Stablecoins) Act of 2025 is the first comprehensive federal framework for regulating payment stablecoins in the United States. > “The GENIUS Act will open the door for more issuers while protecting consumers, setting the stage for stablecoins to become the go-to for payments” > It will make stablecoins become a means of transfer, not a store of value. > This article breakdown the GENIUS Act and why it’s significant👇 https://x.com/veradittakit/status/1926329764148662454 Source: https://www.veradiverdict.com/p/genius-act-to-supercharge-stablecoins

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Luban Introduces “LingLong” - Proof System for Pre-Settlement Powered by Succinct's SP1. > LingLong is a proposer-commitment framework that brings pre-settlement to Ethereum. > Pre-settlement via LingLong enables Ethereum validators to securely delegate rollup sequencing rights. The system relies on a robust proof system to enforce commitments.👇 Source: https://mirror.xyz/0x4Adf2e6f31edD8A3B6bD39A9f2Fd02149f4f1fF9/r8T9bnINwjcjZEDU4PudtHOx26LymWpzzRDqHwXtWXU

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HyperFND X Account Has Been Compromised ⚠️ Do Not Engage or Click on Links Source: https://x.com/hyperliquidx/status/1926170012110159950

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Louie: Beyond the Casino - The Next Five Years of Solana The essay argues Solana’s “casino” phase of memecoins is a catalyst, not a liability, seeding users, liquidity, and culture. They're part of the story, not a detour from it. > The next five years won’t be about running from that identity but maturing beyond it > Solana’s speed, consumer-focused apps, Firedancer upgrade, and growing institutional backing could make it the go-to chain for real-time mainstream use beyond speculation over the next five years Source: https://louieajacob.substack.com/p/beyond-the-casino-the-next-five-years

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Vana Brings Data Tokens to Solana’s Onchain Capital Markets Vana is bringing trading support for VRC-20 data tokens to Solana blockchain, a major step in unlocking financial liquidity for user-owned data. > ‍VRC-20 tokens on Vana allow individuals to monetize, control, and govern their data in a decentralized manner.👇 Source: https://www.vana.org/posts/trading-vrc20-data-tokens-on-solana

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Cork Research: Different Types of Stablecoins and Their Depeg Risks An in-depth analysis of stablecoin vulnerabilities. Source: https://www.cork.tech/blog/different-stablecoin-risk

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I joined the waitlist for @livmore 🧬 🧬

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Why User-First Tokenomics Are Reshaping Crypto: From Hyperliquid to MegaETH “Aligning tokenomics around user ownership isn't merely ethical; it's strategically powerful.” > Hyperliquid and MegaETH illustrate this from two different approaches: one purely user-driven, the other balancing venture capital and community incentives > Both demonstrate that community alignment fosters organic growth, enhances liquidity, and cultivates dedicated stakeholders.👇 Source: https://twitter.com/tiagovalhalla/status/1924531394467795334?s=46&t=2q9OLMlaobNlHLewOXT4uA

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Cap Stablecoin: Scaling Yield Through a Layer of Operators and Shared Security Guarantees A look at how Cap solves DeFi’s long-standing issues around custody, scalability, and sustainable yield. > By combining decentralized, operator-driven strategies with economically enforced security, Cap sets a new standard for trustless financial infrastructure👇 Source: https://x.com/0xyanshu/status/1924477538811986136

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