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Jake

@jake0

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A couple of colleagues and I just published a 13-page report on Ethereum's future. Here are some key points and charts: - Ethereum’s future has never been more in question. The rollup-centric roadmap scaled Ethereum but incentivized protocols like Uniswap to launch their own L2s, causing ETH fee revenue to plummet. - The Ultrasound Money narrative has stalled. EIP-4844 cut L2 costs by increasing blobs, but further reduced fees paid by L2s to Ethereum. ETH supply has retraced the year of deflation that followed the Merge. - All isn’t lost. Ethereum leads in key metrics like TVL and stablecoin market cap. A leading 2025 narrative, the tokenization of RWAs, is primarily occurring on Ethereum. - The ship is turning. The community has raised concerns over L2 prioritization, and the results are showing. New @ethereumfndn leadership is serious about scaling the L1, improving UX, and continuing to scale blobs. __ The full report can be found here: https://messari.io/report/ethereums-future-post-pectra
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Top 5 Crypto Fundraising Rounds this week 👇 Rain - $24.5M > Crypto card issuer integrated with the Visa network > Norwest Venture Partners, Coinbase Ventures, & Galaxy Ventures Coresky - $15M > Memecoin incubation platform leveraging user voting to assess public sentiment > Tido Capital, WAGMI Ventures, & Parallel Capital Abound - $14M > Remittance app enabling more Indian Americans to send money home > NEAR Foundation, Circle Ventures, & Times Internet Chronicle Protocol - $12M > Blockchain-agnostic oracle solution that launched Ethereum’s first oracle > Strobe Fund, Fenbushi Capital, & Robot Ventures Warlock - $8M > Building next-gen market-making and order flow monetization tools > Polychain Capital, Greenfield Capital, & Symbolic Capital 25+ projects collectively raised ~$154 million this week.
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Nillion (@nillion) launched its mainnet alpha and $NIL token today. My colleague and I wrote the most comprehensive report on Nillion to date. Here are some key takeaways 👇 1. Nillion is a network infrastructure that delivers a secure and efficient way to handle private data. 2. Using privacy-enhancing technologies (PETs), encrypted data is transferred, stored, and processed without decryption, keeping sensitive information secure and confidential. 3. AI models and agents can train on your personal data without ever seeing it, eliminating risks of data leaks or unauthorized sales. 4. Since launch, Nillion has: - Collaborated and partnered with projects like Virtuals, NEAR Protocol, and Arbitrum to integrate its privacy-preserving technology. - Supported 50+ startups that have collectively raised >$100M. You can read the whole report here for free: https://messari.io/report/understanding-nillion-a-comprehensive-overview
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Top 5 Crypto Fundraising Rounds this week 👇 TON Foundation - $400M > Decentralized network that supports the development of Mini Apps on Telegram > Sequoia Capital, Ribbit Capital, & Benchmark Walrus - $140M > Decentralized storage and data availability protocol designed for large binary files built by the Sui team > Standard Crypto, a16z crypto, & Electric Capital Crossmint - $23.6M > Provides a suite of low-code APIs for wallets, stablecoins, onramps, tokenization, and credentials > Ribbit Capital, Franklin Templeton, & Faction VC Halliday - $20M > Workflow protocol for automating smart contract development > a16z crypto, Blizzard Fund, & SV Angel Privy - $15M > Develops user onboarding and embedded wallet infrastructure > Ribbit Capital, Coinbase Ventures, & Paradigm 35+ projects collectively raised ~$725M this week.
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