$66M in DeFi TVL, 1B users incoming — GRAM's gap is the signal
Durov announces non-custodial Gram wallet for 1B Telegram users: zero fees, user-held private keys, GRAM network impact.
Van Rossem passed. SPOs came within 1.7 points of blocking it.
Van Rossem hard fork (July 2026) upgraded Cardano via on-chain vote: five CIPs, VRF fix. ADA wallets unaffected.
2.94M UNI cast, 40M needed: Uniswap's fee vote closes July 26
Proposals 99 & 100 close July 26: v4 fees across 7 chains and UNI burn expansion, but quorum sits at 2.94M of 40M UNI.
Tokenized IVV is live in U.S. custody — U.S. buyers locked out
Ondo's IVV token is backed by real shares in DTC-linked U.S. custody, but distribution to U.S. retail remains pending.
DeFi outpaced Bitcoin by 18 pts in June. One token did it all.
DeFi tokens fell 4% while Bitcoin fell 22% in Q2 2026 — but the outperformance is one token: Hyperliquid at 160% YTD.
FalconX forecast $1.1M. Robinhood Chain did $568M in a day.
ARB surged 19% after Robinhood Chain logged $568M in daily volume on July 8, vastly exceeding analyst fee projections.
Coinbase gets 54% of Circle's revenue — and backed OUSD
Open USD targets USDC's float-yield model with 140+ firms. What Circle's 18% drop means for stablecoin traders.
An $807B manager's first tokenized product skips Treasuries
New York Life's first tokenized fund targets non-U.S. institutions with U.S. high-yield corporate bonds settled in USDC on Centrifuge.
ENA is off 70% — and BlackRock just changed the thesis
On June 29, 2026, BlackRock integrated Ethena's USDe into Aladdin — the platform running trillions in institutional portfolios. ENA spiked 12% intraday, settled ~8%, and has since faded. We break down the base, bull, and bear cases for ENA from here.
Stani called the $385M bid a 70% discount. AAVE jumped 13%.
Kraken's $385M Aave bid, Stani's denial, Aavenomics 3.0 buybacks, and AAVE coin thesis for June 2026.
Arbitrum leads TVS. Base leads DeFi. Both numbers are right.
Arbitrum, Base, OP Mainnet, ZKsync, and Starknet compared on TVL, fees, security stage, and MEV mechanics in 2026.
Every block burns ETH. Most holders can't explain why.
Ethereum's EVM, smart contracts, proof of stake, and ETH's burn mechanism — plainly explained for active traders.