Good morning.
I am mitsui, a web3 researcher.
This is a summary article about the web3 market for the last week. We have gathered information from over 20 national and international media outlets and newsletters and have picked out news from them. Please use it to catch up on information and trends!
📰Pickup News
📗Pickup Article
📊Market & News
📰Pickup News
Ethereum Foundation Forms "dAI" Team to Make Ethereum the Base Layer of the AI Economy
Ethereum Foundation establishes new "dAI" team to strengthen the interface between AI and blockchain.
Aiming to develop ERC-8004 standard to unify ID, transaction, and rule verification for AI agents.
Ethereum as a neutral and verifiable foundation for the settlement and coordination layer of the AI economy.
It also works with the existing roadmap, including privacy enhancements and L2 interoperability.
ASTER records $310 million in spot trading volume at the start of TGE
In the first 24 hours after TGE launch, ASTER recorded a peak surge of 1,650%, reaching $310 million in trading volume and $1.5 billion in total trading volume across the platform
Approximately 330,000 new wallets joined the network and net inflows increased TVL by $660 million to over $1 billion
'MASK Tokens on the Way': Consensys CEO Says Native MetaMask Cryptocurrency Coming Soon
MetaMask is finally planning to launch its native token "MASK", Lubin CEO stated.
The tokens are related to MetaMask's decentralized promotion and will be announced directly in the wallet.
Following in the footsteps of Consensys' L2 "Linea", the emphasis is on community-driven growth.
Lubin also described the mNAV slump at ETH finance company SharpLink as temporary, emphasizing ETH utilization in the long term.
Kraken Announces Partnership with Legion
Kraken and Legion partner to create a new standard for on-chain funding.
Legion's full-stack platform expands to Kraken's 15 million users.
Investors can participate in a high-quality token sale directly from Kraken/Legion.
Provides comprehensive support to founders, including CEX listing and investor targeting through Legion Score.
PUMP soared to its highest price since the first week
Solana-based memecoin launchpad "pumpfun" PUMP soars to $5.6 billion market cap.
Buybacks using 100% of daily earnings absorbed 6.1% of supply, pushing prices higher.
pumpfun tops DeFi revenue rankings, growing to become the second largest revenue source after Tether and Circle.
AMM "PumpSwap" TVL Expands to $298 Million, Ranks 2nd DEX in Revenue.
📗Pickup Article
Posts and articles that you may find interesting.
Monthly Outlook: Debunking the Seasonality Myth
The virtual currency market is expected to go from strength to strength in early Q4 2025 due to liquidity, macro environment, and regulatory tailwinds.
He concluded that the common myth of seasonality, such as "September falls," is not statistically significant and is misleading.
Digital Asset Treasury (DAT) has been holding large amounts of BTC and ETH to support the market.
DAT competition has entered a "PvP phase" and there may be more shakeouts and consolidation in the future.
As long as existing macro factors do not collapse, BTC is expected to outperform the market average, especially
He emphasized that capital flows and liquidity should be emphasized, not seasonality.
The stablecoin moment
The GENIUS Act was passed in the U.S., officially incorporating stable coins into the financial system.
Keep reading with a 7-day free trial
Subscribe to web3 Research to keep reading this post and get 7 days of free access to the full post archives.