A 5-Minute Recap of Last Week's web3 Market
We have compiled the latest market information and major news from the past week.
Good morning.
I’m Mitsui, a web3 researcher.
This is a summary article covering the web3 market over the past week. We gather information from over 20 domestic and international media outlets and newsletters, selecting news items from them. Please use this to catch up on information and trends!
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Vitalik Buterin argues that while base layer progress continues, decentralization of Layer 2 solutions is “far slower.”
Vitalik is reevaluating Ethereum’s “rollup-centric strategy,”The decentralization of L2 is significantly behind schedule compared to expectations.pointed out.
On the other hand, Ethereum L1 is steadily evolving, with scaling potential expanding through technologies like ZK solutions.
Some features are not L2,Option to integrate directly into L1It also suggests that it should be reconsidered.
L2 should focus on clearly differentiated areas such as “ultra-low latency” and “specialized applications.”
The future of Ethereum should not be solely dependent on Layer 2 solutions,L1 and L2 Role Redesign PhaseContent indicating entry.
Lido has deployed stVaults to mainnet for users including Linea, Nansen, and multiple institutional investors.
Lido introduces a new primitive for Ethereum staking:stVaultsThe mainnet officially launched, with Linea, Nansen, and institutional investors beginning to use it from day one.
stVaults were introduced in Lido V3.Non-custodial, Customizable Staking VaultThis enables design tailored to specific purposes and organizational structures.
L2 enables native yield implementation at the infrastructure level, allowing institutional investors to build dedicated configurations tailored to KYC, operational, and risk management requirements.
Lido has evolved from a single product toCommon Modular Foundation for Ethereum StakingIt will evolve into a new position.
The key structural change lies in enabling institutional-grade compliance while maintaining stETH liquidity.
SBI Holdings Announces Layer 1 Proof of Concept for Tokenized Stocks Developed Jointly with Startale Group
SBI Holdings has released a proof of concept (PoC) for “Strium,” a Layer 1 blockchain specifically designed for tokenized equities, in collaboration with Startale Group.
Strium aims to become the foundational platform for Asia’s on-chain securities market, prioritizing 24/7 trading, instant settlement, and interoperability with DeFi.
Not merely the digitization of existing shares,Creation of New Financial Primitivesemphasizes the point of aiming for.
The yen-pegged stablecoin, RWA trading, institutional custody, and compliance solutions are designed as an integrated whole.
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Introducing posts and articles I found interesting.
Is This a Crypto Winter? Post-Regulation Market Shift
Past crypto winters followed a common pattern: “Major incident → Collapse of trust → Talent drain.”
This downturn stems primarily from external factors such as ETF approvals, interest rates, and geopolitics, rather than internal collapses like FTX, and differs from the conventional “crypto winter.”
The post-regulation market was fragmented into three tiers: the “regulated zone,” the “unregulated zone,” and the “shared infrastructure.”
Funds flowing through ETFs remain in Bitcoin, with no trickle-down effect to altcoins.
The next bull market will require killer use cases emerging from the unregulated zone and improvements in the macro environment.
