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!
📰Pickup News
📗Pickup Article
📊Market & News
📰Pickup News
The Ethereum Foundation Announces Updates on 2026 Priorities
2025 will see progress in L1 scaling, Blob scaling, and UX improvements with the implementation of Pectra and Fusaka.
In 2026, we will reorganize into a three-track system: “Scale,” “Improve UX,” and “Harden the L1.”
Pushing full-scale scaling with gas limits exceeding 100M, ePBS, zkEVM attesters, and more.
Place native account abstraction and interoperability at the core of the user experience.
Strengthening security, censorship resistance, and post-quantum compatibility as core L1 features.
Aptos Releases Tokenomics Update
Shifting from subsidy-driven inflation to usage-based “performance-driven tokenomics.”
Proposal to reduce staking rewards from 5.19% to 2.6%, considering a design that rewards long-term staking.
Gas fees increased tenfold + Decibel DEX’s high TPS expected to burn tens of millions of APT annually.
2.1B APT hard cap implementation + Foundation 210M permanent lock.
Aiming for future deflation through increased burning, reduced issuance, and consideration of buybacks.
Base Network transitions from Optimism to its own stack
Base has transitioned away from OP Stack dependency to its own “Base-operated unified stack.”
Integrated components previously distributed across multiple repositories to reduce operational and maintenance complexity.
Plans to transition from Optimistic proofs to Base’s proprietary TEE/ZK proofs in the future (V1 hard fork).
Gradually reducing ties with Optimism through additional hard forks.
A strategic shift toward de facto “independent L2 implementation” while maintaining the public specification.
Zora launches ‘attention markets’ on Solana
SocialFi products that can go long or short on trending topics and buzz on social media.
Market any theme or link and track PnL in real time.
An attention-based economic model extending from existing NFTs and Creator Coin experiments.
Movements aiming to form a new category in the SocialFi × speculative market.
Pumpfun introduces “Cashback Coin”
Solana’s Pumpfun introduces “Cashback Coins.”
Creators must choose in advance whether to “keep the commission fee themselves” or “return the full amount to the trader.”
Re-adjusting Incentive Design for Team-Absent Meme Coin Issues.
A design philosophy that entrusts the market with the choice of reward distribution.
📗Pickup Article
Introducing posts and articles I found interesting.
Banks are Becoming Scaffolding for Stablecoins
Stablecoins are beginning to shift settlement, liquidity, and yield off-balance sheet while relying on banks for custody and regulatory compliance.
Deposits are gradually becoming decentralized, with users moving funds in search of higher yields and instant settlements.
Automated wallets and agent management are expected to further lower barriers to trust and user experience.
Banks will remain as the infrastructure layer for credit, insurance, and central bank access, but they will no longer be the center of capital flows.
In the medium to long term, banks may either evolve or become fixed as mere compliance layers.
