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333 posts tagged with "Ethereum"

Articles about Ethereum blockchain, smart contracts, and ecosystem

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Tokenized US Treasuries Hit $14B: The 37x Surge That Made T-Bills RWA's First Real Product
·Dora Noda·12 min

Tokenized US Treasuries Hit $14B: The 37x Surge That Made T-Bills RWA's First Real Product

Tokenized US Treasuries grew 37x in three years to $14B, becoming RWA's first true product-market fit. Here's what made T-Bills win on-chain — and which vertical breaks through next.

RWA
tokenization
DeFi
BlackRock
+1
Ethereum's Paradox Quarter: 200 Million Transactions, a Flat ETH Price, and the Value-Accrual Crisis
·Dora Noda·9 min

Ethereum's Paradox Quarter: 200 Million Transactions, a Flat ETH Price, and the Value-Accrual Crisis

Ethereum processed a record 200.4 million transactions in Q1 2026, yet ETH traded flat. Here's why scaling success broke the burn engine, and what Glamsterdam needs to deliver to restore value capture.

Ethereum
layer-2
MEV
tokenomics
+1
Vitalik's Victory Lap: Ethereum 'Solved the Trilemma' — But the Price Chart Isn't Clapping
·Dora Noda·10 min

Vitalik's Victory Lap: Ethereum 'Solved the Trilemma' — But the Price Chart Isn't Clapping

At Hong Kong Web3 Festival 2026, Vitalik declared the blockchain trilemma solved. With ETH down 35% YTD, we pressure-test the claim against PeerDAS, zkEVM, Glamsterdam's delay, and rival architectures from Solana, Sui, and Celestia.

Ethereum
scalability
zkp
layer-2
+1
Aave Horizon Hits $550M as Institutional RWA Lending Finds Product-Market Fit
·Dora Noda·9 min

Aave Horizon Hits $550M as Institutional RWA Lending Finds Product-Market Fit

Aave's Horizon market has crossed $550M in deposits, pushing toward a $1B target. Permissioned collateral plus permissionless liquidity may be the template that finally brings TradFi on-chain.

DeFi
tokenization
stablecoins
Ethereum
+1
The Great Unbundling: How DEXs Finally Cracked the CEX Moat in 2026
·Dora Noda·9 min

The Great Unbundling: How DEXs Finally Cracked the CEX Moat in 2026

DEX spot volume hit 21% of CEX volume and perp DEXs cleared 10% of the $7.24T futures market in early 2026. The structural unlocks — chain abstraction, intent-based execution, and on-chain liquidity depth — are reshaping where crypto liquidity lives.

DeFi
Solana
Ethereum
regulation
+1
ERC-8220 and the Immutable Seal: Ethereum's Missing Layer for On-Chain AI Governance
·Dora Noda·11 min

ERC-8220 and the Immutable Seal: Ethereum's Missing Layer for On-Chain AI Governance

ERC-8220 proposes an immutable seal binding AI agents to their model weights, training data, and inference policy — the missing governance layer of the agentic Ethereum stack.

Ethereum
AI
governance
smart-contracts
+3
KelpDAO's $292M Bridge Exploit: How One 1-of-1 Verifier Erased $14B of DeFi TVL in 48 Hours
·Dora Noda·10 min

KelpDAO's $292M Bridge Exploit: How One 1-of-1 Verifier Erased $14B of DeFi TVL in 48 Hours

A forged LayerZero message drained 116,500 rsETH from KelpDAO on April 18, 2026 — triggering a $14B DeFi TVL exodus, up to $230M in Aave bad debt, and a bitter fight over 1-of-1 verifier defaults.

DeFi
security
Ethereum
interoperability
+1
Scroll's Research Moat: Why the zkEVM Built With Ethereum Foundation Cryptographers Still Matters in 2026
·Dora Noda·11 min

Scroll's Research Moat: Why the zkEVM Built With Ethereum Foundation Cryptographers Still Matters in 2026

Scroll's zkEVM was co-developed with Ethereum Foundation researchers and audited by four independent circuit security teams. In a commoditizing zkEVM market, that research heritage is quietly becoming the industry's flight-to-quality.

Ethereum
layer-2
zkp
security
Uniswap Flips the Switch: How UNIfication Rewires DeFi's Biggest DEX Into a Cash-Flow Machine
·Dora Noda·11 min

Uniswap Flips the Switch: How UNIfication Rewires DeFi's Biggest DEX Into a Cash-Flow Machine

Uniswap governance activated the protocol fee switch with 99.9% approval, scheduling a 100 million UNI burn and routing fees into token supply reduction. The change turns DeFi's largest DEX into a cash-flow asset and sets a repricing template for the entire governance token category.

DeFi
DEX
governance
tokenomics
+1
Showing 37–45 of 333 posts