Stacy in Dataland (´⊙~⊙`)

Ready (ex-Argent) quietly turned a Starknet wallet into a crypto neobank. With vIBANs via Due, users can wire fiat from 150+ countries straight into self-custody, then spend it via a Visa/Mastercard debit card settled onchain. Fiat → crypto without touching a CEX is no longer theoretical.

Airbender can prove an average Ethereum block on a single H100 when paired with zkSync OS — ~17s pre-recursion, ~35s end-to-end. Compared to zkVM demos that rely on large GPU clusters, that’s a meaningfully smaller proving footprint. Direct comparisons still get messy due to different execution and storage assumptions.

Primary issuance rails quietly became one of 2025’s top revenue engines, holding around ~$100M monthly after peaking in late 2024. Pump.fun still leads, but entrants like Four.Meme, Binance Alpha, and LetsBonk.fun are pushing the sector toward real competition. Dominance remains — just less absolute.

Is the last week of 2025 going to be epic? Here’s what the latest insights are showing ↓ General ➖ Cryptorank: Analysis of LBank: Market Quality and Strategic Positioning ➖Crypto.com: Alpha Navigator: Quest for Alpha [November 2025] ➖Crypto.com: 2025 Year Review & 2026 Year Ahead ➖ CoinGecko: Major Crypto Narratives Record -77% to +186% Returns in 2025 ➖ Binance: Weekly: Is "Bad News Good News" Over? Crypto's Holiday Patterns ➖ Glassnode: Introducing: Taker-Flow-Based Gamma Exposure ➖ Galaxy: 2026 Predictions for the Year Ahead ➖ Galaxy: Weekly Top Stories - 12/19/25 Market ➖ CoinShares: Market update - December 19th, 2025 ➖ CoinShares: Digital asset fund flows | December 22nd, 2025 DeFi ➖ DL Research: State of DeFi 2025 Blockchains & networks ➖ The Defiant: Blockchain Fragmentation Could Cost Tokenized Asset Market Billions: RWAio Tokens & currencies ➖ CoinGecko: 3 Privacy Coins Rank in Top 10 Gainers, Amid Late 2025 Revival ➖ The Defiant: Token Launches With Low FDVs Vastly Outperformed Hyped Debuts in 2025: Memento Research ➖ BlockchainResearchLab: Tokenised Gold Ignites the Paper Gold Powder Keg

Robinhood looks expensive on multiples — #1 across EV/Revenue, EV/Gross Profit, and EV/Net Income versus peers. But it’s also posting ~100% YoY revenue growth, second only in the comp set. Same story we’ve seen before: valuation tension driven by growth expectations — HyperLiquid vibes.

Prediction markets stopped being “bets” and started acting like expectation-pricing infrastructure. Polymarket volume is up 163x since 2024, and the use case keeps widening. Feels less like a trend, more like a layer.

Network fees grew 11% QoQ in AKT terms, from 644K to 715K AKT, but only 4% in USD. The difference came from a ~4% AKT price decline, which masked higher onchain activity. Denoms matter.

Tron keeps holding roughly a quarter of all stablecoin supply, even as new “stablecoin-first” chains keep popping up. Spinning up a chain is trivial — getting liquidity, users, and habits to stick is the hard part.

Ethereum still sets the baseline. It leads in app TVL, stablecoins, tokenized funds and stocks, active lending, and protocol GDP, while sitting #2 in daily DEX and stablecoin transfer volume.

Aave now holds $53B in lending deposits. No commentary — size speaks.

AI already writes the internet: 82% of Web2 devs use it weekly, producing ~41% of all code in 2024. Web3 still has just ~24K monthly contributors — 0.7% of the global pool — mostly due to complexity and security overhead. History suggests that gap doesn’t last forever.

A $1.5–2T annual U.S. deficit means the market has to digest trillions in fresh Treasuries every year. Issuance has been front-loaded into T-bills since Yellen and that playbook hasn’t changed under Bessent — despite earlier objections. Structural, not political.