Stacy in Dataland (´⊙~⊙`)

Scroll led all public blockchains in TVL growth last month with a remarkable +154% increase.

Institutional flows into Bitcoin ETFs have already surpassed the same period last year. This marks the fastest accumulation rate ever recorded for Bitcoin ETF products.

Delphi just launched a new research platform focused on AI. Not another hype outlet — this one comes from the same team that’s been analyzing crypto fundamentals for 7+ years. If you want structured, in-depth takes on LLMs, robotics & AI infra: worth watching. Delphi Intelligence → Link

In the last seven days, active address growth was led by Sonic (+89 %), followed by Scroll (+46 %), ZKsync (+24 %), Algorand (+22 %), and Ronin (+21 %). The surge signals rising user engagement and expanding ecosystems on these chains.

Another week full of useful insights ↓ General ➖ Cryptorank: State of Venture Capital in Crypto, Q1 2025 ➖Crypto.com: Research Roundup Newsletter [July 2025] ➖Crypto.com: Alpha Navigator: Quest for Alpha [June 2025] ➖ Galaxy: Weekly Top Stories - 7/11 Market ➖ CoinShares: Market update - July 11th, 2025 ➖ CoinShares: Bitcoin liquidity is finding different routes ➖ CoinShares: Digital asset fund flows | July 14th 2025 ➖ Coinbase: Weekly: BONK flips Pump + Quantum Thoughts ➖ Binance: Weekly: Risk-On Sentiment Faces Tests from Tariffs and Earnings ➖ Glassnode: Volatility Tightens ➖ Glassnode: Market Pulse: Week 29 ➖ Galaxy: Climbing the Wall of Worry ➖ Galaxy: Geopolitics and Rates Drive Demand for Risk-Managed Lending DeFi ➖ 4pillars: What if the #1 lending protocol on Sui launched a DEX? ➖ The Defiant: Solana RWA Growth Outpaces Ethereum in 2025 ➖ Galaxy: Stablecoins, DeFi, and Credit Creation ➖ Galaxy: Hyperliquid’s L1 Begins to Find its Footing Blockchains & networks ➖ Cointelegraph: XDC Network: Powering Payments and Trade Finance through Asset Tokenization ➖ Cointelegraph: TRON 2025 Mid-Year Report Stablecoin Expansion Pushes Network Growth Tokens & currencies ➖ CoinShares: Bitcoin as a strategic reserve asset: the economic rationale ➖ Galaxy: Beyond Bitcoin: Ethereum as a Corporate Treasury Asset

ether.fi has long dominated the restaking market with over 2.5 million ETH in deposits, but it is now expanding into a full-scale crypto-native neobank. Its Cash product has driven $14.85M in spending since launch, and the team is targeting 40K to 100K active cardholders, potentially adding over $13M in additional revenue.

By comparing mindshare to FDV, Pendle and Euler are the most undervalued DeFi projects. Their visibility far exceeds their current valuations.

Aave’s TVL jumped nearly $10B in a week, closing in on Circle’s. Despite being 9x smaller by market cap, Aave is accelerating fast — with token buybacks, soaring GHO adoption, and $12.6M spent by the DAO in just 3 months.

Most PUMP participants contributed between $100 and $1,000. The distribution is almost perfectly lognormal.

Solana processed over 10B transactions in the last 30 days — nearly 40x more than Base. On average, Solana handles around 10x more daily activity than Base.

Hyperliquid broke its OI record two days in a row, now topping $11.3B. Momentum keeps building with no signs of slowing down.

Aave now commands 65% of all active loans on Ethereum — cementing its position as the dominant lending protocol in the network.