TLDR:
The forum witnessed a flurry of activity with discussions centered around the evolving cryptocurrency landscape, institutional investments, and innovative blockchain projects. Key highlights include the rise of Hyperliquid in on-chain trading, Bitcoin’s dominance in institutional investments, and the resilience of the crypto market amidst significant challenges.
Feed
The Hyperliquid Thesis Into Verticalized Infra: Hyperliquid is transforming on-chain trading with a self-custodial exchange that rivals traditional platforms.
Institutions Are Betting on Bitcoin, Not Ethereum: Bitcoin continues to attract institutional capital, overshadowing Ethereum.
The Week On-chain W26: Bitcoin rebounds to $107,000, with investors preferring to hold rather than sell.
Parsec Weekly #123: Tokenized stocks are resurging with platforms like xStocks and Robinhood’s new offerings.
The Great Divergence: Crypto is shifting from speculative tokens to revenue-generating applications.
Leverage Position Openings & Closures: Glassnode introduces a new method to track crypto market leverage dynamics.
RECAP: Digital Assets Summer Conference 2025: Highlights from a star-studded crypto panel at Goldman Sachs’ conference.
Quid Pro Stablecoin: Stablecoins are the US Treasury’s tool to manage government debt and market stability.
ETF Flows Signal Bitcoin Is On Track for a New All-Time High: Bitcoin ETF flows suggest a potential new all-time high in July 2025.
3 Alpha Apps - The Bitcoin L2 I’m bullish on just launched + more pre-token apps: Three exciting pre-token crypto projects exploring Bitcoin L2, DEX, and exchanges.