Block Talk retweeted
Background themes are now live on Jupiter Mobile.
Pick from a range of layouts or upload your own and make it truly yours.
The app you use every day should feel like it belongs to you.
Just Use Jupiter (Mobile). 📲
Block Talk retweeted
📊 @Solana is the largest network by RWA holder count at 290,353, up 133.5% year-to-date
Below is the breakdown by asset class and market share:
1) Stocks: 234.6K (80.8%)
2) Commodities: 27.2K (9.4%)
3) U.S. Treasury Debt: 8.9K (3.1%)
4) Specialty Finance: 8.1K (2.8%)
5) Asset-Backed Credit: 5.6K (1.9%)
6) Non-US Government Debt: 4.3K (1.5%)
7) Real Estate: 1.3K (0.5%)
8) Diversified Credit: 159 (0.1%)
9) Corporate Credit: 71 (0.02%)
10) Active Strategies: 27 (0.01%)
11) Private Equity: 20 (0.01%)
12) Cryptocurrencies: 12 (0.01%)
Block Talk retweeted
🏗️💹 Tokenization turns blockchains into infrastructure providers for global capital markets.
Not every chain will be trusted to issue, transfer, and store trillions of dollars of financial assets.
Here's where the market stands today. 👇
Block Talk retweeted
“The Deal with Islamic Republic of Iran is now complete. Congratulations to all!” President Donald J. Trump 🇺🇸
Block Talk retweeted
Solana's total payment volume grew 755.3% YoY
- Paypal: 6%
- Fiserv: 7.5%
- Adyen: 43.4%
- Tron: 493.1%
- Ethereum: 625.2%
- Bnb: 648.3%
Solana: 755.3%
Nearly 3x the median growth rate across every fintech and L1 in the comparison.
The home of internet capital markets.
Block Talk retweeted
This seems to be a contrarian take, but I agree with @TrustlessState: Ethereum ≠ ETH.
Dencun is a good example. It deliberately reduced transaction costs and increased scalability, even though it compressed fee revenue.
> Ethereum usage exploded
> Blob adoption grew
> L2 activity accelerated
> The network became cheaper and more efficient
However, ETH holders captured less value from that activity. If network growth would translate directly into ETH value capture, debates around Ethereum's business model wouldn't exist, and ETH would've broken its ATH in 2026.
I don't believe that Ethereum is a failed experiment. Adoption charts show, very clearly, that it's quite the opposite. At the same time, I also believe that improvements on ETH's value accrual mechanisms are required for ETH (the asset) to thrive. Data has already shown that usage alone won't get the job done.
Better value accrual mechanisms = Better ETH.
Replying to @RyanSAdams
> Saying you’re bullish Ethereum not ETH is like saying you’re bullish America not the American economy.
I don't think this is true. The analogy doesn't hold. These are two different mediums with different contexts.
There needs to be a mechanism that drives value to ETH. Ethereum has been architecturally designed to minimize rent-seeking and value capture.
Ethereum's architectural philosophy is antagonistic to explicit value capture.
I want ETH to be a global store of value, but I can't find anyone to explain how it actually gets from A to B, without instead talking about the noble properties of Ethereum and assuming that becomes priced in ETH
Block Talk retweeted
Tokenized Treasuries barely existed 3 years ago.
Today: $13.7 billion in onchain market cap, growing 120% YoY.
A sector to follow 👇
Block Talk retweeted
BREAKING: The market cap of tokenized stocks surpasses $1.6 billion, led by @ethereum with 41.1% market share.
Block Talk retweeted
🇪🇺⛓️ @ethereum hosts 65.1% of all EUR stablecoins.
Block Talk retweeted
🔥 INSIGHT: Tokenized Treasuries hit a new ATH of $13.7B, led by Circle, Securitize and Franklin Templeton.
Block Talk retweeted
BREAKING: @ethereum hosts 65.2% of all tokenized EUR stablecoins.
The EUR m2 supply is at ~$16 trillion today, with only $778.6 million tokenized so far.
Assets, issuers, and chains to follow 👇
Block Talk retweeted
What’s your take on the market right now?
44%We are back
56%Sell in May and go away
9 votes • Final results Block Talk retweeted
During Accelerate USA, @GOPMajorityWhip and @SenRickScott broke down the importance of passing the Clarity Act and its potential impact on American innovation.
BREAKING: The CLARITY Act has cleared the Senate Banking Committee @BankingGOP 🇺🇸
Next steps: full Senate vote, House reconciliation, then the President's desk.
Block Talk retweeted
🚨📊 BREAKING: The market cap of tokenized ETFs surpasses $400 million.
Leading assets: IBITon, SPYon, QQQon
Leading issuer: @OndoFinance
Leading blockchain: @ethereum
A sector to follow 👇































