DailyMixed

Bitcoin & Crypto Daily Digest – 2025-09-26

JL Capital Research1 min read

  1. 01Arbitrum users feeling fleeced; gas prices spiking.
  2. 02Inflation debate heating up; some see it as user acquisition strategy.
  3. 03Subsidies vs. free txs: hot topic; chains under pressure.
  4. 04Market makers cautious during volatility; liquidity issues arise.
  5. 05Cloudflare drops NET Dollar stablecoin; instant transactions hype.
  6. 06DeFi teams reflecting on past mistakes; focus shifting to business models.

Key Narratives

Gas fee spikesToken inflation as growth strategyStablecoin evolutionSubsidy vs. user experienceMarket maker liquidity concerns

Coins in Focus

ARBNET Dollar

Sources

  1. 1Cloudflare reveals NET Dollar stablecoin · netdollar.cloudflare.com
  2. 2DeFi liquidity insights · x.com
  3. 3DefiLlama swap issues during volatility · swap.defillama.com
  4. 4Gearbox Protocol reflections · lobsters.substack.com
  5. 5Deep dive into vaults and asset management · x.com
  6. 6Vitalik on PeerDAS · farcaster.xyz
  7. 7Stablecoins disrupting finance · x.com
  8. 8Stablecoins' evolution in DeFi · research.birdeye.so
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