DailyMixed

Bitcoin & Crypto Daily Digest – 2026-05-04

JL Capital Research1 min read

  1. 01EF treasury policy 2025 drops, on-chain trail dead post-cashout
  2. 02Core devs pay own flights, EF only food & stay
  3. 03Annual EF reports public but spending mostly off-chain
  4. 04ETH unit of account in bear market since 2022
  5. 05Justin Sun AI clone for $200/mo crypto trading
  6. 06Aave Arbitrum 70M shortfall hits hard
  7. 07Offsites still productive despite EF memes

Key Narratives

EF spending transparencyCore dev compensationEthereum foundation role

Coins in Focus

AAVEETH

Sources

  1. 1EF Ecosystem Support Program · esp.ethereum.foundation
  2. 2EF Treasury Policy 2025 · blog.ethereum.org
  3. 3EF Annual Report 2024 · ethereum.foundation
  4. 4Soldog Interop breakout · x.com
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