DailyMixed

Bitcoin & Crypto Daily Digest – 2026-09-23

JL Capital Research1 min read

  1. 01RaaS winter: Gelato out, Alchemy rumored exiting, Conduit survives by shipping Arb Nitro stack with Elysium
  2. 02RaaS pivots to Appchain-as-a-Service. Custom sequencers, sidecars, privacy. Lighter/HL are the template
  3. 03"L2s for everyone" is dead. RaaS at $3-10k/mo infra, margins gone. Bespoke dev work is the new revenue
  4. 04zkSync pivoting to Privadium enterprise play. Starknet framed as an empty chain, StarkEx consulting era looked better
  5. 05Monad at 300ms, targeting 100ms. MCP + BTX encrypted mempool pitched as toxic MEV killer
  6. 06Skeptics push back: MEV lives at RPC, wallet and frontend layers. Colocated bots still front your orderflow
  7. 07Sub-100ms blocks called cosmetic for users. Only colocated infra and oracles benefit
  8. 08Somnia claims 100ms heading to 10ms, but measured RPC latency was above 1000ms in April

Key Narratives

PropAMMs and HF oracle quotingNo-token, no-VC protocolsEncrypted mempools / MEV eliminationFixed-rate stablecoin yieldX everything-app finance

Coins in Focus

CRVSOMIBTCGEARMON

Sources

  1. 1BTR PropAMM docs: O(1) pools fit the entire S&P 500 · btr.markets
  2. 2Fixed-rate USDC yield coming to Base via Alchemix · x.com
  3. 3Somnia reactivity essay: latency check above 1000ms · roinevirta.com
  4. 4Test Somnia latency yourself · somnia.roinevirta.com
  5. 5Caval S&P 500 pool on Robinhood testnet · app.caval.re
  6. 6X finance push: ref links or its own platform? · x.com
  7. 7Aave v3 USDC utilization vs kink chart · t.me
  8. 8Curve Ethereum pool shared for LP APR · curve.finance
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