Weekly · 2025-W34Mixed

Bitcoin & Crypto Weekly Digest – 2025-W34

JL Capital Research1 min read

  1. 01ETH flipping BTC sentiment gaining traction, ETH/BTC up 100% since July bottom.
  2. 02Shorts getting wrecked, ETH gods demand sacrifices.
  3. 03Dollar bearish outlook, potential 5-10% drop if rates cut.
  4. 04Rev share discussions heating up, focus on DEX innovations.
  5. 05Market efficiency questioned, idle capital in legacy contracts.
  6. 06Liquidity in Stargate pools underutilized; no fees for years.
  7. 07GMX seen as a solid perp play, not just a DEX.
  8. 08Concerns over AMM fees and liquidity efficiency in bridging.
  9. 09Cautious optimism around regulatory clarity post-Tornado Cash.
  10. 10Emerging protocols competing on near-zero fees.

Key Narratives

Flippening hypeRev share models in focusDeFi needs better incentive structuresZero-fee DEXsStablecoin stability concernsOld-school crypto nostalgia

Coins in Focus

USD.AIAeroETHGMXUSDC
Back to archive