Weekly · 2025-W39Mixed

Bitcoin & Crypto Weekly Digest – 2025-W39

JL Capital Research1 min read

  1. 01DeFi liquidation strategies gaining traction; $1.4 bn longs wiped.
  2. 02Yield farming resurgence with Kraken's Yield Basis launch.
  3. 03NFTs see mainstream interest with Gorillaz exploring the space.
  4. 04Stablecoin market could shift with Tether's equity raise.
  5. 05Long-term holders gaining confidence; short-term speculators struggle.
  6. 06Arbitrum faces backlash over gas fee spikes.
  7. 07Curve pool cap raises anticipated post-YB Legion sale.
  8. 08Market makers cautious amid volatility; liquidity concerns persist.
  9. 09Skepticism surrounds Manifold's credibility.
  10. 10L2 subsidies spark debate; no clear consensus.

Key Narratives

DeFi liquidation strategiesYield farming resurgenceNFT mainstreamingStablecoin valuation shiftsLong-term commitment over short-term speculationLaunchpad fatigueDexscreener declineVenture capital fatigue

Coins in Focus

RAINBOWCLANKERYBMOGNET DollarUNISUIETHUSDTSOLBNBLTCCurveLidoEigenlayerYieldBasis

Sources

  1. 1Thoughts on recent DeFi article? · x.com
  2. 2DeFi liquidation analysis - key findings. · x.com
  3. 3Deep dive into liquidation sizes. · paragraph.com
  4. 4Telegram group for KBW. · t.me
  5. 5RageTrade's new proposal. · x.com
  6. 6SBF FTX Update · x.com
  7. 7Futures Data Insights · coinalyze.net
  8. 8Zapper and Clanker Partnership · x.com
  9. 9Kraken Launch Announcement · x.com
  10. 10MOG Market Moves · x.com
  11. 11Cloudflare reveals NET Dollar stablecoin · netdollar.cloudflare.com
  12. 12DeFi liquidity insights · x.com
  13. 13DefiLlama swap issues during volatility · swap.defillama.com
  14. 14Gearbox Protocol reflections · lobsters.substack.com
  15. 15Deep dive into vaults and asset management · x.com
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