Weekly · 2025-W40Mixed

Bitcoin & Crypto Weekly Digest – 2025-W40

JL Capital Research1 min read

  1. 01Rainbow acquisition talks soured; Clanker rejected offer.
  2. 02Massive liquidations wiped $1.4 bn longs; cautious sentiment.
  3. 03YieldBasis deposits filled rapidly; high demand noted.
  4. 04Arbitrum gas fees spiked; user discontent rising.
  5. 05Curve pool cap raise anticipated; DAO approval pending.
  6. 06Diamond hands narrative gaining traction over quick flips.
  7. 07Trust Wallet under scrutiny; swap suggestions questioned.
  8. 08APR discussions intensifying; traders seeking yield.
  9. 09Political narratives stirred by Token2049 entry denial.
  10. 10Wallet monetization debates heating up; ethics questioned.

Key Narratives

NFT mainstreamingYield farming resurgenceWallet trust and monetization ethicsRWA regulatory challengesVenture capital fatigue

Coins in Focus

YBNET DollarCLANKERYieldBasis

Sources

  1. 1SBF FTX Update · x.com
  2. 2Futures Data Insights · coinalyze.net
  3. 3Zapper and Clanker Partnership · x.com
  4. 4Kraken Launch Announcement · x.com
  5. 5MOG Market Moves · x.com
  6. 6Cloudflare reveals NET Dollar stablecoin · netdollar.cloudflare.com
  7. 7DeFi liquidity insights · x.com
  8. 8DefiLlama swap issues during volatility · swap.defillama.com
  9. 9Gearbox Protocol reflections · lobsters.substack.com
  10. 10Deep dive into vaults and asset management · x.com
  11. 11Vitalik on PeerDAS · farcaster.xyz
  12. 12Stablecoins disrupting finance · x.com
  13. 13Stablecoins' evolution in DeFi · research.birdeye.so
  14. 14Curve DAO Proposals · curve.finance
  15. 15Ownership Proposal · curve.finance
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