Weekly · 2025-W52Cautious

Bitcoin & Crypto Weekly Digest – 2025-W52

JL Capital Research1 min read

  1. 01AAVE governance drama dominated early week discussions, with ongoing tensions.
  2. 02zk-KYC compliance gaining traction as regulatory landscape shifts.
  3. 03NFTs see renewed interest, driven by market liquidity concerns.
  4. 04Trust Wallet hack eroded confidence, sparking security debates.
  5. 05ETH rotation observed, with focus shifting towards DeFi vs. TradFi narratives.
  6. 06Aave's mobile app launch caught attention amidst governance issues.
  7. 07Flow Blockchain exploit highlighted vulnerabilities, impacting sentiment.
  8. 08Futarchy emerged as a novel governance model discussion.
  9. 09Uniswap fundamentals debated, with mixed sentiment on its revenue data.
  10. 10Overall sentiment remains cautious, with regulatory and security themes prevailing.

Key Narratives

zk-KYC complianceDeFi regulatory landscapeNFT resurgenceFutarchyDAO governance tensionsTrust security concernsGovernance backlash

Coins in Focus

VELORAMikaboshiAAVEETHUSDC

Sources

  1. 1Join the Lobster Kingdom chat · telegram.me
  2. 2AAVE governance drama unfolds · x.com
  3. 3IP ownership questions arise · trademarks.justia.com
  4. 4Lobster DAO discussions heating up · t.me
  5. 5AAVE governance vote details · x.com
  6. 6On-chain domain management solution · 3dns.box
  7. 7Lido ecosystem grant proposal · x.com
  8. 8Lido grant execution insights · research.lido.fi
  9. 9Market sentiment analysis · x.com
  10. 10Pareto Credit: zk-KYC Solutions · pareto.credit
  11. 11Euler Finance: Compliance Innovations · app.euler.finance
  12. 12FCA Whistleblower Guidance · fca.org.uk
  13. 13Polymarket and Kalshi Live Stream · x.com
  14. 14Lobster Chat: SEC Discussion · t.me
  15. 15Growth vs Security in Crypto · x.com
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