<div><figure><a href="https://onchain.org/?utm_source=twitter.com&amp;utm_medium=social&amp;utm_campaign=newsletter" rel="nofollow"><div><picture><source><img src="https://static.fwimg.io/img/feed/d66807fc43a9f12a1ce7e1b306ab6302.jpg" alt=""></source></picture><div></div></div></a></figure></div><p><em>Today’s email is brought to you by <strong><a href="https://onchain.org/?utm_source=twitter.com&amp;utm_medium=social&amp;utm_campaign=newsletter" rel="nofollow">Onchain </a>- </strong>Your source for Web3 insights and research</em></p><p><em><strong><a href="https://onchain.org/?utm_source=twitter.com&amp;utm_medium=social&amp;utm_campaign=newsletter" rel="nofollow">Level up your crypto research with Onchain!</a></strong></em></p><div><hr></div><p><strong>In today’s newsletter:</strong></p><p><strong> 🔎What’s next for Ethereum?</strong></p><p><strong>📊 On-chain alpha  </strong></p><p><strong>😂 Crypto meme of the week</strong></p><p><strong>🗞️ The latest DeFi news </strong></p><div><hr></div><h2><strong>🔎What’s next for Ethereum?</strong></h2><p>The past few years have been very rough for ETH. </p><p>Last cycle, people were talking about how ETH could potentially flip BTC. Now, the sentiment around it is terrible.</p><p>Some of the ETH FUD that led to this is justified, while some of it isn’t.</p><p>Fortunately, after all those years, the Ethereum Foundation is finally showing signs of listening to the community's criticism and feedback. </p><p>And recently, Vitalik and a few other team members talked about the most important items on Ethereum’s roadmap. I thought it would be interesting to cover them.</p><p>Here’s an overview of the biggest upgrades coming to Ethereum👇</p><h4><strong>1. The Pectra Upgrade</strong></h4><p>I’ll not focus much on this one as I covered Pectra many times in the past.</p><p>In short, Pectra is the most ambitious Ethereum upgrade yet, with more EIPs than any previous upgrade. Its main goal is to improve the on-chain UX. </p><p>The biggest changes it will bring are:</p><ul><li><p><strong>Account Abstraction</strong> (enabling wallets to execute batch transactions and dApps to pay the gas fees on behalf of their users) </p></li><li><p><strong>Increase the maximum ETH validator stake from 32 to 2,048 ETH </strong></p></li><li><p><strong>Increase blob throughput by raising the target no. of blobs per block</strong> (this will lead to reduced congestion and higher transaction speeds on L2s) </p></li></ul><p>Pectra is expected to go live on the mainnet on May 7. </p><p>The most exciting part is that Pectra will eliminate the need for token approvals. For instance, when swapping tokens on Ethereum, you need to sign two transactions: One for approving your tokens to be spent, and another one for the actual swap.</p><p>After Pectra, you will have the option to sign just one transaction for every swap.  </p><h4><strong>2. Scale the L1</strong></h4><p>It’s clear to everyone that Ethereum’s long-term goal is to scale primarily through L2s. </p><p>The issue? L2s don’t generate much value for ETH, and many of the most innovative dApps in the Ethereum ecosystem are still built only on the L1. </p><p>On top of this, most L2s are today far less decentralized and way less secure than the L1, which is why many whales and institutions prefer using the L1. </p><p>Hence, many people (including me) argue that Ethereum should also scale the L1.</p><p>And based on the recent statements made by Vitalik Buterin and other developers, it looks like L1 scaling has finally become a top priority. </p><p>In the short-term, this will be done primarily by increasing the gas limits.</p><p>Vitalik wants to increase the L1 gas limit by 10x, as he mentioned in<a href="https://x.com/fabdarice/status/1911217206412919210" rel="nofollow"> a recent comment</a>, which would significantly increase Ethereum’s scalability. </p><p><a href="https://x.com/rudolf6_/status/1911510364296233166" rel="nofollow">According to the “Ethereum roadmap czar”</a>, we should see some major improvements in L1 scaling over the next 12 months.</p><p>Before I cover a few other important items from Ethereum’s roadmap, here’s an overview of <a href="https://onchain.org/?utm_source=twitter.com&amp;utm_medium=social&amp;utm_campaign=newsletter" rel="nofollow">Onchain</a>, the Web3 research hub:</p><div><hr></div><p><em>Together with Onchain</em></p><h2><strong>The Web3 Research Hub</strong></h2><div><figure><a href="https://onchain.org/?utm_source=twitter.com&amp;utm_medium=social&amp;utm_campaign=newsletter" rel="nofollow"><div><picture><source><img src="https://static.fwimg.io/img/feed/98151f7037f15a295904f15f801017f3.jpg" alt="" title=""></source></picture><div></div></div></a></figure></div><p>Let's be real: Crypto is evolving insanely fast. </p><p>It’s very hard to keep track of everything that is happening in this industry without feeling overwhelmed. <a href="https://onchain.org/?utm_source=twitter.com&amp;utm_medium=social&amp;utm_campaign=newsletter" rel="nofollow">Onchain</a>’s mission is to address this issue.</p><p>That’s why they introduced the<strong> <a href="https://onchain.org/?utm_source=twitter.com&amp;utm_medium=social&amp;utm_campaign=newsletter" rel="nofollow">Onchain Founding Membership</a></strong> – an upcoming access pass to a comprehensive decentralized research ecosystem for crypto.</p><p>Founding Membership will offer a new way for crypto investors and builders to access exclusive research and high-quality Web3 insights.</p><p>A few of Onchain’s recent research reports that you might enjoy:</p><ul><li><p><strong><a href="https://onchain.org/research/stablecoins-the-most-lucrative-business-onchain/" rel="nofollow">Stablecoins: The Most Lucrative Business Onchain</a></strong></p></li><li><p><strong><a href="https://onchain.org/research/desci-how-will-it-make-research-great-again/" rel="nofollow">DeSci – (How) Will It Make Research Great Again</a></strong></p></li><li><p><strong><a href="https://onchain.org/research/crypto-apps-for-consumers-are-here-to-stay" rel="nofollow">The Consumer Apps report</a></strong></p></li></ul><p>Onchain roadmap was also released a few days ago. Here's a sneak peek at it:</p><ul><li><p>Release the Onchain Intelligence Dashboard, which will enable Web3 entrepreneurs to make smarter decisions with its unique set of metrics</p></li><li><p>Launch the Onchain Founding Membership NFTs, which will provide full access to premium research</p></li><li><p>Release the Web3 Insights Marketplace v1.0, which will introduce the first decentralized research hub</p></li></ul><p>Through its platform, Onchain aims to redefine how research is created, shared, and monetized in Web3.</p><p><strong><a href="https://onchain.org/?utm_source=twitter.com&amp;utm_medium=social&amp;utm_campaign=newsletter" rel="nofollow">Stay ahead of the curve with Onchain!</a></strong></p><div><hr></div><p>The next important item on Ethereum’s roadmap is the following one:</p><h4><strong>3. Solve the L2 fragmentation problem</strong></h4><p>Transactions on Ethereum L2s are now very fast and cheap.</p><p>But the user experience for the bridging process between L2s is far from perfect. </p><p>The launch of hundreds of different L2s also led to fragmented liquidity.</p><p>For Ethereum to successfully scale through L2s, the cross-L2 user experience needs to radically improve, and the bridging process must be abstracted away. </p><p>Happily, there are many Ethereum Improvement Proposals (EIPS) under discussion that aim to address this:</p><ul><li><p><a href="https://www.erc7786.org/#the-ethereum-interoperability-working-group" rel="nofollow">ERC-7786 -</a>  which aims to provide a single universal interface that dApps can use to securely send &amp; receive messages across multiple blockchains</p></li><li><p>ERC-7811 - which aims to allow wallets to aggregate user balances across all L2s and automatically handle bridge/cross-chain swap transactions</p></li><li><p>ERC-7281 - which aims to enable seamless token bridging across all L2s, allowing tokens to be minted and burned across multiple L2s</p></li></ul><p>Unfortunately, the bad news is this:</p><p>Many of the EIPs that aim to solve liquidity fragmentation are still in the draft stage or in another very early stage of development. </p><p>So it will probably take a long time until Ethereum L2s will be able to offer a unified user experience.</p><h4><strong>4. Enable on-chain privacy</strong></h4><p>Recently, Vitalik Buterin released <a href="https://x.com/VitalikButerin/status/1910506160349921667" rel="nofollow">a simplified L1 privacy roadmap</a>. </p><p>He believes privacy should be a top priority, and it’s true that many ppl aren’t comfortable with their transactions being monitored on-chain.</p><p>The main changes the roadmap mentions are:</p><ul><li><p><strong>Incorporate privacy tools into existing web3 wallets</strong></p></li><li><p><strong>Move the ecosystem toward “one address per application”</strong> in order to remove public links between your activity across different dApps</p></li><li><p><strong>Develop a new token standard for private fungible token transfers</strong></p></li></ul><h4><strong>Closing thoughts</strong></h4><p>If you want to learn more about Ethereum’s roadmap, I suggest you follow <a href="https://x.com/rudolf6_" rel="nofollow">@rudolf6_</a>.</p><p>He’s basically the “Ethereum roadmap czar” these days.</p><p>For now, I’m still not eager to get high exposure to ETH.</p><p>But Ethereum remains my favorite DeFi ecosystem by far, and I genuinely hope it regains its momentum by addressing its current challenges.</p><p>The current Ethereum roadmap is looking promising.</p><p>Yet what’s crucial is how quickly the items on the roadmap will get delivered. The Ethereum Foundation has been slow to ship upgrades in recent years.</p><p>But if this time they manage to scale the L1 and improve the UX for cross-L2 transactions in a timely manner, Ethereum will benefit tremendously. </p><div><hr></div><h2>On-chain Alpha🔎</h2><h3>The search traffic for “tokenization” is at all-time high</h3><div><figure><a href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F3d2828c8-a9af-475a-9b31-c51b4d822c42_679x390.jpeg" rel="nofollow"><div><picture><source><img src="https://static.fwimg.io/img/feed/6e16f9f72ed573fa611f7961ee58bd27.jpg" alt="Image" title="Image"></source></picture><div><div><div></div><div></div></div></div></div></a><figcaption>Source: Google Trends</figcaption></figure></div><div><hr></div><h2>Crypto Meme<strong>😂</strong></h2><div><figure><a href="https://x.com/_zkmike/status/1910721810263413171" rel="nofollow"><div><picture><source><img src="https://static.fwimg.io/img/feed/a24efad5540e9fc7859cbfca1230786d.jpg" alt=""></source></picture><div></div></div></a></figure></div><div><hr></div><h2><strong>The latest developments in DeFi</strong></h2><p><strong>Ethereum Foundation</strong> <a href="https://x.com/DefiIgnas/status/1911735454770290742" rel="nofollow">announced they’re working on scaling the L1</a></p><p><strong>Cosmos </strong><a href="https://x.com/cosmos/status/1910272473255530606" rel="nofollow">launched IBC Eureka</a> - a major upgrade that enables native interoperability with Ethereum</p><p><strong>Pendle </strong><a href="https://x.com/pendle_fi/status/1911698656237097464" rel="nofollow">partnered with Amber Group</a>, a digital asset leader that will start using Pendle as part of its on-chain treasury strategy</p><p><strong>Donald Trump </strong><a href="https://cryptobriefing.com/trump-overturns-irs-defi-rule/" rel="nofollow">blocked the IRS rule</a> requiring DeFi apps to report customer data from all users</p><p><strong>Jupiter </strong><a href="https://x.com/JupiterExchange/status/1911820454366454162" rel="nofollow">released Jupiter Pro</a>, a platform for advanced Solana traders. It comes with real-time analytics and 10x lower fees than competitors</p><p><strong>Resolv Labs</strong>, an innovative stablecoin protocol, <a href="https://x.com/ResolvLabs/status/1912513866749083784" rel="nofollow">raised $10M in funding</a>. Coinbase Ventures is among its early backers</p><p><strong>Mode </strong><a href="https://x.com/modenetwork/status/1910318104015495607" rel="nofollow">introduced Mode Trade</a> - an AI-powered perpetual trading terminal</p><p><strong>KernelDAO </strong><a href="https://x.com/kernel_dao/status/1911757198533034344" rel="nofollow">launched its token and the airdrop claiming portal</a>. Kernel is one of the largest restaking protocols</p><p><strong>AAVE DAO</strong> <a href="https://governance.aave.com/t/arfc-aave-v3-deployment-on-aptos-mainnet/21823" rel="nofollow">is discussing a proposal to deploy AAVE V3 on Aptos</a></p><p><strong>MANTRA</strong>’s OM token <a href="https://decrypt.co/314662/mantra-token-crashes-90-in-one-hour-team-blames-reckless-liquidations" rel="nofollow">crashed 90% in just a few minutes</a>. The team said this happened due to “reckless liquidations“</p><p><strong>GMX </strong><a href="https://x.com/BotanixLabs/status/1910332263817949387" rel="nofollow">announced plans to launch a Bitcoin-native version of its exchange</a></p><p><strong>Loopscale</strong>, a modular lending platform that enables leveraged yield farming, <a href="https://x.com/LoopscaleLabs/status/1910424337078690218" rel="nofollow">was launched on Solana</a></p><p><strong>Cork Protocol</strong>, a new DeFi primitive that tokenizes the risk of depeg events, <a href="https://x.com/Corkprotocol/status/1896950246254805297" rel="nofollow">went live on Ethereum </a></p><p><strong>Raydium </strong><a href="https://x.com/RaydiumProtocol/status/1912496080383799632" rel="nofollow">introduced LaunchLab</a>, an all-in-one token launchpad</p><p><strong>Monad </strong><a href="https://x.com/monad_xyz/status/1912174239194415250" rel="nofollow">announced that native USDC will launch on its mainnet</a></p><p>That’s all for this week!</p><p>  Until next time,</p><p>The DeFi Investor</p><p><a href="https://www.thedefinvestor.com/subscribe?" rel="nofollow"><span>Subscribe now</span></a></p><div><hr></div><p><strong>Want to sponsor this newsletter?</strong></p><p><strong><a href="https://x.com/TheDeFinvestor" rel="nofollow">Please send me a DM on Twitter (X)</a>. </strong>I have a sponsorship deck that I can send you.</p>

Ethereum's big plans

những hiểu biết giá trị hàng tuần

<div><figure><a href="https://onchain.org/?utm_source=twitter.com&amp;utm_medium=social&amp;utm_campaign=newsletter" rel="nofollow"><div><picture><source><img src="https://static.fwimg.io/img/feed/d66807fc43a9f12a1ce7e1b306ab6302.jpg" alt=""></source></picture><div></div></div></a></figure></div><p><em>Bức thư điện tử hôm nay được mang đến bởi <strong><a href="https://onchain.org/?utm_source=twitter.com&amp;utm_medium=social&amp;utm_campaign=newsletter" rel="nofollow">Onchain</a> - </strong>Nguồn thông tin và nghiên cứu Web3 của bạn</em></p><p><em><strong><a href="https://onchain.org/?utm_source=twitter.com&amp;utm_medium=social&amp;utm_campaign=newsletter" rel="nofollow">Nâng cao nghiên cứu tiền điện tử của bạn với Onchain!</a></strong></em></p><div><hr></div><p><strong>Trong bản tin hôm nay:</strong></p><p><strong> 🔎Điều gì tiếp theo cho Ethereum?</strong></p><p><strong>📊 Alpha on-chain</strong></p><p><strong>😂 Meme tiền điện tử của tuần</strong></p><p><strong>🗞️ Tin tức DeFi mới nhất</strong></p><div><hr></div><h2><strong>🔎Điều gì tiếp theo cho Ethereum?</strong></h2><p>Những năm qua đã rất khó khăn cho ETH.</p><p>Chu kỳ trước, mọi người đang nói về việc ETH có thể vượt qua BTC. Giờ đây, cảm nhận xung quanh nó rất tồi tệ.</p><p>Một số FUD về ETH dẫn đến điều này là có lý do, một số thì không.</p><p>May mắn thay, sau nhiều năm, Quỹ Ethereum cuối cùng cũng cho thấy dấu hiệu lắng nghe những phê bình và phản hồi từ cộng đồng.</p><p>Và gần đây, Vitalik và một số thành viên khác đã nói về những mục quan trọng nhất trong lộ trình của Ethereum. Tôi nghĩ sẽ thú vị nếu đề cập đến chúng.</p><p>Dưới đây là tổng quan về những nâng cấp lớn nhất sắp tới của Ethereum👇</p>

(Phần còn lại của bản dịch tương tự, tuân thủ các quy tắc dịch đã được đặt ra)</p><p><strong>Donald Trump </strong><a href="https://cryptobriefing.com/trump-overturns-irs-defi-rule/" rel="nofollow">đã chặn quy tắc của IRS</a> yêu cầu các ứng dụng DeFi báo cáo dữ liệu khách hàng từ tất cả người dùng</p><p><strong>Jupiter </strong><a href="https://x.com/JupiterExchange/status/1911820454366454162" rel="nofollow">đã phát hành Jupiter Pro</a>, một nền tảng dành cho các nhà giao dịch Solana chuyên nghiệp. Nó đi kèm phân tích thời gian thực và phí thấp hơn 10 lần so với các đối thủ</p><p><strong>Resolv Labs</strong>, một giao thức stablecoin đổi mới, <a href="https://x.com/ResolvLabs/status/1912513866749083784" rel="nofollow">đã huy động được 10 triệu đô la</a>. Coinbase Ventures là một trong những nhà đầu tư ban đầu</p><p><strong>Mode </strong><a href="https://x.com/modenetwork/status/1910318104015495607" rel="nofollow">đã giới thiệu Mode Trade</a> - một thiết bị giao dịch vĩnh viễn được hỗ trợ bởi AI</p><p><strong>KernelDAO </strong><a href="https://x.com/kernel_dao/status/1911757198533034344" rel="nofollow">đã ra mắt token và cổng nhận airdrop</a>. Kernel là một trong những giao thức restaking lớn nhất</p><p><strong>AAVE DAO</strong> <a href="https://governance.aave.com/t/arfc-aave-v3-deployment-on-aptos-mainnet/21823" rel="nofollow">đang thảo luận một đề xuất triển khai AAVE V3 trên Aptos</a></p><p>Token OM của <strong>MANTRA</strong> <a href="https://decrypt.co/314662/mantra-token-crashes-90-in-one-hour-team-blames-reckless-liquidations" rel="nofollow">đã sụp đổ 90% chỉ trong vài phút</a>. Nhóm cho biết điều này xảy ra do "thanh khoản liều lĩnh"</p><p><strong>GMX </strong><a href="https://x.com/BotanixLabs/status/1910332263817949387" rel="nofollow">thông báo kế hoạch ra mắt phiên bản sàn giao dịch gốc Bitcoin</a></p><p><strong>Loopscale</strong>, một nền tảng cho vay mô-đun cho phép canh tác lợi nhuận đòn bẩy, <a href="https://x.com/LoopscaleLabs/status/1910424337078690218" rel="nofollow">đã được ra mắt trên Solana</a></p><p><strong>Cork Protocol</strong>, một nguyên thủy DeFi mới token hóa rủi ro của các sự kiện mất neo, <a href="https://x.com/Corkprotocol/status/1896950246254805297" rel="nofollow">đã hoạt động trên Ethereum</a></p><p><strong>Raydium </strong><a href="https://x.com/RaydiumProtocol/status/1912496080383799632" rel="nofollow">đã giới thiệu LaunchLab</a>, một sàn phóng token toàn diện</p><p><strong>Monad </strong><a href="https://x.com/monad_xyz/status/1912174239194415250" rel="nofollow">thông báo USDC gốc sẽ ra mắt trên mainnet của mình</a></p><p>Đó là tất cả cho tuần này!</p><p>Hẹn gặp lại,</p><p>Nhà đầu tư DeFi</p><p><a href="https://www.thedefinvestor.com/subscribe?" rel="nofollow"><span>Đăng ký ngay</span></a></p><div><hr></div><p><strong>Muốn tài trợ cho bản tin này?</strong></p><p><strong><a href="https://x.com/TheDeFinvestor" rel="nofollow">Vui lòng gửi tin nhắn trực tiếp cho tôi trên Twitter (X)</a>. </strong>Tôi có một bản thuyết trình tài trợ để gửi cho bạn.</p>

Những kế hoạch lớn của Ethereum

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Các cá voi tiền điện tử đang mua gì trước khi công bố chỉ số CPI của Mỹ

Thị trường tài chính toàn cầu đang dõi theo quyết định chính sách tiền tệ của Cục Dự trữ Liên bang Mỹ (Fed) dự kiến công bố ngày 17/9. Mặc dù phần lớn giới đầu tư đều tin rằng Fed sẽ thực hiện cắt giả...

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Một trong những trận chiến khốc liệt nhất trong lịch sử stablecoin đang diễn ra trên Hyperliquid: cuộc chiến giành quyền kiểm soát mã USDH, một phần thưởng trị giá hàng tỷ USD.
Khi Paxos, Frax, Agora ...