Ethereum’s dominance in stablecoins and real-world assets shifted ETH from a speculative play to a major platform for institutional finance. Key takeaways: The stablecoin market cap has doubled to $280 billion since 2023, with forecasts hitting $2 trillion by 2028; over half of it already runs on Ethereum. Real-world assets onchain have grown 413% since early 2023 to $26.7 billion, with BlackRock, Franklin Templeton, and others leading the charge on Ethereum. Read more
Venture capital firms are now investing in established projects with clear and predictable revenue generation models over early-stage tech. Venture capital (VC) firms have become much more selective with the crypto projects they invest in, representing a shift from the previous cycle due to market maturation, according to Eva Oberholzer, the chief investment officer at VC firm Ajna Capital. “It's harder because we have reached a different stage in crypto, similar to every cycle we have seen for other technologies in the past,” Oberholzer told Cointelegraph. She added that market maturation has slowed down pre-seed investing, as VCs pivot their attention to established projects with clear business models. Oberholzer said: Read more
Bitcoin faces the support retest that will decide the fate of its latest bull market, analysis says — can bullish RSI divergences save the day? Key points: Bitcoin bulls can kiss goodbye to the entire bull market if they lose $100,000 support, a new forecast predicts. BTC price action faces a battle of RSI signals as bullish and bearish divergences compete. Read more
Bitcoin is evolving from digital gold to productive capital as BTC now earns native yield, while holders maintain custody and decentralization. Opinion by: Armando Aguilar, head of capital formation and growth at TeraHash Bitcoin was treated as a purely inert asset for years: a decentralized vault, economically passive despite its fixed issuance schedule. Yet more than $7 billion worth of Bitcoin (BTC) already earns native, onchain yield via major protocols — that premise is breaking down. Gold’s ~$23-trillion market cap mostly sits idle. Bitcoin, by contrast, now earns onchain, while holders keep custody. As new layers unlock returns, Bitcoin crosses a structural threshold: from merely passive to productively scarce. Read more
Bitcoin’s daily transaction fees have dropped over 80% since April 2024, raising concerns about long-term network security. BTCfi could offer a way out. Daily transaction fees on the Bitcoin network have collapsed by more than 80% since April, according to a report from Galaxy Digital. As of August 2025, nearly 15% of blocks are “free,” meaning they’re being mined with minimal or no transaction fees, just one satoshi per virtual byte or less. Lower Bitcoin (BTC) transaction fees benefit users but reduce miners’ revenue, raising concerns about the sustainability of the network’s long-term security model. Bitcoin’s incentive structure relies on miners being compensated for their work through block rewards and transaction fees. But with the April 2024 halving cutting rewards to 3.125 BTC per block, miners are leaning heavily on the fee market, and it’s drying up. Read more
Bitcoin is sluggish at the end of the month, but that didn’t stop Strategy and Metaplanet from buying over 5,000 BTC in August. The Ethereum network is seeing bullish signals, with the network recording a year high of 1.8 million transactions this month. More Ether is being locked into the network as American regulators issue guidance and definitions for staking. Bitcoin (BTC) is in a slump, meanwhile, with the currency trading down over 5% over the last 30 days. A $2.7-billion whale trade sparked a flash crash on Aug. 24. Bitcoin treasury countries continue to issue debt to fund their major Bitcoin purchases. In August, Strategy and Metaplanet picked up 5,370 BTC between the two of them. Read more