53% now hold at least one crypto equity Up from 31% one year ago

August disclosures is live. If you're public facing / create content at Blockworks, you have to disclose holdings of $5k+ It will say no if you own but sub $5k. I hold: BTC, ETH, SOL, HYPE, FARTCOIN, ENA, SUI, XRP, AVAX, TIA, COIN, HOOD, GLXY, and NFTs

Galaxy podcast is back up. With @FloodCapital and @RHouseResearch Leaked too much alpha first time around.

Yes, from the @ETHZilla_ATNF announcement: “A consortium of DeFi builders will act as a DeFi Council to offer input on how to use its treasury to generate outsized yield.” Also nice data.

NEW POD: Bull case for GLXY I think this 90min episode is now the deepest dive on @galaxyhq It’s definitely the most in depth anyone has gone on their data center business. With @FloodCapital + @RHouseResearch Note: everyone on the pod is long GLXY

NEW ROUNDUP Have we reached peak DAT? Short answer is no. Great chat with @santiagoroel + @avichal + @HadickM Learned several new things about treasury companies. Have a great Friday folks, enjoy the pod.

Yesterday was the lowest trading volume day for ETH treasury companies since the initial announcements The group combined for $1.4b, down 76% from the recent highs

Increasingly clear that 2025 is the watershed year for crypto. Era 1 was 2009-2016. Era 2 was 2017-2024. 2025 kicks off Era 3. Years from now people will say there was crypto before 2025 and then crypto after 2025. This is the year that Wall Street, DC, and Web 2 not only accepted crypto, but leaned into it. What an experience to live through a moment like this. I think many of us will look back in a decade and say we were there in 2025. We were there when we flipped DC. We were there when banks finally accepted crypto. We were there when stablecoins went mainstream. We were there... What a cool feeling.

Looks like TON wallet is now available in the US. User experience is nice + Ethena integration is clean.

This is cool. We give everyone at Blockworks the official B badge when they hit 5,000 followers. And now the Succinct airdrop gives 4,500 tokens to all Blockworks badge holders. Winning.