Analysis Archive – Page 154

Aave rsETH Fully Restored as Final Tranche Hits LayerZero Lockbox
Stani Kulechov says rsETH is fully restored after the KelpDAO drain, with the final tranche routed into the LayerZero lockbox and Aave markets back to normal.

Strategy Adds No BTC, BitMine Adds No ETH as Smaller Firms Pick Up 612 BTC
Strategy and BitMine both posted a zero-buy week in the seven days to May 25. Four smaller public firms still added a combined 612 BTC to corporate treasuries.

Chainlink Whale Wallets Hit All-Time High of 805, Up 8.2% in a Month
Wallets holding 100,000+ LINK reached a record 805, up 8.2%, signaling steady whale accumulation even as broader crypto markets trade in fear territory.

Ondo Finance Founder and CEO Nathan Allman Has Died
Cointelegraph reports the death of Ondo Finance founder and CEO Nathan Allman, raising leadership questions for one of the largest RWA tokenization protocols.

Babylon Proposes Trustless BTC Collateral for Aave V4 Without Bridging
Aave founder Stani Kulechov backs Babylon's proposal for the first novel Spoke on Aave V4, bringing native BTC as collateral without wrapping.

Vitalik Says Ethereum Foundation Is Becoming a 'Smaller Ship', Reveals 90% of Net Worth Is in ETH
Vitalik Buterin frames the latest Ethereum Foundation departures as a deliberate move toward a leaner org, and discloses that roughly 90% of his net worth sits in ETH.

Polygon Crosses $2.5T in Cumulative Stablecoin Transfer Volume
Polygon says it has moved $2.5T in stablecoin transfer volume since launch, cementing its role as a low-fee USDC and USDT rail.

SEC Clears Nasdaq's QBTC Bitcoin Options, CFTC and OCC Still Block Launch
SEC approved Nasdaq PHLX's QBTC Bitcoin index options on May 22, but the contracts cannot trade until CFTC exemptive relief and OCC disclosure clearance arrive.

BlackRock Sold $1B in Bitcoin Last Week, Arkham Data Shows
Arkham flagged $1B in Bitcoin moved off BlackRock-tagged wallets last week as IBIT extends a multi-day outflow streak and BTC holds $77,455.

Satoshi-Era Miner Sends 2,650 BTC Worth $203M to FalconX and Cumberland
An early Bitcoin miner from the Satoshi era deposited 2,650 BTC, around $203M, into FalconX and Cumberland OTC desks, per Onchain Lens.
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