THE BLOCK ANALYST
Crypto analyst & early-market alpha hunter. web3 enthusiast
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Tokenized #RWA has reached $36.1B across more than 554K holders.
Private Credit leads with $18.8B, followed by U.S. Treasuries at $9.2B — together making up roughly 78% of the market. The shift shows traditional financial products steadily moving on-chain, offering real cash-flow assets with blockchain-level efficiency.
#RWA板块涨势强劲 $ETH
Private Credit leads with $18.8B, followed by U.S. Treasuries at $9.2B — together making up roughly 78% of the market. The shift shows traditional financial products steadily moving on-chain, offering real cash-flow assets with blockchain-level efficiency.
#RWA板块涨势强劲 $ETH
Talus Introduces On-Chain Workflow Layer Enabling Fully Autonomous Agent Execution
> X402 made it possible for agents to perform an action on-chain.
> Talus is making it possible for them to complete a whole task from beginning to end, without any human intervention.
> This post explains how Talus is building the first on-chain workflow layer, letting agents run full multi-step processes (like Zapier for crypto) rather than just single transactions.
#TalusNetwork #x402
> X402 made it possible for agents to perform an action on-chain.
> Talus is making it possible for them to complete a whole task from beginning to end, without any human intervention.
> This post explains how Talus is building the first on-chain workflow layer, letting agents run full multi-step processes (like Zapier for crypto) rather than just single transactions.
#TalusNetwork #x402
Circle Research: Time is Money - The Role of Reallocation Speed Under Capital Constraints
> Capital efficiency is everything for solvers, but volatile markets and slow cross-chain transfers often leave funds stuck in weak positions.
> This paper develops a new model to evaluate how the speed and cost of crosschain capital allocation affects capital efficiency and profitability.
> With this model now applied to “Circle Gateway”, Circle Gateway address this issue by enablling just-in-time capital deployment, resulting in greater capital efficiency & increased profitability
$USDC
> Capital efficiency is everything for solvers, but volatile markets and slow cross-chain transfers often leave funds stuck in weak positions.
> This paper develops a new model to evaluate how the speed and cost of crosschain capital allocation affects capital efficiency and profitability.
> With this model now applied to “Circle Gateway”, Circle Gateway address this issue by enablling just-in-time capital deployment, resulting in greater capital efficiency & increased profitability
$USDC
Zcash Co-Founder Eli Ben-Sasson Challenges Saylor’s Bitcoin Privacy Stance
> On privacy, Saylor “thinks Bitcoin shouldn't have it, at least not Zcash style, because that'll allow nation states to shut it down.”
> Zcash Co-Founder disagrees and advocate for View-Key Shielding.
$ZEC #zcash
> On privacy, Saylor “thinks Bitcoin shouldn't have it, at least not Zcash style, because that'll allow nation states to shut it down.”
> Zcash Co-Founder disagrees and advocate for View-Key Shielding.
$ZEC #zcash
Google Insider Allegedly Exposed on Polymarket After $1M Profit in a Single Day
> A trader turned $1M profit in one day after Google briefly leaked search results, going 22/23 on predictions.
> He also previously made $150K+ predicting the early release of Gemini 3.0 before results were out.
#BTCVSGOLD
> A trader turned $1M profit in one day after Google briefly leaked search results, going 22/23 on predictions.
> He also previously made $150K+ predicting the early release of Gemini 3.0 before results were out.
#BTCVSGOLD
PRIME Launches on Kamino, Bringing 8% Real-Estate-Backed RWA Yield to Solana
> Kamino is now accepting PRIME as collateral on Kamino lend, giving users the ability to supercharge their yield with powerful leverage loops.
> This post provides a comprehensive guide to PRIME, to help understand better
#RWA #Kamino $SOL
> Kamino is now accepting PRIME as collateral on Kamino lend, giving users the ability to supercharge their yield with powerful leverage loops.
> This post provides a comprehensive guide to PRIME, to help understand better
#RWA #Kamino $SOL
PRIME: a Yield Bearing Asset on Solana Built by Figure and Provenance, and Issued by Hastra
> PRIME represents deposits into a real-estate-backed lending pool, yielding ~8% APY via U.S. home-equity loans (HELOCs).
> PRIME shows what RWAs on Solana can look like when institutional credit meets DeFi composability.
> Users can get PRIME by staking wYLDS on Hastra or buying PRIME directly on Kamino.
> wYLDS is a yield-bearing stablecoin backed 1:1 by regulated YLDS, and issued by Hastra.
$SOL #BTCVSGOLD
> PRIME represents deposits into a real-estate-backed lending pool, yielding ~8% APY via U.S. home-equity loans (HELOCs).
> PRIME shows what RWAs on Solana can look like when institutional credit meets DeFi composability.
> Users can get PRIME by staking wYLDS on Hastra or buying PRIME directly on Kamino.
> wYLDS is a yield-bearing stablecoin backed 1:1 by regulated YLDS, and issued by Hastra.
$SOL #BTCVSGOLD
State of Meteora: November 2025
> Meteora outperformed other Solana DEXs in November, maintaining stronger volume retention and generating ~$1.8M in daily fees.
> Core AMM Pools dominated with $49.1M in fees vs. $4.7M from partners.
> November alone distributed $51M+ in fees to LPs, partners, and Launchpad users.
$SOL #Meteora
> Meteora outperformed other Solana DEXs in November, maintaining stronger volume retention and generating ~$1.8M in daily fees.
> Core AMM Pools dominated with $49.1M in fees vs. $4.7M from partners.
> November alone distributed $51M+ in fees to LPs, partners, and Launchpad users.
$SOL #Meteora
Google Releases Updated Deep Think Mode for Gemini 3, Now Available to AI Ultra Subscribers
> Deep Think uses advanced parallel reasoning to explore multiple hypotheses simultaneously to give you an even more sophisticated output.
#ai #GoogleGemini
> Deep Think uses advanced parallel reasoning to explore multiple hypotheses simultaneously to give you an even more sophisticated output.
#ai #GoogleGemini
$SOL #Base
The Base-Solana Bridge is Now Live On Mainnet, Secured by Chainlink & Coinbase
> The bridge lets builders on Base support Solana assets in their apps, users trade Solana assets on Base, and communities tap into liquidity across Base and Solana.
The Base-Solana Bridge is Now Live On Mainnet, Secured by Chainlink & Coinbase
> The bridge lets builders on Base support Solana assets in their apps, users trade Solana assets on Base, and communities tap into liquidity across Base and Solana.
MetaMask Prediction Markets Are Now Live, Powered by Polymarket
> Built natively into the MetaMask Mobile.
> Users can now trade real-world event outcomes directly in MetaMask and also earn Rewards points with each prediction.
#MetaMask
> Built natively into the MetaMask Mobile.
> Users can now trade real-world event outcomes directly in MetaMask and also earn Rewards points with each prediction.
#MetaMask
#xrp $XRP
XRP futures open interest dropped from 1.7B XRP to 0.7B XRP — roughly a 59% flush-out.
With funding rates sliding from ~0.01% to 0.001%, October 10 marked a clear slowdown in speculators’ appetite for aggressive upside bets.
XRP futures open interest dropped from 1.7B XRP to 0.7B XRP — roughly a 59% flush-out.
With funding rates sliding from ~0.01% to 0.001%, October 10 marked a clear slowdown in speculators’ appetite for aggressive upside bets.
Vitalik: “PeerDAS in Fusaka is Significant Because it Literally is Sharding”
> Vitalik says Fusaka’s PeerDAS delivers real sharding, letting Ethereum reach consensus without any node seeing all data.
> “Sharding has been a dream for Ethereum since 2015, and data availability sampling since 2017, and now we have it”
$ETH #Fusaka
> Vitalik says Fusaka’s PeerDAS delivers real sharding, letting Ethereum reach consensus without any node seeing all data.
> “Sharding has been a dream for Ethereum since 2015, and data availability sampling since 2017, and now we have it”
$ETH #Fusaka
Ethereum Activates Fusaka Upgrade on Mainnet
> PeerDAS now unlocks 8x data throughput for rollups while UX improves with R1 curve and pre-confirmations.
$ETH #Fusaka
> PeerDAS now unlocks 8x data throughput for rollups while UX improves with R1 curve and pre-confirmations.
$ETH #Fusaka
OpenAI: How Confessions Can Keep Language Models Honest
A new proof-of-concept study where OpenAI trained a GPT-5 Thinking variant to admit whether the model followed instructions.
> A Confession is the model’s honest self-report on whether it followed instructions or cut corners, violated rules, or fell short in any way.
> Early tests show high accuracy, with models confessing to hacking, hallucinating, or violating instructions even when the main answer hides it.
> However, Confessions don’t prevent mistakes; they make them visible.
#ArtificialInteligence
A new proof-of-concept study where OpenAI trained a GPT-5 Thinking variant to admit whether the model followed instructions.
> A Confession is the model’s honest self-report on whether it followed instructions or cut corners, violated rules, or fell short in any way.
> Early tests show high accuracy, with models confessing to hacking, hallucinating, or violating instructions even when the main answer hides it.
> However, Confessions don’t prevent mistakes; they make them visible.
#ArtificialInteligence
Neutrl Metrics: Its Adoption and Usage So Far
> Neutral uses deposited stablecoins to generate yield via basis arbitrage, OTC carry, and on-chain reference yield pools.
> NUSD supply grew from $120M at launch to +$145M, with about 13% staked as sNUSD.
> sNUSD is currently trading around ~$1.007, implying an ~20% annualized yield.
$BTC
> Neutral uses deposited stablecoins to generate yield via basis arbitrage, OTC carry, and on-chain reference yield pools.
> NUSD supply grew from $120M at launch to +$145M, with about 13% staked as sNUSD.
> sNUSD is currently trading around ~$1.007, implying an ~20% annualized yield.
$BTC
YO Introduces yoGOLD: Institutional-Grade Yield Vault for Tokenized Gold, Powered by Tether Gold
> Pre-deposits for yoGOLD are now open.
> The vault is capped at $10M, with 3× points and 5× Fusion points for early depositors.
> Users can deposit on Ethereum or via Enso to mint 1:1 with XAU₮.
> Pre-deposits for yoGOLD are now open.
> The vault is capped at $10M, with 3× points and 5× Fusion points for early depositors.
> Users can deposit on Ethereum or via Enso to mint 1:1 with XAU₮.
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