Welcome back, Tezos community. This week builds directly on what came out of Cannes, and the focus is starting to narrow in on one theme: Metals.

At Tez/Dev, metals.io stood out as one of the clearest examples of real-world assets moving into a system people can actually use. That conversation has carried forward, with deeper breakdowns and a closer look at how access to these markets is starting to change.

We also spent some time this week focusing on the foundation of Tezos, good infrastructure. Arthur’s keynote on Tezos X brought the roadmap into sharper view, showing how the infrastructure now supports more complex applications across environments, new tools that are making it easier to build, experiment, and push ideas forward without friction.

Come and get it all on this week’s edition of The Baking Sheet.

metals.io: Opening the Door to Markets That Were Never Built for You

This week, we’re spending some time with one of the most interesting launches to come out of Tez/Dev.

A lot of markets have evolved quickly over the past decade, however, rare metals have moved at a very different pace. These are assets tied to energy, infrastructure, and manufacturing, yet access still runs through systems that feel outdated and difficult to navigate unless you already operate inside them.

That is where metals.io comes in.

In a strong piece this week, Cryptonio walks through the bigger idea behind the platform and why it matters. What started with uranium.io has now expanded into a broader system, bringing gold, uranium, and a growing set of strategic metals into a single onchain environment.

The experience itself is straightforward, though there is a lot happening underneath. Access is continuous, ownership is fractional, and settlement happens on-chain instead of over long clearing cycles. Behind that, the system handles custody, compliance, pricing, and verification of physical backing.

A few details help make the shift clearer:

• Access to gold, uranium, and a range of strategic metals within one system • Continuous markets with fractional ownership instead of large entry barriers • Onchain settlement that replaces slow, multi-day processes • Direct exposure to physically backed assets rather than indirect proxies

The newer additions are where things become especially interesting. Metals like hafnium, rhenium, indium, neodymium, and praseodymium rarely come up unless you are deep inside specific industries. At the same time, they play a role in semiconductors, EVs, advanced manufacturing, and defense systems. Demand exists, but access has always been limited.

That is the epiphany that metals.io is introducing. The metals themselves remain the same but the way people access them is changing.

Pricing these assets also becomes easier to see, participation to owning these metals becomes more direct, and settlement happens immediately thanks to Tezos. In markets that have historically been opaque and restricted, those changes begin to compound and benefit the casual user.

With additional metals already on the way, including silver, palladium, nickel, and cobalt, this starts to look less like a single product and more like a growing layer for accessing metals markets more broadly.

If you want a deeper look at the thinking behind it, Cryptonio’s full article is well worth the read.

That same direction carried into a dedicated livestream this week, where the team and partners walked through what metals.io represents in practice.

The session brought together Ben Elvidge from metals.io, Crispin Clarke from Curzon Uranium, Dimitrios from Noemon Tech, Alexander from VNX, and host ActionCEO from Genzio. The discussion focused on why these metals matter right now and how access to these markets has evolved.

The livestream also included a live walkthrough of the platform, which helped connect the concept to something tangible. Seeing how access, pricing, and settlement come together makes the model easier to understand.

Taken together, the article and the livestream point in the same direction. metals.io is building a more direct path into some of the world’s most important commodities, supported by infrastructure that makes access faster, clearer, and easier to navigate.

This Week in the Tezos Ecosystem

Tezos X: Building Across EVM and Michelson, Together

From metals and real-world markets opening up, the conversation this week also loops back to the foundation that makes all of this possible, good infrastructure.

At Tez/Dev, Arthur Breitman’s keynote gave one of the clearest looks yet at where Tezos is heading next, and more importantly, how the pieces already in place start to connect.

Framed around “Tezos in 2026: Good infrastructure is just the beginning,” the focus moved beyond upgrades and into what those upgrades enable.

A few ideas stood out and carried through the rest of the week:

• A unified execution layer through Tezos X • A shift toward products, revenue, and real usage • Native interaction between EVM and Michelson environments

What this points to is a system where developers are no longer choosing between environments. Instead, they can build across them, access different user bases, and move assets natively without introducing additional layers or friction.

Developers will be able to deploy using Solidity or Michelson, work with their existing stacks, and extend applications across both environments without rewriting core logic. Assets and calls can move natively between EVM and Michelson, which changes how applications are designed and how liquidity flows.

There is also a strong focus on performance with ultra-low latency, combined with Tezos L1 security, there is no duo that can match this offering.

Beyond the features, there is now a roadmap that gives a clearer sense of how this rolls out over the rest of the year.

• April 2026: Tezos X testnet goes live, allowing developers to deploy and experiment across both environments

• June 2026: Mainnet activation as an upgrade to Etherlink, with full composability between EVM and Michelson

• Later in 2026: Expansion into broader programming environments through a transition toward RISC-V

That last step opens the door to more familiar languages and faster iteration, making it easier for developers to build without being limited to a single stack.

Taken together, this builds on what we were presented with at Tez/Dev. Infrastructure is reaching a point where it supports more complex systems. The focus is shifting toward what gets built on top of it, how users interact with it, and how applications scale across environments.

If you want to watch the full keynote, you can find it here.

Build on Etherlink With Just a Prompt

As the week moves from infrastructure and real-world assets into how people actually build, there’s another shift worth paying attention to.

A new tool created by 0xYpsono is making it possible to build directly on Etherlink using nothing more than a prompt.

Instead of writing code line by line, you describe what you want in plain English, and the system handles the rest. Using a dedicated Claude Skills setup, it can generate, structure, and deploy dApps and smart contracts in one flow.

The experience is simple on the surface, though it changes how people approach building:

• Describe your idea in plain language • Generate contracts and app logic automatically • Deploy directly onto Etherlink

What stands out here is how quickly the barrier to entry shifts. You move from needing a full development setup to being able to test an idea almost immediately.

It also ties back to everything else happening across the ecosystem. Faster execution, unified environments, and now tools that reduce the gap between idea and execution.

If you want to try it yourself, you can jump in here.

🔴 Now Streaming: Community Spotlight | How LMDesigns8 Is Blending Art, Wellness, and Tezos

This week on TezTalks Live, host Stu is joined by Leah Michelle, also known as LMDesigns8, a multidisciplinary artist creating immersive XR experiences, AR play spaces, and meditative virtual worlds.

In this conversation, Leah shares how her personal journey, including health challenges, has shaped her creative direction and how that perspective has led her to build work focused on healing, presence, and connection.

Now streaming on YouTube.

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