1/ Yesterday, we were extremely excited to share that ARK Invest is partnering with @LayerZero_Core on their upcoming Layer 1 blockchain, Zero, and that @CathieDWood will be joining Zero’s advisory board.

A Big thread to understand what happened 🧵 2/ Crypto is in an existential infrastructure malaise right now, many feel L1s have stopped evolving and that each new chain is only marginally better than the last.

We believe Zero is a true 0-to-1 innovation and one of the most meaningful breakthroughs we’ve seen in years.

0/ Yesterday @BlackRock released its annual investor letter.

Out of 20 pages, 2 are dedicated to digital assets, and specifically Bitcoin's role as a potential reserve currency and the power of tokenization.

Here is some of the key takeaways 1/ The U.S. national debt has been growing 3x faster than GDP since 1989. This year, interest payments will exceed $952 billion—more than defense spending. By 2030, mandatory spending and debt service could consume all federal revenue, creating a permanent deficit.

0/6 What is SIMD-228? And why does it matter for @solana ?

SIMD-228 is a proposal to make Solana’s inflation market-driven instead of following a fixed disinflation schedule. It aims to optimize staking incentives & minimize unnecessary sell pressure. 1/6 How Solana Inflation Works Now:

- Starts at 8% per year
- Drops 15% annually until it reaches 1.5%
- Currently at ~4.68%

The problem is fixed inflation doesn’t react to staking demand or market conditions.

0/8 @aave is leveling up. The biggest tokenomics upgrade is here, bringing better tokenomics, more rewards, and a stronger AAVE. If you care about DeFi’s future, and one the most important building blocks we have, this should be of interest. 1/8 Aave DAO's financial strength is at an all-time high:

✅ $115M in cash reserves (+115% growth)
✅ Dominates DeFi lending revenue
✅ GHO supply > $200M with strong revenue
✅ New income streams launching in 2025

1/5 Amid some of the most bearish sentiment surrounding ETH, this article outlines several reasons why we believe Ethereum and ETH the asset stand out.

ark-invest.com/articles/analy… 2/5 Ether is one of the few assets that generates cash flows and can, at times, become deflationary. MEV is increasingly crucial in forecasting and gauging economic activity, and we believe L2s will play a crucial role in capturing a portion of it.