According to @alice_und_bob, ETH is heavily used in on-chain economic activity, supporting its roles as medium of exchange, unit of account, and store of value, highlighting real transactional demand for ETH that traders track through network usage signals, source: @alice_und_bob on X, Aug 9, 2025. The author also questions the sustainability of ETH continuing to fulfill these monetary functions, underscoring a key consideration for market participants evaluating Ethereum’s demand dynamics, source: @alice_und_bob on X, Aug 9, 2025.

According to @alice_und_bob, on Aug 8, 2025, Web3 Foundation hackathon lead @DrW3RK announced a Polkadot 2.0 hackathon partnership with Devpost with three builder tracks—Parachains, Polkadot SDK, and Polkadot Tinkerers—as part of a Polkadot 2.0 Launch Party update; source: @alice_und_bob on X. Traders tracking DOT can treat this as an ecosystem event update with defined scope and venue and should note the post did not include dates, rewards, or registration details; source: @alice_und_bob on X.

According to @alice_und_bob, DePIN represents the application of Web3 principles to machines, and the integration of AI, sensors, mapping, and digital assets on the peaq network could dramatically expand the utility and value of autonomous systems. This development underscores significant trading potential for peaq ecosystem tokens and related Web3 infrastructure assets, as increased adoption of decentralized physical infrastructure networks (DePIN) could drive liquidity and transaction volume. Traders should monitor peaq and DePIN-related tokens for increased volatility and growth opportunities as AI-powered robotics become more integrated with blockchain technology (source: @alice_und_bob).

According to @alice_und_bob, the upcoming launch of perpetual contracts (perps) by Hydration is anticipated to attract additional capital to the platform, as each new feature release has historically resulted in increased capital inflows. Traders should monitor Hydration’s DeFi ecosystem closely, as the introduction of perps may boost trading volumes and liquidity, presenting new opportunities for yield generation and capital allocation. Source: @alice_und_bob.

According to @alice_und_bob, the recent peaq DePin Deep Dive highlights the platform's approach to Decentralized Physical Infrastructure Networks (DePIN), emphasizing scalable solutions for real-world asset tokenization and interoperability. The analysis provides insights into peaq's unique consensus mechanisms and cross-chain compatibility, which could enhance network security and support liquidity for native tokens. Traders should monitor peaq's progress in integrating physical assets with blockchain technology, as further adoption could impact overall DePIN sector performance and related crypto assets. Source: @alice_und_bob.

According to @alice_und_bob, Polkadot core developer @bkchr has addressed rumors about a potential launch of a EURO stablecoin on the Hydration platform. This development could significantly impact trading volumes and liquidity within the Polkadot ecosystem, particularly affecting DOT and related DeFi projects by introducing a new fiat-pegged asset for stable, cross-border transactions. Traders should monitor further announcements for confirmation, as introduction of a EURO stablecoin may increase on-chain activity and attract European crypto investors, potentially influencing DOT price and DeFi pairings. Source: @alice_und_bob.

According to @alice_und_bob, HIC, one of the most active venture capital funds in the Polkadot ecosystem, has supported projects like Mythical and peaq, and is currently building its second Polkadot-focused fund to accelerate new decentralized application launches. HIC is also advancing work on ETFs and institutional stablecoin issuance in Hong Kong, highlighting Mandala as a potential major project. The analysis notes that the JAM token's valuation has not yet reflected these developments, presenting a significant trading opportunity for crypto market participants. Source: @alice_und_bob.

According to @alice_und_bob, traders are evaluating whether to hold tokenized stocks of companies that own crypto tokens or traditional stocks of companies holding tokenized stocks. This distinction is crucial for investors seeking direct versus indirect crypto exposure. Tokenized stocks offer blockchain-based liquidity and 24/7 trading, while traditional stocks provide regulatory oversight but less immediate access to underlying crypto assets. The choice impacts portfolio risk, exposure to blockchain technology, and responsiveness to crypto market volatility (source: @alice_und_bob).

According to @alice_und_bob, Tornado Cash operates as a privacy protocol on Ethereum (ETH), allowing users to mix their transactions and obscure the origin and destination of funds. This mechanism enhances transaction anonymity by using smart contracts and zero-knowledge proofs to break the on-chain link between sender and receiver, making it difficult for external parties to trace transfers. For traders, understanding Tornado Cash is crucial as its functions impact privacy practices, regulatory developments, and the liquidity of ETH on decentralized platforms. Source: @alice_und_bob.

According to @alice_und_bob, a live YouTube deep dive into peaq, one of Polkadot's major parachains and a prominent name in the DePin (Decentralized Physical Infrastructure Networks) sector, is scheduled for Monday afternoon. Traders should note that peaq’s position within the Polkadot ecosystem and its traction in the DePin market may influence PEAQ token liquidity and volatility. The event aims to uncover peaq’s core technology, ecosystem partnerships, and tokenomics, which are crucial for evaluating trading opportunities and understanding potential price movements. Source: @alice_und_bob

According to @alice_und_bob, Celestia Governance is currently debating a proposal to lower the network's inflation rate to 2.5% while increasing validator commission. The discussion also highlights that reducing inflation could lower the opportunity cost for DeFi participation on Celestia, potentially stimulating increased activity and adoption of DeFi protocols. The proposed changes are seen as a move to optimize network incentives and attract more liquidity to the ecosystem, with potential effects on TIA token dynamics and broader crypto market sentiment (source: @alice_und_bob).

According to @alice_und_bob, a recent interview on the BlockBlick YouTube channel with @SeffertFlorian covered critical trading-relevant topics including Polkadot (DOT) 2.0, the evolving Web3 vision, Cloud & Hub integration, and the OpenGov initiative. The discussion highlighted Polkadot’s roadmap towards greater scalability and interoperability, which could influence DOT's price action and investor sentiment. Traders should monitor updates on Polkadot’s governance and ecosystem expansion, as these factors may impact DOT’s market dynamics and trading opportunities. Source: @alice_und_bob.

According to @alice_und_bob, the newly released 'Lean Ethereum' roadmap outlines Ethereum's plan to evolve its architecture over the next 10 years, closely aligning with Polkadot's design. This strategic shift suggests Ethereum (ETH) will become more modular and interoperable, potentially boosting scalability and cross-chain functionality. Traders should monitor ETH and related ecosystem projects, as this transformation could impact liquidity, developer migration, and the competitive dynamics among Layer 1 blockchains. Source: @alice_und_bob.

According to @alice_und_bob, Polkadot Hub has announced a significant tech stack update, aiming to enhance network efficiency and scalability. This upgrade is expected to improve transaction throughput and developer experience, which could positively influence DOT token liquidity and attract new projects to the ecosystem. Traders should monitor DOT price action for potential volatility following these technical improvements, as increased network performance often correlates with heightened trading activity and investor interest. Source: @alice_und_bob.

According to @alice_und_bob, Layer 2 (L2) teams can address common scaling and security challenges—such as the need for zk proofs, fraud proofs, 7-day exit windows, and alternative data availability bridges—by utilizing Polkadot core technology instead of more complex or resource-intensive solutions. This highlights Polkadot’s (DOT) potential as a scalable, cost-effective platform for developers, which could increase demand for DOT and impact its price performance in the crypto market. Source: @alice_und_bob.

According to @alice_und_bob, a tokenomics-focused open mic session is scheduled to start at 3pm UTC, providing traders with a real-time opportunity to gain actionable insights into tokenomic models and their impact on cryptocurrency valuations. Such discussions can inform short-term and long-term trading strategies by highlighting pivotal metrics like token supply, distribution, and incentive mechanisms, which directly influence price movements and market sentiment (source: @alice_und_bob).

According to @alice_und_bob, Solana (SOL) is positioned as a platform for securing high-frequency trading activities, while Polkadot (DOT) is highlighted for its focus on decentralization and user autonomy. This distinction is relevant for traders seeking platforms that balance scalability and freedom, as it underscores the contrasting technical features and market positioning of SOL and DOT. Source: @alice_und_bob

According to @alice_und_bob, FIFARivals has reached 1 million players with its platform security powered by Polkadot. This milestone demonstrates growing adoption of blockchain infrastructure in gaming, highlighting Polkadot (DOT) as a leading solution for scalability and security. The achievement may drive further demand and trading interest in DOT, as blockchain-based gaming continues to expand. Source: @alice_und_bob.

According to @alice_und_bob, Hydration has successfully captured 0.2% of all DOT (Polkadot) in circulation, indicating rising engagement with the protocol. This on-chain milestone highlights growing user interest and liquidity allocation within the Polkadot ecosystem, which may impact DOT price action and trading volume as market participants monitor further Hydration adoption. Source: @alice_und_bob.

According to @alice_und_bob, a new discussion around Polkadot (DOT) tokenomics is gaining momentum, focusing on implementing a capped supply, lowering interest rates to stimulate DeFi participation, and creating new demand drivers. These proposed changes could significantly alter DOT's market dynamics by influencing supply-demand balance and enhancing DeFi ecosystem growth. Traders should monitor upcoming discussions for concrete updates, as these tokenomics adjustments may impact DOT's price volatility and trading opportunities (source: @alice_und_bob).