Touching grass

Mantle Weekly Work-Up 1 | Momentum Check @Mantle_Official’s token, $MNT, gained 25%–33% over the last seven days on most trackers, riding Ethereum’s strength. • Kraken shows a 24.9% 7-day move • @beincrypto flagged a 7.2% pop in the run-up to mid-week upgrades and puts short-term targets near $0.72. --- 2 | Treasury Update The DAO treasury now stands at approximately $2.84B, 80% held in $MNT and the rest split across majors and stables. Capital is deliberately being rotated from passive reserves into revenue-generating products and ecosystem funding. --- 3 | UR Beta Goes Live On July 11th, @Mantle_Official opened the UR “smart money” app to early contributors, running a four-week invite-only beta with weekly $3K prize pools. UR combines: • Fiat on- and off-ramping • Card payments • FX and DeFi yield rails All settlement flows back to Mantle Network for on-chain auditability. --- 4 | Institutional On-chain Finance MI4, the tokenised crypto index structured with @Securitize, crossed $200M in assets under management this week, as the largest non-money-market tokenised fund on-chain. --- 5 | Strategic Deal Flow Mantle became an investor in @ReserveOne_ on 10 July. ReserveOne is pursuing a Nasdaq listing via a $1B SPAC to create a permanent-capital vehicle that holds Bitcoin, Ethereum, and Solana. The tie-up expands @Mantle_Official’s RWA flywheel and adds an institutional distribution channel. --- 6 | Core-net Upgrades Developer accounts on Sepolia testnet upgraded to version 1.3.0 on 16 July, adding full support for the forthcoming Ethereum Prague hard-fork features. At main-net level: • EigenDA integration is complete. • OP-Succinct roll-ups are scheduled for Q3. These changes push Mantle's ecosystem closer to its “Blockchain for Banking” vision by improving data availability, ZK verification, and enterprise compatibility. --- 7 | Builder Incentives The new Lightning Grants programme launched this month, offering fast-track micro-grants reviewed weekly and designed to turn ideas into mainnet MVPs within days. It joins: • Cookathon (running May–October) • $200M EcoFund --- 8 | Why Now? Ethereum’s rally is reviving talk of an RWA narrative supercycle. @Mantle_Official is the most ETH-aligned L2 because it couples cheap blockspace with a war-chest that can seed the very products driving on-chain capital flows. • Tokenised funds, • Compliant yield instruments, and • A banking-grade consumer app. Near-term price moves grab headlines, but the long-term differentiator is disciplined capital deployment into infrastructure that outlasts market rotations. That is the story the market is beginning to price in. Thanks for reading!

I always loved pirates as a kid... Which is probably another reason I love crypto so much, as it gives off heavy pirate vibes... Adventurous, chaotic, testostronous, often legally-ambiguous, with massive riches (and massive losses) possible at any time...

There’s gotta be a word for when a new fast food place gets put into a town and people fucking pack it out. Like it’s just a fast food place lol Is America so commercialized or fat that this is the hot new thing to leave your house to do? @rektdiomedes you got a name for this?

I'm enjoying my day

ATH for $COIN I've witnessed so much fud against Coinbase over the years on CT (some deserved), but what they have pulled off is remarkable. How many other crypto companies from 2012 are even still around? Brian Armstrong is a generational founder.

3 billion maple syrup dollars and counting...

Breaking news from yesterday and thoughts - Ethereum pumped +8% to around $3,447 (atm), reaching its highest price since January. The rally’s driven by surging institutional demand from spot $ETH ETFs pulled in a record $726.7M inflow in a single day, led by $499M into BlackRock’s ETHA. July inflows now total $2.27B, the biggest monthly amount since ETH ETFs launched. - BlackRock recently filed to enable staking in its ETH ETF. This is a major bullish signal that could bring yield exposure to traditional investors and tighten ETH’s liquid supply even more. - @capmoney_ launched Cap Stablecoin Network (CSN), with PayPal USD ($PYUSD) as its first partner. The network powers $cUSD, a stablecoin backed 1:1 by blue chip, regulated dollar assets. Users can swap between reserve assets, earn yield on idle funds, and rely on onchain guarantees. PYUSD acts as the base strategy, sourcing US Treasuries, even unused balances generate yield. Cap is built on @megaeth_labs, bullish for their defi ecosystem - @0xprivacypools , zk mixnet backed by Vitalik and built by @0xbowio , is adding support for @SkyEcosystem $USDS as it rolls out multi-asset privacy. The protocol uses association sets to keep only clean funds in the pool, giving users transactional privacy without losing compliance. - @Spiko_finance raised $22M in a Series A led by Index Ventures to scale its tokenized money market fund platform. The AMF regulated fintech wants to help European businesses earn daily yield on idle cash, like US firms do, by offering Europe’s first tokenized money market funds with no lock ups. About $25T in EU deposits are sitting untapped, and Spiko aims to fix that - Canary Capital filed with the SEC to launch staked @injective ETF in the U.S. The fund would track $INJ price while earning staking rewards, similar to recent ETH and Solana staking ETFs. This comes after Canary set up a Delaware trust, a common pre-ETF filing move. - @cysic_xyz is joining the @SuccinctLabs Prover Network as a multi-node prover (a setup where multiple nodes work together to generate zkps in parallel) to boost real time ZK proving. It’s rolling out a GPU cluster to handle heavy, production level zk workloads, aiming to meet rising demand for zk tech across industries. - $23M crypto mining firm, Bit Origin aims to be one of the first public companies with a Dogecoin treasury, backing the move with up to $500M in funding; $400M in stock and $100M in convertible debt from accredited investors. - GameSquare raised $70M in a public offering, totaling $90M raised so far, to build an Ethereum treasury. It sold 46.7M shares at $1.50 each, with Lucid Capital Markets running the deal. Partnering with Dialectic, it’s targeting yields of 8–14%. - Base launched Flashblocks, slashing block times from 2 secs to 200ms. Built with Flashbots, it streams sub-blocks every 0.2s, enabling near instant transaction confirmations. The upgrade was tested on Sepolia in February and is now live on mainnet - French lawmakers have proposed a five-year pilot to let energy producers use surplus electricity for Bitcoin mining. The goal: stabilize the grid, cut nuclear plant strain, and monetize excess power that’s often sold at a loss. - @KaitoAI is launching a community owned launchpad, with @EspressoSys as its first project. Espresso is building a unified L2 by offering a decentralized shared sequencer, a major shift from today’s siloed, centralized L2s. This setup lets L2s share transaction data natively, potentially killing the need for cross chain bridges. KAITO holders may get launchpad access (details TBD). Next up might be @TheoriqAI , with sKaito, $KAITO, and NFTs expected to benefit if this gains traction.

The U.S. House's recent passage of the Clarity Act, which defines Bitcoin as a commodity, aligns with @syrupsid's vision of Bitcoinization, reducing regulatory hurdles for @maplefinance and enhancing its overcollateralized lending business. Global interest in yield-bearing stablecoins supports @syrupsid's point about the growing availability of stables to lend out, which will further fuel @maplefinance's expansion. @maplefinance's efficiency in serving clients across geographical boundaries at a fraction of the cost and time is MEGA. @maplefinance 's high-performing team is well-positioned to capitalise on these trends.

Liquidity, risk appetite, and big green candles are coming back. That means it’s the perfect time to lock in 24/7 and hunt for new opportunities I got you New alpha projects 🧵