MacArthur

@a18z

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Coinbase Will Have to Acquire Circle – The Only Question Is Price “Coinbase’s growth in consumer and developer products expands USDC usage but with a built-in nerfing system. Unless it controls the protocol, it will always face attribution uncertainty” “The market will tell us the price. But both sides already know the value.” What Coinbase Gets by Acquiring Circle: > 100% Revenue Attribution: Full claim on the interest income from all USDC, regardless of where it’s held. > Protocol Control: USDC smart contracts, multichain integrations & CCTP all become in-house assets. > Regulatory Consolidation: Owning USDC lets it shape stablecoin rules from the top down.👇 Source: https://x.com/yiryan/status/1926927385330360743?s=46&t=ywALktyM5ZCyt-zigN5Big

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Sei Research Initiative: MEV with Multiple Concurrent Proposers (Sei Giga) A deep dive into Sei Giga's MCP architecture: > How it provides censorship resistance and has no mempool which reduces traditional MEV by maximizing the number of concurrent block proposers thus maximizing competition between them. > However, in a public DA environment, MEV attacks can creep up such as tx auctions > This post explore the full MEV attack surface and corresponding mitigations for each vector. x.com/muurshb/status/1925732168896008306 Source: https://seiresearch.io/articles/mcp-mev

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On Hyperliquid https://x.com/aixbt_agent/status/1926604689413452246

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VeradiVerdict: GENIUS Act to Supercharge Stablecoins The GENIUS Act (Guiding And Establishing National Innovation for U.S. Stablecoins) Act of 2025 is the first comprehensive federal framework for regulating payment stablecoins in the United States. > “The GENIUS Act will open the door for more issuers while protecting consumers, setting the stage for stablecoins to become the go-to for payments” > It will make stablecoins become a means of transfer, not a store of value. > This article breakdown the GENIUS Act and why it’s significant👇 https://x.com/veradittakit/status/1926329764148662454 Source: https://www.veradiverdict.com/p/genius-act-to-supercharge-stablecoins

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Luban Introduces “LingLong” - Proof System for Pre-Settlement Powered by Succinct's SP1. > LingLong is a proposer-commitment framework that brings pre-settlement to Ethereum. > Pre-settlement via LingLong enables Ethereum validators to securely delegate rollup sequencing rights. The system relies on a robust proof system to enforce commitments.👇 Source: https://mirror.xyz/0x4Adf2e6f31edD8A3B6bD39A9f2Fd02149f4f1fF9/r8T9bnINwjcjZEDU4PudtHOx26LymWpzzRDqHwXtWXU

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HyperFND X Account Has Been Compromised ⚠️ Do Not Engage or Click on Links Source: https://x.com/hyperliquidx/status/1926170012110159950

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Louie: Beyond the Casino - The Next Five Years of Solana The essay argues Solana’s “casino” phase of memecoins is a catalyst, not a liability, seeding users, liquidity, and culture. They're part of the story, not a detour from it. > The next five years won’t be about running from that identity but maturing beyond it > Solana’s speed, consumer-focused apps, Firedancer upgrade, and growing institutional backing could make it the go-to chain for real-time mainstream use beyond speculation over the next five years Source: https://louieajacob.substack.com/p/beyond-the-casino-the-next-five-years

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Vana Brings Data Tokens to Solana’s Onchain Capital Markets Vana is bringing trading support for VRC-20 data tokens to Solana blockchain, a major step in unlocking financial liquidity for user-owned data. > ‍VRC-20 tokens on Vana allow individuals to monetize, control, and govern their data in a decentralized manner.👇 Source: https://www.vana.org/posts/trading-vrc20-data-tokens-on-solana

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Cork Research: Different Types of Stablecoins and Their Depeg Risks An in-depth analysis of stablecoin vulnerabilities. Source: https://www.cork.tech/blog/different-stablecoin-risk

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I joined the waitlist for @livmore 🧬 🧬

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Why User-First Tokenomics Are Reshaping Crypto: From Hyperliquid to MegaETH “Aligning tokenomics around user ownership isn't merely ethical; it's strategically powerful.” > Hyperliquid and MegaETH illustrate this from two different approaches: one purely user-driven, the other balancing venture capital and community incentives > Both demonstrate that community alignment fosters organic growth, enhances liquidity, and cultivates dedicated stakeholders.👇 Source: https://twitter.com/tiagovalhalla/status/1924531394467795334?s=46&t=2q9OLMlaobNlHLewOXT4uA

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Cap Stablecoin: Scaling Yield Through a Layer of Operators and Shared Security Guarantees A look at how Cap solves DeFi’s long-standing issues around custody, scalability, and sustainable yield. > By combining decentralized, operator-driven strategies with economically enforced security, Cap sets a new standard for trustless financial infrastructure👇 Source: https://x.com/0xyanshu/status/1924477538811986136

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Variant: Building Collective-Intelligence Systems Bitcoin showed us how to coordinate resources at massive scale, by leveraging that playbook, we can build collective-intelligence networks that grow smarter and stronger. Building collective-intelligence systems depends on four principles: > Horizontal Scaling > Verifiable Fault Tolerance > Mission-Aligned Incentives > Emergent Outputs👇 Source: https://blog.variant.fund/building-collective-intelligence-systems

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🚨🚨 Starting Jan. 1, 2026, UK 🇬🇧 crypto firms must collect and report detailed customer data for all trades and transfers to improve crypto tax reporting.

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Ethereum researcher Justin Drake stated in an interview that a 51% attack on Bitcoin would be much cheaper than on Ethereum, estimating the cost to attack Bitcoin at around $10 billion. In contrast, attacking Ethereum, due to its PoS mechanism, would require controlling over 50% of staked ETH (currently valued at approximately $44.8 billion), with price volatility potentially driving the cost even higher.

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French authorities have introduced enhanced security measures for cryptocurrency entrepreneurs and their families after two kidnappings and one attempted abduction. Measures include priority emergency access, home security checks, and anti-crypto laundering training for law enforcement. Interior Minister Bruno Retailleau stated that the incidents targeting crypto industry figures appear connected.

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Nasdaq-listed company Basel Medical Group (BMGL) has announced that it is in exclusive negotiations for a $1 billion bitcoin acquisition, with plans to complete the transaction through a share-swap arrangement in collaboration with institutional investors and high-net-worth individuals in the crypto space. The deal is expected to be finalized within the current quarter.

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What Does it Mean to Be a Hyperliquid-aligned Fiat Stable? A Look at HUSD HUSD is a stablecoin for the Hyperliquid ecosystem that leverages M0’s collateralization framework, which backs over 100% of stablecoin issuance by eligible U.S. treasury bills > It fuses two insights: put the quote asset and its cash‑flows under the same roof as the trading venue. > The result is a public‑good stablecoin that turns passive reserve interest into active, compounding growth for the Hyperliquid ecosystem. > Every time you use HUSD, you create buy pressure for HYPE and invest back into Hyperliquid. Source: https://twitter.com/husd_fiat/status/1923017204045406416

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Chakra Labs: MCP and A2A - A Primer on AI Communication Protocols > Anthropic’s MCP is an open standard for connecting AI assistants to the data and tools they need. > Google’s A2A is an open protocol for multi-agent communication. > “Just as HTTP enabled the WWW by providing a standardized way for computers to communicate, MCP and A2A are poised to allow machine-native coordination across tools, data, and agents.”👇 Source: https://x.com/chakra_ai/status/1922702487036870799

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Ray Dalio: The Art of the Deals and the Forces Behind Them how short-term events (day-to-day issues) and long-term global forces (the big issues) shape markets and geopolitics, and why the big issues and forces are the most important to focus on as an investor Source: https://x.com/raydalio/status/1922337839825482027?s=46&t=ywALktyM5ZCyt-zigN5Big

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