What's the Overseas Crypto Community Talking About Today

By: blockbeats|2026/03/29 12:16:03
0
Share
copy
Publication Date: December 11, 2025
Author: BlockBeats Editorial Team

Over the past 24 hours, the crypto market has witnessed various dynamics ranging from macroeconomic discussions to specific ecosystem developments. The mainstream discussion has focused on the long-term moat of Web3 projects and the value of token buybacks, sparking intense debates among industry leaders. Additionally, the expression of "no regrets in the crypto world" has resonated widely. In terms of ecosystem development, public chains such as Solana, Ethereum, Hyperliquid, and emerging projects like MegaETH have all released significant updates, showcasing the industry's rapid innovation and expansion pace. This report will summarize and outline these key developments.

1. Mainstream Topics

1. The "Moat" of Web3 Projects and Value Capture Debate

Recently, the discussion on whether Web3 projects, especially public chains, truly have a "moat" has become increasingly intense. Haseeb Qureshi, a partner at Dragonfly, questioned the "Blockchain Moat Score is only 3/10," citing Ethereum as an example. He pointed out that Ethereum has faced hundreds of competitors over the past decade and still maintained its dominant position, which itself demonstrates its strong network effect and first-mover advantage.

In contrast, Qiao Wang, co-founder of Alliance DAO, took a more comparative approach from traditional business analysis and provided a moat ranking. He believes that companies like Microsoft (key task SaaS) and Apple (brand + developer ecosystem) possess top-tier moats at 10/10, while firms like Google and Amazon also have strong competitive barriers. Although he did not directly score blockchain projects, his framework implies a cautious view of the current Web3 projects' value-capture capabilities. This debate reflects the market's core divergence on how to evaluate the long-term value of decentralized networks.

What's the Overseas Crypto Community Talking About Today

2. Eight Years in the Crypto Industry: "No Regrets" Becomes a Community Anthem

Nic Carter, co-founder of Castle Island Ventures, took to social media to express that he "has no regrets" about dedicating eight years to the crypto industry. This statement quickly resonated widely within the community. After experiencing multiple bull and bear cycles and intense market fluctuations, this expression of persistence and belief not only affirms individual career choices but also reflects the steadfast faith of many long-term practitioners in the transformative potential of cryptocurrency and blockchain technology to change the world.

2. Mainstream Ecosystem Updates

1. Solana: Meteora Protocol Receives Major Upgrade

The liquidity infrastructure protocol of the Solana ecosystem, Meteora, has announced a significant upgrade. Key highlights of this upgrade include the introduction of "Auto Vaults" and improvements to the dynamic AMM v2 (DAMM v2). These new features are expected to provide liquidity providers (LPs) with enhanced yield strategies and more flexible fund management tools, solidifying Meteora's position as a core DeFi hub on Solana.

2. Ethereum: Parallel Advances in Technical Innovation and Ecosystem Expansion

Aave Expands into the Latin American Market: DeFi lending giant Aave has announced partnerships with several leading fintech companies in Argentina, including Lemon, Ripio, Buenbit, and Belo, to collectively provide stablecoin-based DeFi solutions in the Latin American region. This move signifies an important step in Aave's global financial inclusion strategy, aiming to bring decentralized financial services to billions of emerging market users.

Continued Momentum in the RWA Space: Projects like Ondo Finance and Superstate remain in the market spotlight. Ondo, as a leading platform for RWA (Real World Asset) tokenization, saw its native token rise after the SEC concluded a related investigation. Meanwhile, Superstate, founded by Aave's Robert Leshner, focuses on on-chain issuance and trading of traditional financial assets such as stocks, further driving the integration of DeFi with traditional finance.

3. Hyperliquid Ecosystem: HIP-3 Sparks Deep Discussion

The governance proposal HIP-3 from the decentralized derivatives exchange Hyperliquid has become a focal point of community discussion. This proposal aims to establish a more open and permissionless mechanism for creating perpetual contract markets. In response, ether.fi Ventures published a research report that delves into the potential business model and ecosystem impact of HIP-3. Furthermore, Paradigm researcher Dan Robinson participated in related discussions, engaging in debates with other industry experts about the pros and cons of this mechanism, showcasing the market's high interest in the future development path of decentralized derivatives protocols.

4. MegaETH Ecosystem: Aave Announces First Wave of Deployment

As the highly anticipated high-performance Ethereum L2 solution, the MegaETH ecosystem welcomes a key partner. The Aave community has put forward a proposal suggesting the synchronized deployment of the Aave V3 protocol upon the MegaETH mainnet launch. This deployment will support a variety of assets, including native stablecoin USDm, cUSD, and stcUSD. This collaboration not only injects significant liquidity and user base into MegaETH's bootstrapping but also signals Aave protocol's proactive stance on emerging high-performance public chains in its multi-chain deployment strategy.

You may also like

Argentina vs Cape Verde: When a Record-Breaking Legend Meets an Unbreakable Underdog

WEEX exclusive pre-match analysis of Argentina vs Cape Verde, exploring Messi-led Argentina’s dominance and Cape Verde’s historic defensive breakout, with a breakdown of volatility, structure, and match dynamics.

How does Gate redo "buying and selling stocks" from the cryptocurrency world to the stock market?

The competition logic of exchanges has changed.

Former ByteDance employee's account: How I started with two Pinduoduo hard drives and made six times the profit with Seagate to achieve financial freedom?

A programmer from a big tech company bought hard drives on Pinduoduo and, following clues, managed to accurately capture the sixfold rising stock Seagate using the "finding daily anomalies + 13F institutional verification" framework, making a wild profit of $400,000 and achieving financial freedom.

Visa and Mastercard join 140 giants to launch a new stablecoin, but the impact on the market landscape may still be limited

As an important milestone event in the stablecoin landscape, OUSD is likely to change the existing stablecoin landscape and significantly increase the adoption rate of stablecoins in the global financial system.

WEEX Launches Depth Chart for Spot Trading

WEEX Spot now supports Depth Chart, helping users visualize buy and sell orders, spot liquidity walls, and understand market depth more clearly before placing trades.

MiCA reshuffle begins, Binance temporarily bids farewell to the EU

What Binance leaves behind is not scattered retail investors, but a whole batch of high-value users who are forced to liquidate and have almost nowhere to go.

Popular coins

Latest Crypto News

iconiconiconiconiconiconicon
Customer Support:@weikecs
Business Cooperation:@weikecs
Quant Trading & MM:bd@weex.com
VIP Program:support@weex.com