October 29, 2025 | 06:59ETHZilla has ignited controversy in crypto markets by selling $40 million worth of Ethereum to fund aggressive share repurchases, framing the move as strategic balance-sheet arbitrage to close what it calls a ‘significant discount to NAV.’ While company leadership insists this represents rational capital allocation rather than retreat from Ethereum exposure, critics warn the mechanism of selling underlying crypto assets to buy equity could trigger a ‘death spiral’ if replicated across the treasury management sector.
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Solana Applications Achieve Record Revenue of 751 Million in Q4 2024
In Q4 2024, Solana applications led the blockchain industry with a remarkable revenue of $751 million, significantly outpacing Ethereum’s $314 million. This data, sourced from DeFiLlama, does not yet account for revenues from Circle and Tether, which will be allocated based on circulating supply distribution. ChainCatcher emphasizes the importance of rational blockchain views and heightened risk awareness amid the volatility of virtual token issuances.
read moreEthereum Faces Challenges in Price Recovery Amidst Market Sentiment and Competition
Ethereum’s price faced a 20.7% correction, dropping to $2,924, which led to significant liquidations. Despite this, derivatives indicate strong interest from buyers, though the asset struggles to reclaim $3,200, delaying confidence in a rally towards $3,600. High transaction fees and competition from Solana and BNB challenge Ethereum’s dominance, while its future growth relies on the progress of its roadmap.
read moreUSDC Market Cap Surges as Users Diversify Across Blockchain Networks
The circulating supply of USD Coin (USDC) has surged 80% from its 2023 lows, nearing $44 billion as onchain activity increases and users diversify across blockchain networks. Currently, 65% of USDC is on Ethereum, with significant growth on Solana and other layer-1 networks. Analysts predict USDC’s market cap could double in 2025, driven by potential regulatory shifts affecting Tether in the EU, which may lead to greater adoption of USDC as a stable alternative.
read moreThe Rise of AI Agents and Their Impact on Industries
The rise of AI agents is likened to the emergence of corporations in the 19th century, with potential for significant impact across industries, according to Bitwise CEO Hunter Horsley. As interest in AI agents grows, 2025 is anticipated to be a pivotal year, with innovations like AIXBT gaining traction. However, Real Vision’s Raoul Pal cautions that current AI agents are merely bots, suggesting a more advanced evolution is on the horizon.
read moreInsights on Solana’s Future and Market Dynamics from Industry Leaders
Anatoly Yakovenko, co-founder of Solana, emphasizes that “execution is the only moat” in the competitive blockchain landscape, advocating for a focus on hiring tech-savvy individuals to drive rapid feature development. Discussions also highlight the complexities of market dynamics, the impact of SOL’s inflation on stakers versus non-stakers, and the need for new market categories rather than direct competition among blockchains. Rune Christensen expresses skepticism about the viability of futarchy in DAO governance, suggesting that effective decision-making requires knowledgeable leadership.
read moreSolana Surpasses Ethereum in Real Economic Value and Price Predictions Rise
Solana (SOL) has surpassed Ethereum (ETH) in Real Economic Value, achieving a daily revenue of $12.1 million compared to Ethereum’s $11.2 million. Analysts suggest that Solana’s market cap could potentially match Ethereum’s, predicting a price range of $653 to $815 per SOL, reflecting significant growth potential.
read moreSolana Surpasses Ethereum in Daily Fees Amid Increased Network Activity
Solana has surpassed Ethereum in daily blockchain fees, generating over $2.54 million compared to Ethereum’s $2.07 million on October 28, largely due to high activity on its DEX, Raydium. Despite this, Ethereum still leads in longer-term fee earnings, with $134.6 million over the past 30 days versus Solana’s $61.3 million. Solana’s recent fee surge, driven by memecoin trading, has also led to network stress, causing significant transaction failures at times.
read moreSolana’s Rising Dominance Threatens Ethereum’s Position in Crypto Market
Solana’s recent surge in trading volume, market cap, and meme-coin adoption has positioned it as a formidable competitor to Ethereum. With higher transaction revenue and MEV tips, Solana has outpaced Ethereum in key metrics, but still lags behind in total value locked. Despite this, the market trajectory suggests that Solana has the potential to become the true ‘Ethereum killer’ in the near future.
read moreEthereum and Solana Compete for Blockchain Supremacy in Transaction Fees
The competition between Ethereum and Solana has intensified, with Solana surpassing Ethereum in weekly transaction fees for the first time. Despite being considered more centralized, Solana’s rapid growth is forcing Ethereum to rethink its strategies. As Ethereum celebrates its 9th birthday, the increasing competition in the blockchain market is evident, with Solana and other blockchains vying for dominance.
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