Bankless

ROLLUP: Rate Cuts! | ZK Breakthroughs | Farcaster’s Pivot | SEC Onchain | NYT’s Stablecoin FUD

58 snips
Dec 12, 2025
A surprise Fed rate cut sparks thrilling discussions on its impact on crypto liquidity and market sentiment. Tom Lee’s massive ETH accumulation shifts bullish perspectives on Ethereum as former skeptics join the cheer. Innovations in ZK technology, the rollout of ZKsync Atlas, and the drama surrounding Base’s bridge to Solana are exciting highlights. The SEC and other regulators are embracing on-chain markets, while debates on stablecoin misconceptions from the NYT provide sharp insights into the evolving financial landscape.
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INSIGHT

Unified Liquidity Through ZK

  • ZK advances let L2s tap into L1 liquidity so rollups no longer need isolated liquidity pools.
  • This reduces fragmentation and could create a single downstream liquidity layer for Ethereum.
ANECDOTE

Tom Lee’s Massive ETH Accumulation

  • Tom Lee accumulated about 3.2% of total ETH supply and bought $420M of ETH in a week, driving sentiment.
  • Hosts credit his buying as a major factor in recent ETH outperformance and market narrative shifts.
ANECDOTE

Farcaster’s Wallet-First Pivot

  • Dan Romero announced Farcaster pivots from social-first to wallet-first after five years of building.
  • He says user engagement came mainly from trading and token activity, so wallets become the platform center.
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