u/everstake

Last week, the network processed an incredible 1,153,543,677 transactions, setting a new all-time record for weekly activity.

As market sentiment becomes increasingly bullish, more liquidity, trading activity, and users are moving back on-chain and Solana is clearly absorbing a significant share of that activity.

Huge congratulations to the entire Solana community and everyone building across the ecosystem.

The bar has officially been raised.

And knowing Solana… it probably won't stay there for long.

According to the estimates:

• 11.97M BTC (57%) - individual holders
• 3.507M BTC (16.7%) - estimated lost BTC
• 1.26M BTC (6%) - corporate treasuries
• 1.218M BTC (5.8%) - ETFs
• 1.092M BTC (5.2%) - Satoshi’s estimated holdings
• 1.008M BTC (4.8%) - yet to be mined
• 546K BTC (2.6%) - governments
• 399K BTC (1.9%) - miners

From our perspective, this is a strong long-term signal for Bitcoin. As adoption expands and more capital enters the market, there is a limited amount of BTC available to meet that demand. The important point is not simply that Bitcoin has a 21M cap. It is that a large portion of those coins is already held, inactive, or potentially inaccessible and that combination is what makes the long-term story so compelling.

Ethereum now has 41.9 million ETH staked, representing 34.37% of the entire ETH supply - the highest level ever recorded.

That means more than one-third of all ETH is now actively committed to securing the network and this could be extremely positive for Ethereum's long-term future.

As more ETH becomes committed to staking, a larger share of the total supply is being used to secure the network, while the amount of ETH freely circulating becomes relatively more constrained. If demand continues growing alongside network adoption, this combination could create a much stronger foundation for Ethereum's network economics and potentially support a more favorable long-term price environment.

Guys, do you stake or not?

Full post: https://x.com/everstake_pool/status/2088286097226747934

Bitmine has already accumulated around 5.81 million ETH, putting it at roughly 4.8% of the total supply and very close to its stated 5% target.

But the interesting part isn't just the size of the treasury, because unlike a typical corporate crypto treasury, Bitmine is staking most of its ETH. More than 5 million ETH is reportedly being used in staking, turning the treasury into an active part of Ethereum's economic infrastructure rather than simply a large balance sitting on a wallet.

At an estimated ~2.63% staking yield, Bitmine's current holdings could generate roughly $257 million in annualized staking revenue.

So what happens after 5%?

There are a few possibilities:

1. They keep buying.
2. Reaching 5% may simply become another milestone rather than a stopping point.
3. They slow down.
4. Bitmine could shift its focus from aggressive accumulation toward managing the treasury and maximizing staking revenue.
5. They stop accumulating.
6. This would be the most interesting market signal. If one of the largest corporate ETH buyers suddenly stopped adding, it could change short-term demand dynamics.

But there's another angle worth discussing. If Bitmine continues staking a significant portion of its ETH, its influence isn't only about how much ETH it owns. It's also about how much ETH it contributes to the validator ecosystem and how much staking activity becomes concentrated in one corporate entity.

What do you think about this, guys?

Source: Arkham

On August 10, the network processed 171.9 million daily transactions, excluding validator vote transactions, the highest level ever recorded.

Solana's non-vote transaction activity has been trending upward for months, with the network increasingly operating at levels that would have looked exceptional not long ago and that's an important distinction when evaluating blockchain growth.

Price can change in minutes based on sentiment, liquidity, or broader market conditions. On-chain activity tells a different story: how much users and applications are actually using the infrastructure.

Obviously, transaction count alone doesn't tell us everything about network health. But reaching a new all-time high while maintaining a broader upward trend is truly remarkable.

Big congratulations to the Solana team and community. The bar keeps moving higher.

Full post: https://x.com/everstake_pool/status/2087503032132989085

Vitalik Buterin has outlined an updated vision for Ethereum’s next phase, with many of the priorities aligning closely with the Ethereum Foundation’s evolving Strawmap.

The focus is becoming increasingly clear: Ethereum is trying to become simpler, more private, more scalable, censorship-resistant, and resilient against threats that may not even exist at scale today.

Some of the key priorities include:

• Privacy and censorship resistance becoming core protocol properties
• Quantum-resistant security designed to protect Ethereum for decades ahead
• A simpler protocol architecture, reducing unnecessary complexity
• Gas and blob futures, potentially making transaction costs more predictable
• Native rollups, with execution increasingly integrated directly at the L1 level
• Exploring more modern instruction sets instead of making the protocol permanently dependent on the EVM

What we find most interesting is that some of these ideas weren't technically realistic, or weren't even seriously considered just a few years ago.That says something important about Ethereum's development philosophy.

The goal isn't simply to optimize today's blockchain. It's to redesign parts of the system around the problems Ethereum expects to face 5, 10, or 20 years from now.

If this roadmap is executed successfully, Ethereum could end up looking very different from the network we know today while remaining compatible with the ecosystem built on top of it.

What do you think about this, guys?

The network processed 20,364,529 transactions in July 2026, making it the second-best month in entire history by transaction count. As new users, institutions, and Bitcoin-native applications continue to arrive, on-chain activity keeps pushing toward record territory.

We think that, it's a remarkable achievement for a network that has been operating for more than 17 years and continues to reach new milestones. Congratulations to everyone contributing to the Bitcoin ecosystem!

In July 2026, the network processed 72.37 million transactions, making it the second-highest monthly transaction count in Ethereum's history.

It's crazy that the network is reaching record levels of activity without the kind of euphoric market conditions that have historically driven transaction spikes. Instead, usage continues to grow through a combination of expanding L2 ecosystems, increasing on-chain applications, stablecoin activity, and a steady stream of users interacting with the network.

Transaction count isn't a perfect metric on its own, but it remains one of the clearest indicators of real network utilization. Sustained growth at this scale suggests that Ethereum's infrastructure continues to support an increasingly active and diverse ecosystem.

And right now, that story is one of continued adoption, expanding on-chain activity, and an ecosystem that keeps pushing new milestones.

Believe in somETHing.

Full post: https://x.com/everstake_pool/status/2084671156322197948

Solana co-founder Anatoly Yakovenko recently shared an interesting perspective on why traditional finance may increasingly move on-chain.

His argument is straightforward: global demand for U.S. equities continues to grow, but access remains uneven. Many investors still face limitations based on geography, market hours, settlement delays, or local financial infrastructure.

Blockchain offers a different model.

Instead of relying on fragmented financial systems, tokenized equities could provide:

• 24/7 market access, rather than being limited to traditional trading hours.
• Global participation, allowing investors from different regions to access the same markets more efficiently.
• Near-instant settlement, reducing the delays and complexity associated with conventional clearing systems.
• Greater transparency, with transactions recorded on a public ledger.

Yakovenko described blockchain as the latest and potentially inevitable attempt to connect global liquidity into a single financial network.

Whether Solana ultimately becomes the dominant platform for tokenized assets remains an open question, as several ecosystems are pursuing the same opportunity.

The next major chapter of blockchain adoption may be less about cryptocurrencies themselves and more about bringing traditional financial assets on-chain.

Full post: https://x.com/everstake_pool/status/2084288428838170690

On July 30, 2015, Ethereum launched with a simple but powerful idea: make blockchain programmable.

11 years later, it has become one of the most important networks in the industry and its evolution is far from over.

Ethereum has gone through major milestones, from the DAO era and the transition to Proof-of-Stake with The Merge to Shapella, Dencun, Pectra and Fusaka.

The scale today is remarkable:

• More than 37M ETH securing the network
• Nearly 1M active validators
• Around 30.5% of circulating ETH staked
• More than 50% of all ETH ever issued has passed through the Proof-of-Stake deposit contract

And Ethereum is still improving.

Glamsterdam is already on the roadmap for the second half of 2026, with upgrades designed to increase capacity and further strengthen the network.

At Everstake, we are proud to have run Ethereum validators since before The Merge, from the network's early phase.

11 years of building, upgrading and pushing blockchain technology forward.

Happy 11th anniversary, Ethereum. Here's to everything still ahead.

Crypto has a strange habit of using price as the ultimate scoreboard.

Price goes up, the network is “winning.” Price goes down, suddenly everyone starts questioning the fundamentals.

But network growth doesn't work that way. Over the past year, SOL is down 60.1%, yet some of Solana’s underlying activity has moved in the opposite direction:

• Stablecoin supply: +46.5%
• Transaction activity: +14.9%

That means the ecosystem is processing more activity and holding significantly more stablecoin liquidity despite the much weaker token price. And that's an important distinction.

Price reflects market expectations, liquidity, positioning, and sentiment. On-chain activity tells us what users and applications are actually doing.

The two can diverge for long periods of time. Solana may be down 60% on the chart, but the network itself hasn't stopped developing. More stablecoins are moving through the ecosystem, transaction activity is expanding, and more capital is being used on-chain.

Eventually, the market may or may not reflect that progress in the way people expect. ИBt the infrastructure doesn't wait for the price chart.

The interesting part is that Solana's next phase of growth could already be underway, long before the market decides to notice.

Full post: https://x.com/everstake_pool/status/2082811166464553450

The network has now surpassed 425.8 million unique addresses, adding another major marker to Ethereum’s long-term growth story.

Also, on January 11, 2026, Ethereum recorded its largest daily increase ever, with 590,961 new addresses created in a single day.

And this isn't just about hitting a bigger number on a chart. The continued growth in unique addresses shows that Ethereum is expanding its reach across users, applications, and different parts of the ecosystem.

More addresses don't automatically mean more unique people, of course, one person or application can control multiple addresses. But combined with sustained network activity, developer growth, and expanding use cases, its looking good, very good.

Ethereum keeps expanding its footprint, and it looks like the next milestone won't take long to arrive.

Full post: https://x.com/everstake_pool/status/2082506612216910233

As AI agents become more autonomous, they won't just generate information. They'll need to pay for compute, access data, use services, trade resources, and transact with other agents, often without humans approving every interaction.

And that's where the blockchain layer becomes interesting.

A decentralized AI economy needs infrastructure that isn't controlled by a single company or platform. Ethereum can provide several important primitives:

• Permissionless settlement — agents can exchange value without asking a central authority for permission.
• Programmable incentives — smart contracts can define payments, rewards, and penalties automatically.
• Trustless coordination — independent agents can interact without relying on a shared intermediary.
• Global access — the same settlement layer can be used by agents operated by completely different organizations.

Without a neutral economic layer, autonomous AI ecosystems could simply become another collection of centralized platforms where one company controls the rules, payments, and access.

With Ethereum, the possibility is different: AI agents could interact economically based on code-defined rules rather than corporate relationships.

As Vitalik Buterin has pointed out, more decentralized AI means different systems controlled by different parties will need a way to interact and that interaction requires an economic layer.

The interesting question isn't whether AI and blockchains will intersect. It's how much of the future AI economy will actually need Ethereum underneath it.

Full post: https://x.com/everstake_pool/status/2081776289329926536

Over the past 30 days, Ethereum's share of the total crypto TVL (Total Value Locked) has grown from 53% to 54.39%.

At first glance, an increase of just over 1 percentage point might not sound particularly significant. But when a network already secures more than half of all value locked across the crypto ecosystem, gaining additional market share becomes increasingly difficult.

That's what makes this move noteworthy.

The broader blockchain ecosystem continues to evolve rapidly, with new networks, applications, and use cases emerging every year. Competition remains strong, and that's ultimately a positive force for the industry—it pushes every ecosystem to innovate faster.

Yet despite that growing competition, Ethereum is expanding its share rather than losing it.

TVL isn't the only metric that matters, but it remains one of the clearest indicators of where capital chooses to live and where decentralized financial activity is concentrated.

These are exactly the kinds of trends we'll be discussing with the broader Web3 community at Rare Evo 2026, one of the largest blockchain conferences in the US.

Our team will be there throughout the event, with David Kinitsky, Chief Corporate Development Officer, and Garrett Grinnell, Senior Business Development Manager (US), representing Everstake.

If you'll be in Las Vegas on July 28–31, we'd love to connect, exchange ideas, and talk about Ethereum, staking, and where the industry is headed.

Full post: https://x.com/everstake_pool/status/2080311692412535260

One of the more interesting discussions in recent weeks came from Real Vision founder Raoul Pal and Etherealize co-founder Danny Ryan, who shared their perspectives on why Ethereum continues to attract institutional attention.

Their core argument is simple: large financial institutions don't choose infrastructure based on hype. They optimize for longevity, resilience, and operational certainty.

Banks aren't looking for the newest blockchain every market cycle. They're looking for infrastructure they can rely on for decades.

Ethereum has now been operating continuously for nearly a decade, securing hundreds of billions of dollars in value while supporting thousands of applications, stablecoins, tokenized assets, and financial protocols. Over that time, it has evolved into one of the most decentralized and battle-tested blockchain networks in existence.

Danny Ryan also emphasized a point that is often misunderstood: decentralization isn't just a philosophical ideal. For institutions, it's a technical feature.

A globally distributed validator set, multiple independent client implementations, and the absence of a single point of failure create the kind of resilience that critical financial infrastructure requires. The harder a network is to stop, censor, or control, the more attractive it becomes for systems that need to operate continuously.

Ethereum also benefits from the largest developer ecosystem in crypto. Thousands of builders continue improving the protocol, expanding Layer 2 infrastructure, and creating applications that reinforce Ethereum's network effects over time.

None of this means institutional adoption happens overnight. But infrastructure transitions rarely do.

They happen gradually, one integration, one pilot program, and one institution at a time. Looking at Ethereum's technical maturity, developer ecosystem, and growing role in global finance, it's becoming increasingly clear why so many organizations continue building on the same foundation.

Full post: https://x.com/everstake_pool/status/2079916185760506158

Wrapped Ethereum (WETH) just recorded 113,000 whale transactions worth more than $100,000 in a single week, the highest weekly level since May 2021.

WETH sits at the center of Ethereum's DeFi ecosystem. It's used across decentralized exchanges, lending protocols, derivatives, and countless smart contract applications. Because of that, large movements in WETH often provide a clearer view of on-chain capital flows than price alone.

A spike of this magnitude suggests that large market participants are becoming significantly more active across the Ethereum ecosystem.

And over the past months, Ethereum has continued to strengthen across multiple fronts. Spot ETH ETFs have been attracting steady inflows, institutional participation continues to expand, Layer 2 networks are onboarding more users than ever, and an increasing number of companies are adding ETH to their corporate treasuries. New ecosystems, including Robinhood Chain, also rely on ETH as their native gas asset, extending Ethereum's economic reach beyond the mainnet itself.

Of course, whale activity alone doesn't predict future price movements.

But when capital flows reach a five-year high while adoption, infrastructure, and institutional demand are all moving in the same direction, it's a strong indication that Ethereum's fundamentals continue to improve beneath the surface.

Full post: https://x.com/everstake_pool/status/2079612464434446621

The network processed $5.8 billion in tokenized asset volume during Q2 2026, representing an impressive 114% quarter-over-quarter increase.

But the headline number isn't the only thing worth paying attention to.

One of the most encouraging trends is how the ecosystem is evolving. While tokenized equities have become the largest category, growth is no longer concentrated in a single segment. Credit products, commodities, and other real-world assets are also seeing meaningful adoption, creating a more diversified and resilient tokenization ecosystem.

The early stages of any new market are often driven by one standout use case. As additional asset classes gain traction, it becomes a sign that the underlying infrastructure is capable of supporting a much broader financial ecosystem.

For Solana, this reflects more than just higher transaction volume. It highlights the network's ability to support applications that connect traditional financial assets with on-chain infrastructure at scale.

Real-world asset tokenization is still in its early innings, but adoption continues to accelerate across the industry. If this trend continues, Solana is positioning itself as one of the key blockchain networks for the next generation of tokenized finance.

Full post: https://x.com/everstake_pool/status/2079581224775843942

As you know guys, most discussions focus on price, but one of Bitcoin's most important on-chain metrics is moving in the opposite direction.

A record share of the total BTC supply is now held by long-term holders, participants who continue accumulating and holding their coins instead of selling them back into the market.

Historically, this has been one of the most interesting phases of a market cycle.

As more Bitcoin moves into long-term storage, the amount of liquid BTC available on exchanges and in active circulation gradually declines. That changes the network's supply dynamics in a meaningful way. Less liquid supply means a larger portion of Bitcoin is effectively removed from day-to-day market activity.

What's particularly notable is that this milestone comes during a relatively quiet period for the market. Long-term conviction continues to grow, supply becomes increasingly scarce, and the structure of the Bitcoin network keeps improving regardless of short-term market sentiment.

It's a familiar narrative. But, last week, Ethereum processed 18,658,277 transactions, making it the third-highest weekly transaction count in the network's history.

What makes this milestone particularly interesting is the context.

We're not in the middle of a euphoric bull market or a period of extreme speculation. Market activity has been relatively calm compared to previous cycles. Yet Ethereum is still processing transaction volumes that were once only seen during the most active moments in crypto history.

That suggests something fundamental has changed.

DeFi, stablecoins, L2s, tokenization, payments, and countless on-chain applications continue generating activity regardless of short-term market sentiment. Ethereum's usage has become broader, more diversified, and increasingly resilient.

Price often dominates the conversation because it's the easiest metric to follow.

But network activity tells a deeper story.

Infrastructure continues to improve. Developers continue to build. Users continue to transact. And Ethereum continues to reach new milestones, even when the headlines suggest otherwise.

Sometimes the most important growth happens when nobody is paying attention.

Believe in somETHing.

Full post: https://x.com/everstake_pool/status/2078110091723595856

For a relatively new Ethereum Layer 2, that's a significant milestone.

The network processed 68.7 million transactions, while DEX volume reached $2.4 billion. These aren't the metrics of a network driven by short-term curiosity alone. They suggest that users are actively interacting with applications, trading assets, and participating in the ecosystem on a consistent basis.

Anyone can launch a network and attract wallet creations for a brief period. Sustaining activity is much harder. Active addresses, transaction volume, and on-chain liquidity together provide a much clearer picture of whether an ecosystem is gaining real traction.

For Ethereum, this is another positive signal. Every L2 that successfully attracts developers, users, and liquidity helps extend the capabilities of the broader ecosystem. Instead of competing with Ethereum, L2s expand its capacity, reduce costs for users, and make the network more scalable.

It's another sign that Ethereum's Layer 2 ecosystem continues to grow, mature, and support increasing levels of real-world on-chain activity.

Full post: https://x.com/everstake_pool/status/2077814836574970002