1/ Medici is tapping into the brainpower of our network

Each week, we spotlight insights from across the community - from market calls to research drops.

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‍This week’s highlights 🧵

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2/ Market Pause After ATHs

‍@re7capital highlights key structural signals in the market - from BTC/ETH retests to RWA-driven DeFi growth.

“Total crypto market cap just touched $3.95T and has since cooled. Both BTC and ETH are retesting key breakout lines. Historically, this sort of corrective phase inside a broader upward channel has been constructive rather than terminal.

Coinbase premium anomaly — BTC is trading at its highest Coinbase premium since late 2024. Normally that premium aligns with strong upward moves driven by institutional demand. The fact that it’s happening during sideways/corrective action suggests sustained TWAP buying by large digital asset treasuries (DATs), reinforcing steady institutional flows.

Altcoin relative strength — The altcoin market cap relative to BTC has broken out of a three-year downtrend, which could signal a regime shift where capital begins rotating more meaningfully beyond BTC.DeFi + RWAs = new cycle driver — Total value locked in DeFi just crossed $200B for the first time, powered by $26B of RWAs now represented on-chain. Unlike the last cycle, this is a secular adoption trend—bringing real cash-flowing assets into DeFi ecosystems.Narrative shift — The RWA theme is now becoming the connective tissue between TradFi and DeFi. Institutional allocators increasingly see tokenized Treasuries, stablecoins, and vault strategies not as experiments but as part of mainstream portfolio construction.”

More here: https://x.com/Re7Labs/status/1957770315985015168

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3/ The Knowledge Bazaar

‍@pangacapital shared an insightful report on building a decentralized knowledge layer for AI agents 👉

https://x.com/pangacapital/status/1952572444038045822

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4/ ETH as Digital Oil

‍@etherealize_io published The Bull Case for ETH report in June.

The report argues: "ETH as digital oil, and why valuing it like a tech stock is the wrong way to look at it"

Full report here: https://ethdigitaloil.com/

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5/ RWA x AI

‍@avestime of @chainopera_ai wrote his latest piece exploring RWA tokenization x decentralized AI, and how these two trends can reinforce each other in the next phase of adoption.

Full article: http://bit.ly/45MmMT5

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6/ Follow us to stay plugged in. More next week. 🚀