ZKsync (ZK)

Q1 was about laying the groundwork for Institutional adoption. Q2 will compound. https://t.co/yWfaeH5JUf

The most painful thing over the past 2 years: watching $ZK (and most alts) bleed while my airdrop value keeps getting diluted 😭. This isn’t just ZK — it’s the entire alt market. Same charts. Same problem. Tokenomics. Who’s thought vesting 70–90% of supply was a good idea? Look at the old top projects: ETH = 100% unlocked at TGE. BNB = 68%. TRX = 66%. ADA = 69%. (only real outlier is SOL). Now compare that to today: how do you expect long-term growth if supply can 3x in a few years? That’s not investing — that’s fighting dilution. Long‑term holding just stops making sense. A better model: – unlock everything at TGE. – vest only the team (with KPIs). – no locked VC supply. Yes, FDV would be lower. But it actually gives the asset room to grow. And then people talk about “crypto adoption”? What …

Crypto has a really bad retention problem. Below is a chart of active traders on each chain. It’s fallen off a cliff. And it’s not just a bear market phenomenon. Ppl were leaving in the bull too, as if they didn’t like the product itself. How are we going to get ppl to come back? https://t.co/nmcD4Yz7WT

🤷Except this one coin, everything else is crime pumping 🤔Do u Remember $ZK? https://t.co/Et2wfUKWa9

Institutional interest is blowing up. We've reached the stage where chain, dead or alive, are being measured by whether their teams are pumping memecoins. The total market cap has barely touched the last highs from 2021, and that's exactly where the transition happened. ZKsync understood early that the future lies with institutions, not with pumping random tokens that appear on its chain. It's never easy when an entire narrative shifts, but it's necessary. The new money coming is not from retail but from institutions. Very few people realize how huge the banking sector is. The total addressable market for tokenized deposits is $100 trillion + globally, with hundreds of billions of transfers happening yearly. Everything can capture a fee, even turning an on-chain deposit or converting a traditional transfer into an on-chain transaction and that adds up to billions of dollars per year. And that's why you'll see more beef on the timeline about the best solution for institutions. More companies will jump on the trend, but don't forget ZKsync saw this potential years ago, worked toward it, and it's happening now.

See you Wednesday, @TheTieIO 🔺!!

Discussing with @BowTiedGolem today the latest ZKsync news and upcoming updates. Tune in https://t.co/QVREPGqvw1

Layer 2 Real-World Partnerships, 2025 Recap Traditional finance is building on L2s, here's the full picture: $ZK (zkSync): → Deutsche Bank — tokenized fund issuance via Project Guardian → Citi, UAE Central Bank, U.S. Government, CNV Argentina all onboarded → Sovereign and institutional infrastructure going live on ZK rails $POL (Polygon): → Stripe enabled onchain merchant payments, processing $75M+ in 2025 → Nike and Starbucks scaled loyalty and NFT programs → DeCard integration reaching 150M+ merchants globally $ARB (Arbitrum): → PayPal PYUSD expanded to Arbitrum for low-cost multi-chain payments → Robinhood tokenized U.S. equities and ETFs live on Arbitrum → Mawari XR streaming and MiL.k loyalty platform integrations confirmed $STRK (Starknet): → Circle native USDC + CCTP V2 live for regulated stablecoin settlements → Ejara (Africa) and Chipi Pay (Mexico) for financial inclusion → Ubisoft partnership for gaming education onchain $MNT (Mantle): → Backed brings NVDAx, AAPLx, MSTRx tokenized equities onchain → 24/7 trading for U.S. stocks via Bybit and Backed collaboration $OP (Optimism): → Enterprise OP Stack chains adopted by traditional fintech for managed L2s → Institutional scalability driving non-crypto volume growth $BLAST: → RWA yield integrations with traditional asset managers → BLAST Esports partnership for gaming engagement $IMX: → Traditional IP holders scaling onchain collectibles and loyalty programs → Gaming and NFT infrastructure becoming RWA-adjacent brand layer $METIS: → Enterprise DAO and RWA pilots with traditional business infrastructure → Decentralized corporate use cases expanding The line between TradFi and DeFi is not blurring anymore. It has already disappeared. Every major L2 now has a real-world institution building on it

Drift protocol might take a long time to recover from the hack… Last month I curated a list of major crypto projects that have short down If you take the time to read it you’ll notice the main cause of this issue : -protocol hacks. Whenever a DeFi platform is attacked the industry takes five steps backwards and in most cases the project never recovers.