Centered Exchange ETH Holdings Hit 9-Year Low as Oklahoma Eyes Bitcoin for Public Reserves

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The cryptocurrency market continues to evolve with pivotal developments across on-chain metrics, regulatory movements, and infrastructure advancements. Ethereum’s exchange reserves have dropped to their lowest level in nearly a decade, signaling shifting investor behavior, while U.S. state-level interest in Bitcoin as a public treasury asset gains momentum. This article explores these trends, highlights key token performances, and examines emerging innovations shaping the future of Web3.

Market Overview: BTC Dips Slightly, ETH Gains Momentum

👉 Discover how institutional adoption is reshaping crypto markets—explore real-time data and insights here.

Key Cryptocurrencies Gaining Traction

Alchemist AI (ALCH)

ALCH surged nearly 37.8% with a market cap of $80.69 million. As a blockchain-AI hybrid platform, Alchemist AI delivers intelligent trading tools, automated strategies, and data analytics for Web3 users. Its recent launch of the AI Shared Cloud—enabling custom asset uploads and integration with Google's Gemini model—has significantly enhanced user engagement and developer activity.

This upgrade strengthens ALCH’s utility across DeFi, NFTs, and GameFi, directly fueling demand for the governance token and reinforcing its position as a leader in AI-powered decentralized finance.

NAVI Protocol (NAVX)

NAVX climbed 23.55%, reaching a $47.93 million market cap. Built on the Sui network, NAVI Protocol offers efficient and secure lending services through dynamic interest rates and multi-asset collateralization. The completion of its Ondo Campaign reward distribution boosted user participation and ecosystem visibility.

With plans to expand DeFi opportunities on Sui, NAVI is positioning itself as a foundational lending layer in the emerging modular blockchain landscape.

Hive (HIVE)

HIVE rose 18.08% to a $129 million valuation. Originally forked from Steem, Hive operates as a censorship-resistant social blockchain with zero transaction fees and fast processing speeds. Recent announcements of global community initiatives—such as building water wells in Ghana and providing clean water infrastructure in Venezuela—have amplified its humanitarian narrative.

These grassroots efforts enhance brand loyalty and investor confidence, demonstrating how decentralized platforms can drive real-world impact.

Critical On-Chain Developments

CEX ETH Holdings Drop to 8.97 Million—Lowest Since 2015

According to CryptoRank, centralized exchanges now hold just 8.97 million ETH, the lowest since November 2015. This long-term decline reflects a growing trend of investors moving assets to self-custody wallets, reducing potential sell-side pressure.

However, this bullish structural shift hasn’t translated into price strength. Ethereum remains range-bound due to weakening fundamentals:

Despite tighter supply dynamics on exchanges, on-chain demand has yet to recover. The market appears to be in a phase of观望 (observation), awaiting macro catalysts or protocol-level upgrades to reignite momentum.

Euler Finance Reaches $1B in Deposits Post-Security Incident Recovery

Euler Finance has achieved a milestone with over **$1 billion in deposits** and a TVL of $542 million—both all-time highs. This resurgence follows its recovery from a $197 million exploit in March 2023, where stolen funds were largely recovered by April 2023 thanks to coordinated efforts and rising ETH prices.

Euler’s comeback underscores strong trust in its permissionless lending model and governance resilience. As one of the few protocols to rebound successfully after a major hack, it reinforces the importance of transparency and community alignment in DeFi.

Ethena’s USDtb Surpasses $1B Supply—Backed by Tokenized U.S. Treasuries

USDtb, Ethena Labs’ synthetic yield-bearing stablecoin, has surpassed $1 billion in circulation, with over 70% of its backing allocated to BlackRock’s tokenized U.S. Treasury fund BUIDL via DeFiLlama data.

Unlike traditional fiat-collateralized stablecoins, USDtb generates yield through delta hedging and exposure to real-world assets (RWA). This innovative model aligns with growing demand for safe, yield-generating on-chain instruments.

The integration of institutional-grade assets like BUIDL validates the scalability of tokenized finance and signals a broader shift—from stablecoins merely pegged to fiat toward those anchored in sustainable yield streams.

👉 See how next-gen stablecoins are redefining yield strategies in DeFi today.

Emerging Innovations Shaping Web3’s Future

Berachain Launches Proof-of-Liquidity (PoL) Governance System

Berachain has officially launched its Proof-of-Liquidity (PoL) mechanism—an innovative governance model that rewards liquidity providers with BGT tokens without requiring staking locks.

By aligning DeFi liquidity incentives with decentralized governance, PoL enhances capital efficiency and lowers participation barriers. Initial rewards focus on DEX liquidity pools, with plans to expand into broader treasury distributions.

This approach could set a new standard for layer-1 ecosystems aiming to bootstrap both liquidity and community-driven decision-making simultaneously.

Oklahoma House Passes Bill to Include Bitcoin in Public Reserves

In a landmark move, the Oklahoma House of Representatives approved a bill allowing up to 10% of public funds to be invested in Bitcoin or digital assets with a market cap exceeding $500 billion.

If enacted, this would make Oklahoma one of the first U.S. states to formally recognize Bitcoin as a legitimate treasury reserve asset—joining El Salvador and corporate adopters like MicroStrategy.

This legislative step reflects growing institutional confidence in Bitcoin’s role as an inflation hedge and portfolio diversifier. It may inspire similar proposals across other states, accelerating crypto’s path toward mainstream financial integration.

Nillion Alpha Mainnet Goes Live: Advancing Privacy Computing Infrastructure

Nillion has launched its Alpha mainnet, opening access for developers to build privacy-preserving applications using secure multi-party computation (MPC). The network enables data collaboration without exposing raw information—critical for AI training, healthcare analytics, and cross-chain identity solutions.

As privacy becomes a cornerstone of Web3 adoption, Nillion’s infrastructure fills a vital gap in enabling compliant, high-performance computation on decentralized networks.

Funding Highlights: $46M Raised Across Infrastructure & DeFi

Three projects secured funding totaling $46 million:

These investments highlight growing confidence in modular architectures, re-staking primitives, and the convergence of crypto with traditional financial services.

Upcoming Airdrop Opportunity: Wayfinder AI Agent Framework

Wayfinder is developing an AI agent framework designed to automate complex Web3 tasks such as interacting with DEXs or managing NFT portfolios. Through its "Pathways" system, users can guide AI agents via instruction sets to execute specific on-chain actions—making advanced interactions accessible even to non-technical users.

The project has allocated 40% of its total supply for community distribution:

To participate:

  1. Register on Wayfinder’s official app
  2. Complete social tasks to earn points

Note: Airdrop details may change; always verify through official channels before participating.


Frequently Asked Questions (FAQ)

Q: What does low ETH supply on exchanges mean for investors?
A: Reduced exchange holdings typically indicate strong holder conviction and lower sell pressure—a historically bullish signal. However, price impact depends on concurrent demand drivers like network usage or macro conditions.

Q: Is Oklahoma’s Bitcoin reserve bill already law?
A: No—it has passed the House but still requires Senate approval and gubernatorial signature before becoming law. Its passage would mark a significant precedent for U.S. state-level crypto adoption.

Q: How does Ethena’s USDtb generate yield without fiat backing?
A: USDtb uses delta-hedged futures positions and allocations to tokenized U.S. Treasuries (like BUIDL) to create synthetic yield—effectively decoupling stablecoin returns from traditional banking systems.

Q: Can I trust projects offering free token claims?
A: Always exercise caution. Verify official links independently and never share private keys. Legitimate airdrops never require upfront payments or wallet access.

Q: Why is privacy computing important for Web3?
A: It enables secure data sharing without compromising confidentiality—essential for enterprise adoption in finance, healthcare, and AI applications where compliance and security are paramount.

Q: Are institutional investments in crypto increasing?
A: Yes—evidenced by ETF inflows, tokenized asset growth (e.g., BUIDL), and state-level treasury proposals—all pointing toward deeper integration of digital assets into mainstream finance.

👉 Stay ahead of the curve—track institutional flows and emerging trends shaping crypto’s future now.