Odaily 보도에 따르면, Sharplink, BlockUnion, ETH HK Hub가 공동 발기하고 Lido Institutional이 협력하는 Ethereum Ecosystem Summit이 2026년 10월 8일 싱가포르에서 개최됩니다. 이번 서밋은 이더리움 생태계 빌더, 금융 기관, 투자자 및 온체인 인프라 팀을 대상으로 하며, 이더리움의 장기적 가치, 기관 채택 및 에이전트 금융의 발전 방향을 집중적으로 논의합니다.이더리움 공동 창립자이자 Consensys 창립자인 Joe Lubin이 참석을 확정했으며, Sharplink CEO Joseph Chalom과 함께 "이더리움 10년, 하나의 아이디어에서 개방형 금융의 미래로"를 주제로 화상 대담을 진행하여 이더리움의 지난 10년 발전을 되돌아보고 개방형 금융의 다음 단계를 논의할 예정입니다.TOKEN2049 기간 중 이더리움 생태계에 초점을 맞춘 고규격 행사 중 하나인 이번 서밋은 세 가지 핵심 의제를 중심으로 진행됩니다. 여기에는 이더리움의 장기적 가치, 인프라와 신뢰할 수 있는 중립성, 기관 재무, 자산 토큰화와 온체인 인프라, 그리고 스테이블코인, 토큰화 자산, 즉시 결제 및 자율 상거래로 구성된 에이전트 금융 기술 스택이 포함됩니다.또한 이번 총회는 SNZ, EthSystems, EthLabs, Ethereum Institutional, HashKey Capital 및 Ethereum Singapore 등 생태계 파트너의 지원을 받았으며, 이더리움 인프라, 유동성 스테이킹, 디지털 자산 커스터디, 결제 및 온체인 금융 등 분야의 대표자들을 초청하여 논의에 참여시킬 예정입니다. 더 많은 연사와 전체 의제는 추후 공개될 예정입니다.

Odaily Planet Daily News: Ethereum software company Consensys has announced the spin-off of its flagship wallet MetaMask into an independent entity, with founder Joe Lubin serving as CEO. The original Consensys has been renamed as a new entity focused on institutional protocols and Ethereum software, led by longtime executive Mike Kriak. Joe Lubin stated that the split was due to MetaMask's consumer business value accumulating at a pace far exceeding that of other business divisions. MetaMask has expanded from an Ethereum wallet into a platform supporting multiple assets and Mastercard debit card payments, and has also launched businesses such as perpetual contracts and prediction markets.

Odaily星球日报讯 블록체인 회사 Consensys는 올해 초 제3자 서비스 제공업체를 통해 Tyler Knapp이라는 가명을 사용하는 소프트웨어 개발자를 영입했으며, 이후 조사 결과 그가 북한과 연계된 것으로 밝혀졌습니다. 해당 개발자는 컨설턴트로 협력했으며, 약 한 달간 Consensys의 일부 시스템에 접근할 수 있었습니다. Consensys의 총괄 법률 책임자 Matt Corva는 Tyler Knapp이 회사 직원이 된 적은 없다고 밝혔습니다. 회사는 위협을 발견한 후 그의 접근 권한을 차단하고 전면적인 조사에 착수했으며, 자산이나 데이터 유용, 악성 코드 배포가 없었고 사용자 보안에 영향을 미치지 않았음을 확인했습니다. 이 사건 이후 Consensys는 제품 출시를 일시 중단하고 조사를 진행했습니다. Matt Corva는 회사가 엔지니어링 및 개발 업무 아웃소싱 관행을 재평가할 것이라고 밝혔습니다.

Odaily Planet Daily News: Former Ethereum Foundation researcher and Ethlabs member Ansgar Dietrichs said on Laura Shin’s Unchained podcast that after failing to break through $5,000 in five years, ETH still lacks a clear value narrative. Ethlabs was established on June 22, founded by five former Ethereum Foundation researchers, and is supported by Bitmine, Sharplink, and Consensys founder Joe Lubin. On-chain analytics firm Cryptoquant stated that currently over 32% of the ETH supply, approximately 39.5 million ETH, is being staked, while exchange balances continue to decline. The firm also noted that Ethereum’s daily active addresses and smart contract activity have set records, but the ETH price has fallen more than 50% from its high in this cycle.

Odaily reported that MetaMask has announced the launch of a new self-custodial account called "Money Account," which integrates stablecoin yield, payment consumption, and trading functions into a single wallet system, further driving its transformation into a comprehensive financial platform. The product was released by Consensys, built on the Monad blockchain, with the core asset being the U.S. dollar-pegged stablecoin mUSD. Users can earn a floating annualized yield of up to approximately 4% while holding assets, with funds automatically allocated to decentralized lending protocols like Morpho, and future integrations will include Aave.Unlike traditional DeFi products, this account does not require manually moving funds between protocols. Yields automatically take effect after deposit and can be directly used for trading functions such as token swaps, perpetual contracts, and prediction markets. (CoinDesk)

Odaily Planet Daily News Goldman Sachs stated that while the U.S. IPO market has significantly recovered in 2026, the current enthusiasm remains notably lower than the speculative frenzy during the internet bubble period. Data shows that as of 2026, about 50 companies in the U.S. have completed IPOs, double the number from the same period last year; the total financing amount has reached approximately $120 billion, nearing the full-year record level of 2021.Goldman Sachs Chief U.S. Equity Strategist Ben Snider pointed out that this IPO recovery is more of a "normal cyclical rebound," driven by factors including a wave of large companies going public and rising capital expenditure needs related to artificial intelligence. However, he emphasized that compared to the 2000 internet bubble and the 2021 market frenzy, the current market still lacks extreme speculative issuance volume. Over the past 25 years, the average annual number of U.S. IPOs has been about 100, while in 2021 it exceeded 250, and in 1999 it was closer to 400.At the same time, market structure has also shown divergence: the IPO process for crypto companies has notably slowed down, with firms including Kraken parent company Payward, Consensys, Ledger, and Grayscale all delaying or suspending their listing plans. Analysts pointed out that funds are flowing more towards AI and technology sector IPOs, including potential or highly anticipated issuances like OpenAI and SpaceX, which is periodically squeezing the market heat for crypto assets. While the current market still exhibits "early-stage bubble characteristics" such as high valuations and the AI-dominated investment theme, in terms of IPO volume, there remains a clear gap compared to historical frenzy phases, and the overall situation is closer to a structural recovery rather than a full-fledged speculative cycle. (CoinDesk)

Odaily星球日报讯 以太坊联合创始人、Consensys 创始人兼首席执行官 Joseph Lubin 在 X 平台发文表示，自由市场资本主义是最佳制度，但通过共享协议，基础经济层有望融入“集体资本主义”特征。Joseph Lubin 认为，世界需要一个真正可信中立的全球协调与数字资产结算平台，而目前仅有以太坊具备这一能力，其核心优势在于大规模且严谨的去中心化设计。他表示，未来将有更多可信中立且资金充足的组织与以太坊基金会共同推动生态发展，重点覆盖以太坊主网、Layer2 及私有以太坊三大领域。这些网络未来将实现实时可组合，ETH 也将在整个扩展以太坊生态中自由流动。

Consensys CEO Joseph Lubin said that Ethereum is expected to develop into a protocol fully based on zero-knowledge proofs (ZK Proofs) within the next 3 to 5 years. This would not only optimize the main chain but also enhance the composability between Ethereum and Layer 2 networks. Lubin stated his support for the "Rollup-centric roadmap," believing that by strengthening Layer 1, introducing the "Lean Ethereum" initiative, and promoting ZK proofs, the Ethereum base layer can be significantly upgraded. Lean Ethereum aims to achieve over 10,000 transactions per second while maintaining a high degree of decentralization on the mainnet, and to support privacy and quantum-resistant computing solutions.Regarding Layer 2, Lubin pointed out that ZK technology is already enabling real-time proving in some L2 networks. He plans to extend this capability to Layer 1, eventually transitioning to a fully ZK-based core protocol supported by multiple provers. For example, projects like Consensys' Linea chain and Gnosis are using zero-knowledge proofs to achieve synchronous transactions across networks, which could potentially eliminate the need for bridges and unify fragmented liquidity.Lubin emphasized that the initial "differentiation phase" of the Rollup roadmap is intended to provide an experimental space for Layer 2 technologies. Although this might fragment liquidity in the short term, it lays the foundation for Ethereum's future infinite scalability and technological iteration. He believes that some L2 technologies will become systemically important components, and this exploration process is necessary.Additionally, Lubin addressed recent personnel changes at the Ethereum Foundation (EF) and rumors of a "Second Foundation." He stated that there will be no Second Foundation. The EF will continue to focus on core protocol development, usability and scalability, and institutional partnerships. At the same time, it will support at least three independent teams spun off from the EF to focus on protocol, user experience, and institutional outreach work. (The Block)

Odaily星球日报讯 이더리움 공동 창립자이자 Consensys CEO인 Joe Lubin은 최근 이더리움 재단의 인력 감축, 예산 삭감 및 리더십 개편이 위기가 아니라 조직의 필수적인 진화라고 밝혔습니다. Lubin은 인터뷰에서 이더리움 재단이 핵심 프로토콜 기술과 가치를 수호하는 데 집중해야 하며, 채택, 생태계 확장 및 기관 협력과 같은 임무는 다른 조직이 수행해야 한다고 지적했습니다. 중립성과 신뢰성을 유지하는 것이 상업적 이익과 개발자 간의 갈등을 피하는 데 매우 중요하며, 대중이 재단의 기능에 대해 오해를 가지고 있다고 덧붙였습니다. EF의 임무는 이더리움 프로토콜을 유지하는 것이지, 상업화나 시장 경쟁 전략을 주도하는 것이 아닙니다.Lubin은 또한 이더리움의 미래는 단일 기관의 리더십이 아닌 여러 조직이 공동으로 생태계를 형성할 것이라고 말했습니다. 그는 이더리움을 쇠퇴하고 있다는 주장을 일축하며 네트워크가 여전히 꾸준히 발전하고 있으며, 수년간의 확장 노력이 자율 AI 에이전트의 온체인 거래 및 기관 사용 증가를 포함한 차세대 채택을 위한 기반을 마련하고 있다고 지적했습니다. 이더리움 재단의 초점 축소는 프로토콜이 차세대 애플리케이션을 지원할 수 있도록 보장하고, 새로운 조직이 홍보 및 상업화 작업을 담당하게 하기 위한 것입니다.Lubin은 다음 물결이 지능형 에이전트 경제가 될 것이며, 인간-기계 하이브리드 시스템이 거래를 위해 이더리움의 인프라를 사용할 것이라고 지적했습니다. 이더리움 재단의 구조조정은 건강한 제도적 최적화이며, 탈중앙화된 상태에서 이더리움의 안정적인 발전을 유지하고 미래의 기술 및 비즈니스 혁신을 맞이하는 데 도움이 될 것입니다. (CoinDesk)

Odaily Planet Daily News: Former ConsenSys ambassador Russell Verbeeten (@rverbee) has started transferring large amounts of ETH after a year of inactivity. 7 hours ago, he withdrew 20,426 ETH (worth approximately $37.26 million) from Aave and then distributed it to 10 new addresses. 4,144 ETH from one of these addresses has already been deposited into an exchange, while the remaining tokens have not yet been transferred or sold.According to analysis, the source of these ETH funds can be traced back to 10 years ago, with a cost as low as $5.6 per coin.