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Cookie DAO 🍪 (@cookiedotfun): Attention on CT shifted sharply this week toward narratives with visible traction and real-world signals. MegaETH, LayerZero, and the onchain collecti…

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Attention on CT shifted sharply this week toward narratives with visible traction and real-world signals. MegaETH, LayerZero, and the onchain collectibles narrative led the gains as builders shipped products, institutions surfaced around infrastructure, and a new asset class started entering crypto rails. → @megaeth: Mainnet momentum MegaETH saw the largest spike after a week of rapid ecosystem developments. The highest-signal tweet across all tracked tags came from PaperImperium joining as Economics Lead, Senior hires rarely drive that level of engagement unless the ecosystem already has credibility. At the same time, capital started flowing in. MegaETH reached $135M TVL in under four weeks, placing it just outside the top 30 chains globally, with $4M in ETH bridged via Bungee in a single transfer. On the application side, World Market launched as a backend-free DEX on MegaETH’s 40K TPS infrastructure, while Ethena crossed $130M in native stablecoins across the ecosystem. → @LayerZero_Core : Institutional cluster LayerZero’s signal spike came from a cluster of institutional validation events landing in the same week. The protocol hosted a panel with executives from DTCC, Citadel Securities, and ICE, while Tether confirmed an investment in LayerZero Labs. At the same time, PayPal transfer volume on LayerZero reached a new monthly high, circulating widely as proof of real-world adoption beyond crypto-native apps. Reports that Citadel was accumulating $ZRO added to the institutional narrative. → @zora / Onchain collectibles: the unexpected narrative The third-largest signal increase came from a niche but growing narrative: trading cards and collectibles moving onchain. Projects are beginning to tokenize physical collectibles such as graded sports cards and Pokémon trading cards, while platforms like Collector Crypt are expanding into new markets. Threads circulating on CT pointed to the $18B global trading card market as a potential DeFi primitive once tokenized. The framing gaining traction: trading cards functioning as capital markets, with programmable liquidity and fractional ownership enabled by onchain rails.

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