Canton Network (CC)

$LDO - One thing I keep coming back to when looking at Lido is how different the protocol is from the token itself. As a protocol, Lido remains one of the most important pieces of Ethereum infrastructure and continues to play a central role in Ethereum staking. Today, more than $20B of assets sit inside the ecosystem, stETH remains one of the most widely integrated assets across DeFi, and annualized protocol fees are approaching ~$579M. That is a level of scale very few DeFi protocols have managed to reach. More importantly, stETH has evolved far beyond a simple liquid staking token. Over time it has become a core building block across lending markets, DEXs, yield strategies, collateral systems, and an increasing number of cross-chain applications. Few DeFi assets benefit from that level of network integration. What makes Lido particularly interesting is that its growth does not depend on a single narrative. Several long-term trends continue to support demand for liquid staking infrastructure: > Ethereum staking continues expanding as more ETH moves into productive on-chain yield strategies and network participation increases. > Institutional participation continues growing, bringing additional capital and reinforcing the need for scalable staking solutions. > Tokenized assets continue moving on-chain, creating more opportunities for liquid staking assets to be used across DeFi ecosystems. At the same time, @LidoFinance still faces a structural problem that investors should not ignore. Protocol economics look strong, but token economics look much weaker. Nearly all staking revenue flows toward validators and stakers, while direct value capture for $LDO hodlers remains limited. That is probably the biggest reason why protocol strength and token performance have diverged for such a long period. Another factor worth monitoring is competition. > Restaking protocols, particularly #EigenLayer and the broader restaking ecosystem, are gradually creating new destinations for #ETH capital and attracting increasing market attention. > #Lido remains dominant today, but maintaining that position becomes more challenging as Ethereum staking infrastructure grows increasingly competitive and diversified. From my perspective, #Lido remains one of the strongest protocols in DeFi. It combines a strong product, powerful network effects, and meaningful revenue generation at a scale that few competitors can match. The question moving forward is less about whether Lido can continue growing. The real question is whether more of that economic value eventually finds its way back to $LDO holders through stronger token value accrual mechanisms. Framework Rating: 3.9/5 ⭐ Protocol Quality (5/5) | Revenue (4.5/5) | Network Effects (5/5) | Token Capture (2/5) | Competitive Position (3/5)

the RWA sector continues to explode as holders hit 917K 👀 1️⃣ $CC - raised $355M led by a16z. Apollo, BNB Paribas, Citadel, HSBC and S&P Global among backers. $193M in Q1 fees, #1 across all blockchains. Grayscale filed S-1 for a CC ETF 2️⃣ $ONDO - Mirae Asset, South Korea's largest asset manager, tokenizing 10 Global X ETFs onchain. equity perps public beta live. SPCXon usable as collateral on Ondo Perps soon 3️⃣ $LINK - powering the official FIFA World Cup 2026 prediction market oracle. 14 new integrations across 7 chains. Polymarket crossed $7B+ in Chainlink-powered volume 4️⃣ $PLUME - institutional vaults live on Bybit. millions of users now have access to PIMCO & CMB International fixed income products through Plume Vaults 5️⃣ $CFG - Ethena invested $250M in JAAA, naming Centrifuge as strategic tokenization partner. TVL hit $1.6B RWA sector: $32.69B distributed | $350.81B represented | 917,606 asset holders which projects had the biggest week? 👇

@CDemanincor A week ago you mentioned about Canton and the sell wall at $0.17.. Well, nailed it, Boom 🫡 https://t.co/MWG117ZyzG

Top 7 Token Unlocks of the Upcoming Week (May 25-31) The following tokens with the largest unlock value will be unlocked next week: $FF - $76.52M (May 30) $GUA - $28.2M (May 27) $CC - $23.3M (ongoing daily) $H - $21.5M (May 25) $TRUMP - $12.6M (ongoing weekly) $XPL - $6.95M (May 25) $TAO - $6.67M (ongoing daily)

Why did we raise our last round: We’re already profitable. So why raise? For years we’ve asked ourselves what it would take to truly bring finance OnChain. We believe @CantonNetwork has finally identified the components needed to establish crypto rails as a new global settlement layer, rather than treating crypto wallets as a mere distribution mechanism (as most “tokenization” does today). Those components are: privacy, issuer control and sovereignty, governance, and alignment of economics. We have the largest organizations in the world moving their core businesses to run on Canton. That will drive utility to canton-network:native. @digitalasset’s entire business is canton-network:native. So why raise? Because we have a unique opportunity right now. Organizations are willing. Regulators are willing. Admin is willing. We could wait for organic growth, or DA can step in to accelerate it. Rather than wait for large corporates with long budget cycles to build this infrastructure, DA will build much of what’s

Tokenised Stable Mobile Money Just Went Live in Five Key African Countries @YiksiExchange has listed several tokenised stable coins via @CantonNetwork, each backed 1:1 with USD. The move will bring never before seen cross-border use cases to users in Somalia, Kenya, Uganda, Botswana, and Tanzania. The development follows Yiksi’s decision to list Canton’s native $CC on its platform in May, reflecting an even deeper commitment to both the @CantonFdn ecosystem, and providing entirely new financial utility to citizens in some of Africa’s biggest economies. Africa is coming onchain. Be ready.