Starknet (STRK)

$250K TVL. 25 assets. 1 Privacy Pool. This is just the beginning of PrivacyFi on Starknet. 🔐 Private Lending, Private DEXs, Private Yield, and many other privacy-focused DeFi applications are gradually coming online. The market may be focused on today's TVL. But the real value lies in the privacy infrastructure being built for the future. Privacy x DeFi x Starknet. 🟠⚡

Infrastructure wins before applications scale. If agents are going to interact with Starknet at scale, they need clean, queryable, and reliable data—not raw RPC responses that require additional processing. That's what makes Starkscan interesting. A Starknet explorer designed not only for users, but also for software: → Decoded transaction APIs → Agent-ready data access → Monitoring and analytics integrations → Human-friendly explorer on top of the same data layer As onchain activity becomes increasingly machine-driven, data accessibility becomes a core piece of ecosystem growth. Worth watching. 👇

Reading this week’s recap from StarkWare, what caught my attention wasn’t a specific upgrade or a single application. It was the fact that multiple pieces are starting to come together. STRK20 brings privacy into the infrastructure layer. Zylith is building a dark pool on top of that privacy layer. Proof has been launched to attract teams that want to build long-term products. ArcX and other emerging applications continue experimenting with different financial models. Meanwhile, Starknet keeps upgrading the protocol and improving the system’s verification capabilities. Individually, none of these updates seem particularly headline-grabbing. But taken together, it feels like Starknet is moving from the phase of building technology to building an ecosystem around that technology. Privacy, DeFi, infrastructure, AI applications, governance. These elements are beginning to emerge simultaneously rather than developing in isolation. That may be the most interesting thing that happened over the past week.

CRITICAL DEVELOPMENTS THIS WEEK | WHAT ARE THE MARKETS EXPECTED TO DO? 🔶 Monday • South Korean financial giant Hanwha Investment & Securities will invest $400 million in Dunamu, the company behind Upbit, acquiring a 10% stake. • $STRK lock-up release will occur. ($4.5 million) 🔶 Tuesday • 06:00 — Bank of Japan interest rate decision to be announced. (Expected: 1% | Previous: 0.75%) • $ARB lock-up release will occur. ($8 million) 🔶 Wednesday • 12:00 — Eurozone Annual CPI data will be released. (Expected: 3.2% | Previous: 3.2%) • 21:00 — FED interest rate decision will be announced. (Expected: 3.75% | Previous: 3.75%) • 21:30 — FOMC press conference will be held. 🔶 Thursday • 15:30 — US unemployment benefit applications will be released. (Expected: 225K | Previous: 229K) 🔶 Friday • US markets will be closed due to Independence Day. • Binance will delist the $COS, $D, $HIGH and $MBOX projects. 🔶 Saturday • $ZRO lock-up release will occur. ($23 million) 📌 The most critical agenda this week is the FED rate decision and the FOMC meeting. Market volatility could be especially high on Wednesday evening. #Bitcoin #BTC #Ethereum #Altcoins

Important Developments of the Week Monday - South Korean financial giant Hanwha Investment & Securities will make a $400 million investment in Dunamu, the company behind the country's largest crypto exchange Upbit, acquiring a 10% stake. - STRK lockup release ($4.5M) Tuesday - 06:00 Japan Central Bank interest rate decision (Expectation: %1, Previous: %0.75) - ARB lockup release ($8M) Wednesday - 12:00 European Region Annual Inflation Rate (CPI) announcement (Expectation & Previous: %3.2) - 21:00 FED interest rate decision (Expectation & Previous: %3.75) - 21:30 FOMC press conference Thursday - 15:30 US unemployment benefits application data release (Expectation: 225K, Previous: 229K) Friday - US markets will be closed due to Independence Day - Binance will delist $COS, $D, $HIGH, $MBOX Saturday - ZRO lockup release ($23M)

Many people see Starknet as just an L2. But if you zoom out a bit, Starknet looks more like the convergence point of two research directions that have been evolving for over a decade. 2014: Zcash laid the foundation for private payments. 2018: STARKs introduced a way to prove the correctness of computation in a transparent manner while remaining secure against quantum computers. For years, these ideas mostly lived in research papers. Today, they are gradually becoming part of the same ecosystem on Starknet. The interesting question is no longer whether privacy or verifiability matters. It's what kinds of applications will emerge when both become part of the default infrastructure.

It's fascinating to look at these two papers side by side. 2014: How can we enable private payments? 2018: How can we prove the correctness of a computation without relying on a trusted third party? Two different questions. Two different research directions. And after more than a decade, they are gradually converging on Starknet. The gap between cryptographic research and real-world applications is becoming smaller than ever.

The most interesting thing happening on Starknet right now isn’t TPS or gas fees. It’s the fact that privacy is gradually becoming a default feature of the ecosystem. STRK20 has just launched. Zylith is experimenting with a dark pool. Proof was created to support teams building privacy-first applications. Even new DeFi products are starting to think about privacy from the design stage. For years, privacy was often treated as a niche category. Starknet is taking a different approach: turning privacy into an infrastructure layer that any application can use. That’s a much more interesting story to follow than TPS numbers.