Vincent Yap @eaareta

1/ The team at @areta_io advised @StakinOfficial, a market-leading institutional staking provider with $1.5B+ in assets under delegation on its acquisition by @TheTieIO, a digital asset data and services platform for institutional clients.

TOP PROJECTS WITH THE MOST ACTIVE DEVELOPERS $LINK $MANA $ANT $AXL $EIGEN $SNT $LDO $SNX $LQTY $INJ $GRT $RLC $AUDIO $ACX $NYM

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5/ The connective tissue between projects and capital is still manual and inefficient. Scaling those intros requires institutional credibility. That’s the gap a dedicated service provider, focused on driving a project’s short, medium, and long-term narrative could fill.

4/ Narrative development isn’t fluff, it’s how you align stakeholders. Why will this project matter in 6 months? What is the step-change catalyst? Most teams can’t articulate this clearly.

3/ Here’s what is missing: An institutional-grade service offering that packages transparency + storytelling + investor access. Not VC, not marketing, but a hybrid. Quarterly reporting should mirror public companies: revenue breakdowns, team comp transparency, milestone tracking, grant allocations & operational burn rates. Onchain verification is non-negotiable. Fully transparent. Anything less is not acceptable in 2025.

2/ Worse, many projects don’t actively connect with liquid capital. They might have the tech, but lack investor pipelines. That’s like opening a store with no customers. The funding side matters as much as the builder side. Token holders need reasons to hold beyond hype. Non-holders need reasons to buy beyond FOMO. Right now, projects provide neither systematically. It’s all ad hoc.

1/ Most crypto projects fail to articulate WHY their token has upside potential or HOW their project creates value. This narrative gap leaves investors guessing, and guessing means volatility or disinterest.

5/ Also interesting: John Lilic (early Ethereum, ex-ConsenSys) was Nordark’s largest external investor. He’s now joining as an advisor to Hilbert. His take: “This is about aligning real-world revenue with on-chain value in a regulated, transparent setting.”

4/ Barnali Biswal CEO, Hilbert says “Nordark is on track to be profitable from OTC alone by Q3. We see massive synergies, especially in lending and fee-based banking revenue.” And it helps that both firms share Nordic roots, makes operational integration smoother.

6/ This isn’t just a regional consolidation play. It’s a sign that crypto banking, done right, with real infra and compliance, can be a major M&A target. TradFi wants exposure. Web3 infra needs capital. Deals like this are how that gap gets bridged.

7/ We’ll be watching closely to see if Hilbert exercises that option in time. If they do, they’re not just buying a company, they’re buying a crypto-native balance sheet with real cash flows. Follow @areta_io for weekly Crypto M&A insights.

1/ At @areta_io , we often talk about how regulatory footprint and infrastructure depth are becoming key M&A drivers in digital asset custody. Today’s news from Sweden is another sign of the times: @HilbertCapital has secured an option to acquire 100% of @NordarkHQ , a fast-growing crypto banking platform. 🧵

@uttam_singhk Checkout @areta_io

🚀 Top 10 Fastest-Growing Coins Daily 🪙 🚀 @Levana_protocol +136.9% 🔥 @readonme3 +52.7% 💎 @usducSOL__ +49.7% ⚡️ @XDBchain 🦄 @u2u_xyz 🐟 @Unagi_studio 🌐 @wfca_global 🐶 @GOUTCoine 🔗 @alt_layer 🎭 @mashatoken Which of these skyrocketing altcoins are you watching today?

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1/ We often talk about how onchain financial rails and regional presence are driving M&A at the app layer This week, a strong signal: @gnosisDAO is acquiring @hqxyz, a Singapore-based platform for crypto-native business accounts. Here’s why it matters 🧵 Follow @areta_io for weekly Crypto M&A insights.

my 2025 crypto developer thesis as a developer in 2025, you have 3 options - SVM - EVM - Move EVM will be by far the most competitive: Hyperliquid, Monad, Berachain, Base, Megaeth, and many new EVM L2s SVM will be predominantly Solana and a few other L2s (Eclipse and Atlas most notable) + perhaps one SVM L1 fork akin to Pythnet Move will be Sui, Aptos, and Move L2s few consequences of this: i) EVM teams will be more mobile. If their existing EVM ecosystem is not meeting their needs, they'll be able to move to a newer EVM ecosystem quickly and with little friction meaning I expect all EVM ecosystems to compete against each other hard this year — and since the dev experiences will be relatively similar, the moat will have to come from other avenues (ecosystem support, liquidity, and "community") you could also cross-deploy on multiple EVM environments of course and some will, but this becomes complex to manage and your product generally suffers in focus ii) SVM and Move will have an edge for developer stickiness and talent density because those devs won't have many options to choose from, they will have a stronger incentive to stick it out this is also why back in the day I spammed "only possible on solana" (OPOS) — the reason is that the platform can give you a head-start edge since copy/pasting EVM forks won't work in either direction iii) however, since there are many more EVM ecosystems, I would expect the EVM dev tooling to advance more rapidly, generate more data for LLMs, and overall offer a better developer experience due to the abundance of educational resources iv) at the same time, since the EVM is more mature in years, I suspect there are fewer low-hanging fruit for progress and progress might be slower, relatively v) which brings me to my main point: the SVM and Move ecosystems have an inherent technical edge in 2025 due to lessened competition, higher talent density, and stronger incentives for devs BUT, this will be entirely dependent on one key factor: how fast the SVM and Move ecosystems advance their respective developer experiences — contract-level, read-level, and core protocol-level meaning, for example, if Solana can improve its developer experience 2-5x in 2025, its growth for the year could very well be 10x relative to others but if it doesn't, this will be a huge setback — there can not be another "congestion" episode as a result, @heliuslabs will focus 100% of our efforts on improving the SVM developer experience without a single day off in 2025 — if you're curious about building on Solana or other SVM L2s, give me a shout let the dev tools arms race begin

1/ Allow us to introduce ourselves with our new name: Areta - where the pursuit of excellence ('Arete') meets mastery of efficiency ('Eta'). As a leading crypto investment bank firm, we’re driven by the mission to support leaders of the open economy. Here’s who we are 🧵🧵

1/ From Q1 2022 to Q1 2025, @Coinbase's revenue doubled, but the market’s willing to pay less and less for that growth Let’s understand why the market is discounting growth this sharply and how does the recent acquisition come into play here?? A short thread on what's shifting under the surface 🧵