Crypto Infrastructure: Super Apps & Ethereum RISC-V Upgrades
ChainFeeds Research outlines key crypto infrastructure upgrades across five fronts. First, the rise of crypto super apps like Pump.fun demands real-time data and low-latency analytics, shifting focus from static charts to executable signals. Second, a new issuance wave features ten launchpads—Heaven ($LIGHT), Zora (ZORA), LAUNCHCOIN, PASTERNAK and BONK—emphasizing fairness, on-chain social content and community incentives.
Third, Galaxy Digital, Jump Crypto and Multicoin Capital plan a $1 billion SOL reserve. This institutional move echoes MicroStrategy’s BTC play, likely tightening circulating supply and boosting Solana demand. Fourth, Ethereum’s roadmap proposes replacing the EVM with RISC-V to cut zk-proof bottlenecks, target 10 000 TPS and unify L1/L2 execution, a landmark crypto infrastructure shift. Finally, RWA tokenization faces multi-million RMB issuance costs, SPV setup, oracle reliance on LINK and talent gaps, highlighting systemic challenges.
These crypto infrastructure upgrades and ecosystem innovations suggest a bullish outlook for long-term scalability and institutional adoption. Short-term volatility may arise from token flows and fundraising, but enhanced network capacity and tighter supply dynamics support stronger market fundamentals.
Bullish
These developments point to a bullish market impact. The $1 billion SOL reserve mirrors MicroStrategy’s BTC accumulation, historically driving demand and price rallies by reducing circulating supply. Ethereum’s shift to RISC-V tackles zkEVM inefficiencies, promising 10 000 TPS and aligning L1/L2 ecosystems—similar to how the Merge spurred long-term ETH growth. Innovations in launchpads and super app data infrastructure will boost trading volume and user adoption. While token issuance and fundraising may cause short-term swings, the combined effect of tighter supply dynamics and enhanced network capacity underpins stronger price floors and renewed institutional confidence.