每周项目更新：Kalshi 年收入达到 20 亿美元、Andre Cronje 离开 Sonic Labs、渣打银行：UNI 达到 100 美元等1。 Kalshi 年化收入突破 20 亿美元；公司与投资银行就潜在的 IPO 联系据 The Information 报道，预测市场平台 Kalshi 的年化收入已超过 20 亿美元，并就潜在的首次公开募股 (IPO) 与几家投资银行进行了早期非正式谈判。 Kalshi 联合创始人兼首席执行官 Tarek Mansour 表示，他并不将 Polymarket 视为其主要竞争对手，而是优先考虑包括 CME 和 Robinhood 在内的竞争对手。他指出，卡尔希面临着全方位的竞争对手，并相信竞争有助于扩大整个预测市场领域。他还表示希望Polymarket能够在规范的框架内运营。 Mansour 补充说，最近 Polymarket 国际平台上有关内幕信息交易的争议有可能损害整个预测市场行业的声誉。2。 Base 将于 6 月 25 日部署 Beryl 升级，推出原生链上 B20 代币标准 linkBase，以太坊的第 2 层网络，已在 Base Sepoli 部署了第二个网络升级 Beryl
测试网，主网计划于 6 月 25 日激活。升级引入了 B20 代币标准，可以直接在 Base 的节点软件中本地发行稳定币和其他资产。 B20完全兼容ERC-20，支持签名授权、铸币和销毁功能、供应上限、转移政策以及资产冻结或扣押功能。 Beryl 还将 Base 到以太坊的标准提现等待时间从 7 天缩短到 5 天，并集成 Reth V2 以减少网络节点的磁盘存储消耗。 3． zkSync 开发商 Matter Labs 进行裁员，将重点转向机构链上隐私基础设施链接 zkSync 开发商 Matter Labs 首席执行官 Alex Gluchowski 表示，该公司已解雇部分员工。他解释说
Weekly Project Updates: Kalshi Hits $2B Annual Revenue, Andre Cronje Leaves Sonic Labs, Standard Chartered: UNI To Hit $100, etc
1. Kalshi Annualized Revenue Tops $2B; Firm Engages Investment Banks Over Potential IPO link
According to The Information, prediction market platform Kalshi has surpassed $2 billion in annualized revenue and held early, informal talks with several investment banks regarding a potential initial public offering (IPO).
Tarek Mansour, co-founder and CEO of Kalshi, stated that he does not view Polymarket as its primary competitor, instead prioritizing rivals including CME and Robinhood. He noted Kalshi faces a full spectrum of competitors and believes competition helps expand the overall prediction market sector. He also expressed hope that Polymarket would operate within a regulated framework. Mansour added that recent controversies over insider information trading on Polymarket’s international platform risk tarnishing the reputation of the entire prediction market industry.
2. Base to Deploy Beryl Upgrade on June 25, Launching Native On-Chain B20 Token Standard link
Base, Ethereum’s Layer 2 network, has deployed its second network upgrade Beryl to the Base Sepolia testnet, with mainnet activation scheduled for June 25. The upgrade introduces the B20 token standard, which enables native issuance of stablecoins and other assets directly within Base’s node software. Fully compatible with ERC-20, B20 supports signature authorizations, minting and burning functions, supply caps, transfer policies, and asset freezing or seizure capabilities. Beryl also cuts the standard withdrawal waiting period from Base to Ethereum from seven days to five days, and integrates Reth V2 to reduce disk storage consumption for network nodes.
3. zkSync Developer Matter Labs Conducts Layoffs, Shifts Focus to Institutional On-Chain Privacy Infrastructure link
Alex Gluchowski, CEO of Matter Labs, the developer of zkSync, stated that the firm has laid off some staff. He explained that since building products for regulated financial institutions starting in 2024, the company has fully shifted its focus to Prividium and institutional on-chain privacy infrastructure. Shifting client demands necessitated adjustments to workforce skill sets and staffing levels, leading to the layoffs. Departing employees will receive financial compensation and career transition support.
4. Sonic Labs Undergoes Board Restructuring; Three Directors Including Andre Cronje Resign Amid Governance Overhaul link
Sonic Labs announced a board restructuring. Andre Cronje, Michael Kong and David Richardson will step down as directors and cease participation in the organization’s commercial decision-making. Matt Visser has taken over as CEO. Sonic stated it will advance governance transparency and establish a risk and compliance committee, adding that roughly 400 GitHub pull requests have been merged and two official releases rolled out since 2026.
5. Cardano Founder Addresses Asset Dispute: 1,096 BTC Spent on Audits Back in 2016–2017 link
Thomas Braziel, a prominent investor specializing in crypto bankruptcy claims, posted on X that Charles Hoskinson, co-founder of Cardano, stated during an AMA that the 1,096 BTC held by the Isle of Man Foundation (worth roughly $70 million at current prices) was utilized back in 2016 and 2017 to settle obligations linked to Michael Parsons and the original audit procedures.
Thomas Braziel argued that if this account holds true, supporting documentation including invoices, formal agreements, approval records and payment trails ought to be released, alongside full disclosure detailing the exact disposition, receiving parties and rationale behind the transfer of the 1,096 BTC. He further raised a critical question: if foundation assets were deployed to resolve disputes involving Michael Parsons, why did IOHK ultimately secure control of approximately 95% of all BTC raised and billions of ADA tokens, while the foundation only received a minor share of the economic benefits?
Braziel added that routine annual audit and tax compliance work for foundations typically costs tens of thousands of US dollars. Even accounting for extra complexity introduced by crypto assets, such expenses would normally range between $50,000 and $200,000, far below the implied $1 million value of the contested BTC allocation at the time of disbursement.
6. Standard Chartered Forecasts UNI to Hit $100 by 2030 Driven by RWA Integration & DeFi Expansion link
Geoff Kendrick, Head of Digital Assets Research at Standard Chartered, stated that as Wall Street advances the tokenization and on-chain migration of real-world assets (RWAs), Uniswap, a decentralized trading protocol, is well-positioned to benefit from the expansion of on-chain asset volume. Standard Chartered forecasts UNI will climb to $100 by 2030 and hit $6.5 by the end of 2026. Per DeFiLlama data, Uniswap has facilitated cumulative trading volumes exceeding $3.7 trillion since its launch in 2018, generating approximately $5.6 billion in protocol fee revenue. Standard Chartered projects the volume of deposited and staked assets across DeFi protocols will surge to $2.7 trillion by 2030, driving growth in the size of Uniswap’s liquidity pools.
Separately, Grayscale Research released a report arguing that AAVE is undervalued at current price levels. The report forecasts Aave will generate approximately $60 million in revenue this year. Using a price-to-earnings multiple of 20 to 25 times for fintech firms, it estimates AAVE’s fair value at $80 to $100. Grayscale projects AAVE’s fair value could climb to around $175 within a year if improved regulatory clarity accelerates the influx of tokenized real-world assets into DeFi lending markets. The report also categorizes tokens including AAVE, UNI and SKY as cash flow-oriented assets, distinguishing them from commodity-like assets such as Bitcoin.
7. PumpFun Token Graduation Rate Plunges 80% in Three Months, Dragging Solana Fee Revenue Lower link
Key metrics for PumpFun, the meme coin launchpad within the Solana ecosystem, have continued to weaken. Over the past three months, its token graduation rate has slumped roughly 80% to 0.26%. Average daily revenue since June stands at around $800,000, a drop of over 80% from the approximately $4.8 million recorded six months prior.
Dampened activity on PumpFun has dragged down Solana’s network fee income, which fell from a daily average of about 33,000 SOL in January to roughly 5,300 SOL in June. The Block notes that capital previously flowing into Solana’s meme coin segment has likely shifted to perpetual futures trading of crypto, equities and commodities on platforms such as Hyperliquid.
8. Kelp Releases rsETH Sunset Recovery Guide; Users Must Pay 100 USDC Per Address to Retrieve Assets link
Kelp released the rsETH sunset network recovery guide, stating it discontinued cross-chain support for rsETH across 20 networks after June 15.
Kelp noted users who missed the migration deadline can still recover their assets, with rsETH backing collateral remaining locked on Ethereum mainnet. Users on EVM networks must burn rsETH on the source chain and pay a recovery fee of 100 USDC per address on Ethereum mainnet, then submit both transaction records to the official mailbox claims@kelpdao.xyz.
Kelp will process settlements on a quarterly basis and distribute equivalent rsETH to users’ Ethereum addresses. The asset recovery window will remain open until June 15, 2027.
9. Aster Updates Tokenomics: 99% of Daily Platform Fees Allocated to AST Buybacks link
Aster announced an update to the ASTER tokenomics. Starting at 20:00 UTC+8 on June 17, 99% of daily platform fees will be automatically used to repurchase ASTER, with an equivalent amount of ASTER burned from reserves biweekly. Team-allocated tokens will be prioritized for burning until the total supply drops from 8 billion to 3 billion. All repurchased ASTER will be distributed to veASTER stakers as Loyalty Rewards proportional to their lock-up weights. Additionally, every permissionless listing on Aster Spot requires a 50,000 USDT fee, which will be allocated to ASTER buybacks as supplementary staking rewards.
10. DeFi Protocol Fees Broadly Decline, Tied to June Market Deleveraging Cycle link
Fees across DeFi lending protocols and decentralized exchanges have dropped markedly following the market downturn in early June. Over the past seven days, fees generated by Aave V3, Morpho Blue and Maple Finance fell by roughly 60%, 60% and 59% respectively, while fees on Uniswap V3 and Curve declined by 57% and 65%. Industry participants attribute the slump mainly to market deleveraging and weaker risk appetite rather than a structural deterioration in on-chain credit demand. That said, most protocols still recorded higher fee revenues over the 30-day window compared with the same period a month ago.
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