Four Pillars

Solana

2026-09-30 06:24:35

Four Pillars CEO says Solana generates more than 38% of onchain revenue

Steve Kim, co-founder and CEO of Four Pillars, said at the Solana Summit Korea event that companies building on Solana are generating real revenue and forming genuinely sustainable businesses. He said that matters more than anything else. Kim added that more than 38% of onchain revenue is currently generated on the Solana network. He also said there are now so many revenue-generating applications on Solana that people have started saying: if you want to make money, build on Solana. His remarks framed Solana not just as an active blockchain ecosystem, but as one where applications are already producing measurable business results. The comments were delivered during a public event and focused on revenue generation and business sustainability among projects building on the network.

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Four Pillars

2026-09-15 00:25:58

Four Pillars researcher says onchain markets are polarizing as product stacks converge

A researcher at crypto research firm Four Pillars said many onchain experiments are being shut down or reworked before proving product-market fit, with the pattern becoming more visible in 2026. In a post cited by ChainCatcher, researcher 100y_eth argued that the onchain market is splitting into two clearer ends. One side is driven by speculative demand, including meme coins, perpetual futures and prediction markets. The other is tied more closely to the real economy, including stablecoins, real-world assets, or RWA, and treasuries. According to the researcher, as viable market opportunities narrow into a smaller set of categories, companies that started from very different positions are moving toward a similar product stack. The examples listed were Coinbase, Robinhood, MetaMask and Kalshi. The overlapping areas, he wrote, are perpetual futures, prediction markets, meme coins, stablecoins and RWA. The note did not frame that shift as the end of onchain-native business models. Instead, 100y_eth said new categories can still emerge through experimentation and grow into sustainable markets.

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Robinhood Cha

2026-09-11 09:04:29

Robinhood Chain’s revenue surge points to a different playbook: stock tokens first, meme coins later

Robinhood Chain has been live for only about two months, yet on-chain activity has accelerated quickly. Four Pillars research lead 100y said the network’s daily revenue recently topped $4 million at one point, roughly double Hyperliquid’s level, 5 to 6 times that of Tron and Solana, and at one stage accounted for about two-thirds of all Ethereum Layer 2 revenue. The bigger story, however, is not just the fee spike. Robinhood Chain appears to be growing in reverse order compared with most public blockchains. Instead of starting with native crypto infrastructure, then NFTs, games and speculative tokens before moving into real-world assets, Robinhood launched its mainnet in July 2026 with tokenized real-world assets at the center. Its stock token lineup now includes more than 190 products tied to U.S. equities and ETFs, including NVIDIA, Google, Apple and QQQ. Those ERC-20 tokens can move on-chain and plug into trading, lending and collateral use cases. Later, meme coin activity arrived and helped ignite usage, especially through pairings between meme tokens and stock tokens. That combination, along with ready-made infrastructure from Uniswap, Morpho, Chainlink and Alchemy, is what Four Pillars argues has made Robinhood Chain stand out.

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Stablecoins

2026-08-16 05:14:08

Allium data shows stablecoin payments are still led by domestic settlement, with Asia-Pacific at the center

A new analysis based on Allium’s geographic payment data argues that the largest real-world use case for stablecoins is not cross-border remittance, but domestic transfers between wallets in the same country. The dataset covers $15.2 billion in on-chain transfers where both sending and receiving countries could be identified, though the author notes that this represents only a sample of total stablecoin activity because most on-chain transactions still cannot be tied to a specific country. Within that identifiable volume, domestic transfers accounted for 62.6%, or $9.5 billion. When all identifiable transactions are grouped by region, 73.0% of the value remained within the sender’s home region. Asia-Pacific led the dataset with $6.23 billion in outgoing stablecoin transfers and $6.4 billion in incoming transfers, while also generating 41.6% of global domestic stablecoin volume. Indonesia, Singapore, and South Korea were among the markets posting the strongest net inflows in the sample. The analysis points to a practical takeaway for firms evaluating stablecoin payment demand: domestic settlement services may offer a larger current market than products built only around remittances, while regional payment corridors in Asia-Pacific already show measurable bilateral demand.

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Cardano

2026-07-23 00:15:14

Hoskinson Says Cardano's 4 Pillars Can 'Run the World,' But ADA Hits 5-Year Low

Charles Hoskinson says Cardano's four technical pillars – Ouroboros, extended UTXO, modular partner chains, and decentralized governance – can cut global trust costs. Yet ADA sits near $0.17, TVL fell 36% in a month, exposing a gap.

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Strike

2026-07-02 05:00:14

Strike CEO Announces Lending Proof-of-Reserves, Volatility-Proof Bitcoin Loans, Backs Tether Merger Plan and Secures $2.1 Billion Credit Facility

Jack Mallers, CEO of Strike, unveiled a suite of product updates including a lending proof-of-reserves mechanism that lets borrowers verify their collateral is segregated on-chain, and a "volatility-proof" bitcoin-backed loan built with Tether that eliminates forced liquidation risk. He also announced a $2.1 billion credit facility to meet growing loan demand, and publicly endorsed Tether Investments' proposal to merge Strike with Twenty-One Capital and bitcoin miner Elektron Energy. Mallers outlined a four-pillar vision for a comprehensive bitcoin platform spanning financial services, infrastructure, capital markets, and M&A, with the goal of channeling all operating income into buying more bitcoin.

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CARDS

2026-06-19 02:00:50

The Harsh Math Behind CARDS’ $535M FDV: Collector Crypt’s $635M Volume, $43M Net Revenue and 3.4% Token Value Capture

Four Pillars breaks down Collector Crypt and CARDS: the platform has generated $635 million in gross gacha volume, returned $576 million through card buybacks, retained $43 million in net revenue, and routed about $1.4 million to token value capture through burns, a GSR settlement and a DCA buyback budget.

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