Daily Brief Crypto: Whale’s Insight: The Cost of Success and more

Ethereum is at an important moment as two new technical advances, PeerDAS and zkEVMs, move into live implementation, positioning the network to resolve the blockchain trilemma. The core debate now is how Ethereum’s growing usage and ultra-low gas fees translate into value capture for ETH as an asset.

Zcash suffers a near-20% sell-off after a high-stakes governance split, despite no changes to the protocol itself. A reminder that as real economic value rises (ZEC is up 700%+ YoY), long-standing governance tensions once seen as manageable, can quickly escalate into open conflict.

Ledger’s recent data leak, while not compromising wallets or private keys, exposes users to heightened social engineering and even physical “wrench attack” risks.