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Cannes got hot. So did Ethereum’s future.
While the Mediterranean sun cooked attendees at the 7th annual EthCC, the real heat came from what was brewing on the sidelines: privacy protocols, tokenized assets, and the next wave of mobile-native crypto apps.
Forget the main stage fluff. The edge is in the details.
Let’s break down the 3 biggest signals from Cannes you should actually care about 👇
🔒 1. Privacy Is No Longer Optional. It’s Infrastructure.
If there was one topic that quietly dominated every hallway convo, it was this:
Privacy isn’t a nice-to-have — it’s a dealbreaker for institutions.
Paul Brody from EY nailed it:
“Privacy is not a feature. It’s the prerequisite for enterprise adoption.”
ZK rollups? 🔒
Trusted Execution Environments (TEEs)? 🔐
Multi-party computation (MPC)? 🤝
It’s all moving toward one unified goal → enabling private, onchain coordination without exposing business logic or transactions.
💡 Even Coinbase is pushing forward — Yehuda Lindell demoed their new open-source MPC library, aiming to close the industry talent gap and harden wallet security.
But the real win?
People weren’t just talking tech. They were actually using privacy apps like ZKP2P and hyped for Aztec’s relaunch. That’s how you know it’s crossing the chasm.
Institutions won’t touch tokenized contracts or supply chains unless privacy is solved.
Think “dark pool trading” — but onchain.
💰 2. Tokenized Markets Are Moving (Even If It’s Awkward)
Everyone saw Robinhood’s tokenized stock beta.
Fewer saw BackedFi’s xStocks launch on Solana the same day — with $SPY, $TSLA, and $NVDA all live.
And while this is progress, there was a consistent critique:
“Okay cool… but when can I borrow against it? When can I plug it into DeFi?”
We’re in the half-step phase:
Assets are tokenized ✅
But they’re not composable yet ❌
Still, excitement was real — especially for tokenized commodities.
Uranium Digital came up a lot, as did the rise in demand for tokenized gold.
🔁 The playbook is clear:
Familiar TradFi assets → prove the tech stack → unlock yield, leverage, and programmable finance.
“can’t believe we were right about the generational transfer of trillions of dollars of assets off of antiquated TradFi systems onto blockchains”
— @blknoiz06
📱 3. Mobile-First Is the New Default
If you’re still designing crypto products for desktop-first, you’re losing.
Wallet usage is now majority mobile.
And builders at EthCC are finally building like it.
🚀 Coinbase Wallet’s full redesign was a highlight — think social feed + wallet + intuitive flows — all natively mobile.
💹 Hyperliquid is seeing mobile-native perps explode through apps like Lootbase and Dexari.
🔥 Robinhood’s own perps app announcement only threw more gas on that fire.
This shift isn’t just about layout. It’s behavioral:
Fast thumb-driven execution
Visual clarity
Game-like experiences that don’t feel clunky or alien
“Plotting to take onchain mainstream…” — @neynarxyz
🧠 Bonus Signal: Ethereum’s Supply Squeeze Is Real
While EthCC showed Ethereum’s design maturity… what’s happening under the hood with ETH is even more important.
Here’s a wild stat:
In just 30 days, SharpLinkGaming and BitDigital have eaten up 82% of all net new ETH issued since the Merge (298,770 ETH).
Meanwhile, spot ETH ETFs now hold 4.11M ETH — 11x the net issuance.
Let that sink in.
Imagine an oil well that pumps 1 barrel a day while Wall Street swallows 6.
That’s ETH today.
🔥 Fees drive burns that shrink supply
🔒 Staking locks ETH into validators
🧠 Institutional demand is compounding
📉 Net issuance is being consumed at 10x pace
ETH is on track to become the most deflationary mainstream asset ever created — and anyone in the world can own it today for $2,500.
Final Take
EthCC 2025 confirmed what we already sensed:
Crypto is moving past architecture debates.
Now it’s about coordination, compliance, and consumer-ready design.
And for Ethereum — it’s about quietly becoming the most efficient, deflationary money layer in history.
The UX is catching up. The privacy layer is maturing.
And ETH is doing what oil never could — burning while demand ramps.
Your Move
We’re breaking down the Ethereum Foundation funding drama next. Don’t miss it.
Until then, don’t get distracted by noise — focus on fundamentals, flow, and the fire brewing behind ETH.
— Cole 🍻