According to Santiment, Cardano (ADA) key investors, including whales and sharks holding between 100K to 100M ADA, have increased their holdings by 819.4 million ADA over the past six months. Despite a significant 71% price drop from $0.90 to $0.26 during this period, these wallets have added approximately $213.9 million worth of ADA, accounting for an additional 1.6% of the total supply. This accumulation trend highlights confidence among large holders and suggests potential future market movements.

According to @ItsDave_ADA, the DAVE stake pool has successfully produced 44 blocks in the latest epoch, bringing its total to 2613 blocks. This highlights the pool's consistent performance and growing support from delegators, reinforcing its position in the Cardano (ADA) staking ecosystem.

According to @ItsDave_ADA, he has voted NO with 61.15 million ADA voting power against the proposed governance action to set a Net Change Limit of 300 million ADA for epochs 613–713. He argues that such a limit is excessive and advocates for a reduced range of 200–250 million ADA to enforce stricter fiscal discipline. This approach aims to prioritize spending, ensure sustainability, and grow the treasury rather than deplete it, especially after significant infrastructure investments.

According to @ItsDave_ADA, Cardano's Leios prototype has made notable progress as Sebastian Nagel demonstrated the production and diffusion of the first real endorser blocks across the Leios devnet. This development highlights a significant step in utilizing a three-block-producing node setup, showcasing advancements in Cardano's scaling solutions.

According to @ItsDave_ADA, a new project leveraging OgmiosDotnet for the Cardano blockchain introduces an innovative publish and subscribe framework following cloud event standards. This open-source system converts on-chain activity into structured and reliable events that downstream systems can consume in real time, supporting any environment or language compatible with HTTP or gRPC. The solution offers enterprise-grade architecture, enabling clean event boundaries, state checkpointing, and predictable delivery for Cardano-based integrations. A demo showcased impressive performance and actionable insights via a Grafana dashboard.

According to @ItsDave_ADA, Grayscale Investments has increased its allocation of Cardano (ADA) in its Smart Contract Fund to 20.34%, up from 20.12%. This rise signifies growing confidence in ADA's potential, possibly influenced by recent developments in Bitcoin DeFi integrations within the Cardano ecosystem.

According to @ItsDave_ADA, the Cardano community is urged to participate in the ongoing governance vote concerning the proposal to increase transaction and block memory units (Part 1 of 2). This governance action is deemed highly impactful for the network's development. With only two days remaining before the vote concludes, @ItsDave_ADA emphasizes the importance of accountability and reminds DReps and stake pool operators to leverage their voting power effectively. The call to action highlights community responsibility in shaping Cardano's future.

According to Altcoin Daily, the founder of Cardano has expressed interest in integrating dating platforms like Tinder onto the blockchain. This move could signify a new use case for blockchain technology, expanding its application into social connectivity and potentially driving adoption of decentralized platforms.

According to @ItsDave_ADA, a governance vote to increase Cardano's transaction and block memory units has been approved. This protocol parameter update aims to enhance network utility by boosting DApp throughput and improving the developer experience without additional costs. The changes involve a 17.9% increase in maxTxExecutionUnits and a 16.1% increase in maxBlockExecutionUnits, leveraging existing system headroom. Verified testing on Preview and PreProd networks confirms safe propagation times, showcasing responsible governance.

According to @ItsDave_ADA, Cardano operates globally and is designed to transcend politics, exclusion, and societal boundaries. A new interactive visualization has been created using relay data, showcasing Cardano's decentralized connections across the globe. This innovative tool highlights the platform's borderless blockchain infrastructure, aiming to improve accuracy and provide further insights into its global operation.

According to Altcoin Daily, the question of whether XRP or Cardano (ADA) is a better investment continues to spark debate among cryptocurrency traders. XRP is recognized for its focus on cross-border payments and partnerships with financial institutions, while Cardano emphasizes scalability, sustainability, and smart contract capabilities. Traders should consider each project's unique focus and market traction when making investment decisions.

According to Dave (@ItsDave_ADA), the DAVE Stake Pool, representing 36.7 million ADA in voting power, has cast its vote in favor of the governance action to increase transaction and block memory units on the Cardano network. This proposal is part of a larger effort to enhance network scalability. Despite significant progress, only 31.54% of the required 51% has been achieved, with 8.12 billion ADA still unvoted. Dave commends the Intersect Parameter Committee for their efforts in driving forward this governance initiative.

According to Dave, Cardano's CIP-113 introduces programmable native assets with custom transfer logic, notably including freeze and seize functionalities. These features meet Tier-1 stablecoin compliance requirements, signaling potential developments for regulated assets on Cardano. This innovation allows for customizable validation logic on transfers, offering enhanced utility for native tokens.

According to @ItsDave_ADA, Grayscale has increased its ADA allocation in the Smart Contract Fund from 19.50% to 19.55%. This move aligns with Cardano's growing efforts in Bitcoin DeFi, leveraging non-custodial collateral, stablecoin-based credit, and liquidation-resistant lending structures through its smart contract layer. These advancements may explain why institutional investors are quietly expanding their Cardano exposure.

According to @ItsDave_ADA, Grayscale has increased its ADA allocation in the Smart Contract Fund from 19.50% to 19.55%. This move aligns with Cardano's expansion into Bitcoin DeFi, leveraging its smart contract layer to attract external Bitcoin liquidity through non-custodial collateral, stablecoin-based credit, and lending structures designed to prevent liquidation risks. These developments suggest growing institutional interest in Cardano (ADA) as a platform for predictable borrowing and yield generation, particularly for retail Bitcoin holders.

According to @ItsDave_ADA, Grayscale has increased its holdings of Cardano (ADA) in its Smart Contract Fund from 18.55% to 19.50%. ADA remains the third-largest asset in the fund, reflecting growing institutional interest in Cardano's blockchain capabilities for smart contracts. This increase highlights ADA's prominence in the evolving DeFi landscape.

According to @ItsDave_ADA, live on-chain data over the last hour shows real DEX swaps, real transactions, and resulting liquidity changes on Cardano, captured directly from the syncing ledger with no simulations or replays (source: @ItsDave_ADA on X). According to @ItsDave_ADA, his DEX battle view reveals that competition on Cardano is active—liquidity competes, routing competes, and execution quality matters—and DEXs contending for flow is a good signal the network is being actively used (source: @ItsDave_ADA on X). According to @ItsDave_ADA, he upgraded his arbitrage dashboard to combine swap execution, pool state changes, monitoring, and analytics in one place, emphasizing that Cardano’s determinism makes state transitions predictable, traceable, and verifiable for reliable operations over time (source: @ItsDave_ADA on X). According to @ItsDave_ADA, these observations highlight real-time liquidity routing and execution dynamics traders can monitor directly on-chain to evaluate DEX performance on Cardano (source: @ItsDave_ADA on X).

According to @ItsDave_ADA, a Cardano DRep with 60.59 million ADA voting power representing delegates voted NO on the governance action Cardano DeFi Liquidity Budget - Withdrawal 1, citing duty of care and strict fiscal responsibility to ADA holders. Source: @ItsDave_ADA on X. He said he previously voted YES on the governance action and supports the strategic intent but cannot justify this treasury spend at present. Source: @ItsDave_ADA on X. He stated the proposal relies on a 0.40 USD ADA peg and, with the current price significantly lower around 0.286 USD, the withdrawal would be underfunded at execution. Source: @ItsDave_ADA on X. He invited a re-submission when ADA price improves and shared the on-chain transaction reference. Source: @ItsDave_ADA on X.

According to @ItsDave_ADA, USDCx, described as a privacy focused version of USDC, is coming to Cardano and is framed as an important leap for Cardano’s adoption (source: @ItsDave_ADA on X). According to Charles Hoskinson, he has signed the integration agreement for USDCx on Cardano and welcomed the project to Cardano Circle, signaling formal progress toward deployment (source: @IOHK_Charles on X, cited by @ItsDave_ADA). According to @ItsDave_ADA, the announcement highlights adoption momentum for Cardano’s DeFi stack by bringing a dollar stablecoin variant into the ecosystem (source: @ItsDave_ADA on X). According to the cited posts, no launch timeline or technical details were disclosed, so traders should monitor official updates for rollout milestones and potential liquidity effects across ADA pairs and Cardano DEXs (sources: @ItsDave_ADA and @IOHK_Charles on X).

According to @ItsDave_ADA, Cardano node diversity is progressing well through Amaru, with the team commended for transparency and prudent treasury management (source: @ItsDave_ADA). The Amaru 2026 Budget Draft states that 2025 activities were fully funded using only a fraction of allocated funds without using contingency and that remaining funds will be returned to the Cardano treasury after settling late 2025 invoices (source: Amaru 2026 Budget Draft). The full treasury journal is public and verifiable on GitHub, providing transaction-level transparency (source: Amaru Treasury GitHub). The author expresses strong support for Amaru’s 2026 proposal due to clear outcomes and responsible capital use (source: @ItsDave_ADA). For ADA traders, these disclosures offer verifiable visibility into operational funding and planned treasury replenishment that can be monitored via the budget draft and treasury journal (source: Amaru 2026 Budget Draft; source: Amaru Treasury GitHub).