1. 🔬 Opportunities to Watch
The staking feature for the Starknet mainnet STRK will be enabled on November 26.
Pendle is about to launch the yield trading platform Boros and change the agreement for future income distribution.
Jupiter's second round of airdrop clues re-examined: Snapshot taken, voting about to start.
2. ❇️ DeFi
a. New projects in the past day
Solar Dex --- Dexes (Eclipse, 0 million)
BagelFinance --- Telegram Bot (TON, 0 million)
BitFLUX --- Dexes (CORE, 710,000)
b. Project List
c. Related Projects
OpenDelta adopts a new interest calculation mechanism to issue 'OpenDelta perpetual bonds.'
Officially launching soon, an overview of the early ecosystem of Unichain.
Split Capital initiates a new proposal, suggesting Blur increase trading fees and eliminate creator royalties.
BounceBit: The CeDeFi V2 platform is now online.
dYdX community passes the proposal to 'reduce trading rewards by 44%' and 'transfer 45 million DYDX to SubDAO control account.'
3. 🌏 Macro
The total net inflow of Ethereum spot ETFs yesterday reached $295 million, reaching a historical high.
The total net inflow of Bitcoin spot ETFs yesterday reached $1.114 billion, with BlackRock's IBIT achieving a record daily trading volume of $4.65 billion.
Hong Kong's spot Bitcoin ETF daily trading volume reached $14.3 million, the highest level since August.
Greeks.live: The implied volatility of major expiration dates has risen slightly in the past two days, with significant differentiation in the options market.
Some smart money bought 10,364 ETH at an average price of $3,299 during market declines.
Coinbase All Apps Rank: today 17, 7 days 155 89.03%, 30 days 500 96.60%.
Coinbase Financial Apps Rank: today 2, 7 days 13 84.62%, 30 days 32 93.75%.
4. 🐳 Whale Movements
7,719 ETH transferred from FalconX hot wallet to Gemini Deposit address, valued at $25.32 million.
Longling Capital deposited 3,200 ETH to Binance 6 hours ago, totaling 8,200 ETH deposited in 3 days.
A whale withdrew 600 BTC from Binance 15 minutes ago, valued at $51.59 million.
ARK Invest reduced its stake in Coinbase by approximately $3.78 million yesterday.
Galaxy Digital transferred 1,100 BTC to Coinbase Prime, approximately $97.95 million.
Tether Treasury minted 2 billion USDT (authorized but unissued) on Ethereum around 1 AM today.
Mt. Gox address transferred out 2,500 BTC, valued at $222.26 million.
A whale that profited $18.99 million from buying low and selling high has deposited 3,200 ETH back to Binance 4 hours ago.
A dormant address holding 426 BTC was activated after 13.3 years of dormancy.
A swing trader used 34.19 million USDT to buy 10,364.2 ETH.
Over 998 BTC flowed into ARK Invest from Coinbase and other addresses, valued at $87.61 million.
A cat address that had been dormant for four years transferred out all 206.34 BTC 10 minutes ago, valued at $18.12 million.
6. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
DePIN project Roam announces its registered user count has surpassed one million, with 1G global traffic available for free.
The latest version of Lens launches flagship features such as verifiable information streams and curated content groups.
b. Exchanges/Wallets
BounceBit launches CeDeFi V2, adding support for ETH, BNB, and SOL assets, with over $10 million net inflow in the first hour online.
BitMEX launches DOGE perpetual contracts, with a maximum leverage of 100x.
Coinbase International Exchange will launch the COIN50 index.
c. Public Chains/L2
Multi-proof has launched on the Taiko mainnet.
Zerion completes a new round of financing and launches the 'free' Ethereum Layer 2 network ZERO Network.
Chaos Labs will launch Chaos Chain.
Ethereum developers propose a native token-related EIP-7809 proposal.
Unichain: The mainnet has not yet launched, and cross-chain users can still withdraw to the Ethereum mainnet.
Ethereum Foundation researcher proposes consensus layer upgrade proposal 'Beam Chain.'
d. Investment and Financing
Web3 AI company Eidon completes $3.5 million seed round financing, led by Framework Ventures.
ZK co-processor Brevis Network completes $7.5 million seed round financing, co-led by Polychain Capital and Binance Labs.
BNBChain receives a $10 million investment from Google Cloud, to be used for MVB project development.
BetHog built on Solana completes $6 million seed round financing, led by 6MV.
Web3 game Panda Titan selected for M2M capital phase two incubator.
StakeStone completes $22 million financing, led by Polychain Capital.
Animoca Brands completes $10 million financing for its Mocaverse, with participation from OKX Ventures, CMCC Global, Hong Shan, and others.
e. Regulation
Xu Zhengyu: The types of tax relief eligible for funds and single family offices are proposed to include virtual assets.
Cynthia Lummis: The strategic BTC reserve bill could be passed within 100 days of Trump's term beginning.
TD Cowen: Bipartisan crypto legislation is more likely to pass under Trump's leadership, but it won't be a top priority.
f. Security
Unichain public RPC has been taken offline, and user funds are currently unable to be withdrawn.
g. Others
Hong Kong-listed company Boya Interactive disclosed it holds 2,641 BTC.
Satoshi Action Fund founder: Has received calls from five countries regarding Bitcoin strategic reserves.
Arthur Hayes disclosed the composition of his portfolio, including Bitcoin and other cryptocurrencies, as well as equity in crypto companies and gold.
Insiders: The UK plans to trial blockchain-based digital bond issuance within two years.
7. 🔧 Tools
8. 💡 Insights
Hedge funds attempt to profit from the BTC basis trading spread, with the CME basis currently close to 18%.
When SOL's market cap surpasses 100 billion, let's talk about Solana's momentum and constraints.
Which Meme coin is likely to launch on Binance next?
Circle CEO: Cryptocurrency represents an improvement in financial transaction infrastructure and security.
CryptoQuant CEO: Bitcoin, in the price discovery phase, is more prone to sudden spikes and drops.
Murad: The increase in DOGE's market value further confirms that the market has entered a Meme coin super cycle.
Vitalik: Blob has 'entered price discovery,' with daily total fees reaching 10 ETH.
a16z 2024 Cryptocurrency Status Report: On volatility, stablecoins, artificial intelligence, and more.
A Brief Discussion on the Four Stages of a Bull Market: We are entering the euphoria phase.
Analyst: Bitcoin is in 'beast mode,' and after rapid increases, a digestion period will occur.
Is it a 'Truth Machine' or a 'Capital Manipulation Tool'? Reviewing concerns surrounding Polymarket: The hotter it gets, the more calmly it should be viewed.
Wu's Exclusive Interview with Meme King Murad: Stop trading, focus on holding, and find Memecoins with a 'diamond hands culture.'
IntoTheBlock: Short-term LTC holders' positions increased by 31% compared to last month.
Insights after meeting with AI agency founders at DevCon.
IOSG Weekly Report: What is the necessity of Unichain? An initial exploration of Unichain.
CZ updates on the progress of his new education program, with the new version integrating AI technology.
Insights and reflections from Bangkok Devcon: The ZK world is experiencing a 'big bang.'
