1. 🔬Opportunities to Watch
Pudgy Penguins: Approximately 7 million external wallet addresses can claim PENGU tokens, publishing the token contract address.
Bitget LaunchX project Fuel Network (FUEL) is now open for subscription.
The US Financial Accounting Standards Board releases a new guide on 'Crypto Asset Accounting and Disclosure.'
Nirvana Finance: Claims for compensation are now open and Nirvana V2 has launched.
FuelNetwork has opened airdrop queries, with claims set to open on December 19.
Sui Bridge integrates Circle's cross-chain transfer protocol CCTP.
Aligned sets a $50 threshold for airdrop claims to encourage holders during historical lows.
2. ❇️DeFi
a. New Projects in the Past Day
Ink Bridge --- Chain (Ethereum, 2.77 million)
NEBY DEX --- Dexes (Sapphire, 250 thousand)
Sboom --- Dexes (Sonic, 0)
AlphaFi stSUI --- Liquid Staking (Sui, 5.53 million)
OpenGPU --- Staking Pool (Ethereum, 170 thousand)
UtyabSwap --- Dexes (TON, 20 thousand)
b. Project List
Project List: TVL > 5m & (7-day new | 24h TVL change > 10%)
c. Related Projects
Lido stops offering staking services on the Polygon PoS chain; users can withdraw funds by June 16, 2025.
Kontos announces the token economic model: KOS total supply of 1 billion, 5% allocated for airdrops.
Lido announces the launch of a community staking tribe plan to promote Ethereum staking.
Solv Protocol partners with Benqi to implement staking and lending functions on Avalanche.
Hedera integrates Chainlink's decentralized oracle solution.
Babylon ends Cap-3 mainnet staking, with over $6 billion worth of BTC staked.
Delegate founder: Due to Solana transaction limitations, large PENGU claims will be split into multiple transactions.
Sui ecosystem lending protocol Scallop begins using sSUI and sSCA as borrowing incentives.
Pyth Network plans to provide real-time oil data on-chain.
3. 🌏Macro
Trump attends the Blockchain Association policy summit and reiterates: Will fully support the blockchain industry's development in the US.
Bloomberg analysts expect a wave of crypto ETFs next year, with XRP, SOL potentially following LTC and HBAR ETFs.
US retail sales in November increased by 0.7%, expected 0.5%, previous value revised to 0.5%.
Benchmark: MSTR joining the Nasdaq 100 index may pave the way for its inclusion in the S&P 500 index.
Today, the US Bitcoin ETF saw a net inflow of 4,790 BTC, and Ethereum ETF saw a net inflow of 12,347 ETH.
Companies holding Bitcoin may encounter cross-asset capital feedback loops; options data indicates crypto investors prefer to hedge risks rather than aggressively chase gains, despite the difficulty in finding reasons for Bitcoin's decline, the options market signals caution.
Ethereum spot ETF continues a 16-day net inflow, totaling a net inflow of $2.316 billion.
Trump meets with Crypto.com CEO to discuss personnel appointments in the crypto industry.
4. 🐳Whale Movements
In the past 24 hours, multiple whales including Arthur Hayes deposited $13.86 million ENA/MKR/ONDO into CEX.
A whale withdrew 24,907 COMP from KuCoin and HTX an hour ago, worth approximately $2.63 million.
6,820 LINK flowed into Grayscale's Chainlink Trust.
Semler Scientific plans to raise an additional $50 million, having spent $21.5 million to increase their holdings to 211 BTC, totaling 2,084 BTC purchased so far.
Curve founder bought 1.08 million CRV in the past 3 hours, worth approximately $1.2 million.
Mt.Gox transfers 1,620 BTC to two new addresses, valued at over $170 million.
On Deribit, large BTC options sold a $95,000 call option for the end of the year and bought a $105,000 call option.
On Deribit, large ETH options bought a $5,000 call option expiring at the end of January next year, totaling 5,000 ETH.
A whale withdrew 100,000 LINK from Binance 6 hours ago, totaling $15.5 million LINK withdrawn over the past three days.
Two whales deposited nearly 14 million USDC into Hyperliquid to buy HYPE and PURR.
Blockchain Capital transferred out 52,845 ENS 8 hours ago, then deposited into CEX.
An institution/whale that built a position of 41,567 ETH at an average price of $421.7 appears to have partially taken profits, achieving a return of 807%.
Since December, over 400,000 ETH have flowed out of exchanges.
A whale sold $2.34 million worth of PEPE in the past 2 hours and bought 16 Pudgy Penguins.
IntoTheBlock: A total of 7.2 million ETH was bought slightly below $4,000, which may support Ethereum's price stability above $4,000.
Marathon Digital transferred 22,044 BTC to 40 new wallets in the past 14 hours.
The Ethereum Foundation has sold a total of 4,466 ETH this year, approximately $12.62 million.
The Pendle team associated wallet sent 562,500 PENDLE to Binance 20 minutes ago.
A whale redeemed 560,300 SOL from staking 11 hours ago and transferred it all to Binance, worth approximately $122.58 million.
A whale again deposited 9.89 million USDC into Hyperliquid for purchasing HYPE.
Cumberland wallet and a suspected Ceffu wallet withdrew large amounts of cryptocurrency from Binance, including 385.8 BTC and tokens valued at $34.2 million.
6. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
ACT community account: ACT will collaborate with BNB Chain to launch on BNB.
Rena Ito announces the latest product roadmap, which will use Personal AI services for upgrades.
NFTGo has acquired the crypto portfolio management project Mest and will develop new products based on its source code.
Xterio Chain's independent address count exceeds 10 million and ranks first in Dappradar's 24-hour game leaderboard.
Magic Eden will launch its first Meme coin claim on December 20.
OpenSea's registration in the Cayman Islands raises speculation about a possible airdrop.
b. Exchanges/Wallets
Tether CEO: Plans to provide a complete user experience of Hadron via API by early February next year.
Binance Wallet launches Binance Alpha, enhancing pre-listing transparency and focusing on potential projects.
BitGo: Eligible US FTX customers can join the platform's Bitcoin giveaway program.
Binance Wealth Management, one-click buying, flash trading, leverage, and contracts launch Simon's Cat (1000CAT) and Pudgy Penguins (PENGU).
Gate.io Startup new coin mining launches OL mining, with total rewards exceeding $800,000.
Bybit plans to terminate withdrawal and custody services in France by the end of January next year.
OKX Web3 wallet officially launches CAT-20 market.
c. Public Chain/L2
Circle: The cross-chain transfer protocol has launched on Sui, now supporting USDC transfers across 9 blockchains.
Omni Network launches the Omni Core mainnet.
ENS Labs' upcoming L2 network Namechain will be based on Linea technology.
The TON Foundation launches a DeFi incentive program with a scale of 100,000 TON.
sBTC has been launched on the Stacks mainnet.
Avalanche9000 goes live on the mainnet, reducing L1 deployment costs and gas fees.
Mantle announces the launch of the second season of the Mantle Scouts program.
d. Investment and Financing
The crypto and NFT trading analysis platform DexCheck completes a new round of financing, with ChainGPT Labs participating.
Stablecoin infrastructure BVNK completes a $50 million Series B financing, led by Haun Ventures.
Crypto securities platform Prometheum completes a $20 million financing.
Tether announces an investment in European stablecoin provider StablR.
DeFi application layer Rujira announces it has completed $7 million in financing.
Web3 content monetization platform Promeet completes $3.1 million in Pre-Seed round financing.
SocialFi project Metya completes strategic financing, led by CGV Capital.
e. Regulation
NFT project CyberKongz receives a Wells notice from the US SEC, facing potential charges.
The US SEC issues a Wells notice to crypto investment firm Unicoin, accusing it of fraud, selling unregistered securities, and other violations.
US Treasury: Has shut down a North Korean cryptocurrency money laundering network.
Hong Kong commits to implementing a crypto asset declaration framework, aiming to complete the necessary local legislative revisions by 2026 or earlier.
The European Securities and Markets Authority releases the final guidelines for the implementation of MiCA crypto regulations.
f. Security
ZachXBT: LastPass attackers stole about $5.36 million in funds from over 40 addresses.
LBank successfully prevented potential losses of $1.2 billion, ensuring the safety of 15 million users' assets.
g. Others
Physicist: Quantum computers will take another five years to break Bitcoin.
7. 🔧Tools
JuCoin publishes platform node subscription rules, using AIC as the only payment tool.
8. 💡Opinions
CoinShares: Bitcoin yield strategies may become the 'new normal' in corporate finance.
Exploring the future of Ethereum state, execution, and consensus.
Four dimensions analyze the growth potential of Hyperliquid.
Trader Eugene: There are countless altcoin opportunities in Meme, AI, dino coin, DeFi, and NFT.
Dragonfly Capital partner: The timing of TGE is not important; the project needs to focus on long-term value.
Matrixport: Tether's market cap surges, boosting a strong crypto market explosion in 2024.
Messari predicts explosive growth for Solana in 2025.
The ETF Store president: Invesco submits multiple share class structure applications to the SEC, expected to become a hot ETF narrative next year.
AgentFi: AI x Crypto driven by PMF in the future.
Bank of America survey: Due to factors such as Trump's second term, December investor sentiment is super optimistic.
Leading trader Eugene: Re-entering long positions on SOL, WIF, BONK.
Crypto x AI: 10 categories we are focusing on in 2025.
What on-chain components are used by crypto AI agents?
