1. 🔬Opportunities to watch
Eliza will announce a new token economics proposal around January 1st
2. ❇️DeFi
a. New projects in the past day
Orbs --- Farm (Ethereum, 0 million)
Pryzm Protocol --- Yield (Multi-Chain, 4.7 million)
Astherus asBNB --- Yield (Binance, 44.36 million)
b. Project list
c. Related projects
The cross-chain interoperability protocol oooo protocol announces the launch of the Badge system and opens for collection, users holding the Badge enjoy point bonuses
BIO Protocol community initiates a proposal to 'cross-chain BIO to the Solana network'
KyberSwap expands to Sonic, having deployed the KyberSwap aggregator and limit order features
Game.com launches an innovative Fair Launch token issuance protocol
Sushi has launched on Sonic, providing DEX aggregator support and other features
Base ecosystem AI autonomous management Agent fund Santa launches airdrop activity
3. 🌏Macro
US initial jobless claims for the week ending December 21st were 219,000, with expectations of 224,000 and a previous value of 220,000
4. 🐳Whale movements
a. Exchange fund inflow and outflow situation
Coinbase transfers 6,663 ETH to Coinbase Institutional
A certain early Ethereum whale deposited 4,160 ETH to Kraken 3 hours ago, valued at $14.5 million
1,402 Bitcoins transferred from an unknown wallet to OKX, approximately $133 million
Over 33,000 BTC were sent to exchanges in the past week
b. Staking, DeFi, NFT related activities
Two whales extracted a total of 550,000 PENDLE from Binance in the past 15 hours, hoarding 1.76 million PENDLE in the past 7 days
A certain address added 3.09 million ai16z in the past hour, becoming the TOP 7 holder of ai16z
c. Institutional investment trends
This year, 9 new Bitcoin ETFs and MicroStrategy have collectively increased their holdings by over 1.1 million BTC
d. Large transfer activities
1,400 BTC transferred from Coinbase to an unknown wallet, valued at over $138 million
The address ranked 30th on the Bitcoin billionaire list transferred out 11,999 BTC, approximately $1.19 billion
e. Options market trends
ETH bulk options purchased on Deribit for January 10th, 2024, at a price of $4,000, totaling 3,730 ETH
f. Market observation data
CryptoQuant: Bitcoin accumulation addresses increased their holdings by more than 225,000 BTC in December, a monthly growth of 82.6%
USDC Treasury increases issuance of 50 million USDC on the Ethereum chain
MIRA token's largest holder: may sell 1% of tokens daily
g. Others
ETH/BTC exchange rate long position James Fickel exchanged 3,500 ETH for 122.67 WBTC again 6 hours ago
A smart trader made over $8.3 million profit in Hyperliquid perpetual contract trading
6. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Monex releases the metaverse project 'OASIS TOKYO' in The Sandbox to the public
Talking Web3 launches a live broadcast program for Meme investment, the first project RED oversubscribed by 700%
b. Exchanges/wallets
GMGN.Ai update: New filtering function added, App will be launched on Google Play soon
OKX Web3 wallet has now integrated GoPlus security API
Pump Science: Only tokens in non-custodial wallets will be counted for airdrops
Binance Alpha announces the 7th batch of project tokens
c. Public Chain/L2
DPIN Foundation releases global decentralized GPU computing network plan
Bitget announces the merger of BGB and BWB tokens, fully upgrading the BGB on-chain ecosystem
d. Investment and financing
ChainOpera AI completes $17 million seed round financing, led by IDG Capital and others
e. Regulation
Citigroup: Six key factors such as stablecoin issuance and regulation will help determine the cryptocurrency trend in 2025
Hester Peirce: After Gensler's departure, the SEC will no longer prioritize enforcement as the main tool for crypto regulation
Key issues for US cryptocurrency legislation in 2025 include stablecoin bills and the FIT21 bill
The Japanese government formally responds to the Bitcoin reserve plan: the volatility of crypto assets does not align with the current foreign exchange reserve system
The Japanese Financial Services Agency will hold a meeting with financial industry organizations to discuss improvements to internal audits of crypto assets
f. Security
ZachXBT has assisted in resolving URL redirection attacks against Pudgy Penguins users
Animoca Brands officially confirms the co-founder Yat Siu's X account was hacked, reminding users not to interact with it
Meteora: Donating to Mira requires caution against malicious actors posting scam links
g. Others
Vitalik: Happy to become the foster father of Moo Deng, will provide more donations in the future
The proportion of Runes trading on the Bitcoin blockchain has dropped to 3-5%
The total open positions of BTC options across the network is $44.99 billion, and the total open positions of ETH options is $11 billion
Agridex on Solana chain completes its first coffee transaction, potentially driving the wave of agricultural asset tokenization
Vitalik donates 10 million Thai Baht to the Khao Kheow Zoo in Thailand, which will develop a dedicated exhibition area for MOODENG
Hong Kong establishes a gold trading exchange aimed at promoting 'digital gold'
US-listed company KULR launches a Bitcoin reserve, purchasing about 217 Bitcoins
7. 🔧Tools
8. 💡Viewpoints
Analyst: Binance's Bitcoin reserves have dropped to the lowest point since early 2024, indicating increased market momentum
Viewpoint: The remaining Bitcoin is made in the US or is the hardest promise for Trump to fulfill
After 3 years, the token is finally issued, analyzing the potential of the oracle RedStone
Overview of the DeFi track: stablecoins, multi-chain narrative, options products...
Make DeFi great again: Why is the Pendle ecosystem worth watching?
Analyst: ETH may break $4,000 before Trump takes office, expected to reach $5,000 in 2025
Viewpoint: Why I feel regret about the Bitcoin ecosystem in 2024
2025 prediction: Bitcoin reaching $200,000? Base narrowly misses the L1 battle?
Trader Skew: Cautiously optimistic about the current BTC rebound trend, the market seems to lean bullish
ai16z founder: DeFi is the killer application for crypto AI agents
Bitfinex: AI agents using smart contracts will transform the cryptocurrency field
Analyst: Bitcoin investors with a holding period of 6-12 months are the most active sellers recently
Viewpoint: Trump's Bitcoin reserve plan may become a watershed moment for the cryptocurrency market
Research and investment analysis AI agents are on the rise, reviewing noteworthy projects in the market
CryptoQuant CEO: Whales are accumulating Bitcoin through privacy trading
A brief analysis of three methods to evaluate AI Agents: what are the pros and cons?
CryptoQuant analyst: BTC 'kimchi premium' has reached a local peak, indicating strong demand from Korean investors
Pantera Capital CEO predicts the current bull market cycle will peak in August 2025, BTC may rise to $117,000
Viewpoint: If Gary Gensler does not approve ATS regulation for decentralized projects before his departure, the SEC may abandon it
Dialogue with ai16z founder: How to evaluate 10 popular AI Agents
