1. 🔬 Opportunities to watch
Ethena launches Berachain incentive pre-deposit vault, accepting USDe, sUSDe, and USDC/USDT deposits
2. ❇️ DeFi
a. New projects in the past day
b. Project list
c. Related projects
Frax community initiates proposal to introduce USTB as collateral for frxUSD and custodial assets, initial cap $100 million
3. 🌏 Macro
Statistics: Net inflow of funds into Bitcoin ETF in 2024 is 81 times that of gold ETF
IntoTheBlock: Proportion of long-term ETH holders rises, proportion of long-term BTC holders declines
Polymarket predicts Trump's approval of strategic Bitcoin reserves within 100 days of taking office drops to 27%
Total open interest for BTC options across the network is $25.08 billion, ETH options open interest is $6.37 billion
Polymarket predicts the probability of spot Solana ETF approval before July 31 next year rises to 71%
BlackRock IBIT currently holds 552,555 BTC, which is 2.67 times Grayscale GBTC holdings
Today's Fear and Greed Index rises to 73, still classified as Greed
Total market cap of stablecoins exceeds $205 billion, USDT market share falls to 67.61%
4. 🐳 Whale movements
a. Exchanges' capital inflow and outflow situation
1,699 BTC transferred from Binance to unknown wallet, worth over $160 million --- According to Whale Alert monitoring, 1,699 BTC ($161,618,549) were transferred from Binance to an unknown wallet.
c. Institutional investment trends
MicroStrategy bought nearly 200,000 BTC in Q4 --- According to statistics, MicroStrategy purchased nearly 200,000 BTC only in Q4 of 2024.
U.S. Bitcoin spot ETF has cumulatively increased its holdings by 49,591 BTC as of December --- According to HODL15Capital monitoring, as of December 27, the U.S. Bitcoin spot ETF has cumulatively increased its holdings by 49,591 BTC this month, currently the sixth highest month of the year.
Bitcoin Deer increased holdings by 33 BTC this week, totaling 575 BTC
d. Large transfer activities
A whale spent $2.9 million in ETH to buy 851,387 VIRTUAL in the past 4 hours --- According to Onchain Lens monitoring, within the last 4 hours, a whale spent 854.3 ETH (worth $2.9 million) to purchase 851,387 VIRTUAL at an average price of $3.4.
An early investor in ai16z sold 1.6 million ai16z for $2.192 million 9 hours ago --- According to The Data Nerd monitoring, 9 hours ago, an early investor in AI16Z sold 1.6 million ai16z for $2.192 million. On the day of the token launch, this investor received a total of 3.62 million ai16z. So far, he still holds 1.77 million ai16z, worth approximately $2.19 million.
A whale deposited $8.31 million ONDO into Coinbase, profiting over $3.54 million --- According to Onchain Lens monitoring, after a 9-month accumulation, a whale deposited $8.31 million worth of 5.76 million ONDO into Coinbase, profiting over $3.54 million.
A whale spent $7.87 million to buy ONDO again after selling it 7 days ago --- According to Onchain Lens monitoring, 5 wallets belonging to the same whale spent a total of $7.87 million to buy ONDO again after selling it 7 days ago. Another wallet followed the same pattern, buying ONDO again after selling it 7 days ago. However, it is unclear whether this wallet belongs to the same whale. This wallet spent 3,484,500 USDT to buy 2,347,808 ONDO.
A newly created wallet accumulated 2,700 BTC from Binance in the last 14 hours, worth over $250 million --- According to Onchain Lens monitoring, in the past 14 hours, a newly created wallet accumulated 2,700 BTC from Binance, worth $256.35 million.
A whale who obtained 200,000 ETH from the Ethereum genesis block transferred 3,370 ETH to Kraken 9 hours ago
f. Market observation data
Token unlocks this week: SUI unlocks tokens worth nearly $280 million
g. Other whale movements
An address holding 357 BTC was activated after being dormant for 11 years, worth over $34 million --- According to Whale Alert monitoring, at 7:56:14 Beijing time, an address containing 357 BTC ($34,070,177) was activated after being dormant for 11 years.
6. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content creation
ai16z announces highlights of ELIZA v0.1.7, including Abstract protocol plugin, Avalanche integration, etc.
SLINKY token's market cap surpassed $10 million half an hour after launch, official says it will air-drop to 27.7 million wallets
Sophon announces completion of mining migration and opens mainnet mining
pump.fun cumulative revenue exceeds $340 million, total deployed tokens approximately 5.18 million
OpenSea's official NFT 'Gemesis' trading volume surpasses 10,000 ETH
c. Public chain/L2
Base protocol leader: Total ETH bridged to Base increased 2 times in the past 90 days
d. Financing and investment
SWELL and DEPIN won Hyperliquid listing rights for approximately $420,000 and $485,500 respectively
e. Regulation
a16z: Supports lawsuit against the IRS regarding 'DeFi broker' rules
U.S. and EU banks accelerate stablecoin plans amid regulatory advances and growing demand
Senator Cynthia Lummis proposes revaluing gold certificates and converting them into Bitcoin to provide funding
In response to illegal cross-border financial activities involving virtual currencies, the State Administration of Foreign Exchange of China released (Trial Measures for the Management of Bank Foreign Exchange Risk Trading Reports)
FEG: Has asked PeckShield to provide additional support to investigate irregular transactions, preliminary investigation may reveal wormhole bridging vulnerabilities
f. Security
Cyvers Alerts: Detected multiple suspicious transactions involving FEG on Ethereum, BNB, and Base chains
g. Other
FTX will repay $16 billion in cash, claims processing will begin on January 3, 2025
Copper expands business to Liechtenstein and launches custody services
NVIDIA will launch Jetson Thor, a computer for humanoid robots, in the first half of 2025
Bitcoin mining's clean energy usage exceeds 56%
(Fortune): Tether's high profits are 'stimulating' multiple banks globally to join the stablecoin market
Bitcoin mining pool Foundry refunded an 'accidental' 8.18 BTC transaction fee to a sender
8. 💡 Insights
Trader Eugene releases Q1 outlook for next year: expects ETH to benefit the most, likely to hit new highs
CryptoQuant CEO: Whether Trump adopts Bitcoin policy depends on whether the U.S. economic position is stable
Analysis: Once altcoin market cap grows by 17%, the market will enter a 'frenzy' phase
Bitwise strategist: ai16z Eliza framework positions itself as an SDK for launching AI agents, expected to capture a large share of its infrastructure layer
Web3 payment report: How stablecoins will evolve in 2025
aixbt: The crypto narrative for Q1 2025 is Ordinals and AI Agent
Magic Eden's general counsel: 'Crypto Tsar' David Sacks has only two years to push for supportive policies for the crypto industry
Blockware: Predicts Bitcoin's potential price range for 2025 is $150,000 to $400,000
Insight: Current risk-reward situation for altcoins far exceeds that of Bitcoin, it's time to adjust accumulation strategies
Exploring chain abstraction: How to coordinate the composability of the new internet
Reviewing 5 important developments of Ethereum in 2024: Acceleration of ETH ETF fund inflow
Financial analysts predict the U.S. economy will face a large-scale debt crisis in 2025
Gavin Wood: 2024 is an important transformation year for Polkadot, 2025 is worth looking forward to
LBank co-founder Xiang Zhang: LBank creates a hundredfold Meme coin investment opportunity for users through precise strategies
Insider: 'The remaining Bitcoin is all made in the U.S.' is a Trump-like statement, absolutely not reality
Analysis: Three potential options for front-end-less, contract non-upgradable or no-fee DeFi applications in response to IRS broker rules
Dragonfly Partner: Hates Multicoin co-founder Kyle Samani, but based on performance, he is the industry's best investor
Finnish trade newspaper Kauppalehti predicts Bitcoin will plummet 40% by 2025
Discussing recent new projects with Move and Vana
Multicoin co-founder accused of close ties with SBF, Dragonfly partner claims lack of concrete evidence
Tokenized U.S. Treasury market size reaches $4 billion, RWA asset on-chain value exceeds $15 billion
