1. 🔬 Opportunities to watch
Solayer announces the establishment of a foundation and releases the governance token LAYER
2. ❇️ DeFi
a. New projects in the past day
DuckSwap --- Dexes (DuckChain, 40,000)
b. Project list
c. Related projects
Usual: The fee switch era is about to begin
ether.fi releases 2024 summary: TVL growth of 6159.3%, over 150 million ETHFI distributed to users
Uniswap V4 version is about to be launched
Aave net deposits reach $33.4 billion, a new historical high
Solana on-chain trading platform Drift plans to launch the second season airdrop in May this year
Aevo: Completed the buyback of 1 million AEVO tokens in December 2024
Frax community approves the proposal to support the frxUSD stablecoin by BUIDL from BlackRock
Aerodrome VIRTUAL/cbBTC yield market
Synapse unveils Cortex token CX
f(x) v2.0 is live
VitaDAO initiates proposal to cross-chain VITA to the Solana network
Solana scaling solution Solaxy raises $7 million in token presale
3. 🌏 Macro
In the week ending December 28, the number of initial jobless claims in the U.S. was 211,000, expected 222,000, previous value revised to 220,000
On Deribit, large ETH options bought $5,000 call options expiring at the end of March and sold $6,000 call options
The market expects the Fed to take a more cautious approach to rate cuts, as the dollar hits a two-year high
On Deribit, large BTC options bought $96,000 call options expiring January 10, totaling 400 BTC
Analysis: The dollar may continue to strengthen, putting pressure on Bitcoin in the future
Last year, the total wealth of the top 500 billionaires worldwide surpassed $10 trillion, with CZ's wealth increasing by 60% to $55 billion
MiCA takes full effect, USDT market cap sees its largest drop since the FTX collapse
Data: 45% of economically active South Koreans have invested in cryptocurrency
European Central Bank board member: The ECB's interest rates are expected to be lowered to 2% by this autumn
6. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content creation
In December 2024, total NFT sales are approximately $889 million, with the Ethereum chain ranking first
Xterio token economics released, community allocation is 28%
b. Exchanges/wallets
Binance Alpha adds swarms, TAOCAT, and degenai tokens
Bitget Chinese head: Will form a core operations team to explore more application scenarios around BGB
Binance will launch GRIFFAIN, AI16Z, and ZEREBRO perpetual contracts
c. Public chain/L2
Injective will collaborate with Sonic SVM to launch a cross-chain AI agency center this year
Starknet: Plans to launch the Stwo prover in April 2025
Layer 1 & 2⛓️ Boundless, bringing ZK to every chain
FOCIL implementation on Prysm
Arbitrum bridge total value locked (TVB) surpasses 4.5 million ETH
d. Investment and financing
Babylon: Unaware of obtaining a $5.3 million investment from BingX Labs
Accountable $2.3m seed raise
Avalon $10m Series A
e. Regulation
Swiss Bitcoin referendum proposal needs to collect 100,000 signatures within 18 months
Binance CEO: Binance has now become a licensed broker in Brazil
T3 Financial Crime Division has frozen 100 million USDT related to illegal activities
Coinbase VP of Legal: SEC has not collected fines as high as $10 billion, should focus on the amount returned to harmed investors
Bloomberg: The new SEC chair is 'almost certain' to make the crypto market regulatory environment less hostile
Do Kwon pleads not guilty to fraud charges in U.S. federal court hearing in Manhattan
Huaxia Fund Hong Kong: Recommends exploring digital asset channels to allow mainland qualified investors to invest in Hong Kong virtual asset ETFs
Industry insiders: Singapore will become the next cryptocurrency hub in Asia through 'risk-adjusted' regulation
Xu Zhengyu: Hong Kong will cooperate with the industry this year to promote the healthy development of the fintech, virtual assets, and Web3 ecosystem
f. Security
Scam Sniffer releases 2024 annual review: Tracked 30 security incidents with losses exceeding one million dollars, preventing over 2.5 million suspicious transactions
CertiK releases 2024 annual security report, with over $2.3 billion in on-chain losses for the year
Shield: Last December, the crypto sector lost about $24.7 million due to attack events, a 71% decrease month-on-month
Scam Sniffer: A certain VIRTUAL holder lost all tokens due to a phishing transaction
FEG: The team will buy back tokens purchased by users after the attack incident and pay a 25% reward
g. Others
Bitcoin network hash rate (7-day SMA) once reached 808 EH/s, a new historical high
Bitwise annual review: Client assets increased from about $1 billion to about $12 billion, team expanded to about 100 people
Satoshi Action Fund co-founder: A certain state in the U.S. will start buying Bitcoin in 4 months
Spain's second-largest bank BBVA holding crypto custody platform Garanti BBVA Kripto will provide cryptocurrency trading services
Bitfarms: In December, mined 211 BTC and sold 147 BTC
VanEck research director: The probability of a U.S. Solana ETF listing in 2025 exceeds 77%
8. 💡 Opinions
Opinion: Web3 has more advantages than traditional Web2 AI in aspects like global liquidity
Dune founder: 2024 will be a breakthrough year for on-chain adoption, with most metrics surpassing the 2021 peak
Report: Bitcoin and Ethereum ETFs are expected to see net inflows of $48 billion and $28.5 billion this year, respectively
The ETF Store president releases the top five predictions for crypto ETFs in 2025, including spot Ethereum ETF options and staking
On-chain data interpretation: When will the new round of altcoin season start?
Korean central bank governor warns of continued rate cut risks, political turmoil intensifies economic pressure
Michael Saylor predicts a massive influx of capital into Bitcoin in the future
CITIC Securities: Cryptocurrencies and gold do not currently constitute a competitive relationship in risk-averse allocations in the medium term
An Analytical Comparison for Crypto x AI Frameworks
Understanding based rollups
Morgan Stanley E-Trade is exploring the provision of cryptocurrency trading
Interpretation of Ethereum's next major upgrade Pectra: Which EIPs are included? What changes will it bring?
Regulatory easing, macro environment, and investment demand will support greater upside potential for BTC this year
Bankless co-founder: Vitalik deserves a Nobel Prize in Economics, Crypto is overlooked by 98% of economists
Stacks founder: Bitcoin needs L2 more than Ethereum, developers are returning
Opinion: The current pullback can be seen as an opportunity to increase Bitcoin exposure
Dragonfly Capital partner: Meme coins will continue to lose market share, to be replaced by AI Agent coins
Institution: The Australian Federal Reserve is expected to start cutting rates before May, with three rate cuts expected this year
Dragonfly Capital partner Haseeb: Six major predictions for the crypto industry in 2025
Opinion: The idea that Bitcoin is merely a store of value is a misunderstanding; there is substantial potential demand in its ecosystem
SkyBridge Capital founder: The U.S. Senate will approve the Bitcoin purchase plan, but it is unlikely to buy 1 million coins
How to view the decentralized liquid staking solution released by UTXO Stack?
Analyst: Bitcoin's 'selling pressure' drives Coinbase premium index down to a 12-month low
DWF Labs: The growth trend of meme coins may continue into 2025
