1. 🔬Opportunities to watch
2. ❇️DeFi
a. New projects in the past day
SwapX Algebra --- Dexes (Sonic, 107万)
SwapX V2 --- Dexes (Sonic, 26万)
b. Project List
c. Related Projects
Phantom: No plans to launch a token
Bio Protocol January Roadmap: Cross-chain to Solana and Base, Release Launch Platform Contract
3. 🌏Macro
This week, the U.S. Bitcoin net inflow was $257 million, and the transaction volume reached $11 billion
U.S. Ethereum spot ETF saw net outflows of $38.1 million this week
4. 🐳Whale Movements
a. Fund inflow and outflow of the exchange
An ENS-associated address transferred 50,000 ENS to Binance 5 hours ago
Yesterday, ARKB had a net inflow of $222 million, BITB had a net inflow of $61.1 million
A certain whale/institutional address has withdrawn 132,300 SOL from Binance in the past 2 days
b. Staking, DeFi, NFT related activities
A certain address profited $739,000 by sniper opening APY, with a return of 76 times
A certain whale staked 3,000 ETH with Morpho 9 hours ago, approximately $10.76 million
c. Institutional investment trends
d. Large transfer activities
Bitwise today transferred 15,964 ETH worth $57.18 million to Wintermute OTC address
Grayscale Digital Large Cap Fund transferred approximately 691 BTC worth $67.86 million to a certain address starting with bc1qx
e. Options market trends
f. Market observation data
Data: Over the past 7 days, USDC circulation has increased by approximately 900 million
g. Other whale movements
Suspected Focai insider address trades Focai, profiting over $20 million
A certain whale shorting ETH deposits 5 million USDC into Hyperliquid to increase short positions, currently facing a floating loss of $5.36 million
A certain whale is suspected of liquidating 18.3 million PHA accumulated over the past 9 months, profiting $2.015 million
6. 📃 Industry
b. Exchanges/Wallets
Bitget Wallet Lite launches trading activities, total prize pool of 20,000 Morph points and 1,000 BGB
c. Public Chain/L2
Solana developers create quantum-resistant vaults to protect user funds from potential threats posed by quantum computers
VitaDAO: VITA is about to cross-chain to the Solana network
d. Investment and financing
Aptos ecosystem DEX Hyperfluid completes Pre-Seed funding round, with participation from BlockBooster and others
JAN3 completes $5 million seed funding round, with investment from Tether
f. Security
0xScope founder: X account has been recovered, currently no financial losses have occurred
MIRA token's largest holder: Compensation for the impact wallets from the ZERO incident has been completed, all assets on MIRA have been migrated to a multi-signature wallet
g. Others
The U.S. Senate is entering the 'confirmation battle' period for Trump's cabinet
Musk: Grok 3 is coming soon, pre-training has been completed
ai16z founder: ai16z has no relation to a16z
FTX officially announces that the bankruptcy plan has taken effect, with the first round of compensation expected to occur within 60 days
7. 🔧 Tools
8. 💡 Opinions
Top trader Eugene: ENA and HYPE market capitalization is expected to stay above $10 billion this cycle
JPMorgan: 'Devaluation trades' will continue to exist as the structural importance of Bitcoin and gold increases
Solana co-founder: Multiple L2s are meaningless, a single L2 supporting parallel processing can exhaust all blobs space
