1. 🔬 Opportunities to watch
Dolomite will launch the DOLO token on Berachain, with 20% airdropped to community members
Aevo: weETH is now accepted as collateral
Bio Protocol: BIO holders can participate in BioDAO governance and Launchpad to earn rewards
ZKsync Ignite incentive program will launch tonight, distributing 325 million ZK over 9 months
sanctum: Governance token CLOUD is expected to support staking this month
2. ❇️ DeFi
a. New projects in the past day
dTRINITY dUSD --- Partially Algorithmic Stablecoin (Fraxtal, 620,000)
YieldFi --- Yield Aggregator (Multi-Chain, 800,000)
SatLayer --- Restaked BTC (Multi-Chain, 32.31 million)
Omega --- Leveraged Farming (Mantle, 1.06 million)
Astrol --- Lending (Eclipse, 2.75 million)
Mantra AMM --- Dexes (Mantra, 3.92 million)
b. Project list
Project list: TVL > 5m & (7 days new | 24h TVL change > 10%)
c. Related projects
Aerodrome: Slipstream V2 will launch this month
Tron's USDD 2.0 Beta decentralized stablecoin project officially launched on the Tron chain
mETH Vaults have gone live on the lending protocol Fluid
3. 🌏 Macro
The US dollar index DXY fell 1.00% today, now reported at 107.84
Federal Reserve Governor Cook: More cautious measures can be taken regarding interest rate cuts
On Deribit, a large purchase of BTC options was made for a January 10 call option at 97,000 USD, totaling 150 BTC
Goldman Sachs: Currently expects the Federal Reserve to cut rates by 75 basis points this year
Polymarket again predicts ahead of traditional media that Canadian Prime Minister Trudeau will resign
The total open interest for BTC options across the network is 26.78 billion USD, and for ETH options is 7.25 billion USD
BlackRock's Ethereum ETF holdings have surpassed 1.08 million ETH, with a market value exceeding 3.9 billion USD
BlackRock's IBIT pre-market trading volume reached 66 million USD today, with 51% being active buy orders
4. 🐳 Whale movements
a. Exchange capital inflow and outflow situation
An address associated with Abraxas Capital has cumulatively recharged the exchange with 42,300 ETH in the past six hours, worth approximately 155 million USD
100 million $gmt transferred to Binance, worth 16.4 million USD
Today, two new wallets withdrew 261 BTC from Binance, worth approximately 25.9 million USD
A certain address deposited 19,000 AAVE to Binance, worth approximately 6.48 million USD
GSR deposited 10.7 million RARE and 132.68 million RSR to Binance 3 hours ago, worth approximately 3.5 million USD
1,194 BTC were transferred out from Coinbase, valued at over 118 million USD
An address associated with Abraxas Capital recharged the exchange with 42,300 ETH, with a total floating profit of 13.76 million USD
b. Staking, DeFi, NFT related activities
Liquidity staking platforms have reduced their ETH holdings by 70,000 since the end of last November, with Lido reducing by 160,000
c. Institutional investment trends
MicroStrategy invested 101 million USD to increase its Bitcoin holdings by 1,070 BTC, bringing its current holdings to 447,470 BTC
MicroStrategy increased its holdings by 1,070 BTC, bringing its current holdings to 447,470 BTC
Metaplanet plans to increase Bitcoin holdings to 10,000 BTC by 2025
Statistics: In the past week, 11 listed companies have increased their Bitcoin holdings
A certain smart money spent 76 ETH to buy 137,133 ORA
New York Stock Exchange-listed company KULR announced an increase in Bitcoin holdings by 213.43 BTC, bringing its holdings to 430.61 BTC
El Salvador has increased its Bitcoin holdings by 5 BTC since the beginning of the year, with current holdings of about 6,009 BTC
d. Large transfer activities
Tether transferred 125 million USDT to an unknown address
e. Options market trends
f. Market observation data
This week's token unlock data: APT, MOVE, and ENA will see significant unlocks
Over 80 million USD in liquidations occurred across the network in the past 12 hours
Over 30 million USD in liquidations occurred across the network in the past hour, mainly in short positions
Sky: USDC supplied to the Sky Savings Rate has exceeded 1 billion
Analysis: In the past 30 days, 5 million new addresses were added to Sei EVM, with a total of over 10 million Sei addresses
g. Other whale movements
With a swing win rate of 82%, a whale's short position has increased to 23,616 ETH, currently facing a floating loss of 4.568 million USD
Four major addresses have cumulatively opened positions worth 2.258 million USD SWARMS in the past 4 hours
A certain whale bought an additional 1.845 million SWARMS in the past 45 minutes
A certain ai16z whale is selling tokens worth over 10 million USD through limit orders
A certain whale deposited 5.3 million ai16z tokens worth over 10 million USD into Jupiter for sale through limit orders in the past 4 hours
6. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content creation
Sonic SVM: Alpha Vault deposits are now open
Arbitrum's 225 million ARB gaming catalyst program is ready, aiming to fund 100 projects over three years
b. Exchanges/Wallets
swarms is about to launch a new feature: agents can be bought and sold using swarms tokens
Bitget will launch the Launchpool project Sonic SVM (SONIC), locking BGB to earn 7.8 million SONIC
c. Public chains/L2
Cookie3 co-founder: cookie.fun v0.4 version will be launched next week
MAP Protocol releases 2025 roadmap: Includes cross-chain services for BTC, Dogecoin, XRP launching in Q1
Nansen partners with HypurrCollective to promote Hyperliquid ecosystem innovation and governance
The cross-chain BTC re-staking network Pell Network launches new version Pell Ignite Testnet
d. Investment and financing
Weekly financing update | 6 projects received investment, with a disclosed total financing amount of approximately 47.3 million USD (12.30-1.5)
The ZKsync-based game L2 blockchain ZKcandy has completed a 4 million USD private placement financing
e. Regulation
Dutch regulators have issued EU MiCA crypto asset licenses to four companies: MoonPay, BitStaete, ZBD, and Hidden Road
Hong Kong licensed exchange HKVAX signs memorandum of understanding with Victory Securities
GSR has been approved by the UK's FCA to expand its crypto asset trading and liquidity services business
Bit Digital: has officially changed to a domestic reporting entity under US securities regulations
Biden: Will gather tomorrow to certify a free and fair presidential election result to ensure a peaceful transfer of power
f. Security
Scam Sniffer: A user lost 155,256 USD worth of EIGEN after signing a phishing transaction to increase allowance
g. Others
7. 🔧 Tools
8. 💡 Opinions
Placeholder partner: Regardless of the time frame, BTC, ETH, and SOL look strong
Bitwise CEO: The transformative power of tokenization may come from enabling a large number of small businesses to enter capital markets
From DeFi to DeFAI: The future of intelligence, simplification, and popularization
This week's insights: 8 major states and 6 major trends in the crypto market
Analysis: Technical indicators like RSI and whale movements may indicate that ETH is pushing towards 4000 USD
The father of PUBG: Has not considered including NFTs in the metaverse 'Artemis', but may integrate blockchain technology
Selling pressure shrinks, liquidity recovers, BTC may return to an upward trend (12.30~01.05)
In the past 7 days, the stablecoin growth on the Ethereum network exceeded 1.1 billion USD
Analyst: X Money may change the game for Bitcoin and cryptocurrencies
SignalPlus Macro Analysis Special Edition: Happy New Year
Bernstein: Expects Ethereum to become the next 'institution darling' by 2025
Survey of 42 important figures in the Solana ecosystem: What do they think about the crypto industry?
Bybit real-time data incorporated into AICoin trading information platform
QCP: Bitcoin is approaching the 100,000 USD mark again, but facing 'huge' selling pressure
Trader T: Coinbase BTCUSD premium is about to turn positive
Prediction market shows that crypto-friendly Pierre Poilievre has a 92% chance of being elected as the next Prime Minister of Canada
DePIN report: Expected to see 100-1000 times growth in DePIN field in emerging markets by 2025
DIN: Will launch an AI Agent blockchain aimed at solving issues like data and execution environments
Murad: The goal of meme coins is to establish emotional connections with others
In 2024, net inflows of global digital asset investment products reached a historic high of 44.2 billion USD
SendAI head: Due to speculation suppression considerations, this Solana AI hackathon will cancel demo day
AI agent token supply distribution revealed: Who are the controllers behind the scenes?
