1. 🔬Opportunities to Watch

  • ZKsync Ignite Q1 has launched, with 100 million ZK tokens to be distributed

2. ❇️DeFi

a. New Projects in the Past Day

  • Verus Market --- Dexes (Verus, 91.9 million)

  • GRVT --- Derivatives (Ethereum, 9.25 million)

b. Project List

Project List: TVL > 5m & (7-day increase | 24h TVL change > 10%)

c. Related Projects

  • Aave V3 has launched on the Aptos testnet, marking its first non-EVM deployment

  • DuckChain announced the DUCK tokenomics: a total supply of 10 billion, with 77% allocated for community and ecosystem development

  • AAVE community initiated a formal proposal to 'Deploy Aave V3 on the Mantle Network'

3. 🌏Macro

  • Federal Reserve Governor Waller: Supports further interest rate cuts this year

  • Analyst: The decline in cryptocurrency is caused by concerns about long-term inflation triggered by macroeconomic data

  • On Deribit, a large BTC option buy for a $100,000 put option at the end of January and selling a $90,000 put option at the end of June

4. 🐳Whale Movements

a. Exchange Fund Inflow and Outflow

  • Whale that profited $11.7 million on PEPE deposited 42.7 billion PEPE to Kraken in the past 30 hours, worth about $8.5 million

  • pump.fun deposited $20 million SOL to Kraken 7 hours ago, totaling $340 million SOL deposited

  • Galaxy Digital deposited 4.46 million ENA to Binance 9 hours ago, with a total profit of $2.37 million over the past two days

  • Over 250 million CRO transferred from Crypto.com, worth over $36 million

  • A whale withdrew 7.24 million WIF and 1.87 million POPCAT from CEX, totaling about $14.56 million

b. Staking, DeFi, NFT-related activities

  • A periodic whale bought back 10,531 ETH and repaid the loan 5 hours ago, closing half of the short position

c. Institutional Investment Trends

  • Grayscale increased its holdings by over 721 BTC this morning, worth about $70.04 million

  • MicroStrategy and BlackRock IBIT collectively hold over 1 million BTC, worth nearly $100 billion

  • Ethereum Foundation sold 100 ETH again 7 minutes ago

  • The smart money address that profited from ai16z increased its stake in AVA this morning

  • Two whales bought $2.21 million SONIC in the past 24 hours

d. Large Transfer Activities

  • A wallet transferred 1,899 BTC to Cumberland

  • 1,980 BTC transferred from Cumberland to Coinbase Institutional, worth over $180 million

  • A whale sold 4 million $FARTCOIN at an average price of $0.95 three hours ago

  • A whale sold 25.69 million $swarms through limit orders in the past 10 hours

e. Options Market Trends

f. Market Observation Data

  • A smart money address made a profit of $16.8 million by trading ai16z, GRIFFAIN, and ZEREBRO

  • The entire network saw liquidations of $28.6533 million in the past hour, mainly long positions

  • The entire network saw liquidations of $55.3792 million in the past 4 hours, mainly long positions

  • ETH's periodic win rate of 82%, with the whale's remaining half position still floating profit of $897,000, health returning to 1.81

  • A trader bought 23 million LLM and sold it, making over $500,000 profit in just 4 hours

g. Other Whale Movements

  • USDC Treasury minted 100 million USDC on the Ethereum chain this morning

  • Two whales sold 2.9 million AI16Z in the past 17 hours for a profit, worth $5.84 million

6. 📃Industry

a. NFT & GameFi & SocialFi & DID & DAO & Content Creation

  • NEXTYPE: MEME-NANA launches decentralized metaverse ecosystem

  • Blockchain game Illuvium partners with Virtuals to introduce autonomous AI NPCs into their game

  • Matrixport will deepen cooperation with UXLINK to jointly create a Web3 super platform

b. Exchanges/Wallets

  • Bybit Launchpad project Xterio (XTER) exceeds 150,000 subscribers, set to launch XTER/USDT trading pair at 18:00

  • Binance 2024 year-end report: User base surpasses 1 billion, regulatory authorization obtained in 21 jurisdictions

  • OKX Web3 wallet mobile app adds Solana limit order feature

c. Public Chains/L2

  • Optimism: Over 15 million OP tokens have been rewarded to Ethereum core developers, development tools, and educators

  • Gravity has completed the first round of G token staking snapshot, qualified users can share 345,000 $SEI tokens

  • HAT: Upcoming tokenomics update, including increasing burn amount, unlocking premium features, etc.

  • BNB Chain announces six major AI projects on-chain

  • Starknet launches development tool SN Stack

d. Investment and Financing

  • Movement Labs plans to raise $100 million at an estimated valuation of about $3 billion

  • AI startup Anthropic plans to raise $2 billion, with a valuation of $60 billion, potentially becoming the fifth-largest U.S. startup

  • TON Ventures announces strategic investment in TONCASH

  • Crypto research platform SoSoValue completes $15 million Series A funding, serving as the reserve fund for the first spot crypto index protocol SSI

  • Aethir's $100 million ecosystem fund announces the fourth round of supported projects, focusing on AI Agents this round

  • Web3 full-ecosystem public chain project CoNET completes seed round financing, led by FX168 Finance Group

e. Regulation

  • Federal Reserve spokesperson: Meeting minutes indicate officials are generally willing to remain inactive this month

  • U.S. Senator Lummis meets with SEC chairman nominee Paul Atkins to discuss digital asset legislation and regulatory reform

f. Security

  • Orange Finance suffers a hack, losing about $787,000, reminding users to check wallets and revoke authorizations

  • Virtuals Protocol: Discord server attacked, investigation ongoing

  • IPC token suspected of being attacked, losing about $590,000

  • Scam Sniffer: Beware of phishing scam ads appearing when searching 'Virtuals' on Google

g. Others

7. 🔧Tools

8. 💡Insights

  • Famous trader Ansem: Experience from the past three years shows that shorting ETH is always safe

  • Bitwise CIO comments on Czech strategic Bitcoin reserve plan: The domino effect begins

  • Analysts: Strong long-term background may support cryptocurrency throughout 2025

  • Multicoin Capital: 2025 will see a frenzy of AI agents and institutions, becoming a key year for Web3

  • a16z crypto releases cutting-edge trends on the integration of AI and crypto technology: blockchain helps to solve the trust crisis brought by AI-generated content

  • Public company KULR Technology predicts BTC could rise to $200,000 this year

  • Metis DeFi ecosystem revival: ENKI becomes the first participant in the restart of Metis decentralized sorting

  • Public company Sol Strategies secures a $25 million credit line for investments in SOL and staking business

  • The probability that the Federal Reserve will keep interest rates unchanged in January is 95.2%

  • VanEck: Hyperliquid has not attracted a large number of developers, its market value is at risk

  • Agora CEO: In the next decade, most cross-border payments will shift to stablecoins

  • SuperNet announces joining the Aethir ecosystem

  • Bostic: Inflation is expected to gradually fall to 2% this year, but the Federal Reserve should still make cautious decisions

  • Analysis: If BTC rebounds to $98,600, it will trigger a liquidation of $35 million

  • Greeks.live: This market correction is mainly influenced by the strong dollar and falling U.S. stocks, the Bitcoin bull market is still on

  • Nexo report: Bitcoin and Ethereum are expected to grow in 2025, while Solana's development trajectory remains uncertain

  • A recap of HackPrinceton Fall 2024 Hackathon