1. 🔬Opportunities to watch
Solv Protocol: SolvBTC and its LST product are now live on Sonic Labs mainnet
2. ❇️DeFi
a. New projects in the past day
Silo V2 --- Lending (Multi-Chain, 1.37 million)
Sophon Bridge --- Chain (Ethereum, 222.63 million)
Equalizer CL --- Dexes (Sonic, 1.12 million)
b. Project list
Project list: TVL > 5m & (7-day new | 24h TVL change > 10%)
c. Related projects
Avalanche Foundation provides grant to VIA Labs for the development of cross-chain protocol Proto-USD
QCP Capital: has executed the first BUIDL collateral derivative trade
Secured Finance's RWA-based lending and stablecoin protocol collaborates with Parasail for liquidity staking
VitaDAO: VITA cross-chain proposal VDP-159 to Solana network has been approved
Pendle has airdropped $6.1 million in rewards to vePENDLE holders
3. 🌏Macro
Market news: The U.S. Department of Justice approved the sale of $6.5 billion of seized Silk Road Bitcoin
Today's Fear and Greed Index dropped to 69, still rated as Greed
4. 🐳Whale movements
a. Exchange fund inflow and outflow
Jump Trading transferred over $20 million worth of stablecoins to CEX in the past hour
Over 22,000 BTC flowed out of exchanges in the past week, worth $2.1 billion
100 million USDT transferred from HTX to Aave
A certain whale deposited 300 WBTC to Binance prior to the news of the 'U.S. Department of Justice approved Bitcoin sale'
A newly created wallet withdrew 1.39 million USDT from Binance and then purchased over 320,000 JLP
b. Staking, DeFi, NFT-related activities
Traders on swarms with profits over $1.5 million are building positions with 8 million swarms again
A certain whale transferred 80,000 SOL to Coinbase Prime 5 hours ago, profiting $4.63 million through staking and SOL appreciation
c. Institutional investment trends
ai16z co-founder Shaw spent 996 SOL to buy 8.5 million SENTAI again
El Salvador increased its holdings by 11 BTC half an hour ago, currently holding about 6,022 BTC
Fidelity deposited 11,250 ETH to Coinbase 20 minutes ago, worth $36.9 million
ai16z TOP17 holding whale profited $3.575 million by selling 2.8 million ai16z in the past 40 minutes
Over 400,000 BAT transferred from Flow Traders to Grayscale BAT Trust
d. Large transfer activities
A certain whale bought 2.24 million OM from Binance in the past 3 hours, worth $9.02 million
A certain whale spent 900 ETH to buy 826,423 VIRTUAL in the past 8 hours
A certain address was liquidated for 1,490 WETH, worth about $5.22 million
A certain whale sold 220.1 cbBTC on-chain for 6,202.4 ETH in the past 2 hours, at an exchange rate of 0.0354
e. Options market trends
f. Market observation data
Over the past 4 hours, the entire network experienced liquidations of $43.46 million, primarily long positions
Over the past hour, the entire network experienced liquidations of $22.76 million, primarily long positions
66.38% of traders on the Binance platform bet that Bitcoin will rebound
g. Other whale movements
“Buy low, sell high PEPE profits $6.24 million whale” added another $7.14 million in PEPE 12 hours ago
A certain address “sold off” 24.25 million LLM, missing out on $3 million in profits
USDC Treasury burned 50 million USDC
A certain ETH whale's ETH short position has been closed, profiting $2.79 million
USDC Treasury issued a total of 200 million USDC on the Ethereum chain early this morning
A certain smart money bought 23.76 million LLM 19 hours ago, currently floating profit at 289 times
USDC Treasury issued 250 million USDC on the Solana chain
6. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Yin Dance game IP (Audition) enters the Web3 market
Trump-themed NFT series launches first batch of 160 'Trump Bitcoin digital trading cards' using the Ordinals protocol
b. Exchanges/Wallets
Blockstream launches open-source hardware wallet Blockstream Jade Plus
Alchemy Pay registered as MSB in Canada to expand its North American business
LoveAI integrates Questflow MAOP: opening a new paradigm of AI Agent interactive trading
OKX investment strategy adds price range setting feature
Binance Alpha adds FAI, VERTAI, and VADER tokens
c. Public Chain/L2
The Solana Foundation is accelerating Firedancer testing
Nodepay final airdrop query is now online
Circle: USDC bridging now supports the Sonic chain
FNS has once again received official ecological incentives and funding from Filecoin
Network3 token airdrop event launched, with 5% of N3 tokens returned to the community
Phala Network will collaborate with Succinct and Conduit to launch Phala Network 2.0
Sonic Labs announces that the airdrop dashboard will be online soon, allowing tracking of earned points
Blast: Upcoming mobile platform and tokenomics updates, no gold points distributed in January
d. Investment and financing
Aligned Foundation announces completion of $1 million community round financing
Sol Strategies completes CAD 27.5 million private placement financing, funds will be used to expand SOL reserves
AI development company Rena Labs completes $3.3 million Pre-Seed round financing, led by Paper Ventures
DePIN startup Starpower completes $2.5 million financing, led by Framework Ventures
Solayer acquires Fuzzland, focusing together on Solana native SVM expansion
e. Regulation
Trump's transition team has reviewed at least six potential candidates for the CFTC
CFTC Chair farewell speech: calls on crypto industry innovators to protect investors, opposes enforcement-driven approaches, emphasizes the importance of cryptocurrencies during his term
The U.S. House Financial Services Committee appoints Bryan Steil as chair of the digital assets subcommittee
FOX Business reporter: Kraken and a16z executives are competing for the CFTC chair position
CryptoQuant CEO: The U.S. government's sale of $6.5 billion in Bitcoin may be absorbed by the market within a week, calm
U.S. CFTC Chair: Crypto legislation needs time, the acting chair will play a role in future regulatory transitions
New York State Supreme Court rejects Trump's request to delay the ruling on the 'hush money' case
The U.S. CFTC issues a subpoena to Coinbase regarding the Polymarket case, requesting some customer information
f. Security
A suspicious transaction occurred on a contract on Arbitrum, with approximately $2.5 million in assets withdrawn
Luke Dashjr believes Trump's issuance of inscriptions on Bitcoin constitutes a 'national attack' on Bitcoin
g. Others
CryptoQuant research director: Bitcoin pullback has caused a sharp drop in traders' floating profits, but still within a healthy range
Kava plans to become a DeAI blockchain and will announce its AI roadmap
LBank will list Sola AI (SOLA)
7. 🔧Tools
8. 💡Insights
Analysis: The decline in social media heat and overall sentiment for Dogecoin may indicate a potential buying opportunity
Metis network experiences intermittent outages, upgrading L1DTL memory to resolve issues
THORChain roadmap: This quarter will focus on the App Layer to eliminate base layer risks
Report: As PENGU launches, daily trading volume is excessively high relative to its available liquidity
Citigroup: After a strong year for Bitcoin, 2025 will usher in 'Altcoin Season'
Chromia Q1 roadmap: Focus on supporting blockchain AI tools and decentralized AI applications
SevenX Ventures will continue to support UXLINK ecosystem development, looking forward to UXLINK 2025 bringing more innovation to the industry
Kaiko: In 2024, BTC market depth growth of 1% exceeds 85% to $370 million, 'Alameda Gap' is filled
Oklahoma Senator: Bitcoin has become mainstream in the economy
Entering the UXLINK social growth layer: the next leap in blockchain usability
DWF Ventures 2025 trend forecast: DeFi, AI, stablecoins, and consumer applications will become major narratives
This week continue to focus on ai16z series, DRUGS, newly focus on Aimonica, HYPER
Gary Gensler: Much work remains to be done in regulating altcoins and intermediaries
Insight: Favorable crypto regulatory prospects will be a major driving force for altcoins in 2025
Nansen analyst: Crypto investors are looking for new developments to 'drive the bull market', including Trump's future policy direction
