1. 🔬Opportunities to watch

2. ❇️DeFi

a. New projects in the past day

  • Shido Dex --- Dexes (Shido, 10,000)

  • SuiDollar --- Basis Trading (Sui, 6万)

  • Ora Protocol --- Farm (Ethereum, 4.13 million)

  • TONCO --- Dexes (TON, 00,000)

  • SwapMode V3 --- Dexes (Mode, 22万)

  • Sensi --- Yield Aggregator (Binance, 7万)

b. Project List

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

c. Related Projects

  • Tether CEO: Plans to announce the first public customer and product information of Hadron, an asset tokenization platform, next week

  • Movement Co-founder: Mainnet is coming soon, which may imply that TGE will be held soon

  • The dYdX community has passed the proposal to allocate 50% of revenue to MegaVault and 10% to Treasury SubDAO.

  • Ondo Finance announces instant exchange service for OUSG and PYUSD

  • Ethena founder: Aave integration and CEX support as collateral will drive USDe supply demand

  • BIO Launchpad and token transfer functions are expected to be launched in the first quarter of next year

  • Aave launches temperature check vote on whether to expand to Bitcoin L2 Spiderchain

3. 🌏Macro

  • More than 150 BTC and 678 ETH flowed into Grayscale Bitcoin and Ethereum Mini Trust six hours ago

  • Today, the US Bitcoin spot ETF has a net outflow of 3,476 BTC, and the Ethereum ETF has a net inflow of 4,786 ETH

  • Traders cut odds of a December Fed rate cut to about 50%

  • US Ethereum spot ETF had a net outflow of $4.03 million yesterday

  • US Bitcoin spot ETF had a net outflow of US$220 million yesterday

  • Coinbase All Apps Rank: today27,7 days 136 80.15%,30 days 405 93.33%

  • Coinbase Financial Apps Rank: today 1,7 days 12 91.67%,30 days 34 97.06%

4. 🐳Whale Movements

  • FTX liquidation address receives approximately $5.81 million worth of POL from Polygon

  • Nearly 20,000 LDOs were transferred from Coinbase Prime addresses to the Bitwise DeFi Crypto Index Fund

  • A smart money completed the liquidation and profit-taking of the Litecoin theme Meme coin LESTER 5 hours ago, with a return rate of 4109.7%

  • A whale borrowed $1.5 million to buy 9,829 AAVE, holding up to 75,493 AAVE

  • A whale deposited 1920 BTC to Binance 1 hour ago

  • An address storing 2,000 BTC at an average price of $0.067 was activated after 14 years of dormancy

  • A whale address sold 850,000 WIF 7 hours ago, with a total profit of $7.5 million

  • A whale address transferred more than 10,000 ETH to Binance an hour and a half ago

  • ZachXBT: A hacker sold PNUT in advance and missed out on $31.6 million in profits, earning only $6,400

  • A whale transferred 1,920 BTC to Binance, with an estimated profit of $85.27 million

  • A whale spent $6.2 million to buy 13.95 million Ethereum Meme coin DOGE, and currently has a floating loss of $1.76 million

  • Wintermute received $1.2 million worth of SLERF, or became a market maker for the Meme coin

  • A whale built a position in DEGEN for more than 6 months, and turned losses into profits after the Binance contract was launched, earning $790,000

  • Grayscale transferred another 760.964 BTC to an unknown address, and more than 2,225 BTC have been transferred out in the past 20 minutes

  • Grayscale Bitcoin ETF transfers 1464.934 BTC to two unknown addresses, worth more than $131 million

  • A trader made a profit of about $458,000 by trading BITCAT in two hours, with a return of 281 times

  • The address marked as "7 Siblings" recently bought 1.06 million EIGEN, worth $2.59 million

  • Blockchain Capital's associated address deposited 1.43 million EIGEN into Coinbase

6. 📃Industry

b. Exchange/Wallet

  • OKX Connect now supports over 100 Telegram applets

c. Public chain/L2

  • Safe to launch processing network Safenet in 2025, releases roadmap

  • Celestia: Ginger upgrade is now available on Mocha testnet

  • TON Accelerator launches $5 million cross-chain innovation program "Synergy"

d. Investment and Financing

  • SpaceX's funding package would value the company at more than $250 billion

  • Crypto Fund C1 Fund plans to raise $100 million through IPO, plans to invest in digital asset-related company equity and securities

  • Musk's xAI completes $5 billion financing at a valuation of $45 billion

e. Supervision

  • Fox: 18 U.S. states have filed a lawsuit against the SEC, accusing the agency of unconstitutional persecution of Crypto

  • NYSE applies to SEC to convert Bitwise 10 Crypto Index Fund into ETP

  • South Korea's financial sector launches investigation into Upbit's 600,000 KYC violations

f. Security

  • On-chain transaction terminal DEXX was attacked, and most user funds were transferred

  • The official X account of WIF community is suspected to be stolen, please do not click any links

  • The gmgn website was attacked, and the development team urgently repaired it and restored some functions

  • Web3 education platform Giggle Academy official X account suspected to be stolen

  • DEXX: The security audit team is conducting analysis and investigation, and there is no RUG

g. Others

  • Trump's election could reopen IPO window for crypto firms like Circle and Kraken

  • Australia's Monochrome Spot Bitcoin ETF AUM exceeds $30 million

  • President of The ETF Store: If BTC does not collapse, Vanguard Group may launch Bitcoin and Ethereum ETF business next year

  • Trump's main fundraiser and Treasury Secretary candidate Howard Lutnick is behind Tether

  • Goldman Sachs holds over $710 million in Bitcoin spot ETF shares as of Q3

  • Hong Kong Stock Exchange officially launched the virtual asset index series today

  • Trump's ally proposes selling some of the Fed's gold in exchange for 1 million Bitcoins

  • Musk amends OpenAI lawsuit to include Microsoft as defendant

7. 🔧Tools

8. 💡Viewpoint

  • US Senator: Selling gold and buying Bitcoin will have a very neutral impact on the US balance sheet

  • VanEck executive: Solana ETF is highly likely to be listed before the end of next year

  • Analysis: SpaceX and xAI valuations soar, Musk's business empire will reach new heights

  • QCP Capital: Altcoins may face deleveraging risks, and Bitcoin has strong price support under the "Trump market"

  • Upbit is the vane of the currency market? A quick overview of the projects participating in the UDC conference

  • Cathie Wood: Bitcoin will reach $1.5 million by 2030

  • Gary Gensler delivered a "abdication" speech. What changes will there be in the SEC's crypto regulation under Trump 2.0?

  • Sui vs. Aptos, which one is the more promising public chain ecosystem?

  • Analysis: Solana's Meme coin with 10x potential may fall 40% before soaring

  • Paradigm Co-founder: The "arms race" for sovereign states to build Bitcoin reserves has begun

  • Support narratives, re-entrepreneurship, Litecoin concepts, what is the Meme market rushing towards?

  • Fed's Collins: I don't think there is an urgent need to cut interest rates, but I hope to maintain economic health

  • Consensys founder: How to move towards strict decentralization and empower sovereign individuals

  • Scopescan: Wintermute's investment in small-cap Meme coins usually rises in the short term

  • Fed's Collins: Another rate cut in December is under consideration, but not finalized

  • Trust crisis experiment, ePBS protocol built-in

  • JPMorgan Chase: Cryptocurrency regulation under the Trump administration may see positive progress

  • Fed's Goolsbee: Rates may need to be lowered over the next year

  • Analysis: BTC may fall because Fed Chairman Powell said he is "not in a hurry to cut interest rates"

  • Coinbase CEO: Stablecoin annual transaction volume is approaching that of payment giant Visa

  • Vitalik: Solana is too centralized compared to Ethereum, and it does differ from Ethereum’s market goals

  • Bitcoin speculative frenzy begins to show signs of cooling in futures markets

  • Industry insiders: The crypto market is waiting for the direction of US policy, and high volatility may occur in the future

  • CryptoQuant founder: Binance user numbers can be used to illustrate the size of the market

  • Dialogue with 0xWizard: This man led the community to save ACT

  • Galaxy analyst: The current consolidation of Bitcoin is a healthy market performance, and it may reach $100,000 in a few weeks