This week's big events

  1. Solana’s Big Announcement - Solana has announced that it will be making big announcements between December 5th and 12th. It is rumored that these announcements may be related to airdrops.

  2. Instadapp (Fluid) Token Economics Upgrade - The Instadapp team plans to launch an updated INST token economics model this week.

  3. Ethena’s New Product Launch - Ethena will release a new stablecoin called USDtb this week. This stablecoin is backed by BlackRock’s BUIDL fund and is a RWA stablecoin (stablecoin backed by real-world assets).

  4. Particle Network Mainnet Launch - Particle Network is a L1 blockchain solution dedicated to simplifying cross-chain operations through universal accounts. Its mainnet will be officially launched on December 3.

  5. Elys Network’s Airdrop Checker and Public Sale - All-in-one DeFi application Elys Network will launch a public token sale on the Republic platform on December 3rd, and will launch its Airdrop Checker at the same time.

  6. Jupiter’s Revised Airdrop Proposal - Jupiter plans to airdrop approximately $860 million worth of JUP tokens to users in January next year. Since the initial airdrop proposal was not passed, the team will release a revised proposal this week.

  7. Macro Events - US Unemployment Data Release - US unemployment data will be released on December 6 and may have an impact on the market.

  8. JTO Token Unlock - Jito's JTO tokens will be unlocked in large quantities on December 7th, with a total value of US$510 million, and all tokens will be distributed to investors and core contributors.

  9. Key Proposal for DOGE - Elon Musk and Vivek Ramaswamy are set to present a key proposal for the Department of Government Efficiency (DOGE) this week. This could be a potential catalyst for meme coins like Dogecoin to rise.

Let’s talk about the market again

The crypto market has returned to its original exploration

Focusing on "peer-to-peer cash payment", first pull value anchor (bitcoin), then pull payment (xrp xlm) and then pull savings (defi rwa pledge)

The newly entered large institutions did not choose to upgrade the narrative, but instead returned to basics. They believe in the simplest, most original and cornerstones because they are newcomers. They also believe that currency and its related things are the grandest narrative of cryptocurrency. Public chains, exchanges, etc. are all "others" built on the monetary system.

So the copycat has not ended, it has just returned to its most essential and initial stage!

I personally think that Ethereum will have a major uptrend (referring to the EB exchange rate), but I am not sure when this major uptrend will occur. I still hold the same view as before.

1. BTC ETF will have a spillover effect;

2. BlackRock and other large institutions are doing RWA on Ethereum, which means that the underlying value of Ethereum cannot be ignored;

3. The rise of the Base AI Agent ecosystem;

Judging from the price performance, tokens such as $ONDO $LINK $UNI $ENS have begun to become strong. This means that the market has begun to focus on Ethereum-related Beta targets. This is a bullish signal.

As for the choice of Ethereum Beta, there are only three directions:

1. ETH pledge related ($LDO $EIGEN LRT);

2、DeFi&RWA($AAVE $UNI $COW $MKR $ONDO $LINK)!

3、Meme（ $MOG $PEPE $SHRUB ）。

I personally prefer DeFi related ones and currently hold UNI ONDO PENDLE EIGEN, etc.



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