1. 🔬 Opportunities to watch

2. ❇️ DeFi

a. New projects in the past day

b. Project list

c. Related projects

  • Blast launches phase two of the sixth round of 'Golden Points' distribution, totaling 11 million

  • cbBTC circulating supply exceeds 21,000, Ethereum chain's proportion rises to 77.4%

  • USDe supply exceeds 5.2 billion, growing 83.73% in the past month

  • Sushi plans to launch multiple products in 2025, including a Solana chain trading platform Wara and a chain-based perpetual DEX platform Susa

  • Sky will increase SSR, DSR, and stable fees for multiple vault types

3. 🌏 Macro

  • On December 6, total net inflows for Bitcoin and Ethereum spot ETFs were $377 million and $83.75 million respectively; ETF experts claim Ethereum spot ETFs have seen net inflows for 10 consecutive days, as advisors and institutional investors are just beginning to pay attention

  • This week, the U.S. Bitcoin spot ETF had net inflows of $2.744 billion, marking the second-largest weekly inflow record since its launch

4. 🐳 Whale movements

  • 499 BTC transferred from an unknown wallet to Binance, valued over $50 million

  • USDC circulating supply increased by about $900 million in the past week, total supply exceeds $40 billion

  • Statistics: Since the launch of the U.S. Bitcoin spot ETF, nine new ETFs have bought 857,342 BTC

  • Tether has minted 20 billion USDT since November 6

  • “PEPE wave win rate 100%” whale deposited $6.17 million PEPE and $2 million SHIB into Binance ten hours ago

  • An address with assets of $30.98 million established a position of $9.63 million LINK nine hours ago

  • Sun Yuchen deposited about $120 million ETH, $1.44 million EIGEN, and $516,000 ETHFI into HTX nine hours ago

  • 43.6 million DOGE transferred from Robinhood to an unknown wallet, approximately $20.74 million

  • 11 million XRP transferred from Upbit to an unknown wallet, approximately $28.1 million

  • Analysis: When XRP fell to $2.2, whales accumulated over 120 million XRP, worth $288 million

  • Token unlock in a week: 14 projects unlocked tokens worth $287 million

  • In the past 7 days, Coinbase Pro's Bitcoin wallet balance decreased by 19,032.59 BTC, while Bitfinex increased by 15,319.46 BTC

  • MicroStrategy founder hints at increasing Bitcoin holdings for the fifth consecutive week

6. 📃 Industry

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

  • Pudgy Penguins floor price surpasses BAYC

  • This week's total NFT sales reached $196.2 million, a month-on-month increase of 34.23%

b. Exchanges/Wallets

  • EDX Markets promotes its CTO to CEO and plans to launch offshore perpetual futures trading in Q1 next year

c. Public chain/L2

  • 201st Ethereum ACDE meeting: EIP 7691 is officially confirmed for inclusion in the Pectra upgrade

  • Shibarium network's total transactions exceed 620 million, wallet addresses surpass 2 million

  • Zama releases fhEVM whitepaper

e. Regulation

  • Some U.S. states may lead the federal government in establishing Bitcoin reserves

  • Industry insiders worry about the possibility of anti-crypto SEC Commissioner Caroline Crenshaw being re-elected, calling for changes at the SEC

  • Former Silvergate CTO claims the bank was 'stabbed in the back' by regulators in 2023

  • 1confirmation founder: The U.S. should exempt cryptocurrency capital gains tax

  • Shanghai Second Intermediate Court: Virtual currencies account for 11% of criminal cases in quasi-financial trading platforms

  • A large number of crypto startups incubated by Alliance DAO have relocated from overseas to New York

f. Security

  • ZachXBT: Radiant attacker longs ETH on Hyperliquid, currently profiting about $600,000

  • Cardano Foundation X account suspected of being hacked and misused, community is addressing the issue

  • ZachXBT: A user's meme coin valued over $2.2 million was stolen on the Solana chain

g. Others

  • Goldman Sachs, Clearstream, and HQLAᵡ conduct real-time DLT intraday repurchase transactions

  • DZ Bank trials retail cryptocurrency services with the first community bank

  • Trump's second son will attend the Bitcoin conference in Abu Dhabi in December and give a speech

  • A Norwegian news site reveals a list of major domestic crypto investors, collectively holding tens of millions in assets

  • Trump: No plans to ask Powell to resign as chairman of the Federal Reserve

  • Brazil's central bank proposes to ban the transfer of foreign stablecoins to domestic self-custody wallets and restrict domestic payments

  • Citigroup, JPMorgan and ten other institutions complete tokenized settlement pilot

7. 🔧 Tools

8. 💡 Views

  • Delphi Digital: Outlook for Web3 gaming industry in 2025

  • David Sacks: Bitcoin is realizing PayPal's initial vision of creating a new world currency

  • Analyst: XRP remains undervalued, with a conservative price estimate reaching $8.4

  • Analyst: ETH shows multiple bullish signals

  • Peter Schiff: If the U.S. government strongly supports Bitcoin, it could ultimately lead to the destruction of the dollar

  • Analysis: The altcoin season has just begun and will last about 90 days until March next year

  • The probability of a 25 basis point rate cut by the Federal Reserve in December rises to 86%

  • Ethereum Ecosystem Weekly Report: EIP7623 plans to include Pectra, EIP2537 gas costs increase, Vitalik's ideal wallet...

  • Michael Saylor: Suggests the U.S. sell gold reserves to buy at least 20% to 25% of circulating Bitcoin

  • Bitwise Strategy Director: Countries or regions implementing 0% capital gains tax on cryptocurrencies will attract significant investment

  • Key abstraction: Analyzing key management solutions under different use cases

  • Decrypt: LBank releases 2024 Memecoin market performance report

  • Statistics: BlackRock IBIT, MSTR, Fidelity FBTC currently rank as the top three Bitcoin holders

  • Crypto VC: AI crypto projects are unlikely to disrupt major centralized participants in this cycle

  • Yuga Labs co-founder praises Solana ecosystem for its support of NFTs and meme coins, criticizing podcasts that undermine Ethereum culture

  • Bitcoin Suisse founder: Bitcoin will continue to rise and may even reach 'seven figures'

  • Michael Saylor criticizes the suggestion from the founder of Bridgewater Capital to allocate 2% Bitcoin in portfolios as too conservative

  • Analysts: NUPL indicator shows Bitcoin's upward trend will continue until the end of 2025

  • Greeks.live: Recent cryptocurrencies have moved independently, with limited impact from the macro market; now is a good time to buy options

  • The ETF Store President: Nine out of the top ten ETFs by AUM in 2024 are related to cryptocurrencies