1. 🔬Opportunities to watch
Stacks: sBTC will be launched next week, and users can get BTC rewards through the sBTC reward program
2. ❇️DeFi
a. New projects in the past day
Balancer V3 --- Dexes (Multi-Chain, 1228万)
Access Protocol --- SoFi (Solana, 0万)
Nucleus --- Yield Aggregator (Ethereum, 3494万)
Valence --- Treasury Manager (Neutron, 52万)
b. Project List
c. Related Projects
Fuel CEO Yu X said "6 days left", the community speculated that it was related to the snapshot or airdrop time
Synthetix acquires leveraged token platform TLX through token swap
The new round of Jupiter airdrop is expected to be carried out before January 25th
Marinade launches proposal to "solve the malicious validator problem and democratize MEV on Solana"
Spark deploys $100 million in stablecoin liquidity to Base and activates Savings feature
Magic Eden: The new version will create on-chain Binance, and the ME token incentive plan will be launched soon
Uniswap Foundation Grants Blockful $110,000 for Governance Security Review
3. 🌏Macro
The U.S. core CPI monthly rate in November was 0.3%, expected to be 0.30%, and the previous value was 0.30%
Deribit ETH block options sell $5,000 call options at the end of March next year, totaling 6,500 ETH
Today, Bitcoin ETF has a net inflow of 5,459 BTC, and Ethereum ETF has a net inflow of 81,254 ETH
Deribit's BTC block option sells a $95,000 put option at the end of March next year, totaling 250 BTC
BTC and ETH options with a notional value of approximately $2.565 billion will expire on Friday
4. 🐳Whale Movements
A whale bought 801 BTC from Binance in the past 17 hours, equivalent to about 77.55 million US dollars
A whale/institution that built a position of 88,943 ETH is suspected to have added another 5,854 ETH an hour ago, equivalent to about 21.55 million US dollars
A certain address increased its holdings of 1,379 ETH through Wintermute, and the address was frozen by Tether
Bitcoin mining company Riot Platforms bought 705 BTC in the past 3 hours, equivalent to about 68.45 million US dollars
A suspected Nexo-related wallet deposited 22,980 ETH, equivalent to about $57.3 million, into the exchange
USDC Treasury issued an additional 100 million USDC on the Ethereum chain this morning
A whale bought 1,000 BTC from Binance in the past 18 hours, with an average price of $96,934
A whale deposited 3,000 ETH into Binance 4 hours ago, which was opened at an average price of $3,363 three weeks ago.
Data: Whales bought over 100 million XRP during recent market drop
Alameda-associated address just transferred 3.36 million FTT to Binance, worth $11 million
Tether issued 1 billion USDT on the Ethereum network, with a total of 4 billion USDT issued this month
6. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
DappRadar: Blockchain game market share reached 28% in November, and the average daily number of opBNB active wallet addresses reached 2.08 million
Pudgy Penguins NFT floor price reaches 25.68 ETH, a record high
b. Exchange/Wallet
Binance Futures updates leverage and margin tiers for multiple U-margin perpetual contracts
OKX: Users who purchased OKSOL at a premium will be fully compensated, and the compensation plan will be announced as soon as possible
Coinbase’s Compliance-Enabled Digital Asset Platform Project Diamond Integrates Chainlink CCIP
Bitget will set up a European regional center in Lithuania to actively embrace MiCA regulatory requirements
OKX will launch SOL liquidity pledge certificate OKSOL
Binance and Circle form strategic partnership to expand USDC stablecoin adoption
c. Public chain/L2
RISC Zero’s Boundless Protocol, “the First to Bring ZK to Blockchain Networks,” is Now Available to Developers
Alchemy Pay: Plans to launch L1 public chain Alchemy Chain to promote large-scale commercial applications
The First Solana AI Hackathon Is Now Live
Degen Chain has officially migrated to Alchemy
Meme coin issuance platform jump.fun launched BASE chain, with 1-hour protocol revenue reaching $300,000
Aptos Foundation to open new office in Abu Dhabi
d. Investment and Financing
Perena Completes $3 Million Pre-Seed Round of Financing, Led by Borderless Capital, with Binance Labs and Others Joining
Bitcoin mining company BTC Digital receives $20 million in financing to promote green sustainable development and industry innovation
Diversified crypto company COSIMO is raising $25 million, led by Eolas Capital
Tokenized GPU startup Exabits completes $15 million seed round with a valuation of $150 million, led by Hack VC
e. Supervision
Ripple CEO: Stablecoin RLUSD has been approved by the New York Department of Financial Services
Nevada to introduce blockchain technology in election certification process
Yellen: I have talked with Scott Bessent, the nominated Treasury Secretary, and discussed the broad responsibilities of the Treasury Department.
Trump appoints Andrew Ferguson as FTC chairman
El Salvador and Argentina Regulators Sign Agreement to Help Develop Crypto Industries in Both Countries
The U.S. Senate postponed the re-election vote on SEC Commissioner Crenshaw to early morning Beijing time
Former Celsius chief revenue officer will not be sentenced on December 11, and the sentencing hearing may be held after April next year
f. Security
Crypto wallet Zengo team finds WhatsApp privacy vulnerability still not fully fixed
DEXX attackers have transferred more than 4,700 ETH to Tornado Cash so far
Scam Sniffer: User Lost $7.8 Million in SolvBTC After Signing Phishing Transaction
g. Others
Gravity: Established a $50 million ecosystem venture capital alliance, including DAO5, IOSG and other institutions
Japanese cryptocurrency exchange Coincheck listed on Nasdaq today
Microsoft CFO: The company has long accepted cryptocurrencies as customer payments and has been thinking about the development of the industry
DeFi Technologies to acquire minority stake in Swiss-licensed asset management firm Neuronomics AG
Kenyan Trade Union Adds Bitcoin to Balance Sheet
a16z: On “de-banking” and the harm it brings
Bitcoin mining company MARA reaches 50 EH/s computing power, a first in the industry
MicroBT launches WhatsMiner M6XS++ mining machine series with 15.5 J/TH energy efficiency
Travel platform Travala, which supports crypto payments, plans to launch a Bitcoin reserve plan
Riot Platforms Increases Convertible Senior Notes Offering to $525 Million
Venture capital firm DNA launches trading platform for tokenized equity in startups
Italy plans to reduce cryptocurrency tax increase, or maintain 26%
7. 🔧Tools
OpenAI CFO: Enterprise customers pay thousands of dollars for AI tools, but this fee will eventually be reasonable
8. 💡Viewpoint
a16z partner Martin Casado: Tired of VCs leading the AI regulatory conversation, I hope academics and technologists will advance it
Will Google Willow Destroy the Bitcoin Network?
Messari: Raydium’s transaction volume has exceeded Uniswap for two consecutive months
CoinShares releases 2025 outlook: Bitcoin income solutions and Bitcoin reserves will become hot spots
Delphi Digital: Annual Crypto Market Review and Outlook
eToro’s cryptocurrency trading volume grew by more than 500% in November
The past and present of DeSci: the monopoly and openness of academic resources
An overview of Memecoin to be launched by Coinbase in 2024: What are the rules and effects?
Kaiko Research: Changes in US SEC leadership may boost market demand, and ETH may benefit from it
BTC Volatility Weekly Review (December 2 - December 9)
Y Combinator's golden track: 10 innovative directions worth exploring in the field of AI
CryptoQuant analyst: Coinbase BTC spot market share continues to be sluggish
Bitwise's Top 10 Cryptocurrency Predictions for 2025
Cardano founder: Focus on Bitcoin DeFi roadmap in 2025, plans to create a demo before mid-year
Community Ecology | Messari: Cryptocurrency adoption in emerging markets is surging, with TRON dominating
Investment Research Morning Report丨The stablecoin payment track is flourishing: Who is the real winner? / NEAR AI: Building the strongest open source AI owned by users / The Bitcoin ecosystem has been mediocre, how do veteran players view the ecosystem's future?
Derive report: The probability of Ethereum reaching $5,000 by the end of the year is less than 10%
