1. 🔬 Opportunities to watch

2. ❇️ DeFi

a. New projects in the past day

  • ComTech Gold --- RWA (XDC, 11.76 million)

  • MewFi --- NFT Marketplace (Ergo, 0 million)

  • Holdstation Swap --- Dexes (ZKsync Era, 0 million)

  • SparkDEX Perps --- Derivatives (Flare, 260,000)

b. Project list

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

c. Related projects

  • Compound Finance launches a $1 million bug bounty program.

  • Ethena may launch a new stablecoin product USDtb on December 16.

  • Starknet includes EKUBO and LORDS in the DeFi Spring incentive program.

  • Injective ecosystem trading platform Helix announces the launch of a points program.

  • Babylon Cap-3 has staked over 11,000 BTC, with a total TVL of $3.52 billion.

  • Aave community initiates the 'Deploy Aave V3 on Linea' ARFC proposal.

  • Following a $45 million Sentry Key sale event, Xai announces details of the 'Airdrop Pass'.

  • Frax is developing a technology stack for AI agents on the blockchain.

  • NAVI Protocol has integrated the native FDUSD of the Sui network.

  • Step Finance plans to bring tokenized stocks like Nvidia and Tesla to the Solana chain.

3. 🌏 Macro

  • After the release of initial jobless claims and PPI data in the US, the dollar index DXY fell 10 points to 106.72.

  • US November core PPI year-on-year at 3.4%, expected 3.2%, previous value 3.1%.

  • In the week ending December 7, the number of initial jobless claims in the US was 242,000, expected 220,000, previous value revised to 225,000.

  • On Deribit, ETH large options buyers purchased 3,000 ETH in put and call options for year-end at $3,800.

  • Yesterday, Ethereum spot ETF saw a net inflow of $101.58 million, continuing a 13-day net inflow.

  • Yesterday, the US Bitcoin spot ETF saw a net inflow of $223.1 million, continuing for 10 consecutive trading days.

4. 🐳 Whale Movements

  • FTX/Alameda redeemed 181,232 SOL from staking 5 hours ago and distributed to 20 addresses.

  • FTX has transferred a total of 4.263 million SOL to CEX since November 2023.

  • A certain whale address increased its holdings by 1,000 BTC in the past 6 hours, worth $101 million.

  • Nano Labs increased its Bitcoin holdings, currently holding approximately 360 BTC.

  • 2,324 BTC transferred from Mt.Gox-related addresses, worth $234.81 million.

  • Grayscale transferred approximately 587 ETH to Coinbase Prime hot wallet address.

  • Tether newly minted 1 billion USDT.

  • Data: Cardano whale group purchased over 80 million ADA in the past 48 hours.

  • A certain whale bought 2,459.3 ETH 15 minutes ago at an average price of $3,929.

  • A certain whale increased its holdings by 201.78 BTC 9 hours ago, approximately worth $20.33 million.

  • Australian asset management company AMP purchased $27 million in Bitcoin.

  • An address suspected to belong to Arrington Capital withdrew 3,884 ETH from Binance 2 hours ago, worth approximately $15.32 million.

  • Trump's crypto project WLFI multi-signature address holds 14,573 ETH, approximately worth $57.03 million.

  • A certain address deposited $6.94 million worth of ENA into Binance an hour ago, suspected of selling.

6. 📃 Industry

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

  • Ubisoft and Arbitrum will launch a Web3 shooting game (Captain Laserhawk) on December 18.

  • Game infrastructure and publisher Xterio launches the $XTER points reward program, expected to redeem future airdrop rights.

  • Astar hints that locking ASTR will earn points for Sony's blockchain Soneium.

b. Exchanges/Wallets

  • OKX collaborates with institutional-grade digital asset derivatives trading platform Kemet Trading.

  • Binance will launch trading pairs such as USUAL/BTC on December 18.

  • Coinbase plans to delist the stablecoin USDT in Europe.

c. Public chain/L2

  • Lumoz zkVerifier node network is about to launch and will initiate the MOZ staking system.

  • Polyhedra Network releases Layer 1 public chain EXPchain testnet and white paper.

  • Web3 communication protocol Push Protocol plans to launch Layer 1 blockchain Push Chain.

d. Investment and financing

  • Luxor Technology signs a $131.4 million Bitcoin mining machine purchase agreement with MicroBT.

  • Riot Platforms completes a $525 million senior note issuance, currently holding over 12,000 BTC.

  • Avalanche completes a $250 million private fundraising round, with participation from Galaxy Digital and others.

  • Bitcoin mining company BitFuFu signs long-term lease agreements for two mining sites with a capacity of 33 megawatts in the US.

  • Crypto mining chip design company Nano Labs completes a $36.25 million private placement.

  • The stablecoin-driven new bank KAST completes a $10 million seed round funding, led by Peak XV and HongShan.

  • Blockchain startup Commonware raises $9 million, co-led by Haun Ventures and Dragonfly Capital.

  • Superform Labs completes a $3 million strategic round financing, led by VanEck Ventures.

  • Web3 AI agent project ChainAware.ai completes a new round of financing, led by ChainGPT Labs.

e. Regulation

  • The US SEC is advancing the NYSE listing of Bitwise Bitcoin and Ethereum ETF applications.

  • Ukraine may legalize cryptocurrency in early 2025.

  • Australian regulators compare Bitcoin to prison currency in a controversial consultation document.

  • a16z's crypto policy director Brian Quintenz is running for CFTC chairman, has accepted an interview, results expected to be announced in the coming days.

f. Security

  • 1inch: Quickly resolved a recently discovered security vulnerability; user funds, applications, and infrastructure remain unaffected.

  • Sequentia co-founder claims it has compromised 69% of Dogecoin nodes through a serious vulnerability.

  • Slow Fog: Participants in a theft rescue, including Slow Fog and Scam Sniffer, prevented losses of millions of dollars.

  • Slow Fog: DEXX incident attackers are constantly exchanging assets and bridging to Ethereum.

  • Virtuals Protocol: Discovered a pre-locking vulnerability for tokens, currently fixing it; user funds are safe.

g. Others

  • Affected by MicroStrategy's Bitcoin strategy, approximately 144 companies now hold Bitcoin.

  • Charles Schwab's new CEO: Preparing to launch spot crypto trading business.

  • Less than 1% of Microsoft shareholders voted in favor of the Bitcoin investment proposal.

  • Casa launches 'Praetorian' service to support sovereign nations in Bitcoin self-custody.

  • A Spanish bank allocates 2% of funds to Bitwise Aptos Staking ETP through its fund.

  • Grayscale announces the launch of Optimism and Lido DAO trust funds.

  • Bitcoin mining company Hut 8 may cooperate with Meta to build data centers.

  • Coinbase becomes the most downloaded crypto app in Brazil, ranking among the top three financial apps in the country.

  • Trump's team has concluded interviews for the CFTC chairman position, with an announcement expected in the coming days.

  • Alipay refutes rumors: 'Alipay can purchase cryptocurrency' is false.

  • Standard Chartered Bank will provide cash management, trading, and custody services for offshore Paxos stablecoin.

7. 🔧 Tools

8. 💡 Opinions

  • Coin Metrics: Global cryptocurrency trading trends show regional and seasonal patterns.

  • In November, the cryptocurrency industry received nearly $800 million in venture capital funding, with infrastructure financing exceeding $583 million.

  • Pantera Capital partner: Crypto investments will place more emphasis on cash flow and other fundamental indicators.

  • Analysis: Chainlink's on-chain transaction count and active address count both hit annual highs.

  • Syncracy Capital co-founder: The market value of the Crypto x AI sector is expected to achieve tenfold growth.

  • Financial AI Agent Almanak's path to DeFi yield.

  • Morpho's advancement: How to lead the lending market through two leaps.

  • Thoughts on Agent TCP/IP: Necessity and challenges.

  • Michael Saylor: MicroStrategy focuses on linking traditional finance with the crypto economy through Bitcoin.

  • Opinion: Solana is trying to become like Ethereum.

  • Building a new narrative for AI Agents: A panoramic view of the ecosystem.

  • Overview of all applications in the ZK ecosystem on Farcaster.

  • Glassnode: The supply ratio of long-term to short-term holders of BTC has fallen to a current cycle low.

  • Analysis of MEV mitigation technology outside the Ethereum protocol: Classification and examples.

  • Dragonfly partner Haseeb: Memecoins are the true success of this cycle's GameFi.

  • TD Cowen analyst: Nasdaq may not include MicroStrategy in the Nasdaq 100 due to its smaller operational scale.