1. 🔬 Opportunities to watch
Ripple's USD stablecoin RLUSD is set to launch on December 17
Ethena launches a new stablecoin USDtb supported by BlackRock's BUIDL tokens, with reserve funds invested in BUIDL
Solv Protocol announces that SOLV will go live on Hyperliquid
2. ❇️ DeFi
a. New projects in the past day
Ethena USDtb --- RWA (Ethereum, 65.43 million)
Metropolis DLMM --- Dexes (Sonic, 0 million)
b. Project list
Project list: TVL > 5m & (7-day net increase | 24h TVL change > 10%)
c. Related projects
Wormhole deployed on World Chain and initially supports WLD, USDC.e and WBTC transfers
EigenLayer Rewards v2 testnet is now live
Meteora confirms no TGE plans this year or in the near future, and MET points activities for LPs have been extended
Ether.Fi DAO released a proposal to allocate 5% of protocol revenue to buy back ETHFI tokens
Hyperliquid has seen a net inflow of $1 billion in USDC since the issuance of Hype tokens
Aave contributors suggested withdrawing lending services from its PoS chain due to Polygon's proposed 'high-risk' bridging proposal
3. 🌏 Macro
QCP: Michael Saylor hints at increasing his Bitcoin holdings at over $100,000, with the Bitcoin/gold ratio reaching an all-time high
AI Agent project JOI completed the migration from Solana to BNB Chain and will launch the application, with the coin price rising by as much as 600%
Ethereum spot ETF saw a net inflow of $855 million last week, setting a record for weekly net inflows
Last week, digital asset investment products saw an inflow of $3.2 billion, bringing the total inflow this year to $44.5 billion, more than four times that of other years
Futu: Plans to open more cryptocurrencies to retail investors next year, with daily trading volume related to virtual currencies at $10-20 million
BNBChain launched a daily ranking of Meme coins, with data support from Ave.ai
4. 🐳 Whale movements
About 5 billion DOGE transferred from Binance to an unknown wallet, valued at $2.029 billion
Riot Platforms increased its holdings by about $67.5 million, acquiring 667 Bitcoin, bringing total holdings to 17,429 coins, valued at $1.8 billion
A newly created Gnosis Safe wallet bought 761,878 VIRTUAL 7 hours ago, valued at $2 million
A whale deposited 2,561 MKR into the exchange, losing about $1.3 million
ETH swing trader with an 85% win rate borrowed 200 WBTC again 10 minutes ago, with a total short position of 420 WBTC
A whale deposited 9.5 million MOCA into Bybit, potentially earning a profit of $2.55 million if sold
ETH swing whale borrowed 200 WBTC from Aave in the past hour and sold it for 20.9 million USDT
A whale deposited 2,561 MKR into Binance, which would incur a loss of $1.3 million if sold
A new address withdrew about $24 million in PEPE and ONDO from CEX
Suspected BABYDOGE team/early investors deposited BABYDOGE worth $1.6 million into Binance half an hour ago
CAT market maker DWF Labs previously received 36 billion tokens, valued at $22.45 million
Sun Yuchen unstaked about 73,000 ETH from Lido and EtherFi, depositing 10,000 ETH and 196,000 EIGEN into HTX
Trump family's crypto project World Liberty bought $250,000 ONDO an hour ago
‘Buying low and selling high WBTC made a profit of $14.26 million for smart money’ increased positions of 250,000 LINK in the past 13 hours
A whale purchased $12.55 million LINK and $6.3 million ETH from exchanges in the past 48 hours
This week's token unlock data: ARB, APE, and QAI will see significant unlocks
Azuki #6536 sold for 95.4774 ETH, approximately $382,000
FTX Liquidator's main wallet transferred 1 million MPLX and 1 million KMNO to CEX
A whale bought 4.58 million ACT and 753,472 WIF from Binance 30 minutes ago, valued at $4.63 million
6. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Yuga Labs co-founder: Hasn't thought about issuing tokens for CryptoPunks yet
b. Exchanges/wallets
Coinbase will list Parcl (PRCL)
Binance Futures will launch MOCAUSDT perpetual contracts
Crypto wallet provider Exodus announces plans to list on the NYSE on December 18
Binance HODLer airdrop will launch Simon's Cat (CAT) and Pudgy Penguins (PENGU)
Cobo launches a one-stop cross-border payment stablecoin solution to help payment companies efficiently layout cross-border collections and payments
c. Public chain/L2
Blast: Plans to announce updates on mobile platform and token economics next month
LayerZero: USDtb has been launched on Ethereum, Arbitrum, Solana, and Base
Tim Beiko proposed an update to EIP 7723, which does not involve changes to the core Ethereum protocol
147th Ethereum ACDC meeting: Developers are still finalizing specifications for the Pectra development network Devnet 5 release
Starknet: STRK staking volume exceeds 100 million
ZK Nation proposed to shorten the execution delay on ZK Chain from 21 hours to 3 hours
Aligned foundation: 0.2% of ALIGN supply will be given to ZachXBT
Monad announces the establishment of the Monad Foundation
Story releases Agent TCP/IP, allowing different AI Agents to conduct IP trading
e. Regulation
The US Financial Accounting Standards Board allows companies to report BTC at fair value on their balance sheets
Satoshi Action Fund CEO: The third state in the US will officially launch 'strategic Bitcoin reserve' legislation this week
Crypto custodian Anchorage Digital announces it has obtained a New York BitLicense
UK plans to ban public offerings of cryptocurrencies
Korean media: The industry expects the government to revisit the virtual asset legislation after the presidential impeachment bill passes
Peanut's owner allegedly filed a lawsuit against Binance, accusing it of infringement
Italy will maintain a 26% capital gains tax on digital assets in 2025, with plans to raise it to 33% in 2026
f. Security
Slow Mist's chief information security officer: MacOS Stealer Trojan for cryptocurrency theft has been open-sourced
Shield: The phishing address that stole 55.4 million DAI has transferred 900 ETH to Tornado Cash, worth about $3.6 million
g. Others
Revolut CEO: Considering factors like liquidity and listing costs, plans to conduct an IPO in the US
7. 🔧 Tools
8. 💡 Viewpoints
30 founders in a16z's portfolio had their bank accounts closed, Solana ecosystem projects focus on the narrative of de-banking
Nansen: Trends in crypto institutional adoption by 2025 involve areas like BTC lending, derivatives, and tokenization of financial assets
AI Agent Alpha methodology: Why is the combination of 'platform + market' more popular?
OpenAI co-founder: The era of AI pre-training is coming to an end, and trends like agent AI will foster superintelligence
A brief history of 'tokenization': What happens after agent tokenization?
Expectations for the Federal Reserve to cut interest rates and other factors drive BTC to a new high, rising 20% in the past month
Viewpoint: The market has already priced in expectations of the Federal Reserve cutting interest rates, and based on historical data, Bitcoin is very likely to continue its upward momentum
Messari released the Ronin Q3 report: DeFi TVL grew 149% year-on-year, with 99% coming from Katana DEX
Dialogue with Solana nodes: Who is 'quietly making a fortune' behind memecoins?
Former Coinbase CTO: The reputation of AI and the crypto field may gradually converge
Greeks.live: Options data shows strong institutional expectations for Bitcoin to reach $110,000 by the end of the year
Variant investor: We are currently in the 'application' stage of the application infrastructure cycle
Pantera partner 2025 forecast: NFT revival, 1% of Bitcoin will participate in Bitcoin-Fi
SignalPlus Macro Analysis Special Edition: Be Like Mike
A review of countries considering building Bitcoin reserves
VanEck Ventures partner: In the next 3-5 years, about 30% of remittance amounts between the US and Mexico may use stablecoins
Viewpoint: Inflation risks may limit the Federal Reserve's policy actions in 2025 and impact risk assets
How to operate with 11 new coins during the bull market: run away at the opening or hold for the long term?
Trump family's crypto project World Liberty purchased non-stablecoin assets including leading DeFi applications and RWA assets
Matrixport: By 2025, Ethereum may achieve a strong rebound
US capital coins lead the rally, reviewing 18 token projects associated with traditional asset management firms like BlackRock
Bitfinex report: The current crypto bull market is expected to peak in Q3 or Q4 of next year
Understanding the debate around Based Rollups: What are the advantages and disadvantages?
