1. 🔬 Opportunities to pay attention to

  • Azuki founder: The Azuki World Bible is about to be released

2. ❇️ DeFi

a. New projects in the past day

  • Diamondswap --- Dexes (Multi-Chain, 2.75 million)

b. Project List

c. Related Projects

  • Uniswap frontend trading revenue exceeds $130 million

  • Wormhole DAO will launch in Q1 2025, W holders need to complete governance staking to participate in the first vote

  • THORChain V3 released, introducing Cosmos ecosystem compatibility, Rujira application layer, and other features

  • MemeFi: MEMEFI staking claim cache issue has been resolved, and the queue has been restarted

3. 🌏 Macro

  • FDIC warns that 68 U.S. banks face bankruptcy risks, with $364 billion in unrealized losses

4. 🐳 Whale Movements

  • In the past 2 days, 9 newly created wallets transferred 362,380 LINK from Binance

  • In the past week, USDC circulation increased by approximately $900 million, with total circulation reaching $42.3 billion

  • cbBTC circulating supply drops to 20,261, approximately $2.178 billion

  • Arthur Hayes withdrew 7.85 million USDC from Binance half an hour ago, suspected to have sold 7 million ENA transferred in yesterday

  • One week of token unlocks: No significant or high proportion of token unlocks next week

  • Huang Licheng: Bought 1% of two different USAcoins, ready to give to Peter Schiff

  • Some smart money reestablished a position of 475.3 billion PEPE four hours ago, worth $8.2 million

6. 📃 Industry

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

  • Total NFT sales on the Ethereum chain exceed $45 billion

b. Exchanges/Wallets

  • In the past 30 days, Coinbase Pro's Bitcoin wallet balance decreased by 71,922.34 BTC, while Binance decreased by 17,883.2 BTC

  • Token Ticker 'HYENA' sold for over $383,700 in Hyperliquid auction

  • Permianchain partners with Vertical Data to provide GPU as a service for the Middle East and North Africa

c. Public Chain/L2

  • Andre Cronje: Sonic is running in 'safe mode', with 1620 TPS not yet reaching its peak

  • Latest Ethereum ACDE conference summary: Developers discussed updates to Pectra specifications affecting EIP 7742, etc.

e. Regulation

  • Google's new policy is about to take effect, requiring cryptocurrency ads targeting the UK to register with the FCA

  • German parliament passes legislation needed for the full implementation of EU cryptocurrency regulation MiCAR

  • Interpol and Europol are wanted for founder Richard Heart of Hex for tax evasion of hundreds of millions of euros and violent crime

  • Trump appoints Stephen Miran as chair of the Economic Advisory Council

  • Germany's DekaBank obtains cryptocurrency custody license from BaFin and the European Central Bank

  • First batch of digital securities sandbox participants in the UK receives preliminary approval

  • Former SEC official: Gary Gensler is trying to manipulate the SEC enforcement department after leaving office

f. Security

  • Trust Wallet: The abnormal balance display issue has been fixed, and normal operation has resumed

g. Others

  • Peter Schiff proposes creating 'USA Coin' as a strategic Bitcoin reserve alternative

  • Hut 8 CEO: Strategic Bitcoin reserves are chosen based on operational strategy and capital management

  • Ethereum staking rate has reached 27.9%, with Lido's market share reaching 28.36%

  • Michael Saylor: Trump is seriously considering establishing a national Bitcoin reserve

  • Barclays: Expects the Federal Reserve to pause rate cuts after June next year until mid-2026

  • Global second-largest oilfield service company Halliburton invests in Bitcoin mining company 360 Energy

  • GraniteShares submits applications for leveraged ETFs related to MicroStrategy and other crypto companies

  • Statistics: At least 10 companies are currently adopting or considering adopting MicroStrategy's Bitcoin strategy

  • Spacecoin XYZ launches its first satellite, which will protect the blockchain network in outer space

7. 🔧 Tools

8. 💡 Perspectives

  • Swell: Over $120 million in bridge funds, primarily flowing in through the Stargate protocol

  • ai16z founder: DAO has tokens ai16z and degenai, ELIZA has team support but is not an official product

  • Trader Eugene: Altcoin investors are eager to sell spot, and the market may enter a longer consolidation phase

  • Analysis: BRICS countries focus on gold-backed digital currencies, which may reshape global trade and challenge the dollar's status

  • Santiment: Further market declines have driven Bitcoin investment sentiment to its lowest point of the year

  • 2025 Forecast: Ethena is expected to be a major winner, and Base's growth momentum may surpass Solana

  • Pudgy Penguins CEO: pengu is the most popular crypto meme in this cycle

  • DoraHacks launches BUIDL Bounty product to empower Web3 project incentive mechanisms

  • ai16z founder: AI agents can now use 0G Labs plugins to send files to each other

  • Coinbase releases 2025 Crypto Market Outlook, focusing on stablecoins, RWA tokenization, DeFi, and five other areas

  • Lark Davis: The current pullback is not the 'end of the bull market', and the market still has plenty of fuel

  • Looking at the inscription track from the AI Agent narrative: What similar development evolution logic exists?

  • Trader Eugene: Bullish on MOODENG, CHILLGUY, PNUT, and GOAT and holding long-term

  • Trader Peter Brandt: BTC may continue to rise, with a near-term price target of $125,000

  • Michael Saylor: Upcoming accounting rules next year may make MicroStrategy meet S&P 500 profit requirements

  • NCPPR is brewing a new Bitcoin financial reserve proposal