1. 🔬 Opportunities to watch

  • StakeStone launches Berachain Vault, with a prize pool including STO and Berachain ecosystem rewards.

  • Network3 computing power testnet whitelist applications are now open, with computing power staking mining starting on December 26.

2. ❇️ DeFi

a. New projects in the past day

  • StakeStone Berachain Vault --- Managed Token Pools (Ethereum, 51.31 million)

  • BitZap --- Dexes (Bitlayer, 6.98 million)

b. Project list

c. Related projects

  • Pump Science: URO and RIF holders will receive a BIO airdrop.

  • BIO Protocol (BIO) will launch today at 17:00 on the Bitget pre-market trading platform.

  • The VitaDAO community plans to airdrop up to 6.9 million BIO tokens to VITA and VitaDAO IPT holders.

3. 🌏 Macro

  • Data: Hong Kong crypto ETFs currently hold 4,290 BTC and 1,890 ETH.

  • Bank of Japan Governor: If the economic and price situation continues to improve, the Bank of Japan must correspondingly raise policy rates.

  • Bitcoin spot ETF saw a net outflow of $338 million yesterday, while Ethereum spot ETF had a net inflow of $53.54 million.

  • Nominal value of approximately $18.447 billion in BTC and ETH options will expire and settle on Friday.

4. 🐳 Whale movements

a. Inflow and outflow of exchange funds

  • In the past 5 days, 30 new wallets withdrew 1.37 million LINK from Binance, approximately $34.1 million.

  • 20,000 ETH transferred from BTCTurk exchange, worth nearly $70 million.

  • A whale withdrew 13,000 SOL from Coinbase 6 hours ago and purchased 2.86 million ai16.

  • Over 30.17 million XRP transferred to Coinbase, approximately $69.24 million.

  • Sun Yuchen transferred 70,182 ETH to HTX, worth $244.9 million.

  • USV transferred 578,000 UNI to Coinbase Prime 8 hours ago, worth $8.45 million.

  • 2,884,590,622,344 SHIB transferred from BTCTurk exchange to an unknown wallet.

b. Staking, DeFi, NFT-related activities

  • An anonymous user staked 10,000 BTC during the Babylon Cap-3 mainnet staking period, valued at over $1 billion.

  • Two whales accumulated PENGU today, valued at nearly $20 million, with one whale purchasing $1 million in PENGU tokens and another withdrawing 18.49 million PENGU from Binance, totaling 538 million PENGU held.

  • Analysis: The top 3 addresses in the aiPool token METAV pre-sale spent a total of 814 SOL but only received an equivalent of 10 SOL in METAV.

c. Institutional investment trends

  • Manta Network deployer address transferred 4 million MANTA to Binance 8 hours ago, worth $3.78 million.

  • QCP: MicroStrategy's BTC accumulation this week was the smallest purchase volume in recent weeks, raising market skepticism.

  • ANZ purchased listing rights on Hyperliquid for approximately $300,000.

d. Large transfer activities

  • 550 BTC transferred to Antpool, worth over $54 million.

f. Market observation data

  • Over 150,000 wallets hold 10-1,000 BTC, and 2,050 wallets hold over 1,000 BTC.

g. Others

  • An address has accumulated $6.99 million in unrealized profits through ai16z over the past month.

6. 📃 Industry

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

  • The Open League: A total of $1.5 million in S7 event airdrop rewards has been fully distributed.

b. Exchanges/wallets

  • OKX Web3 wallet now supports the Abstract testnet.

  • The Abstract plugin has been merged into ai16z's Eliza, supporting simple transfers of ETH or ERC20 tokens.

  • Bitget Wallet fully supports trading and application interactions for DeSci ecosystem projects.

  • Bitget Wallet integrates HyperEVM testnet, starting the Hyperliquid ecosystem experience.

c. Public chain/L2

  • Questflow announces deep collaboration with leading decentralized application platform Virtuals to co-build the Base Agents ecosystem.

d. Investment and financing

  • Founders Fund, co-founded by Peter Thiel, is raising about $3 billion for its third growth equity fund.

  • Swan Chain announces completion of $2 million financing.

e. Regulation

  • MoonPay receives remittance license in Texas, allowing users to buy 64 cryptocurrencies through Venmo and PayPal.

  • Kraken and the U.S. SEC submit a joint proposed order to extend the deadline for objections regarding the evidentiary dispute.

  • Russian Finance Minister: Starting to use digital currency for international payments, optimistic about future development.

f. Security

  • Scam Sniffer: detected redirect attack targeting Pudgy Penguins users.

  • How did a fake Zoom link successfully steal $1 million?

  • aiPool community: Scammers prepay DEX fees and set up a wallet drainer; please be cautious of the risks.

g. Others

  • BlackRock: More focused on providing BTC and ETH ETFs rather than launching new altcoin ETFs.

  • An address has accumulated $6.99 million in unrealized profits through ai16z over the past month.

  • Insiders: FLOKI is seeking to launch an ETP in Europe.

  • Pump Science: The tokenomics design has been completed.

7. 🔧 Tools

8. 💡 Perspectives

  • Forbes: 5 cryptocurrency trends to watch in 2025, including regenerative finance and green crypto projects.

  • Why should AI framework standards move towards ‘chainification’?

  • Analyst: Bitcoin may rebound to above $105,000 after the Christmas holiday.

  • Anchorage co-founder: Stablecoins, SAB 21, and Bitcoin strategic reserves are key areas of focus for the industry next year.

  • Murad: Some meme coins offer people something deeper than money.

  • aipool: Exploring AI Agent + TEE in DeFi.

  • Analysis: ETH is expected to see positive growth next year, with only three days of outflows in the Ethereum spot ETF over the past 30 days.

  • Navigating Binance Alpha: short-term speculation or long-term value investment?

  • Material Indicators co-founder: Bitcoin's 50-day moving average of $94,650 remains a valid support level.

  • Glassnode: The severity of market pullbacks during Bitcoin bull runs is gradually decreasing.

  • Greeks.live: Optimism among options market participants regarding January has weakened.

  • Perspective: A significant paradigm shift centered around 'intention' will occur in the Web3 space in 2025.

  • DWF Labs co-founder: AI, DeSci, quantum resistance, and meme projects will be key narratives in 2025.

  • Analyst: ETH is turning the $3,500 resistance level into a support level; if successful, an upward momentum is expected.

  • An AI capable of self-replication, will Spore.fun be the next Alpha?

  • Perspective: If a company holds 10% or more of Bitcoin, it will create unfairness in the crypto community.

  • Ripple CTO: Staking is about creating new value, while interest income is a transfer of existing value.

  • Report: At least 10 projects on Pump.Science are expected to exceed a market cap of $100 million by the end of next year.

  • Robinhood CEO: Stocks and other traditional financial assets may eventually move on-chain like cryptocurrencies.

  • Solana AI Hackathon: Review of 12 outstanding projects.

  • 2025: How will Ethereum embrace breakthroughs with AI agents and significant upgrades?

  • Analysis: More funds will flow into Ethereum in January next year, triggering a 'altcoin frenzy'.

  • Does Hyperliquid have security risks?

  • Report: The number of DeFi attack incidents is expected to decrease by 40% in 2024, while losses in the CeFi sector rise to $694 million.

  • Founder of Artemis: Traditional finance participants will drive crypto assets from $35 trillion to over $100 trillion.

  • Ethereum's dominance continues to decline, with the market lacking supportive positive news. We may need to wait for a more favorable market environment in 2025, but another entry opportunity may arise, and a new surge is expected next year.

  • Opportunities amidst turbulence in the primary market: How can non-traditional VC projects stand out?