1. 🔬Opportunities to watch
Hyperliquid testnet has launched the HYPE staking interface
Nest launches RWA staking pool on Plume Network with a funding cap of $10 million
Swell starts Swellchain Wave 1, offering 31.25 million SWELL rewards
Fuel has opened airdrop claims and token staking
2. ❇️DeFi
a. New projects in the past day
Goblins AMM --- Dexes (Multi-Chain, 90,000)
9mm V3 --- Dexes (Multi-Chain, 7.28 million)
9mm V2 --- Dexes (Pulse, 490,000)
Bucket Farm --- Farm (Sui, 1.76 million)
KongSwap --- Dexes (ICP, 6.76 million)
SilverSwap --- Dexes (Sonic, 310,000)
Dont FOMO --- Farm (Matchain, 10,000)
Rings --- CDP (Multi-Chain, 120,000)
Inter Protocol --- CDP (Agoric, 4.66 million)
DataDex --- Dexes (Vana, 2.39 million)
Sonic Market OrderBook --- Dexes (Sonic, 0)
Sonic Market AMM --- Dexes (Sonic, 20,000)
QOMSWAP --- Dexes (QL1, 2.76 million)
Gasp --- Cross Chain (Multi-Chain, 1.07 million)
b. Project List
Project list: TVL > 5m & (7-day new | 24h TVL change > 10%)
c. Related projects
Aave community initiates a preliminary proposal to deploy Aave V3 on the Sonic mainnet
dappOS launches spot trading based on its intent network
Eigen Foundation grants 1 million EIGEN tokens to AltLayer
Sky will focus on fully migrating MKR to SKY next year and launching more subDAOs
Ethena Labs: USDe and sUSDe have been launched on Swell
Caldera has supported SVM, becoming a 'multi-virtual machine' Rollup platform
3. 🌏Macro
The Federal Reserve hints at slowing down interest rate cuts, Bitcoin experiences its largest drop since September
In the week ending December 14, initial jobless claims in the U.S. were 220,000, expected 230,000, previous value 242,000
U.S. President-elect Trump calls for the abolition of the debt ceiling and will take the lead
Osprey Funds launches the first publicly traded U.S. BNB fund
4. 🐳Whale Movements
The Fetch.AI team deposited 5 million FET, worth $7.95 million, into Binance 7 hours ago
69.3 million XRP transferred to Binance half an hour ago, worth approximately $176 million; Craig Wright faces two years in prison for contempt of court
Trump family crypto project WLFI bought $250,000 worth of ENA 4 hours ago and exchanged 103 cbBTC for WBTC
A certain whale followed World Liberty to purchase 8 million ENA
5,910 LINK and over 41,000 BAT flowed into Grayscale
A certain whale continues to expand its AAVE long position, spending $3.18 million to acquire 9,702 AAVE
The Fetch.ai project has transferred a total of 7.4 million FET to exchanges over the past five months, worth $11.38 million
A whale deposited approximately 301,000 FIL into Binance 2 hours ago; if sold, it would incur a loss of 29.2%
Grayscale withdrew a total of 17,584 ETH, worth approximately $63.73 million
FTX/Alameda addresses transferred a total of 21.856 million WLD to BitGo custody wallets, approximately $58.77 million
Market news: El Salvador plans to increase its BTC holdings more rapidly for strategic reserves
Hut 8 surpasses Tesla to become the fourth publicly traded company holding over 10,000 BTC
A certain whale liquidated 6.0782 billion PEPE, losing 30% in 9 days
A certain whale is suspected of liquidating LINK held for two years; if sold, it would profit $1.97 million
USV transferred 1.156 million UNI to Coinbase Prime again 4 hours ago, approximately $17.34 million
A newly created wallet accumulated nearly 2.47 million OM in the last 12 hours, approximately $9.92 million
Hut 8 disclosed an increase of 990 BTC, bringing its total Bitcoin holdings to 10,096 BTC
An early SHIB whale with over $100 million in profit deposited nearly 40 billion SHIB into Gemini in the last hour, approximately $9.69 million
6. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
SPACE ID launches TON-based domain service on DuckChain
b. Exchanges/Wallets
Binance.US plans to resume its dollar services in early 2025
Binance Japan will launch Launchpool services in January next year
MetaMask expands crypto payment card pilot program, allowing U.S. users to pay directly through the wallet
Binance will support the token swap of Mines of Dalarnia (DAR) and brand upgrade to Dar Open Network (D)
Bitget LaunchX tokens have all been distributed; FUEL/USDT trading pair will go live at 18:00
Japanese listed company Metaplanet will trade on the U.S. OTCQX market under the code MTPLF
c. Public Chains/L2
Sonic Labs will launch a native cross-bridge solution, Sonic Gateway
The proportion of Ethereum validators supporting an increase in gas limits has risen to 10%
Anza proposed to implement a penalty mechanism on Solana, where some staked tokens of penalized validators will be destroyed
The modular blockchain Sophon has launched its mainnet
Gravity will use Chainlink CCIP as its standardized cross-chain infrastructure for its L1 blockchain
Polkadot founder: JAM 1.0 is expected to be completed and enter the audit phase by April 2025
d. Investment and Financing
MARA: Raised $1.925 billion in November and December, current Bitcoin holdings reached 44,394
Decentralized AI agent payment protocol Skynet completes $1.2 million Pre-Seed round funding, backed by Polygon and others
Crypto AI startup Fraction AI completes $6 million Pre-Seed round funding, led by Spartan Group and Symbolic Capital
RWA Blockchain Plume Network completes $20 million Series A funding, with participation from Haun Ventures and others
UTXO Stack completes a new round of financing with a valuation of $50 million, investors include CMS Holdings and others
Decentralized AI training platform FLock completes $3 million strategic round funding, led by Grayscale's parent company DCG
Bitcoin savings application developer BitDCA completes $2 million Pre-Seed round funding
e. Regulation
Anti-crypto SEC commissioner Crenshaw's re-nomination vote was canceled, likely losing re-election chances
Crypto advocacy organization urges the U.S. SEC to reconsider cryptocurrency investigations and lawsuits on Trump's first day in office
LianLian Digital has obtained a license to operate a virtual asset trading platform in Hong Kong
Economic Daily: Against the backdrop of the U.S. potentially elevating the status of virtual currencies, the indispensability of gold may be amplified
Director of the Bitcoin Office in El Salvador: BTC will continue to serve as El Salvador's legal currency
f. Security
The judge ruled that Coinbase can delist wBTC, rejecting Sun Yuchen's BiT Global application for a temporary restraining order
Slurpycoin on BSC suffered a flash loan attack, with the attacker manipulating token prices for profit using a buyback mechanism
SlowMist: Be aware of zero-click calendar invitation security vulnerabilities
Chainalysis: North Korean hackers stole $1.3 billion worth of cryptocurrency in 2024
Curve founder responds: Liquidated CRV was stolen during the June UwU Lend hack
Initia: Mainnet release code has been frozen and is undergoing a security audit
g. Others
Michael Saylor: Willing to advise Trump on cryptocurrency issues; the company's software business is highly profitable and there are no intentions to divest
Hong Kong-listed company Kingkey Financial International establishes a joint venture to integrate virtual asset, AI, and other services
MicroStrategy seeks to establish 'smart leverage,' planning to shift to fixed-income securities to raise funds for purchasing Bitcoin
The Open Platform announces the launch of TON Space custody wallet
The International Monetary Fund has reached a $1.4 billion loan agreement with El Salvador
IMF spokesperson: Trump's U.S. strategy will be comprehensively assessed when the Bitcoin reserve plan is implemented
Real estate tech company reAlpha plans to use up to 25% of surplus cash to purchase cryptocurrency
The Sui Foundation appoints former Meta executive Christian Thompson as its new managing director
Market news: 21Shares registers its Polkadot trust in Delaware
7. 🔧Tools
8. 💡Views
Delphi 2025 DeFi Outlook: Progress and Opportunities
Solana AI Hackathon ongoing, overview of twelve startup directions
Messari: Overview of annual agreements and figures in the crypto industry for 2024
FalconX research director: Rate cut predictions may not have a long-term impact on the crypto market; Bitcoin's correlation with major stock indices has declined
Murad: Long-term holding of 2 to 3 hardcore tokens may yield better returns
Arthur Hayes blog: Will cryptocurrency undergo a 'thrilling' drop? Trump's time is limited
Bitwise CIO: If Ethereum can improve usability while retaining institutional qualifications, it will see significant growth in 2025
Eliza v2 preview: What features are worth looking forward to?
Primitive Ventures investor: 2025 will see more integration of crypto and AI
Interpreting Puffer UniFi: How to deal with Ethereum's fragmentation challenges
Pantera partner: Eight predictions for the crypto space in 2025
Chris Dixon: Blockchain has returned the AI-driven internet to ordinary users
SoSoValue: Today's market risk sentiment VIX index has climbed to its highest point since early August; the market may be overreacting, suggesting to maintain risk exposure
The crypto market sector may experience a broad decline due to macro factors, with nearly half of the declines exceeding 10%; BTC and ETH are relatively resilient
Kaiko: Stablecoins compliant with MiCA standards lead the European market; cryptocurrency euro monthly trading volume exceeds the 2023 average
Arthur Hayes: Trump can balance Powell through his nominated Treasury Secretary Scott Bessent
DeFi revival, AI Agent frenzy; overview of recent updates in the crypto market
Bitwise CIO: BTC has three unstoppable sources of demand: ETF, MicroStrategy, etc.
