1. 🔬 Opportunities to Watch
2. ❇️ DeFi
a. New Projects in the Past Day
b. Project List
c. Related Projects
Hyperliquid's 24-hour trading volume exceeds $15 billion, setting a new historical record
USYC market cap increased by over $1.2 billion, becoming the largest tokenized US Treasury product
EigenLayer launches Slashing testnet
BNB Chain ecosystem AI Agent platform JOI APP officially launched
Scallop: Total revenue exceeds $3.5 million, $100,000 loyalty program about to launch
ODOS DAO: Previously airdropped wallet number exceeded 184,000
"BIO token transferable feature enabled" proposal received 99.96% approval, only 2 days left until voting ends
3. 🌏 Macro
This week, the cumulative net inflow of US Bitcoin spot ETFs reached $457.2 million, and the cumulative net inflow of Ethereum spot ETFs reached $62.7 million
Bitcoin spot ETF had a total net outflow of $277 million yesterday, with an ETF net asset ratio of 5.75%
Ethereum spot ETF had a total net outflow of $75.1159 million yesterday, with an ETF net asset ratio of 2.93%
Yesterday, BlackRock's Bitcoin spot ETF and Ethereum spot ETF set records for the largest single-day net outflows
In November, DEX trading volume surpassed $300 billion, setting a historical high
4. 🐳 Whale Movements
USDC Treasury increases circulation of 50 million USDC on Ethereum
El Salvador plans to increase BTC purchases, mid-term goal to accumulate 20,000 BTC
Arthur Hayes marks address depositing 7 million ENA into Binance, worth $8.47 million
$258 million worth of LINK unlocked 3 hours ago, and $243 million part transferred to Binance
Whale that previously profited $6.24 million from PEPE buys another $4.24 million worth of PEPE
6. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Azuki official retweets Animecoin tweet, possibly hinting at an upcoming token launch
c. Public Chain/L2
Injective and SVM chain Sonic launch cross-chain artificial intelligence platform Smart Agent Hub
Privacy security computing network Nillion mainnet will launch in February next year, having raised over $50 million beforehand
Unichain announces mainnet roadmap, expected to launch in early 2025
SendAI launches Solana Agent Kit, supporting the connection of AI agents to Solana
MultiversX Foundation launches annual funding program Growth Games, totaling $1.5 million
d. Investment and Financing
Tether announces a $775 million strategic investment in video sharing platform Rumble
Verda Ventures collaborates with browser Opera to launch a $40 million MiniPay fund
e. Regulation
Senator Lummis: The purpose of strategic Bitcoin reserves is to repay US government debt
Former Acting Comptroller of the Currency Brian Brooks joins MicroStrategy's board
Tai Mo Shan agrees to pay $123 million to settle regulatory charges with the US SEC
Jump Trading subsidiary fined $123 million in settlement for TerraUSD fraud
Luxembourg passes the fourth blockchain law, aiming to expand legal coverage for funds
Coinbase and Kraken donate $1 million to presidential inauguration fund
g. Others
Michael Saylor releases digital asset framework proposal, supporting the creation of strategic Bitcoin reserves to help offset national debt
CZ: Giggle Academy is hiring senior animators, AI engineers, and developers
This week, the US spot Bitcoin ETF purchased approximately twice the amount of BTC mined during the same period, reaching $423.6 million
Nexo 7RCC Bitcoin spot and carbon credit futures ETF files S-1 document
Tether CEO: $10 billion annual revenue expected in 2024
Crypto Tsar denies role changes: expects to spend half the time in Washington guiding policy
7. 🔧 Tools
8. 💡 Opinions
ai16z founder: Aethir will provide free GPU computing power for Eliza agents, developers can apply
Aave founder: Unlike bank accounts, DeFi will provide individuals with opportunities for financial democratization
CryptoQuant: Binance's Bitcoin, Ethereum, and USDT reserves are far higher than its open contracts
Analysis: Community believes Bitcoin may significantly rise on Trump's inauguration day
Data: Brevan Howard and Galaxy Digital's crypto funds average annual return rate reaches 76%
A summary of the seven major DeFi staking platforms in 2025: How to maximize DeFi staking returns?
VanEck research director: If the US Treasury purchases 1 million BTC in the next 5 years, it will account for 36% of US Treasury assets by 2050 if conditions allow
Market interest in AI Agents shifts
CryptoQuant founder: Strategic Bitcoin reserves to offset US Treasury debt is feasible
The Christmas season turmoil or impact on US stocks and bonds, and the lack of liquidity will amplify market volatility
Boost VC invests in PoSciDonDAO, continuing to bet on the Desci track
2024 On-chain User Report: Monthly new user numbers peaked at 19.4 million, with Base chain contributing nearly 70% of the growth
Glassnode: The extent of Bitcoin pullbacks in a bull market trend has decreased, with most corrections around 25%
Vitalik: Afraid of AGI and ASI, supports building intelligent enhancement tools for humanity instead of superintelligent life
"Crypto Mom": Will reconsider physical redemption and staking for Bitcoin and Ethereum ETFs
Analysis of the current state of Ethereum block construction: The limitations of MEV-Boost and the rise of BuilderNet
CryptoQuant CEO: MicroStrategy has become the "Dollar-Bitcoin Gateway" by converting $27 billion into 439,000 BTC
Arthur Hayes: DeFi protocols that haven't integrated USDe or sUSDe should exit
