1. 🔬Opportunities to watch
Pendle: Upcoming airdrop snapshot for vePENDLE holders
Sonic SVM announces token economics: 57% allocated to the community
2. ❇️DeFi
a. New projects in the past day
MachFi --- Lending (Sonic, $0 million)
Run Money --- Yield Lottery (Base, $0 million)
b. Project list
c. Related projects
Hyperliquid mainnet HYPE total staked amount exceeds 350 million
MIRA largest holder: Previously launched test token zero, after selling 40% of supply, bought back 444 SOL entirely for destruction
Phala Network founder: eve introduces a fourth-generation token issuance model, with 65% of new tokens allocated based on whitelist contribution ratios
3. 🌏Macro
The Federal Reserve's reverse repurchase mechanism attracted $473.5 billion inflow on the last day of 2024, the largest scale since early summer
MicroStrategy has brought shareholders a net gain of 120,600 BTC since early Q4
The probability of the Federal Reserve keeping interest rates unchanged in January next year is 88.8%
BlackRock, Fidelity, and Ark rank in the top three for Bitcoin ETF inflows in 2024
US currency reserve strategist: BTC can become a competitor to gold, but diversification cannot completely eliminate risks
ETH large institutional options purchased on Deribit for $3,400 calls by the end of January next year, and sold $3,400 calls for this Friday
MicroStrategy's stock price has fallen nearly 39% from its peak, Peter Schiff claims it is unable to buy enough BTC to maintain price increases
BlackRock IBIT's pre-market trading volume reached $55 million today, with 39% being active buy orders
BTC large options purchased on Deribit for $105,000 calls by the end of January next year, and sold $115,000 calls
Analyst: The US economy may experience an unexpected slowdown next year, leading to a 10% correction in the stock market
US polling: Most people expect political conflict and economic difficulties in the US in 2025
6. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Floki announces partnership with Kings World Cup Nations
BIO Protocol announces former MakerDAO founding team members join to lead BioDAO's AI agent business
NFT sales reached $8.8 billion in 2024, with Ethereum remaining the highest sales blockchain
Eliza framework ranks first in GitHub's December trend list, ai16z associated tokens rise
b. Exchanges/Wallets
Star: OKX launched localized operations in seven regions globally in 2024, obtaining four important licenses and business authorizations
Binance will perform wallet maintenance on the Ethereum network on January 2 next year, during which deposits and withdrawals will be suspended
Binance will stop supporting the deposit and withdrawal of DYDX on the Ethereum network (ERC20)
OKX Mini wallet launches Telegram red envelope feature, initially supporting the TON network
c. Public Chain/L2
Mango Network testnet officially launched today
UXLINK: The second quarter airdrop allocation is 10% of the total token supply
FLock.io announces the launch of its mainnet and token generation activities on Base
Ethereum network gas fees drop to 2.6 gwei
Tron (TRON) total revenue reaches $2.12 billion in 2024, a year-on-year increase of 115.73%
d. Investment and Financing
Blockchain data startup Accountable completes $2.3 million seed round financing, led by MitonC and Zee Prime Capital
Binance Labs announces upcoming name change and releases 2024 review: invested in 46 projects, including 14 from MVB and incubation programs
e. Regulation
Blockchain Association sues the US IRS over digital asset reporting rules
German government and political circles consider Musk to be 'interfering with elections'
Coinbase Chief Legal Officer: The most enduring contribution of crypto this year is reminding people that US law comes from Congress, not agencies, and is enforced by courts
Hong Kong legislator Wu Jiezhuang suggests that the SAR government reference the securities industry to establish a DAO licensing system
The judge has postponed the trial of the CFTC vs. Gemini to January 21
Switzerland plans to incorporate Bitcoin into the national financial system, the proposal has entered the signature collection stage
South Korean court approves arrest warrant for Yoon Suk-yeol
f. Security
Shield: The root cause of the FEG attack incident is the composability issues that arose during integration with the Wormhole bridge
ZachXBT: Blockchain Bandit attackers have aggregated 51,000 ETH to a multi-signature address, approximately $172.2 million
Superchain Eco's X account was hacked and phishing links were posted, please be cautious of the risks
MIRA largest holder: Expecting sufficient personal funds to compensate zero loss users, but still need to verify on-chain information and will not issue new tokens
Tangem wallet unexpectedly collected users' mnemonic phrases due to email-related failures
Reminder to the community: The market may see a large number of Kekius Maximus-related fraud tokens
g. Others
Riot Platforms executive: Operation Chokepoint 2.0 affects the Bitcoin mining industry
DWF Labs partner: Improving the development work of AI agent trading, already integrated into the DWF trading system
OpenAI users' most anticipated products for next year: AGI, Agents, and upgraded Sora rank in the top three
Coinbase CEO: ResearchHub will promote peer review, fundraising, and other matters in 2025
Star: OKX adds more than 300 compliance team members in 2024, continuously enhancing global compliance capabilities
Montenegro Prime Minister: Welcomes entrepreneurs in legal cryptocurrency, AI and other fields, but has zero tolerance for fraud
Japan-listed company Metaplanet releases 2024 review: Return rate reaches 2629%, first expected profit since 2017
Hong Kong's Eddid Financial announces BTC and ETH trading services launch
Vitalik Buterin donates 50 ETH to Defend Roman Storm
Santa Agent collaborates with Taocat to promote donation fund management and Agents innovation
Bloomberg: Montenegro Prime Minister states that the extradition procedures for Do Kwon to the US have been completed
8. 💡Opinion
Trader Eugene: PENGU is basically a copy of APE, with a medium-term support level around $0.03
Vitalik asks the community what features they expect long-term network status nodes to have
The AI agent sector has risen 72.2% in the past 30 days, leading the crypto narrative, with AI16Z and PHALA seeing increases of over 200%
2024 DEX trading volume ranking: Ethereum ranks first, Solana ranks second with over 10 times year-on-year growth
Franklin Templeton releases 2025 Crypto Outlook: focuses on regulatory developments, institutional initiatives, and AI and crypto integration progress
Analysis: ai16z has communicated with a16z via email, and both parties are jointly promoting the DUNA project, possibly without worrying about trademark issues
Dragonfly: Crypto venture capital is expected to grow significantly in 2025
Maple Finance: Bitcoin price will be between $180,000 and $200,000 by the end of 2025
Robinhood CEO releases year-end review: the cryptocurrency sector has had a 'bumper harvest', with 20 tokens supported in the US
Comparing the track-level opportunities of two cycles: The AI hurricane will not re-echo the L1 wave
Dragonfly partner: ai16z seems to have become a more legitimate project, with a more proactive roadmap
Binance CEO: Glad to see the prediction that 'BTC will exceed $80,000 by the end of 2024' come true
ai16z ecosystem explosion, an article summarizing related conceptual projects
ai16z: Eliza V2 is in the early development stage, focusing on improving architecture, scalability, and plugin management
Former a16z partner: The growth rate of BTC along the path of mass adoption may be faster than the internet
Steno Research: Ethereum's performance in 2025 may outperform Bitcoin
IOSG Weekly Report: Tao - The Game of Thrones of AI Iron Throne
QCP Capital: Key catalysts for BTC price in 2025 may emerge in January, as institutions will readjust asset allocation
BTC volatility weekly review (December 23-30)
Horizontal comparison of four major AI frameworks: adoption status, strengths and weaknesses, and growth potential analysis
Alliance DAO's review of 2024 and market predictions for 2025: minimum 150K, maximum 420K, US Bitcoin reserves are key
Robinhood Crypto GM: Closely monitoring the intersection of Crypto and AI
Binance Labs: CZ is eager to meet outstanding new project founders and participate in projects as an individual after returning
Pantera partner: More interest in crypto AI, DePIN, and new application-level Layer 1 in 2025
Predictions, lessons, and outlook for 2025: AI disrupts thinking, Solana redefines blockchain landscape
Agent Ecosystem: The new L1 era
Analysis: $94,700 and $92,500 are two important indicators for BTC's recent fluctuations
AIXBT: SPORE proves Darwin correct, AI agents also undergo natural selection
Opinion: The total market value of cryptocurrencies may exceed that of gold in the next decade
Analysis of ai16z and Virtuals' development status: Holding over half of the AI Agent market share, both face challenges of ecological centralization
CZ forwards the view that 'the performance of altcoins in Q1 2025 looks promising, with BNB's minimum target price at $1,314'
Research analysis of MPC, FHE, and TEE: Unlocking a new chapter for cryptocurrencies
Cardano founder: The foundation is unrelated to IOHK or Emurgo, and their lack of enthusiasm for funding projects like Catalyst may hinder ecological development
Galaxy Research 2025 cryptocurrency predictions: Bitcoin price may reach $185,000 in the fourth quarter
Matrixport: For Ethereum prices to achieve significant increases in 2025, they may face substantial resistance
Analyst: Both Bitcoin and gold can hedge against the depreciation of the dollar, long-term investors may benefit
Annual review: Tron participated in over 40 top events throughout the year, leading the development of Web3 at full speed
Multicoin co-founder: Continuing to bet on the Solana ecosystem in 2025, Ethereum may fall into a long-term decline
Finance professor: Supportive regulation in the US will boost BTC, and a price of $200,000 is entirely possible
Placeholder partner: Bitcoin may have bottomed out, with several quality altcoins showing resilience
2024 major cryptocurrency events: Bitcoin and Ethereum ETFs attract more investors, setting historical highs, along with major vulnerabilities and hacking incidents
Report: 2024 crypto industry venture capital grows to $13.6 billion, expected to reach $18 billion in 2025
Analysis: Bitcoin bear markets typically begin when the monthly RSI reaches 92, currently at 75
ETF fund flows may indicate future market scenarios, is ETH finally set to take over BTC?
Solana co-founder: The main programs of crypto projects consist of only six types: tokens, NFTs, oracles, AMMs, bonding curves, and order books
