1. 🔬Opportunities to watch
Usual: Boyco pre-stored Usual Bera Vault went live with a 24-hour TVL exceeding $15 million
Polymarket predicts that Berachain and Linea will have over 80% probability of airdrop in Q1
Sonic Labs proposes Uniswap DAO allocate $250,000 UNI as liquidity mining rewards
2. ❇️DeFi
a. New projects in the past day
Latch --- Yield (Ethereum, 13.61 million)
b. Project list
Project List: TVL > 5m & (7-day new | 24h TVL change > 10%)
c. Related projects
Aave proposes to hardcode the USDe price of Ethena to anchor USDT, raising community doubts
VitaDAO: New token will be launched on Pump Science on February 25
3. 🌏Macro
This week, Ethereum ETF had a net reduction of 11,846.98 ETH, with Grayscale ETHE reducing 15,306.52 ETH
In 2024, the cumulative trading volume of DEX futures contracts reached $285 billion, with Hyperliquid accounting for 78.8%
The total open interest for BTC options across the network is $26.67 billion, and ETH options open interest is $7.27 billion
This week, Bitcoin spot ETF had a net inflow of $255.3 million, increasing holdings by 2,421.94 BTC
Global on-chain RWA assets officially surpassed $15 billion, with a 30-day increase of 11.97%
4. 🐳Whale movements
a. Exchange capital inflow and outflow situation
Nearly 19,000 ETH transferred from Binance to an unknown wallet, worth over $69 million
b. Staking, DeFi, NFT-related activities
changeswap.io burned 20 billion SG tokens, worth $7.5 million
Artificial Superintelligence Alliance plans to conduct the first burn of 5 million FET tokens on January 10
Weekly token unlocks: MOVE will conduct its first token unlock
c. Institutional investment trends
FTX sold 890 million SUI and equity to Mysten Labs for $96 million last March, now valued at $4.6 billion
MARA CEO: Will continue to increase Bitcoin holdings in 2025, currently holds over 40,000
For the ninth consecutive week, Michael Saylor hinted again at increasing Bitcoin holdings
d. Large transfer activities
e. Options market trends
An address that shorted 30,000 ETH at 50x on Hyperliquid is Resolv, used for executing short hedges, not a whale
f. Market observation data
g. Other whale movements
A whale spent 7,002 SOL to buy 4.97 million swarms 10 hours ago, currently with a floating profit of about $300,000
Analysis: Whales have purchased over 1.4 million LINK in the past 4 days
6. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Seraph: Completed the snapshot of SOUL and SPP series NFT holders, who can claim token airdrops on January 6
b. Exchanges/wallets
Cardano founder reveals that the lightweight wallet Lace Wallet will undergo multiple upgrades this year
Coinbase secures a key license to offer derivatives in Europe through the acquisition of Bux's Cyprus subsidiary
c. Public chains/L2
The Solana network launched quantum-resistant features, allowing developers to create vaults to protect user funds from quantum computing threats
In 2024, the Bitcoin network transaction volume reached $19 trillion, doubling from the previous year
d. Investment and financing
In 2024, the total financing for global generative AI projects reached $56 billion
e. Regulation
Coinbase's Chief Legal Officer: Has received an unredacted version of the OCP 2.0 letter issued by the FDIC, and the new Congress should immediately initiate hearings
South African authorities arrested a man suspected of using Bitcoin to fund terrorist activities
f. Security
Slow Mist Cosine: ZKasino ranks first with $33 million in the top 10 scam events of 2024
Solv Protocol's official X account has been hacked and false information has been posted, please be cautious of risks
Centrifuge's official X account has been hacked and false information has been posted, please be cautious of risks
Analysis: Any verification process that requires users to execute code or install software should be considered suspicious, regardless of whether it accesses wallets
g. Others
Robinhood executive: Working with Paxos to create an open network for stablecoins
The total market cap of stablecoins rebounds above $206 billion, setting a new historical high
7. 🔧Tools
8. 💡Viewpoints
Galaxy Digital executives share Satoshi's early perspective: it may make sense to buy some in case BTC becomes popular
Solana co-founder: Only 6 important underlying smart contracts are needed; any developer options that increase business risk are negative
Base protocol leader: Unlike Solana+SVM, Ethereum+EVM believes there are virtually unlimited contracts to build
Swarms developers: Upcoming Swarms Proxy Assessment Framework architecture, inspired by Anthropic's open-source paper
Viewpoint: ETH remains strong within the rising channel, pointing to $6,000
Slow Mist: 410 security incidents occurred in the crypto field in 2024, with losses reaching $2.013 billion, a year-on-year decrease of 19.02%
Analysis: Dogecoin took 27 to 42 days to rise 1000% in the past two bull markets
(Barron's): The government will not allow market pricing or competing assets to destroy the existing financial system
Billionaire Chamath Palihapitiya: Stablecoins will become a key tool for wholesale trading by 2025
How to monitor Solana AI hackathon passwords with tools?
Analysis: The legal dispute between the SEC and Ripple may be resolved before April or May
The market cap of Solana ecosystem AI hackathon related project tokens initiated by SendAI is nearly $500 million, with a median market cap of $1.7 million
Industry insiders: Trump's idea of wanting all remaining bitcoins to be produced in the US is impossible to achieve
Analysis: Since November 2024, BTC exchange inflows and miner outflows have significantly decreased, indicating reduced selling pressure
Blockstream founder Adam Back: MicroStrategy may have increased its BTC holdings, but must announce to the market before or after stock market opening
Solana co-founder: The simplest way to handle Bitcoin's security budget is to add token and xy=k opcodes
1confirmation founder: Countries are expected to attempt to adopt MicroStrategy's strategy to increase Bitcoin holdings
Base protocol leader: On-chain builders + broadcaster prototypes are likely to emerge this year
Su Zhu: Sui has a more resilient advantage compared to Aptos, and developer experience is promising
