1. 🔬 Follow-up Opportunities
Bitget launches Launchpool project Sonic SVM (SONIC), locks BGB to earn 7.8 million SONIC, SONIC opening price reaches $2.4
Usual plans to activate token fee switch by February 1
2. ❇️ DeFi
a. New projects in the past day
dappOS --- Cross Chain (unknown chain, 0 million)
Neptune --- Dexes (Swellchain, 1 million)
GOLDSTATION DEX V3 --- Dexes (Avalanche, 130,000)
MONSTRO --- Yield (Base, 370,000)
b. Project List
Project List: TVL > 5m & (7-day new | 24h TVL change > 10%)
c. Related Projects
Frax general interface is now online, offering exchanges, bridging, earning yields, and more
BIO: Six new IP tokens are now available for trading, covering areas like Alzheimer's disease
3. 🌏 Macro
US November JOLTs job openings at 8.098 million, expected 7.7 million
Today's US Bitcoin ETF net inflow of 8,238 BTC, Ethereum ETF net inflow of 33,780 ETH
Elected President Trump will announce a $20 billion investment to build new data centers
On Deribit, ETH bulk options sold January-end 3700 USD calls and bought 4300 USD calls
On Deribit, BTC bulk options sold February-end 102,000 USD calls, totaling 230 BTC
4. 🐳 Whale Movements
a. Capital inflow and outflow of exchanges
137,900 LIN transferred to Binance from address starting with 0x955c, valued at $3.2 million
A whale who profited $11.39 million on PEPE deposited 21.7 billion PEPE into Kraken 5 hours ago
Suspected whale/institution withdrew 2,173.4 BTC from Binance 6 hours ago, approximately worth $221.6 million
Santiment: A whale transferred $51.8 million FDUSD to Binance yesterday
Over 1.6 trillion SHIB transferred out from Crypto.com exchange, valued over $39 million
1,478 BTC transferred from unknown wallet to Robinhood, valued over $148 million
1,478 BTC transferred from Robinhood to Coinbase Institutional
b. Staking, DeFi, NFT related activities
A whale borrowed 80,000 BNB from Venus Protocol 3 hours ago and deposited it into Binance, approximately worth $58.55 million
Three whales bought $4.61 million SWARMS in the past 19 hours
c. Institutional Investment Trends
Yesterday, four whales collectively bought $5.44 million SWARMS, having previously profited $1.318 million through multiple trades
A smart trader profited over $37 million from ai16z and Fartcoin
Grayscale digital large-cap fund transferred 57.74 BTC to an address starting with bc1q4 16 hours ago
d. Large Transfer Activities
Circle transferred 6.4 million USDC to BlackRock's BUIDL Fund this morning
@SOLBigBrain received $5 million PENGU from PENGU Distribution wallet 6 hours ago
e. Options Market Trends
Previously short-selling 21,619 ETH, the swing trader has recovered their investment
f. Market Observation Data
Analyst: Whales bought over 10 million ADA in the past 24 hours
Over $50 million liquidated across the network in the past hour, mainly long positions
Over $136 million liquidated across the network in the past 4 hours, with ETH liquidations exceeding $40 million
g. Other Whale Movements
A whale spent 500 WETH to buy 469,000 VIRTUAL 2 hours ago
ETH swing trading win rate at 82%, whales currently have 21,618 ETH remaining in short positions, with a floating loss of $4.61 million
A whale swapped 63.59 million ZEREBRO for 1.45 million AI16Z in the past 12 hours
USDC Treasury increased issuance of 250 million USDC on Solana chain this morning
6. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Sonic SVM: SONIC Alpha Vault closed, token purchase period has opened
Polyhedra's AI Layer-1 public chain Expchain reaches cooperation agreement with The Graph
Morph distributes 100,000 points to Season 1 participants, now open for claiming
b. Exchanges/Wallets
OKX Ventures will continue to support UXLINK as a Web3 super infrastructure
Bitget Wallet pioneers limit order features for Base and Solana, supports AI Agent token trading
Bitget Launchpool project SONIC is open for investment, currently reporting 379.42% APR
Binance adds multiple JPY spot trading pairs and launches zero maker fee promotion
c. Public Chain/L2
Elastos releases public beta version of Bitcoin Layer 2 BeL2's Arbiter network
Solayer releases 2025 roadmap, plans to launch Solayer InfiniSVM blockchain supporting hardware acceleration
Babylon: Phase 2 testnet will launch on January 8
DCG becomes training and verification node for Flock.io, participating in Flock ecosystem development
Hyperliquid integrates Router Nitro bridge, supporting cross-chain deposits for networks like Ethereum, Solana, and Sui
Skate plans to provide EVM application access for Movement mainnet users
Solana Foundation initiates new proposal to introduce 'Accounts Lattice Hash'
d. Financing and Investment
P2E gaming platform Nakamoto Games completes $10 million strategic financing, led by Make It Capital
e. Regulation
US CFTC Chairman Rostin Behnam warns about the 'void' in cryptocurrency regulation and announces he will officially resign on February 7
Grayscale: The upcoming announcements in early January regarding the Treasury Secretary, Commerce Secretary, SEC Chair, and CFTC Chair are important for the crypto market
US House Speaker: Will resolve the debt ceiling issue before the June deadline
Fed's regulatory vice-chair Barr will resign, paving the way for Trump's financial regulatory reforms
Satoshi Action Fund co-founder: Up to 20 'strategic Bitcoin reserve' bills will be proposed at the state level in the US
Coinbase's motion for an intermediate appeal was approved by the judge, and it will appeal the SEC's charges to the Second Circuit Court
f. Security
Solv Protocol: If unable to recover stolen funds, will fully compensate verified affected users for their losses
National Cyber Security Reporting Center publishes malicious foreign URLs and IPs related to cryptocurrency mining, ransomware attacks, etc.
g. Others
7. 🔧 Tools
Arkham adds Market Data page to track token data for various CEX spot, futures, and options products
8. 💡 Insights
Base protocol leader: Base and Ethereum are not zero-sum competitors, L2 is a way to execute Ethereum's roadmap for mutual benefit
Data: SUI ecosystem tokens have risen over 130% from historical lows, NAVX leads the way
Sender AI releases 2025 roadmap, focusing on building AI wallets
TD Cowen: Barr's resignation is not a victory for big banks, regulatory easing is unlikely to make significant progress this year
Abstract contributors: L2 will compete with Ethereum in the short term, but in the long run, it helps it defeat other L1s
Analysis: Seeing abnormal 'high alpha' flow in short-term Bitcoin call options for the third consecutive year on the week of January 10
Some BTC mining companies are starting to follow MicroStrategy to increase Bitcoin reserves due to the Trump effect
1confirmation founder: Many new ideas pushing the crypto space forward started with Ethereum
Bitwise: Short-term risks exist alongside on-chain positives, Bitcoin's performance in 2025 may outperform traditional assets
US November job openings rise to a 6-month high, Fed's interest rate cut expectations decrease this year
CryptoQuant analyst: The current bull market is likely to reach a cyclical peak in Q1 or at the latest Q2 of 2025
J.P. Morgan trading team: Strong economic growth makes the likelihood of a bear market 'extremely low'
Messari co-founder: AI will have a huge impact in the next 20 years, potentially the first major hype cycle experienced by the younger generation
Total Bitcoin contract holdings across the network rise to $65.32 billion
Analyst: BTC's breakthrough of $100,000 is due to ETF capital inflow and MicroStrategy's increased holdings
Matrixport: BTC strongly rebounds after Trump's victory, led by Bitdeer, Metaplanet, and MicroStrategy
Analysis: Several listed companies are following MicroStrategy in incorporating Bitcoin into their balance sheets
NVIDIA CEO announces the launch of foundational models aimed at understanding the real world, NVIDIA Cosmos
Nasdaq applies to raise the BlackRock Bitcoin spot ETF position limit from 25,000 to 250,000 shares
Santiment: If January Bitcoin diverges from altcoins and grows beyond the S&P 500 index, it has a high chance of setting a new historical high
Institutions: Change of government in Canada will impact economic outlook
Traders no longer fully price in the Fed's rate cut bets before July
How does ETH 'generate wealth'? A look at 16 yield strategies with over 20% APR
a16z releases 2025's seven core trends in crypto and other developments to watch
Behind the scenes story of the birth of emojicoin.fun
Year-end review: The effect of the TRON stablecoin ecosystem matrix is significant, continuously leading cryptocurrencies into daily life
