1. 🔬 Opportunities to watch
Renzo: Season 3 airdrop claims are now open
Usual has opened USUAL token airdrop claims
Sonic Labs launches Sonic mainnet: EVM compatible, verifiable 10,000 TPS and sub-second finality
Stacks announces details for sBTC deposits, with a phase one deposit limit of 1,000 BTC
Kelp DAO announces KERNEL token economics, with 20% of total tokens used for airdrop
Floki opens MONKY airdrop eligibility query
Swell: Wavedrop 2 has ended, token claims will close on January 10
2. ❇️ DeFi
a. New projects in the past day
DevvE --- Launchpad (Ethereum, 0 million)
InkSwap --- Dexes (Ink, 50,000)
b. Project List
Project list: TVL > 5m & (7-day new | 24h TVL change > 10%)
c. Related projects
The first launchpad of the Movement ecosystem, MoveStarter, receives joint support from WarpGate and ApeTerminal
Saga Mainnet 2.0 goes live, planning to launch liquidity integration layer in Q1 next year
PancakeSwap launches PancakeSwap Bridge, a bridging service supported by BNB Chain
Usual announces integration of USDtb and sUSDe as core parts of its future business strategy
3. 🌏 Macro
Cleveland Fed President Harker opposes interest rate cuts
The US dollar index rose nearly 60 points in the short term, with non-US currencies generally declining
Full text of the "US Strategic Bitcoin Reserve" executive order: Managing BTC as a permanent national asset
Trump family crypto project WLFI partners with Ethena Labs
The Federal Reserve FOMC releases economic expectations, median unemployment rate forecast for the end of 2024 to 2026
Grayscale announces it has opened Grayscale Horizen Trust and Grayscale Bittensor Trust to qualified investors
BlackRock's MEAR fund completes its first blockchain municipal bond transaction
Market news: MicroStrategy's internal trading restrictions may pause Bitcoin purchases in January next year
Powell: We are at or near the time to slow down interest rate cuts
4. 🐳 Whale Movements
A newly created wallet accumulated 5.28 million ENA in the past 24 hours, worth $5.65 million
A whale deposited 1.495 million UNI worth $24.39 million to Binance 2 hours ago
Mt Gox recently transferred multiple BTC, with a total value of over $200 million
Tether issued 140 million USDT on the Aptos network in the past month
A whale deposited 30 billion PEPE to Kraken 2 hours ago, approximately worth $6.77 million
A whale bought $5.7 million in PENGU in the past 13 hours and deposited it to Binance, expecting a floating loss of $1.95 million
Galaxy Digital accumulated 200 BTC from Bybit 6 hours ago, approximately worth $21.31 million
A large BTC option was sold on Deribit for a $100,000 call option expiring at the end of March next year, and a $130,000 call option was bought
ARK Invest reduced its stake in Coinbase by about $1.76 million yesterday
A trader spent $700 to buy 48 million UFD 7 hours ago, currently floating over 2571 times profit
Blur unlocked 34.41 million BLUR this month and transferred it to Coinbase Prime
A BTC address that purchased at a low of $72,926 currently has a floating profit of $8.93 million
40 minutes ago, a giant whale withdrew 65,000 LINK from Binance, worth $1.81 million
IntoTheBlock: Ethereum long-term holders continue to accumulate ETH, holding approximately 110 million ETH in total
6. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
ai16z: v0.1 version coming soon, Eliza will autonomously write code
Agent TCP/IP: Simplifying IP trading and cooperation processes for AI agents
Gaming platform Oasys has partnered with Animoca Brands Japan and received their investment
Fat Penguin's token issuance is imminent, can PENGU, Abstract, and OpenSea achieve a triple win?
b. Exchanges/Wallets
OKX Web3 announces official DEX Dune dashboard
Binance will delist AKRO, BLZ, WRX on December 25
Binance Futures will launch LUMIAUSDT perpetual contracts
Bitget will launch Hyperliquid (HYPE) today at 18:00
Binance will launch USUAL leverage, perpetual contracts, and simple earning services
Binance adds VANA and 1000CAT, PENGU as borrowable assets
Binance Alpha announces the first batch of projects: KOMA, Cheems, APX, ai16z, and AIXBT
Binance Alpha announces the second batch of projects: CKP, GEAR, SD, SYRUP, and Fartcoin
c. Public Chain/L2
Kraken's Layer2 network Ink has launched its mainnet
Bitwise launches Solana staking ETP in Europe, Marinade as staking provider
Deutsche Bank launches Layer 2 blockchain network based on ZKsync technology
Scroll launches open-source zkVM framework OpenVM for instant proofs, transitioning to Type-1 zkEVM
Linea core team: Major upgrades to proof system architecture underway
Polygon's proposal for "over $1 billion stablecoin yield generation" was rejected by the community
Avalanche may airdrop to users voting for Retro9000 on Christmas
Aave co-founder responds to controversy over Polygon bridge fund investment proposal: Not anti-competitive behavior
d. Investment and Financing
AI agency startup/dev/agents completed $56 million in seed funding with a valuation of $500 million, led by Index Ventures and CapitalG
AI company Databricks completed $10 billion Series J funding with a valuation of $62 billion, led by Thrive Capital
Tokenized startup Plume completed $20 million in funding
Decentralized AI data chain Masa completed a new round of financing, led by Grayscale's parent company DCG
2024 Crypto Venture Capital: Market Trends and Financing Dynamics Analysis
Lens developer Avara completed $31 million in a new round of financing, led by Lightspeed Faction
Decentralized environmental intelligence platform Silencio Network completed $2.5 million in seed funding
Crypto asset management company DigitalX aims to raise approximately $15 million
e. Regulation
The Australian Securities and Investments Commission sues Binance Australia
TiTi obtains US MSB operating license
OSL: Hong Kong Legislative Council first reading (stablecoin regulatory draft), will solidify its global stablecoin regulatory center position
Lawyer John Deaton calls for the public release of the SEC Inspector General's report on Hinman's potential conflicts of interest
Crypto.com voluntarily withdraws its lawsuit against the US SEC after its CEO meets Trump
Zhang Yiming's Cool River Venture HK Limited obtains Hong Kong Securities and Futures Commission type 9 asset management license
In the past week, crypto advocates sent tens of thousands of emails to the US Senate opposing SEC Commissioner Crenshaw's reappointment
Sina-owned Huasheng Group leads EX.IO's acquisition of a virtual asset trading platform license issued by the Hong Kong Securities and Futures Commission
The Hong Kong Securities and Futures Commission rapidly issues licenses to virtual asset trading platforms
f. Security
HarryPotterObamaSonic10Inu 2.0 token liquidity pool suspected of being attacked, 84.7 ETH stolen
MistTrack: DEXX hackers have laundered 6432.4 ETH
Jupiter: Cloudflare mistakenly flagged the official website as a phishing site, coordinating with them to remove the warning as soon as possible
g. Others
NYSE-listed company Cango invests $256 million to purchase Bitmain mining machines, with a total hash rate of 32 EH/s
Federal Reserve Chairman Powell: The pace of reducing policy restrictions may be too slow, potentially undermining the economy and employment
Bitcoin mining company CleanSpark completes $650 million convertible senior note issuance
7. 🔧 Tools
8. 💡 Opinions
Pantera Capital: Key events in the cryptocurrency industry in 2024
How to capture undervalued opportunities in quality projects: An investment case analysis by Usual Money
DeFiance Capital founder: 2025 may be the year of DeFi resurgence
Arthur Hayes: The market is expected to crash around January 20, Maelstrom will reduce positions early
MicroStrategy co-founder: Will implement a new buying plan if necessary
Galaxy Research: The NFT market is recovering with a surge in trading volume
Glassnode: Solana and Ethereum demand change trends in 2024
US 2-year and 5-year Treasury yields fell to daily lows, the curve steepened
Bitwise: Ethereum will revive in 2025 due to institutional interest and RWA tokenization growth
Galaxy CEO: Bitcoin's market value may surpass gold in 5 to 8 years
Castle Island Ventures partner: In the long run, Bitcoin is expected to rise to $900,000, with a market value comparable to gold
Matrixport: The 2024 BTC trend lays a solid foundation for a strong start in 2025
a16z crypto partner: Optimistic about the integration of AI and blockchain, Crypto will maintain the creativity, openness, and diversity of the internet
Coin Metrics: New technologies reshaping mining patterns after Bitcoin halving event
Placeholder discusses the dilemma of crypto entrepreneurs: to stick to purity or go with the flow?
Analyst: Market sentiment for ETH is at its lowest level since December 18, 2023
BlackRock's Ethereum spot ETF holdings exceed 1 million ETH
BitMEX Alpha: Arbitrage opportunities on Polymarket
Paradigm and Coinbase co-founder Fred Ehrsam: Interested in DeSci sector, but do not understand it
Analyst: Bitcoin shows new short-term momentum, may approach $124,000 price level in the coming months
