1. đŹOpportunities to watch
Wintermute OTC trading multi-currency collateral support adds stETH
2. âïžDeFi
a. New projects in the past day
Ethervista --- Dexes (Ethereum, 441äž)
Lair Finance --- Liquid Staking (Klaytn, 2752äž)
Level Money --- CDP (Ethereum, 114äž)
b. Project List
Project list: TVL > 5m & (7-day additions | 24h TVL change > 10%)
c. Related Projects
LayerZero Q2 Status Report: 12 New Networks Supported, $5 Billion in Crypto Asset Transfers Facilitated
LayerZero launches community program to distribute 5 million ZRO tokens
DOGS Community: On-chain claiming now available
Buying discounted GHO based on fixed income
Ethena: The second season airdrop activity will end today, and the details of the airdrop application will be announced as soon as possible
3. đMacro
Citigroup: If the U.S. unemployment rate reaches 4.3% in August, the Fed will cut interest rates by 50 basis points
President of The ETF Store: Four Bitcoin spot ETFs occupy the top four inflows of newly listed ETFs in the United States this year
DeFi protocol fee revenue fell 24% in August to $288 million, the lowest level since February
Bitcoin miners earned just over $850 million in August, while Ethereum staking revenue fell to around $210 million
Stablecoin issuance supply hit $148.4 billion in August, and on-chain transaction volume reached $1.2 trillion
Bitcoin miners' revenue hits lowest level in August
In August, the total transaction volume of Bitcoin and Ethereum on the chain fell by 15.3% to $377 billion after adjustment
Coinbase All Apps Rank: today446,7 days 401 -11.22%,30 days 206 -116.50%
Coinbase Financial Apps Rank: today 31,7 days 31 -0.00%,30 days 13 -138.46%
4. đłWhale Movements
A Smart Money address bought 4,192 ETH at the bottom again after 9 months
A certain whale address has accumulated 9.57 million WIF through CEX in the past 4 days
A whale address withdrew 1,000 BTC from Binance 20 minutes ago and currently holds about 8,559 BTC
A newly created address transferred 11,957 ETH from Coinbase 12 hours ago, worth about $29.71 million
In the past 30 minutes, a newly created wallet withdrew more than $3 million worth of FLOKI, WLD and PEPE from Binance
Metaplanet reaches cooperation with Japanese financial giant SBI's crypto department and will continue to increase its holdings of Bitcoin
Data: Bitcoin miners sold 2,655 BTC over the weekend, worth about $154 million
Two whale addresses bought 7,767 ETH after withdrawing stablecoins from Aave
A whale deposited 14.95 million BLUR into the exchange, losing 61.9% or about $3.54 million
6. đIndustry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Pokémon, the IP operation and management company of "Pokémon", completes NFT-related patent applications
Nearly 20,000 new ENS domain names were registered in August, and the total number of active domain names exceeded 1.95 million
Mysten Labs opens pre-orders for SuiPlay0x1 Web3 handheld game console, priced at $600 per unit
Solanaâs on-chain NFT sales in August were slightly over $78 million, the second lowest monthly sales so far this year
b. Exchange/Wallet
OKX Launches New Automated Arbitrage Execution Facility to Simplify Bitcoin Arbitrage
Bitget Wallet launches Telegram trading bot
Binance raises margin ratios for multiple crypto asset portfolios
OKX will remove FRONT leverage and perpetual contracts
c. Public chain/L2
Fractal Bitcoin: Public testnet will continue to run after the mainnet goes live
Colosseum Launches Solana Radar Hackathon
Layer 1 & 2â SVM execution enviroment on Avalanche subnet
Cardano has activated the Chang hard fork
UniSat: Update Fractal testnet engraving service fees due to surge in bot activity
Ripple plans to launch new token standard MPT on XRP Ledger this month
Nubit releases consumer-grade Minichain construction solution to promote seamless connection between Web2 and Web3
Justin Sun: This week we will focus on reducing Tron network fees
d. Investment and Financing
Pencils Protocol Completes New Round of Strategic Financing with a Valuation of US$80 Million, with Bing Ventures and Others Participating
Robot Ventures raised $75M for new venture capital fund
Adot receives strategic investment from Aptos
Hong Kong stablecoin issuer IDA completes $6 million seed round of financing
Ethereum L2 network Kroma completes Series A financing, Gate Ventures and others participate
Web3 infrastructure project Caduceus completes Series A strategic financing, led by SIG
AI-driven Web3 tracking platform TrendX completes $500 million Series A financing, led by Promontory and others
e. Supervision
US SEC may require FTX bankrupt institution to use stablecoin to repay customers
OKX Singapore subsidiary obtains MAS full payment institution license, former MAS official appointed as CEO
SEC warns FTX: reserves the right to question the legitimacy of FTX's repayment claims and whether it has made any profit from them
f. Security
Scroll core contributors: The Scroll Foundation account is rumored to be an unofficial account
g. Others
EF Allocation Update - Q2 2024
SOOHO.IO and Chainlink Announce Strategic Partnership to Explore Tokenized Assets and Central Bank Digital Currency Use Cases in Asia
Amazon plans to use Anthropic's Claude AI model to transform Alexa
7. đ§Tools
8. đĄViewpoint
How does EigenDA revolutionize Rollup economics?
Galaxy Digital: BTC may remain in a range-bound state until November as the US presidential election has a huge impact on investors
Paybis founder: If the Fed cuts interest rates, it may rewrite the history of Bitcoin's poor performance in September
Daniel, an investor in Black Myth: A large number of game industry entrepreneurs are working on Web3, but they donât love games at all
Analysis: Bitcoin's average depreciation rate in September was 6.56%, and the Fed's interest rate cut may break the historical decline
Vanguard Group's global head of rates: The bar for the Fed to cut 50 basis points in September may be "relatively low"
Bitfinex Alpha: If the Fed cuts interest rates by 50 basis points, it may stimulate Bitcoin's rise, but it may be accompanied by a correction
DBS Bank: The Fed has sufficient conditions to cut interest rates, but it should not be too fast
A brief analysis of the Cosmos Hub and Osmosis merger proposal: who is in favor and who is against?
Zhu Su: Ethereum is Microsoft Vista
Analyst: Bitcoin is sensitive to monetary liquidity conditions, and a weaker dollar and lower interest rates may be beneficial to Bitcoin
Wintermute founder: Consider writing an article on "What SBF did right", but the market may not accept it
Analysis: If non-farm data is strong enough, rate cut bets may be reduced
OP_NET and Arch: Can the two latest Bitcoin smart contract implementations bring about an ecological revival?
Opinion: The Rollup-centric roadmap has structural economic flaws
How do blockchain and intellectual property (IP) interact?
10x Research: Market structure and fundamentals have gradually weakened, and September will usher in a key turning point
