1. 🔬Opportunities to watch

  • Sky: Starting from September 18, eligible users can upgrade DAI to USDS at a 1:1 ratio

  • Bitcoin re-staking protocol Lombard plans to launch public beta on September 5

  • Ethena Season 2 airdrop activity has officially ended and will be open for inquiry on September 9

2. ❇DeFi

a. New projects in the past day

b. Project List

Project list: TVL > 5m & (7-day additions | 24h TVL change > 10%)

c. Related Projects

  • Upbit will list UXLINK

  • Aave announces Sky Aave Force, aims to bridge the gap between DeFi and TradeFi

  • Justin Sun: SunPump income will be returned to the community and 100% of the on-chain repurchase and destruction process will be implemented

  • Uniswap Labs: UniswapX mobile app and extension now live

3. 🌏Macro

  • On September 3, the US Bitcoin ETF had a net outflow of 1,323 BTC

  • U.S. stocks continued to fall, and Nvidia's decline widened to 8%, hitting a new low since August 13

  • Bitcoin network computing power soared to 804EH/s, a record high

  • Coinbase All Apps Rank: today424,7 days 389 -9.00%,30 days 137 -209.49%

  • Coinbase Financial Apps Rank: today 30,7 days 30 -0.00%,30 days 9 -233.33%

4. 🐳Whale Movements

  • Nearly 3,000 BTC were transferred out of Huobi Exchange in the past hour, with a value of over $176 million

  • A trader earned 274 ETH through VISTA in 2 days, with a return rate of 134 times

  • DWF Labs received 10 million FETs from Fetch.ai Foundation 1 hour ago

  • In the past 5 days, Wintermute has transferred a total of 241 million FDUSD back to First Digital Labs

  • 46,800 ETH transferred from Binance to Binance Beacon Chain, worth about $118 million

  • A whale has built a total position of $3.2 million worth of altcoins in the past 13 hours, including PEPE, FLOKI, and WLD

  • Over 110 million USDT transferred from unknown wallet to Binance

  • Grayscale transfers approximately 2,907 BTC and 5,919 ETH to Coinbase Prime

  • A whale withdrew 40 million USDC from Binance to buy ETH in the past month

  • 1,271 BTC transferred from unknown wallet to Binance, worth about $75.02 million

  • A whale/institution withdrew 322 BTC from Binance again 15 minutes ago

  • Optimism bridges TVB with a total value of over 800,000 ETH, worth over $2 billion

6. 📃Industry

a. NFT & GameFi & SocialFi & DID & DAO & Content Creation

  • CryptoKitties Announces All The Zen Telegram Game

  • Decentralized social platform Bluesky added more than 1 million users in 3 days after X platform was banned in Brazil

b. Exchange/Wallet

  • SUN.io Announces Platform Upgrade and Launches SunBoost Feature

  • Binance Simple Earn adds TON lock-up product with up to 5.9% annualized return

  • Binance adds AAVE/USDC and other spot trading pairs and trading bot services

c. Public chain/L2

  • Blockchain project Crestal launches public testnet Crestal Carbon

  • Ripple plans to launch XRPL EVM sidechain in 2025

  • Scroll: DarwinV2 mainnet upgrade has been successfully implemented

  • EOS Network Foundation: Spring v.1.0 will be released this week

  • Nubit releases consumer-grade Minichain construction solution to promote seamless connection between Web2 and Web3

  • Layer 1 blockchain Vega proposes to shut down Vega Alpha mainnet and token VEGA and launch new project Nebula

  • Avalanche Launches Avalanche9000 Network Upgrade and Plans to Launch Testnet Soon

  • Dash announced that its Evolution chain has been officially launched and started producing blocks

  • Worldcoin's second-layer network World Chain announces its new integration project

  • Stacks announces the second batch of winning projects of the Stacks ecosystem decentralized grant program

  • SSV Network submitted two important proposals, including applying for $6 million in SSV for technology development

d. Investment and Financing

  • Web3 security company Hypernative completes $16 million Series A financing, led by Quantstamp

  • UXLINK Announces Strategic Investment from Animoca Brands

  • Blockchain gaming platform Yooldo completes new round of financing, Consensys participates in the investment

  • Privacy fintech company Biptap completes $2 million Pre-Seed round of financing

  • AI companion platform Nectar AI completes $3.9 million seed round of financing, led by Mechanism Capital and Karatage

  • Treble, a sound simulation technology company, completes €11 million Series A financing, with participation from Frumtak Ventures

e. Supervision

  • SEC Commissioner Calls for Dedicated S-1 Registry for Digital Asset Securities

  • Coinbase Chief Legal Officer Expresses Dissatisfaction with SEC’s Ambiguous Treatment of FTX’s Compensation Plan

f. Security

  • WazirX hackers transferred 2,600 ETH to Tornado Cash, worth about $6.5 million

  • FBI: North Korean criminals deploy sophisticated social engineering tactics to deceive crypto company employees

  • UK law enforcement seizes $144,000 worth of Bitcoin from knife-attack robbery

g. Others

  • Riot Platforms considers Bitfarms’ acquisition of Stronghold “worrying”

  • 21Shares parent company 21.co launches its wrapped Bitcoin product 21BTC

  • Bitfarms mining produced 233 BTC in August

  • Elon Musk's artificial intelligence company xAI launches AI cluster "Colossus"

7. 🔧Tools

  • Dune launches AI-powered visualization tool Wand

8. 💡Viewpoint

  • A brief introduction to dAppOS: Intent-centric infrastructure

  • Bank of Japan governor reiterates continued rate hikes if economy and prices perform as expected

  • BNB Chain DEX trading volume fell 24% in the past week

  • The probability of the Fed cutting interest rates by 25 basis points in September is 69%.

  • September Outlook: Optimistic about BTC Ecosystem, Uniswap v4


  • pump.fun has become the "fastest growing Dapp", generating $100 million in revenue in 217 days

  • Head of Base Protocol: Base, the full chain suite and Coinbase Smart Wallet are a powerful combination

  • The development dilemma of Ethereum Layer2 from the perspective of Blobs space utilization

  • Multi-signature risks: summary and the future of EigenLayer

  • What is Ethervista? Creating a new standard for DEX

  • DeFi analyst Ignas: If Solana adopts an L2 expansion model similar to Ethereum, SOL may become the new ETH

  • Matrixport: Bitcoin’s dominance reaches a new cycle high

  • Deep into Eigenlayer, designing and building AVS

  • Tron network gas revenue in August increased by 46.54% year-on-year

  • Babylon BTC Staking Review and Outlook: How to Become a Winner in Phase 2?

  • DWF Labs partner: Meme coin issuance platform is mainly driven by retail investors, and other chains may soon launch similar products

  • QCP Capital: October may see a seasonal rebound

  • In the past 11 years, BTC fell in September in 8 years and rose in October in 9 years.

  • Pudgy Penguins CEO: The cryptocurrency industry is similar to the early 2000s and has reached the time of mainstreaming

  • The U.S. economic data for August has been released one after another, and traders have raised the probability of the Federal Reserve cutting interest rates by 50 basis points in September to 39%.

  • Fundstrat Co-founder: With the Federal Reserve's potential rate cut and the upcoming election, investors should remain cautious in the next eight weeks