1. đŹOpportunities to watch
EigenLayer: Upgrading EIGEN and bEIGEN contracts to launch programmatic incentives
Binance Lending adds SLF and TON as loanable assets
Trump family crypto project World Liberty Financia announces partnership with Aave to explore stablecoin market
2. âïžDeFi
a. New projects in the past day
Swapline V2 --- Dexes (Base, 12äž)
b. Project List
Project list: TVL > 5m & (7-day additions | 24h TVL change > 10%)
c. Related Projects
Kamino: Plans to release V2 with modular design and improved liquidation mechanism
Decentralized domain name service Unstoppable Domains expands to Base blockchain
Ronin Bridge has reopened
Euler returns to market with Euler v2 modular DeFi lending protocol
Ripple CEO: Stablecoin RLUSD will be launched in the coming weeks
DePIN project Spacecoin plans to launch satellite
USDC Treasury mints 50 million new USDC on Ethereum
Ethena: Users who purchase Pendle sUSDe do not need to make up the USDe funds for the leverage part and YT points are still valid
ether.fi and dappOS reach a cooperation to provide intention asset income
3. đMacro
U.S. job vacancies in July fell to the lowest level since January 2021, and interest rate swaps indicate that the Federal Reserve will further ease monetary policy this year
The number of JOLTs vacancies in the United States in July was 7.673 million, which was expected to be 8.10 million and the previous value was 8.184 million.
The probability of the Fed cutting interest rates by 25 basis points in September is 67%, and the probability of cutting interest rates by 50 basis points is 33%.
After the release of the US economic data, the US dollar index DXY fell 15 points in the short term and is now at 101.42
CME Ethereum futures trading volume fell 31% in August, hitting a 9-month low
On September 4, the US Bitcoin ETF had a net outflow of 5,514 BTC, and the Ethereum ETF had a net outflow of 4,551 ETH
BlackRock IBIT becomes the world's largest institutional holder of BTC
The three major U.S. stock indexes fell at the opening, and Coinbase fell more than 3%
Ethereum on-chain liquidation amount hits second highest level in history in August
Coinbase All Apps Rank: today409,7 days 386 -5.96%,30 days 217 -88.48%
Coinbase Financial Apps Rank: today 35,7 days 31 -12.90%,30 days 19 -84.21%
4. đłWhale Movements
The 1inch team bought nearly 11 million 1INCH in the past 50 minutes
Justin Sun: Completed the destruction of $8 million of SUN tokens
GSR Markets associated address received 10 million EDU from Open Campus multi-signature address, worth about $5.33 million
An early AAVE holder sold more than 17,000 AAVE 3 hours ago, losing about $2.14 million
A whale deposited 2,800 ETH into Binance, worth about $6.85 million
A whale once again increased its holdings by 545 BTC, worth about $30.82 million
A whale withdrew 50,605 AAVE from Binance again
5,157,399,791 MATIC transferred from Bitvavo, worth over $60 million
Aevo: Repurchased 1 million AEVO at an average price of $0.317 on September 2
Ceffu has deposited 3,063 BTC into Binance since August 26
6. đIndustry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Mark Karpeles: All Mt.Gox customers from 2010-2014 are eligible to receive MtGox NFTs for free
b. Exchange/Wallet
Binance Futures Updates Multiple Leverage and Margin Tiers for U-margined Perpetual Contracts
Binance will launch its SOL staking product BNSOL at the end of September, which will increase in value with staking rewards
c. Public chain/L2
Polygon starts upgrading, some MATIC holders need to actively migrate to POL through the migration contract
Etherscan: Arbitrum Stylus contracts are now live on Arbitrum One and Arbitrum Nova
Skate is now available on the TON network
On-chain reputation and credit project Ethos plans to launch testnet on September 20
Linea: LXP will be distributed to Linea Culture SZN participants. Users need to complete POH before September 9th
Arbitrum has activated Stylus, allowing developers to write smart contracts in Rust, C, C++ and other languages
d. Investment and Financing
e. Supervision
Source: a16z and USV subpoenaed by New York court regarding Uniswap regulation
Cantor Fitzgerald CEO: Traditional financial companies are eager to trade Bitcoin, and regulation is the main obstacle
The U.S. Commodity Futures Trading Commission issued a penalty order against Uniswap Labs, reaching a settlement for illegal digital asset derivatives transactions, and Uniswap Labs was required to pay a fine of $175,000
US SEC extends deadline for approval of 7RCC spot Bitcoin and carbon credit futures ETFs to November
f. Security
Pendle: The protocol funds are safe. All contract operations have been temporarily suspended due to the Penpie vulnerability.
Penpie attacker address transfers another 1,900 ETH to Tornado Cash
Scammers use new method to defraud Solana users of their crypto
Monad: Official Discord link redirected to a scam server
ScamSniffer: One victim lost $397,831 to "setOwner" phishing signature
The Penpie project team left a message on the chain to the hacker, saying they are willing to negotiate a bounty, and will not pursue legal responsibility if the funds are returned.
Cosine: DAI L2 Deployer private key leaked, making the recently deployed L2 DAI contract a "honeypot"
Two Trump family members' X accounts were hacked, users should be aware of the risks
g. Others
The draft white paper of the Trump family's crypto project World Liberty Financial revealed that 70% of WLFI tokens will be reserved for insiders
Injective Announces Tokenized Index for BlackRockâs BUIDL Fund
Insider: OpenAI plans to raise tens of billions of dollars to build U.S. AI infrastructure
7. đ§Tools
8. đĄViewpoint
Institutional investment in Bitcoin and its derivatives was not active in August
Traders expect the Fed to cut interest rates by 50 basis points at one of its three remaining meetings this year.
Grayscale: If the dollar weakens and interest rates continue to fall, it will be good for Bitcoin
Evaluating the "encryption capabilities" of 18 mainstream AI models: What are their potential and limitations?
Fed's Bostic: Confidence in inflation rate returning to 2% on a sustainable basis grows
UN raises human rights concerns in case of Telegram founder Durov
QCP Capital: BTC and ETH markets may enter a period of high volatility
Matrixport: Bitcoin price fluctuations bring opportunities amid election and economic uncertainty
Arthur Hayes: Short-term bearish, but wonât sell cryptocurrencies
Understanding zkTLS: Architecture, Use Cases, and Obstacles
Markets expect the Fed to cut its benchmark interest rate by more than 2% in the next 12 months
Coinbase enters the new AI payment track. What other projects are adding wallets to Agents?
Analysis: The number of active BTC addresses has dropped significantly, and the BTC price has "no clear direction"
Crypto market ramblings: written after the "corporatization" stage of cryptocurrency begins
Mysten Labs co-founder: Sui is testing the ability to provide offline crypto transactions via radio waves
