1. 🔬Opportunities to watch

2. ❇DeFi

a. New projects in the past day

  • Amply Finance --- Lending (Cronos zkEVM, 223侇)

b. Project List

Project list: TVL > 5m & (7-day additions | 24h TVL change > 15%)

c. Related Projects

  • Sanctum: Launches its first LST bbSOL in collaboration with Bybit

  • Lorenzo and dappOS reach a cooperation to provide intention asset income

3. 🌏Macro

  • After the release of the August employment data, the US dollar index DXY fell nearly 60 points in the short term and is now at 100.6

  • Global X: Non-farm expectations are too high, and the Fed is expected to cut interest rates by 25 basis points in September. Fed Governor Waller: If appropriate, he will support an "early" rate cut

  • The U.S. unemployment rate in August was 4.2%, expected to be 4.20%, and the previous value was 4.30%

  • The seasonally adjusted non-farm payrolls in the United States in August were 142,000, compared with expectations of 160,000 and the previous value was revised to 89,000.

  • On September 6, the US Bitcoin ETF had a net outflow of 4,216 BTC, and the Ethereum ETF had a net outflow of 15,631 ETH

  • Ethereum exchange reserves fall to lowest level since 2016

  • Deribit BTC block options buy $50,000 put options at the end of September and sell $45,000 put options at the end of the year

  • Coinbase All Apps Rank: today470,7 days 402 -16.92%,30 days 298 -57.72%

  • Coinbase Financial Apps Rank: today 36,7 days 33 -9.09%,30 days 25 -44.00%

4. 🐳Whale Movements

  • WazirX hackers have transferred a total of 4,600 ETH to Tornado Cash, worth $11 million

  • 4 hours ago, a whale deposited 380 BTC to Binance again, equivalent to 21.34 million US dollars

  • Wintermute has transferred a total of 456 BTC to Binance in the past 10 hours, worth $25.64 million

  • Analyst: F2Pool Lianchuang withdrew 5087.8 ETH from Binance 1 hour ago and pledged 3200 ETH

  • This morning, the whale holding $12.1 million in ETH liquidated another 5,152 ETH after three hours of holding.

  • Metalpha withdraws 5,994 ETH from Lido and deposits 5,500 ETH to Binance

  • Wintermute transferred 244 BTC to Binance and 101 BTC to Bitfinex 5 hours ago

  • A whale bought 5,379 ETH in the past 10 minutes, worth $12.58 million

  • A whale transferred 1,000 BTC to Binance, losing $2.97 million

  • An unknown address transferred 180 million USDT to Binance

  • An ETH band expert bought another 5263 ETH

  • Paidun: Alameda address received 6.275 million USDT from OKX

  • CryptoPunk#2967sold for 240 ETH, or about $568,000

  • The Ethereum Foundation address transferred 1,000 ETH to a multi-signature wallet

  • A whale spent $3 million to buy 17.5 million NEIRO and has become the largest individual holder

6. 📃Industry

b. Exchange/Wallet

  • Coinbase Adds ZKsync (ZK) to its Listing Roadmap

  • Binance CEO confirms: CZ has been permanently banned from managing or operating Binance

  • Coinbase: German users can now trade Polygon Ecosystem Token (POL)

  • Aevo launches POL perpetual contract

  • Binance adds AAVE/USDC and other trading pairs to cross-margin and isolated margin trading

c. Public chain/L2

  • TON Foundation announces additional contribution of $24 million worth of Toncoin to its DeFi incentive program

  • ZK Nation: ZKsync governance contract is ready for mainnet launch

  • Latest Ethereum ACDE meeting: Pectra devnet 2 debugging work is about to be completed, but the release time is yet to be determined

  • XION Integrates with Plume Network to Bring Chain Abstraction to Real-World Assets

  • Vitalik: The current budget strategy of the Ethereum Foundation is to spend 15% of the remaining funds each year

e. Supervision

  • Prosecutors filed a new indictment, Trump pleaded not guilty to the charges

  • 88 American business leaders jointly support Harris' presidential campaign, including Ripple CEO

  • Market News: US Senator Warren supports the Justice Department's investigation into Nvidia

f. Security

  • Yu Xian: Currently, EVM/TON/Tron is an ecosystem with a high risk of phishing.

  • Euler Finance hacker left a message praising Penpie hacker for not returning funds

  • PeckShield: WazirX hackers have laundered another 400 ETH via Tornado Cash

  • Penpie attackers have transferred 9,600 ETH worth $23 million to Tornado Cash

  • Uniswap CEO: Some scammers are using hacked UN accounts for phishing, please be careful to identify them

  • Penpie: A 10% reward for anyone who provides reliable information to identify the attacker and recover the stolen funds

  • SunPump: Beware of fake bidding websites and guard against the risk of property loss

  • Fuel official Discord has been attacked, please do not click on any links

g. Others

  • Venezuelan Opposition Leader Proposes Bitcoin as National Reserve Asset

  • VanEck plans to close and liquidate its Ethereum futures ETF "EFUT"

  • Pavel Durov: If a country is dissatisfied with platforms such as Telegram, it should sue the platform instead of its CEO

  • Paulson, Trump's potential Treasury secretary, says the Fed is expected to cut interest rates to as low as 2.5% by the end of 2025

  • Casey: NodeMonkey founder made no contribution to the birth of Ordinals and insulted several Bitcoin ecosystem developers

  • Pavel Durov: Telegram is ready to withdraw from markets that are incompatible with the platform

  • Zhu Su: Ethereum's 3% staking yield makes it irrelevant whether ETH ETF allows staking

7. 🔧Tools

8. 💡Viewpoint

  • Why is Web3 not far from Mass Adoption?

  • Pantera Partner: How Sentient Can Achieve Open AGI

  • Foresight Ventures: Intent Asset, the entry point for large-scale application of Web3 assets

  • The collision of faith and future: Bitcoin's potential as a store of value in the offshore financial system

  • JPMorgan Chase: Cryptocurrency and asset prices are expected to become more sensitive to macro factors

  • Barclays upgrades Coinbase and Robinhood ratings and considers their business models "mature"

  • Nobel Prize winner Stigley criticizes the Federal Reserve: The interest rate should be cut by 50 basis points in September

  • Analysis: Since the Ethereum spot ETF was approved, the market depth of ETH has dropped by 20%

  • Glassnode: Market volatility may increase in the near term, and short-term holders are the main risk group

  • Arthur Hayes: Bitcoin is expected to fall below $50,000 this weekend and has already shorted

  • Runestone founder: I don’t care about the title of co-founder, but Rocktoshi is not friendly in private

  • Taking stock of the eight major Babylon ecosystem liquidity pledge protocols, who is the TVL leader?

  • FxPro analyst: BTC key technical support level remains slightly above $54,000

  • Vitalik: I don’t plan to invest in L2 or other token projects in the future, I will only donate to valuable projects

  • Is the Ethereum Roadmap Off Track?