1. 🔬Opportunities to watch

• Sky: SparkLend is about to issue tokens, which may be obtained by depositing USDC

• Eclipse Launches Restaking Token tETH

2. ❇️DeFi

a. New projects in the past day

• Superstate USCC --- Basis Trading (Ethereum, 1573万)

• PixelSwap(PIX) --- Dexes (TON, 0万)

• TonPools --- Prediction Market (TON, 1万)

• Parraton --- Yield Aggregator (TON, 0万)

• OAS Jumbo --- Farm (Oasys, 870,000)

b. Project List

c. Related Projects

• Synthetix L2 Integrates Wormhole as Interoperability Solution

• Scallop protocol revenue reaches $1.5 million

• ether.fi to Launch Visa Credit Card “Ether.fi Cash” on Scroll Network

• DeBox announces BOX token economics and will airdrop 5% of tokens

• PancakeSwap: Destroyed 8,928,831 CAKE, equivalent to approximately $15 million

3. 🌏Macro

• Bitcoin spot ETFs had a net outflow of US$706 million last week, and none of the 12 Bitcoin spot ETFs achieved net inflows last week.

• On September 9, the US Bitcoin ETF had a net outflow of 2,846 BTC, and the Ethereum ETF had a net inflow of 1,786 ETH

• US Federal Reserve: Despite the recovery of the crypto market in 2023 and 2024, cryptocurrency holdings continue to decline

• Last week, digital asset investment products saw a net outflow of $726 million, setting a record high since March this year.

• Santiment: The number of newly created Ethereum wallets has reached the highest level in nearly four months

• Coinbase All Apps Rank: today500,7 days 424 -17.92%,30 days 395 -26.58%

• Coinbase Financial Apps Rank: today 31,7 days 30 -3.33%,30 days 31 -0.00%

4. 🐳Whale Movements

• USDC Treasury issued 50 million more USDC this morning

• AO: 50 million DAI have been deposited in the AO network

• Franklin Templeton Bitcoin ETF Marked Address Transferred 1,189 BTC Worth Nearly $67 Million Last Week

• A new wallet transferred 1,000 BTC from Binance, worth $55.02 million

• A smart money address purchased 5,000 ETH, worth about $11.46 million

• WazirX hacker address has transferred 5,000 ETH to a new address, worth about $11.5 million

• WisdomTree Bitcoin ETF transferred 3,653 BTC last week, worth more than $200 million

• Over $73 million USDT transferred from unknown wallet to Binance

• More than 37 million USDC transferred from Ceffu address to Copper address

• Analysis: The multi-signature wallet that received ETH from Vitalik is continuing to sell ETH, selling 760 ETH in the past ten days

• nemorino.eth purchased 20,083 ETH in the past 34 hours, with an average price of 2,277 USDT

• A dormant address for more than 10 years transferred all 146.43 BTC, with a floating profit of about US$7.996 million

• The Ethereum Foundation-associated address pledged 3,000 ETH to Kelp, worth $6.9 million

• About 71 million USDC and 6,416 ETH were transferred to the Ceffu custody mark address suspected to be Binance

6. 📃Industry

b. Exchange/Wallet

• Rabby Wallet launches Gas Account, allowing users to use USDT/USDC as Gas fees on all networks

c. Public chain/L2

• Ethervista: VISTA APPs coming soon

• Fractal Bitcoin: Network governance will be carried out through OP_CAT

• UniSat: Fractal Mainnet Merged Mining and Permissionless Mining Updated

• Particle Network: Universal Accounts is coming soon, and the public beta phase is expected to start in a few weeks

• Fractal Bitcoin: The first batch of rewards for the Bootstrap program has been issued

• Analog: ANLOG token airdrop distribution will be increased by 50%

d. Investment and Financing

• AI infrastructure company PIN AI completes $10 million seed round led by a16z Crypto

• Solana creator platform DRiP completes $8 million seed round of financing, led by Coinbase Ventures and others

e. Supervision

• US judge rules Coinbase must face class action lawsuit from shareholders over regulatory risk concerns

• Senate Majority Leader Schumer excludes cryptocurrencies from legislative priorities

• Major Democratic donors ask Harris to replace SEC and FTC chairmen if she wins in November

f. Security

• Chainalysis appears to have accidentally leaked a Monero transaction tracking video

• NDV co-founder Christian: Lost $500,000 due to Friend.Tech, did not earn $3 million

g. Others

• Public mining companies' market share of Bitcoin production climbs to 23%

• Spain’s second-largest bank BBVA Switzerland adds USDC to its crypto asset offering

• Insider: Pantera, ParaFi and other crypto funds purchased Metaplex tokens from FTX bankruptcy assets

• Clore launches buyback program, using BTC proceeds to purchase 660,000 CLORE tokens

• Alchemy Pay becomes one of TON's preferred crypto payment solution providers

• PayPal strikes deal with Shopify to process its debit and credit card transactions

• Tokyo Electric Power Company explores using surplus renewable energy for green Bitcoin mining, expecting annual revenue to reach $2.5 billion

• a16z Crypto: CSX Crypto Accelerator Launches This Week and Announces List of Participating Projects

• MelosBoom Life Data Network is officially launched, and DePIN staking function is enabled

• Coinbase holds $137 billion in BTC at the end of Q2, accounting for 11.2% of the circulating supply

• Ripple CTO confirms RLUSD is only for institutions

7. 🔧Tools

8. 💡Viewpoint

• If Trump is elected president, Bitcoin may rise to $90,000 by the end of the year, but if Harris is elected, it may fall below $50,000

• QCP: Institutions may believe that the market has bottomed out and increase bullish bets in December and March next year

• The key to Web3 is not code, but building interoperability through the community

• Michael Saylor: The Republican Party's view on Bitcoin is far ahead of the Democratic Party, especially Trump

• From verification architecture to cutting-edge technology, how does RISC Zero design a high-performance zkVM?

• Bryan Pellegrino: Witch Hunts and Long-Term Users Help ZRO Price Stay Stable

• Mempool founder: Fractal Bitcoin appears to be a "clone" of Bitcoin Core v24.0.1

• Dialogue with Gyroscope: Exploring the liquidity and security of decentralized stablecoins

• The battle for high-performance public chains: Comparison and future prospects between MegaETH and Monad

• Opinion: Most L2s have perverse incentives and will always remain centralized

• Helius Labs co-founder: Cryptocurrency lacks exciting ideas

• Riot Research Vice President: Bitcoin mining utilizes excess energy to help stabilize Texas power grid

• Opinion: ETH has multiple ways to increase its value

• Galaxy Research: Ethereum L1 protocol revenue from L2 is almost zero since Dencun upgrade

• Messari: Cosmos Hub Q2 2024 Status Report

• Bitfinex Alpha: U.S. stock market performance is crucial to Bitcoin's short-term trend

• Bitget Research: Toncoin may slightly outperform the market in September