1. 🔬Opportunities to watch

• Pencils Protocol announces first round of DAPP token airdrop plan

2. ❇️DeFi

a. New projects in the past day

• Treehouse Protocol --- Liquid Staking (Ethereum, 2864万)

• Predict Fun --- Prediction Market (Blast, 56万)

• Joule Finance --- Lending (Aptos, 134万)

b. Project List

c. Related Projects

• Jupiter Lianchuang: JLP will usher in an important update, and Jupiter's mobile solution is still iterating

• Compound launches new proposal to renew cooperation agreement with Gauntlet

• Starknet’s governance proposal to activate STRK staking has started voting

• Ethena: Airdrop inspection page postponed to next Monday

• Aave v3 has re-enabled collateral repayment

• Airdrop2049 plans TGE and will airdrop 100 million tokens to UXLINK stakers

• ENS: ENSv2 is evaluating three architecture expansion solutions. To support this work, ENS DAO intends to launch a funding proposal

• ZeroLend reaches cooperation with Pendle and ether.fi to list eBTC assets

• bitSmiley Launches First Native BTC-Backed Stablecoin bitUSD on ZetaChain

• Aave has deployed the ether.fi weETH dedicated market, allowing users to borrow stablecoins through weETH

• ether.fi proposes to launch Season 4 on September 15, and then distribute up to 2 million ETHFI tokens per quarter

3. 🌏Macro

• The US spot Bitcoin ETF IBIT had a trading volume of nearly US$768 million yesterday, ranking first

• CICC: The US CPI is likely to remain in the 2.5%-3% range this year, relieving the Fed's worries about cutting interest rates

• The number of crypto venture capital funds has increased to more than 1,150 in the past six years, but the amount of funds raised is still far smaller than that of general venture capital

• Coinbase All Apps Rank: today492,7 days 409 -20.29%,30 days 420 -17.14%

• Coinbase Financial Apps Rank: today 33,7 days 35 5.71%,30 days 30 -10.00%

4. 🐳Whale Movements

• Wintermute deposited 589.4 BTC worth $33.22 million to Binance in the past 10 hours

• A newly created wallet withdrew 300 BTC from Binance, worth $17.19 million

• Metalpha deposited another 10,000 ETH to Binance, worth $23.45 million, and deposited more than 33,000 ETH in 4 days

• Two newly created wallets withdrew 600 BTC from Binance within 8 hours, worth about $34.2 million

• A dormant address containing 185 BTC was activated after 11 years of dormancy

• About 202 BTC were transferred from Coinbase Prime address to Fidelity FBTC, worth about $11.59 million

6. 📃Industry

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

• Magic Eden: Use ME Wallet to buy NFTs or Ordinals and get an extra 50% diamond bonus

b. Exchange/Wallet

c. Public chain/L2

• qiibee will start the public sale of QBX tokens at 10 pm Beijing time tomorrow

• BNB Chain announces Catalyst Awards winning projects, including AI project Aggregata

• Dmail Network announces support for Berachain, now supports more than 28 public chains

• Polygon Labs and Fabric Cryptography Launch Custom ZK Chip to Accelerate AggLayer Development

• Merlin Chain integrates BitcoinOS cross-chain bridge to further secure $2.5 billion in on-chain assets

• PixelRealm Partners with Neon EVM to Enable Ethereum Games to Seamlessly Scale to Solana

d. Investment and Financing

• Blocksense Completes $4 Million Seed Round of Financing, Led by Permutation, with A16z, CSX and Other Participants

• Web3 operating system Fountain completes $3.5 million seed round of financing, with participation from Foundation Capital and others

• Orange Cap Games completes $2 million angel round of financing, with participation from Igloo Group, the parent company of Fat Penguin

• Cross-rollup order book DEX Zada ​​Finance completes a new round of financing, Cryptia Capital and others participate

• AI infrastructure PIN AI completes $10 million Pre-Seed round of financing, with participation from a16z, CSX and others

• Web3 game developer Nytro Lab completes $8 million financing, led by SevenX Ventures

e. Supervision

• The US SEC's cryptocurrency enforcement fines in 2024 reached $4.7 billion, an increase of more than 30 times year-on-year

• Texas judge dismisses class action lawsuit against DeFi project Bancor, ruling it is not subject to U.S. jurisdiction

• North Carolina passes bill to ban participation in Federal Reserve Bank CBDC testing

• Gate Group advances European presence to prepare for 2025 MiCA regulations

• Singapore police launch Worldcoin account transaction investigation and arrest five suspects

f. Security

• SlowMist: Security incident losses in August reached $316 million, and 28 hacker attacks caused losses of $253 million

• CertiK: AI deep fake scams may not be limited to video and audio, and may even be possible through facial recognition of wallets

• Scam Sniffer: Detected Google search phishing ads targeting Bitlayer users

• SlowMist Cosine: Users should be wary of the latest macOS Trojan that can steal encrypted wallets and sensitive information

• FBI: Cryptocurrency-related security complaints in the United States reached a record high in 2023, with losses exceeding $5.6 billion

g. Others

• Mining company Core Scientific aims to achieve a valuation of $25 billion to $30 billion with new AI data center contracts

• Bitcoin nodes with German IP addresses occupy 3 of the top 8

• Compass Mining, a Bitcoin mining company, has put 3,000 mining machines into use in Iowa and plans to add another 1,000 by the end of the month

• FTX and Emergent reach a settlement over $606 million of Robinhood shares, the former will pay the latter $14 million in administrative fees

• Putin: Russia has become one of the leaders in Bitcoin mining, and Russia will produce 54,000 BTC in 2023

• Paypal and Venmo integrate Ethereum domain name service ENS to support crypto payments

• Paxos Announces Expansion into Arbitrum and Will Launch Products on Arbitrum One

• Standard Chartered Bank receives license to start offering BTC and ETH custody services in UAE

7. 🔧Tools

8. 💡Viewpoint

• Ethereum staking research report and IOSG investment layout

• South Korea’s Crypto News: A Feast of Seeking Exit Liquidity

• Delphi Digital report highlights: What does Solana’s modular future look like?

• CoinGecko report: MagicEden transaction volume exceeded $120 million in August, with a market share of 36.7%

• Powell may seek unanimous approval of a rate cut, or even a large rate cut

• SynFutures founder Rachel: DeFi does not lack large-scale applications, and AI will accelerate this process

• DataTrek: The Fed is far behind the curve in rate cuts

• Gate Research Institute: BTC and ETH fluctuate and maintain support levels, and expectations of a Fed rate cut are rising

• Rethinking the Rollup-centric roadmap: How to value Ethereum more effectively?

• Opinion: Why am I bullish on Farcaster?