1. 🔬Opportunities to watch

• Pendle's new mining pool offers up to 45% Bitcoin yield

• Binance Labs announces investment in OpenEden

2. ❇️DeFi

a. New projects in the past day

• DTX Dex V3 --- Dexes (Taiko, 157万)

• Elixir --- Yield (Ethereum, 13821万)

• Cybro --- Yield Aggregator (Blast, 7万)

• Wolfswap --- DEX Aggregator (Unknown chain, 00k)

• LogX V2 --- Derivatives (Arbitrum, 1万)

• MicroSwap --- Yield (Cronos zkEVM, 490k)

• Binance Staked SOL --- Liquid Staking (Solana, 2233万)

b. Project List

c. Related Projects

• YieldNest, a liquidity re-staking protocol, launches ynBNB on the BNB chain

• 1inch Network releases cross-chain innovation white paper

• Aave Co-creation: GHO is currently only deployed on Ethereum and Arbitrum, and plans to expand to multiple other networks deployed by Aave V3 in the future

• Competition in the DEX market intensifies, and Uniswap’s market share drops to 36%

• The Aave community proposed to launch cbBTC in version v3 and plans to deploy it on the Base chain and Ethereum mainnet

3. 🌏Macro

• The number of initial jobless claims in the United States for the week ending September 7 was 230,000, which was expected to be 230,000. The previous value was revised to 228,000.

• Gold prices hit a record high, and US PPI data supports the Fed's expectations of a rate cut

• On September 12, the US Bitcoin ETF had a net outflow of 150 BTC, and the Ethereum ETF had a net inflow of 234 ETH

• Grayscale to launch first XRP trust fund in the U.S., paving the way for potential ETF

• Coinbase All Apps Rank: today471,7 days 470 -0.21%,30 days 473 0.42%

• Coinbase Financial Apps Rank: today 35,7 days 36 2.78%,30 days 36 2.78%

4. 🐳Whale Movements

• ARK Invest Bitcoin ETF Marked Address Transfers 1,250 BTC to Coinbase, Worth About $72.05 Million

• Pokeee.eth converted $14.98 million of ETH into BTC in the past 2 hours

• A whale withdrew 300 BTC from Binance 4 hours ago, about 17.41 million US dollars

• FTX/Alameda associated wallet redeemed 177,693 SOL from Solana PoS staking 7 hours ago, equivalent to approximately US$23.75 million

• More than 6.6 million FXS were transferred from Frax to an unknown wallet, equivalent to about $12.43 million

• Grayscale transfers 763.785 BTC to an unmarked address

• Vitalik deposited 2,851 ETH to Aave, equivalent to $6.73 million

• 14,423 ETH transferred from unknown wallet to Coinbase

• Grayscale transferred 1,463 BTC to two unmarked addresses 32 minutes ago

• The whale that lost more than 40 million US dollars in the past three months bought 800 BTC from Binance again 17 hours ago

• Amber Group marked an address that deposited 7,000 ETH into Binance 4 hours ago

• About 218 BTC were transferred from Coinbase Prime address to Fidelity Bitcoin ETF, worth about $12.61 million

• ARK Invest increased its holdings of Coinbase shares by approximately $8.51 million yesterday

6. 📃Industry

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

• Space Nation CEO Jerome announced that the game will be officially soft launched on September 27th

b. Exchange/Wallet

• UniSat Wallet iOS Version Now Available on App Store

• REVOX launches new AI-driven product, Smart Wallet

• Binance announces BNSOL re-staking service

c. Public chain/L2

• Succinct Labs Partners with OP Labs to Build OP Succinct to Solve ZK Rollups Problem

• ZKsync Launches On-Chain Governance System

• Movement Labs plans to launch M2 mechanism for fast settlement of transactions on L2 by the end of the year

• The first RISC Zero proof has been verified on the Starknet Sepolia testnet

• Zilliqa Launches Jasper Prototype Testnet for Zilliqa 2.0, Introducing Proof-of-Stake Consensus

• The number of TRX long-term holders increased by 237% in one year

• Arbitrum launches vote to change ranking strategy, auctioning transaction priority

• The number of daily active addresses on the Solana chain once exceeded 5.5 million, setting a new record high

d. Investment and Financing

• Singapore digital asset exchange SDAX completes $50 million B2 round of financing, led by MPMR

• Tune.FM, a decentralized Web3 music platform based on Hedera, completes $50 million in financing

• DeFi abstraction platform Infinit completes $6 million financing, Electric Capital and others participate

• Solana Ecosystem DeFi Project Carrot Completes $600,000 Pre-Seed Round of Financing, with BOOGLE and Others Participating

• Crypto venture capital fund Reforge has raised $25 million and aims to raise $80 million

• BTC Ecosystem Protocol BTA Protocol Completes Series A+ Financing, Led by Crypto Labs and Others

• DePIN protocol Wingbits completes $3.5 million seed round of financing, led by Borderless Capital and Tribe Capital

e. Supervision

• Singapore bans cryptocurrencies in gambling to avoid money laundering risks

• US judge rules CFTC has no right to block Kalshi from launching political prediction market

• The British government has submitted a bill to define crypto assets such as NFTs and tokenized RWAs as personal property

• eToro pays $1.5 million fine and agrees to stop most cryptocurrency trading

• Insider: Hong Kong is considering allowing the Securities and Futures Commission to participate in the supervision of over-the-counter virtual asset trading services

f. Security

• US CFTC and SEC cooperate to combat cryptocurrency investment scams

• Scam Sniffer: Fato Reader, a malware targeting encrypted users, has been detected

g. Others

• Web3 firm Nirvana Labs acquires Vektor to enhance multi-chain capabilities of its cloud computing service

• Survey: About $2.62 trillion was settled through stablecoins in the first half of the year

• Ouroboros Capital receives 1 million USDC loan from Clearpool Prime

• Circle’s Web3 Service Now Supports Arbitrum

7. 🔧Tools

8. 💡Viewpoint

• Opinion: Enabling a native token on Bitcoin via OP_CAT is not an ideal option

• Investment Research Morning Report丨Make Applications Great Again: Building a Moat for Killer Applications / A Quick Look at the 21 Projects Shortlisted for the A16z Crypto Encryption Startup Accelerator in Fall 2024 / Data on Layer2: Growth Came to a Stop, the Knockout Round Begins

• QCP Capital: BTC volatility is expected to fall before next week's FOMC meeting

• AAVE has emerged from the haze, where are the opportunities in the DeFi track? Is there still hope after the AI ​​crash?

• Four Pillar Detailed Report: From Concept to Implementation, Taiko Redefines Ethereum L2 Solutions

• Delphi Digital: L2 Wars – Where are we now?

• Vitalik: Starting next year, I will only publicly mention L2 at stage 1 and above, regardless of whether I invest or not

• Bankless: What is the relationship between L2 and Ethereum?

• Vitalik: PoS is more decentralized than PoW

• BeWater Research: Returning to growth-driven -- How can VC coins escape the dilemma of narrative?