1. 🔬Opportunities to watch

2. ❇️DeFi

a. New projects in the past day

  • Tonstakers Token Staking --- Farm (TON, 0万)

  • Polynomial Liquidity --- Dexes (Polynomial, 195万)

b. Project List

c. Related Projects

  • Societe Generale to Launch Euro Stablecoin EURCV on Solana

3. 🌏Macro

  • Coinbase All Apps Rank: today404,7 days 444 9.01%,30 days 333 -21.32%

  • Coinbase Financial Apps Rank: today 34,7 days 33 -3.03%,30 days 25 -36.00%

4. 🐳Whale Movements

  • Arthur Hayes sold 350,000 PENDLE tokens at a loss of about $790,000 in the past hour

  • Cumberland received 97 million USDT and transferred it to CEX. Gold hit a new record high of $2,600 per ounce.

  • Ethereum Foundation sold 300 ETH in half an hour, worth about $760,000

  • 50 BTC transferred from a Bitcoin miner wallet that had been dormant for over 15 years

  • The whale made large cryptocurrency transactions in a short period of time: 301 BTC were transferred in 2 hours ago, 8,000 ETH were transferred out 1 hour ago, and 1,030 BTC were sold at the break-even price.

6. 📃Industry

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

  • Blockchain games in South Korea: Players are not opposed to blockchain, but are concerned about the greed of publishers

b. Exchange/Wallet

  • Catizen (CATI) will be launched on Binance Finance, One-click Coin Purchase, Flash Exchange, and Leverage. The launch time will be postponed by 1 hour

c. Public chain/L2

  • BNB Chain integrates with Telegram to simplify the Web3 experience for users and developers

d. Investment and Financing

  • Universal FHE protocol octra completes $4 million Pre-Seed round of financing, led by Finality Capital

g. Others

  • 20,200 BTC options and 125,000 ETH options are about to expire, with a total notional value of approximately $1.6 billion

  • MicroStrategy purchased another 7,420 bitcoins for approximately $458.2 million, and its holdings have made a profit of more than $5.7 billion

7. 🔧Tools

8. 💡Viewpoint

  • Stablecoin opportunities: Lessons from credit card networks

  • Supported by Coinbase and Paradigm, this article explains the core architecture logic of the AI+Web3 project Vana

  • Opinion: The future potential of DePIN is underestimated, and multi-domain interoperability will bring huge opportunities

  • The exit game between venture capital and hot money, starting from Friend.Tech

  • The documentary "Vitalik: The Story of Ethereum" will be launched and will start playing on the chain for 30 days

  • YBB Capital: Why is Ethereum in such a crisis-ridden situation?

  • Comparative Analysis of Transaction Ordering Strategies in L2 Networks: Timeboost, OP PGA, Fastlane, and OEV Network

  • Kyle Samani Token 2049 Speech: Why Solana Will Surpass Ethereum