1. đŹOpportunities to watch
LogX: The airdrop query interface is now online, and the claim will be open at 14:00 on September 24th
2. âïžDeFi
a. New projects in the past day
b. Project List
c. Related Projects
Solana ecosystem project Streamflow plans to issue tokens in October and will launch V2 in a few weeks
Tensor is fully open sourced
UniSat: PizzaSwap will be launched on Fractal mainnet on September 30
BeraBorrow testnet
Mango Markets new spot exchange: Fill City
Tokemak Autopilot Live
MetaDAO, the Solana ecosystem governance experimental project, is about to launch its decision-making market
3. đMacro
Bitcoin spot ETFs had a net inflow of $397.1 million this week, with a total increase of 6,578.89 BTC
Data: Last week, the US spot Bitcoin ETF purchased 6,573 BTC, while miners only mined 3,150
Ethereum spot ETF had a net outflow of $26.2 million this week, and the negative news has been basically digested
The size of the Federal Reserve's balance sheet has dropped to around $7.1 trillion, and it has shrunk by a total of $1.39 trillion this year.
Coinbase All Apps Rank: today469,7 days 500 6.20%,30 days 336 -39.58%
Coinbase Financial Apps Rank: today 34,7 days 33 -3.03%,30 days 25 -36.00%
4. đłWhale Movements
One-week token unlock: VENOM will unlock 12.7% of the circulating supply
The whale built a position of more than 96,000 ETH at an average price of $1,567 and sold 15,000 ETH 8 hours ago, equivalent to about $38.37 million
USDC circulation increased by about $200 million in the past week, bringing the total circulation to $35.5 billion
A whale has increased its holdings of BTC by $1.4 billion since September, and holds 23,732.82 BTC as of September 20
The ancient whale who obtained 1 million ETH through IC0 deposited 491 ETH to OKX 8 hours ago and sold a total of 2,393 ETH in the past week
Analysis: Exchange BTC reserves have decreased by nearly 100,000 in the past two months
30 million XRP transferred from Upbit to an unknown wallet, worth about $17.94 million
Arthur Hayes received 8.48 million ATH from Flowdesk an hour and a half ago, and a total of 54.26 million has been withdrawn since mid-August
MATR1X FIRE burns $9.7 million worth of $FIRE, a total of 5,453,569
6. đIndustry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Travala adds support for Solana on-chain assets and will provide SOL travel rewards
Solana Ecosystem Mapping Network Hivemapper is Selling Data to Three of the Top Ten Global Map Makers
Hamster Kombat Completes Season 1 Snapshot, Launches Interlude Event Ahead of Season 2
c. Public chain/L2
Base Protocol Leader: The Base network has resumed full operation and the team is monitoring
Squads Protocol v5 development work started, and it is planned to be launched on Solana mainnet within this year
Fractal releases UniSat service navigation and protocol page updates
The mainnet launch turned into a "death"? How did Aleo backstab miners?
Ethereum L2 TVL exceeds $36.6 billion, of which Arbitrum One TVL exceeds $14 billion
d. Investment and Financing
Borderless $100m DePIN fund III
Yellow $10m funding round
Permissionless Labs $10m funding round
Fermah $5.2m seed round
Helius $21.75m funding round
Grass series A raise
Vana $25m seed and series A
e. Supervision
CFTC fines New York resident $36 million for alleged crypto fraud scheme
Many people were charged with aiding and abetting for using black and gray trading platforms to trade "U-coins" to earn the difference
f. Security
Compound's discord server compromised
ZachXBT investigation into $234m social engineering attack
DeltaPrime Blue exploited
g. Others
Former Monero Developer Launches New Crypto Mining App Using ASIC-Resistant Hashing Algorithm
Fuse to launch virtual Visa card in the U.S. this year, supporting stablecoins for daily consumption
7. đ§Tools
8. đĄViewpoint
Pantera interprets the cross-chain clearing layer Everclear: How to solve the impossible triangle of cross-chain bridges?
Analysis: BTC exchange deposit addresses are at their lowest point since 2016
UniSat CEO: The team is actively studying the CAT20 trading market
Looking at Binanceâs coin listing strategy and prisonerâs dilemma from the data, is coin listing a planned economy or a market economy?
Jupiter Lianchuang: Jupiverse includes three key areas: platform, community, and tokens, and will continue to explore its possibilities in the future
So far in September, 10 new projects have been launched on BNB Chain, covering DeFi, games and other tracks
Backing track
Everything you need to know f(x) Protocol
SyncracyCapital co-founder: Applications inject vitality into Solana and push it towards the mainstream
How ERC-7683 Standard and Intent-Based Protocols Drive Liquidity Growth Across Blockchains
HyperLiquid report
The network state: Crypto's end game
A to Z about Monad
(Re)Based Rollups
Vitalik: âReducing L1 slot timeâ is worth discussing, but it needs to be done carefully to avoid hurting independent stakers
MicroStrategy founder: If you know Bitcoin, you want to get as much of it as possible
Analysis: BTC-LRT ecosystem is growing rapidly, with a market size exceeding US$570 million
