1. 🔬Opportunities to watch

• WalletConnect WCT Token Airdrop Registration Now Open

• Bitcoin Layer 2 Protocol Zulu Network Plans to Launch Staking Program on September 26

• Ethena Labs: eUSD is now live

2. ❇️DeFi

a. New projects in the past day

• moonthat --- Launchpad (Ethereum, 10万)

• Filament Finance --- Derivatives (Sei, 73万)

• Rumpel Labs --- Services (Ethereum, 403万)

b. Project List

c. Related Projects

• EIGEN transfer restrictions will be removed on September 30, and staking users will have a 7-day withdrawal period

• LogX: Airdrop Claim and Staking Now Live

• Band Protocol Partners with Stride to Launch stBAND Liquidity Staking Token

• Swell: Season 2 EIGEN airdrop is now open for claiming

3. 🌏Macro

• The total net asset value of Bitcoin spot ETF is US$57.906 billion, with a cumulative net inflow of US$17.699 billion

• Ethereum spot ETF total net asset value is US$7.201 billion, with a cumulative net outflow of US$687 million

• Bank of Japan Governor: If trend inflation rises as forecast, it would be appropriate to raise interest rates

• Coinbase All Apps Rank: today476,7 days 455 -4.62%,30 days 403 -18.11%

• Coinbase Financial Apps Rank: today 36,7 days 35 -2.86%,30 days 28 -28.57%

4. 🐳Whale Movements

• Arthur Hayes transferred 30.89 million ATH from Bybit 25 minutes ago, equivalent to $1.92 million

• A whale sold 640 WBTC for 15040 stETH 8 hours ago and still holds 516 WBTC

• Arthur Hayes transferred another 240,000 PENDLE to Binance 2 hours ago, and sold 1.835 million PENDLE in the past 4 days

• An early UNI investor deposited another $9.91 million in UNI to Coinbase and still holds 5.05 million UNI

• Galaxy Digital’s associated address withdrew 9.03 million ENA from FalconX six hours ago, worth $2.56 million

• A smart money address transferred 2.969 billion Neiro to Binance 9 hours ago, earning more than 30 times

• Dragonfly Capital is suspected to have liquidated 25.04 million USD of AEVO 6 hours ago, with an estimated loss of 36.84 million USD

• A dormant Bitcoin mining address for more than a decade has transferred Bitcoin to Kraken multiple times

6. 📃Industry

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

• The number of users on the official channel of Binance TG Game Moonbix has exceeded 4 million

• The Sandbox: Alpha Season 4 is coming soon, offering $2.5 million worth of SAND rewards

• Play Solana PSG1 handheld game console pre-order now online, prices start at $199

• My Neighbor Alice Beta Season 2 is now available

b. Exchange/Wallet

• TON Ecological Self-Hosted Wallet MyTonWallet will integrate Tron to support its ecological assets

• eToro Launches Crypto Spot Trading Service in Germany

• Robinhood adds UNI, XLM, and XTZ trading services in New York State

• Cryptocurrency exchange D8X launches Polymarket-based leveraged prediction market

c. Public chain/L2

• Fuel will launch the second phase of the points plan after the mainnet launch

• Layer3: Planned to expand to Solana ecosystem in October

• Linea launches Surge Volt 5 incentive event

• Bitcoin Rollup Citrea deploys BitVM-based bridge “Clementine” on testnet

• CARV announces deep integration with Monad Labs and Base to empower Web3 games and AI ecosystems

• Zebec Network launches smart payment layer ZAI

d. Investment and Financing

• Celestia Foundation Announces $100 Million Funding, Led by Bain Capital Crypto

• On-chain behavior recommendation platform Daylight completes $6 million seed round of financing, led by USV and 1kx

• Blockchain game Smolbound completes $6 million seed round financing, led by Bitkraft Ventures and others

• Zulu Network Completes Seed Round Financing, with Draper Dragon, CGV and Other Investors

• Insider: Polymarket is seeking to raise $50 million and considering issuing tokens

e. Supervision

• US President Biden: Global rules are needed to regulate the development of artificial intelligence

• U.S. appeals court questions SEC's reasons for rejecting Coinbase's crypto regulation petition

• Mango Markets to reach $500,000 settlement with CFTC, pending community and CFTC approval

• More than 40 US Republican lawmakers wrote to Gary Gensler, urging the SEC to repeal the crypto accounting policy SAB 121

f. Security

• OpenAI news account hacked, false cryptocurrency news published

• Scam Sniffer: Phishing ads targeting Fjord Foundary appear in Google searches

g. Others

• Tokenized precious metals market cap exceeds $1 billion, PAXG still dominates

• Revolut plans to launch Revolut Invest, an independent investment app for retail investors, by the end of the year

• South Korean media: Several South Korean military officers used military secrets as collateral to borrow high-interest loans to buy cryptocurrencies

• Dogwifcoin has been extended from Solana to TRON

• Siemens uses JPMorgan Chase’s Onyx and SWIAT private blockchains to settle digital commercial paper

• BlackRock runs its own blockchain node to verify IBIT’s Bitcoin holdings and displays them to institutional clients on demand

7. 🔧Tools

8. 💡Viewpoint

• Singapore Crypto Week: No one cares about old narratives, consumer applications are highly anticipated, and super individuals are highly anticipated

• Sam Altman's latest article: In a few thousand days, humans may enter the era of super intelligence

• Matrixport Market Observation: BTC enters range consolidation phase, the market needs new catalyst support

• Solana Co-founder: Solana Ecosystem is like a decentralized Y Combinator

• A look at the top 10 Bitcoin holding entities

• Arthur Hayes: Doubled MOTHER position

• 21Shares Analyst: 15 Things You Can’t Miss About Solana Breakpoint

• Trader Eugene: Altcoins that have seen a 80-90% drop in price since launch are approaching fair valuations

• Comparative Analysis of Optimism and Other Layer2 Governance Mechanisms

• Summary of bullish and bearish views: What is the market sentiment for ETH?

• JPMorgan Chase CEO: Interest rates are likely to remain high for longer

• Vitalik: Client-side proof speed limits ZK-VM privacy applications

• BTC Volatility: Week in Review September 16, 2024 – September 16

• Cryptoquant analyst: The recent rise in Bitcoin prices has brought about a significant increase in network activity, which may bring new selling pressure

• Opinion: Using EIP-4844 blobs will actually increase the value generated by L2 for ETH

• Exploring Trusted Execution Environments (TEEs): How They Change the Game for Decentralized AI