1. 🔬Opportunities to watch

  • ether.fi Foundation: ETHFI Season 3 and EIGEN Season 2 are now available for claiming

  • Pencils Protocol: DAPP token airdrop page is now open, and will be available for claiming on September 27th. The highest annualized return on staking DAPP is 50%

2. ❇DeFi

a. New projects in the past day

  • Signum Bank --- RWA (ZKsync Era, 5055侇)

  • Limitless Exchange --- Prediction Market (Base, 16侇)

  • Onyx V2 --- Lending (Ethereum, 1366侇)

  • Bybit Staked SOL --- Liquid Staking (Solana, 2841侇)

b. Project List

c. Related Projects

  • Saga Opens Vault 5 Airdrop Claims

  • Jito proposes a phased deployment of the re-staking protocol, intending to transfer control of the protocol to the DAO

  • cbBTC is now listed on Aave V3

  • BA Labs recommends indefinite suspension of delisting, and Sky's WBTC divestiture crisis is reversed

  • Mind Network launches FHE voting solution MindV, introducing the concept of total governance value

3. 🌏Macro

  • CME Fed Watch: The probability of the Fed cutting interest rates by 50 basis points in November has risen to 60.3%

  • Greeks.live: Whales are planning for the next quarter, and trading is very active before and after the election

  • The total net asset value of Bitcoin spot ETF is US$58.673 billion, with a cumulative net inflow of US$17.835 billion

  • Coinbase All Apps Rank: today456,7 days 411 -10.95%,30 days 401 -13.72%

  • Coinbase Financial Apps Rank: today 37,7 days 33 -12.12%,30 days 31 -19.35%

4. 🐳Whale Movements

  • Arkham: Mt. Gox address currently holds 44,899 BTC, equivalent to approximately $2.85 billion

  • It is suspected that Dragonfly Capital deposited 62.62 million AEVO to FalconX yesterday, equivalent to about 25.04 million US dollars

  • WinCloud completed the second round of WINC token destruction, a total of 15,909 WINC tokens, and a total of 31,509 WINC tokens were destroyed

6. 📃Industry

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

  • EFP, an on-chain social graph protocol for Ethereum accounts, is launched on the mainnet

  • Farcaster client Warpcast launches new feature "mini apps"

  • Animoca Brands, The Sandbox and Smobler launch Universal Peace Sanctuary

  • Immutable: Blockchain game Space Nation will be soft-launched on September 27

  • Hamster Kombat announces latest development roadmap: plans to use advertising revenue to repurchase tokens, NFT integration, and launch web applications in the future

  • Pudgy Penguins Selects DRiP for First Activation on Solana and Launches Free Limited Edition Collectibles

b. Exchange/Wallet

  • Binance Launches Pre-Market Trading Service

  • Visa launches VTAP platform to support banks testing fiat-based tokenized assets and smart contracts

  • Circle Launches New Compliance Tool for Programmable Wallets: Compliance Engine

  • OneKey Card will gradually stop service from September 30, and the registration and recharge functions will be offline

c. Public chain/L2

  • Babylon Mainnet Phase 1 Cap-2 will be launched in the second week of October

  • Optimism to launch Superchain Interop for application developers

  • BOB: BOB Fusion Season 3 Now Available

  • BitcoinOS (BOS) Open Source BitSNARK Verification Protocol

d. Investment and Financing

  • Huddle01 plans to launch node sales on November 6, which may push its total financing to US$37 million

  • Initia Completes $14 Million Series A Funding, Led by Theory

  • DeSci project AminoChain completes $5 million seed round of financing, led by a16z

  • AI superchain Swan Chain completes multi-million dollar financing, led by Optimism Foundation

  • EarthFast, a front-end hosting solution, completes $1.4 million in Pre-Seed round of financing, led by Nascent and others

  • Delphi Ventures announces its largest game investment to date in Gunzilla Games

e. Supervision

  • Mark Cuban: Harris team clearly opposes regulation through litigation

  • SEC settles charges with TrueCoin and TrustToken over TrueUSD stablecoin

  • SEC files lawsuit against Merrill Lynch, accusing it of taking advantage of market volatility in customer transactions

  • El Salvador's president: We will not censor opinions or confiscate property because of different views

f. Security

  • ether.fi reported that its domain name registrar Gandi.net had a security incident yesterday, and user funds are safe

  • WazirX attackers close to completing $230 million money laundering operation

  • Banana Gun: 11 users lost $3 million in previous security incidents, which will be fully compensated by the treasury

  • CAT20 protocol official X account is frozen

g. Others

  • Polymarket's 2024 US presidential election betting exceeds $1 billion

  • BNY Mellon to Launch Custody Services for Bitcoin and Ethereum ETFs

  • Visa: Spanish bank BBVA participates in tokenized asset platform sandbox development and plans to launch a pilot on Ethereum next year

7. 🔧Tools

  • Sui sets off a meme trend, one article quickly introduces trading tools and popular tokens

8. 💡Viewpoint

  • Analysis: Bitcoin spot ETF options trading will increase market liquidity and reduce volatility

  • 10x Research: The market trend has changed after the rate cut, and traders are accumulating altcoins such as TAO, ENA, SEI, APT, SUI, NEAR and GRT

  • Biden: Expect the Fed to continue cutting interest rates

  • Standard Chartered Bank analyst: U.S. Treasury yield curve and derivative rates are bullish signals for Bitcoin

  • When we are still talking about faith, how does Payfi protect the original intention of crypto?

  • DoraHacks intern published an article "A Political Philosophical Critique of Network States - Part 1"

  • TRON Creates Knowledge Bureau | Learn about the income of mainstream public chain protocols in one article

  • Opinion: DeFi is back in force, and we are at the beginning of the next upward trend

  • A brief analysis of Jupiter’s second token disposal proposal: where will the $190 million JUP go?

  • BitMEX Alpha: Revisiting Ethereum

  • Report: Stablecoins have evolved into a universal digital dollar tool, and non-cryptocurrency economic activities have emerged

  • Understanding Based Rollup in one article: mechanism, advantages and challenges

  • QCP Capital: The macro environment is favorable for cryptocurrencies, and China's loose policies and the Fed's interest rate cut expectations boost the market

  • EIGEN Open Trading, Revisiting the EigenLayer Tokenomics Design Philosophy

  • South Asia crypto market overview: Click-to-earn games are popular, crypto payments are widely used

  • NFC Hardware Wallets: A Revolution in Cryptocurrency Security

  • Benchmark: MicroStrategy may soon generate income by lending out its Bitcoin holdings

  • Vitalik: I am glad to see Celo gaining attention, and it is the right choice to focus on developing countries