1. 🔬Opportunities to watch
2. ❇️DeFi
b. Project List
c. Related Projects
Uniswap front-end transaction revenue exceeds $100 million
The total market value of stablecoins exceeds 183 billion US dollars, of which the market value of USDT exceeds 128 billion US dollars
cbBTC circulation supply exceeds 15,000, market value exceeds $1.3 billion
Huma Protocol expands to Solana
Layerzero introduces new data primitive: lzRead
Jupiter launches new ASR voting to select mobile app background images
Exponent is live
A Product Line Approach to Grow Lido’s Staking Ecosystem
Zoto trading platform live
3. 🌏Macro
Coinbase, Robinhood, Crypto.com and other crypto apps are among the top ten free financial apps on Apple App Store
This week, the Ethereum spot ETF had a net inflow of US$533.9 million, with a net increase of 163,832.72 ETH
The probability of the Federal Reserve cutting interest rates by 25 basis points in December is 61.9%.
This week, Bitcoin spot ETFs had a net inflow of $1.79 billion, with a net increase of 21,537.61 BTC
Coinbase All Apps Rank: today57,7 days 58 1.72%,30 days 421 86.46%
Coinbase Financial Apps Rank: today 3,7 days 4 25.00%,30 days 33 90.91%
4. 🐳Whale Movements
The founder of WTF Academy transferred 10 million SCIHUB to the donation address of the founder of Sci-Hub
A smart money bought 13.7 million ZEREBRO at the end of October, making a profit of more than 2.5 million US dollars
BONK DAO has destroyed 100 billion BONK, worth about 3.72 million US dollars, and plans to destroy 1 trillion BONK before Christmas. As a result, BONK broke through 0.00005 USDT to a new high.
One-week token unlock: 7 projects unlocked $150 million worth of tokens
A smart money address spent 9.78 SOL to build a position in SCIHUB at the low point during the internal market stage, and the cumulative profit reached 576,000 US dollars
A trader made 3503 times profit on RIF and 714 times profit on URO in 20 days
A Polygon multi-signature address distributed and transferred 50 million POL to 6 addresses 32 hours ago, and deposited them into Binance within nearly 2 hours.
A trader once spent $3,000 to buy 59 million FARTCOIN and then sold it at a loss, missing out on more than $18.42 million in profits
6. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Split Capital submitted governance proposal for Blur to enable fee switch
ai16z founder: The promised 420 ai16z airdrop is being implemented, and the address list will be announced tomorrow
pump.fun’s cumulative revenue exceeds $200 million, with a total of over 3.36 million tokens deployed
This week's NFT sales reached nearly $180 million, a month-on-month increase of 90.74%.
b. Exchange/Wallet
Burner: an easy to use, low cost hardware wallet designed for gifting stablecoins
Stablecoin wallet Beam launches Beam 2.0, launching three updates including payment API and embedded
Coinbase introduces Offramp — enable crypto-to-fiat conversions in your app
Charles Schwab and others support EDX Markets, with annual trading volume reaching $36 billion and daily average trading volume increasing by 59% in Q3
c. Public chain/L2
Infura's decentralized infrastructure network launched
Measuring Solana’s Decentralization: Facts and Figures
Ethereum Ecosystem Weekly Report: Beam Chain Proposal, Staking and Client Diversity, EIP7814 Self-checking Precompilation
Ethereum's ENS Identity System Set to Launch Own Layer-2
Multi Proofs live on Taiko mainnet
Ethereum Layer 2 Lisk launches mainnet
Layer 1 & 2⛓ Espresso Mainnet is live
Polymer Hub mainnet is live
The World Network Opportunity: A Greenfield for Builders
Zerion's 'fee-free' Ethereum Layer 2 ZERO Network goes live
d. Investment and Financing
Utopia Labs acquired by Coinbase
Attestant acquired by Bitwise
Caldera acquires Hook
Tac $6.5m seed funding
Brevis $7.5m seed funding
smlXL acquired by Dune
MBD $3m pre-seed funding
Vinter acquired by Kaiko
StakeStone $22m funding
Anycoin Direct acquired by Finst
Blocktower acquired by Arca
Alluvial $4.3m strategic funding
Folks Finance $3.2m strategic funding
Pulse $1.8m pre-seed funding
Fintek Securities Pte Ltd acquired by Crypto(.)com
e. Supervision
Survey: Singapore institutional investors more likely to increase crypto allocations by 2025 than other regions
A US man was sentenced to three years in prison for operating the Bitcoin mixing service Helix and assisting in the laundering of more than $300 million in Bitcoin
f. Security
Pump Science: API key permissions were tampered with, the developer has fixed the problem and will be back online after testing is completed
How kaden found a critical vulnerbaility in Zora's ERC20Z contract
Polter Finance, a lending project on FTM, was stolen $12 million due to the "empty market" problem
Cosine: The total loss of DEXX theft is close to 20 million US dollars, of which one user lost more than 1 million US dollars
Thala $25.5m exploit recovers $25m following successful hacker negotiation
g. Others
Insider: The U.S. government's efficiency department is exploring the establishment of a blockchain election system "eVote"
Lawyer's view: Immigration becomes a priority during Trump's term, and crypto enforcement cases will take a back seat
People familiar with the matter: SpaceX plans to sell existing shares at $135 per share in December, and the company's valuation will exceed $250 billion
MARA currently holds 27,562 BTC, ranking first among listed Bitcoin mining companies
Grok will soon support showing users web page results and related articles on X and their sources at the same time
Societe Generale subsidiary SG Forge plans to launch its Euro stablecoin EURCV on XRP Ledger next year
Rumors of meeting with Trump spark criticism of Ripple Labs and its CEO
Ripple CEO: Trump will bring cryptocurrency back to the United States and hopefully make cryptocurrency great again (MCGA)
Nvidia's Q3 earnings report is about to be released, and analysts are optimistic about revenue performance
U.S. government efficiency department: U.S. tax code urgently needs to be simplified
7. 🔧Tools
8. 💡Viewpoint
Viewpoint: The recent strong rise of Bitcoin has attracted some funds to flow from gold to Bitcoin
NDV Lianchuang: Since October, we have gradually built up a position of more than 8 million US dollars in BNB. We believe that BNB and ETH will catch up and lead in the second half of the bull market
RedStone Co-founder: The Trump administration may significantly boost DeFi growth
MN Trading founder: Still satisfied with the decision to invest in altcoins, focusing on long-term investment
Arthur Hayes — Black or White?
Research: Crypto market enters correction after a week of surge, options market relatively stable
A useful framework for understanding stablecoins
Real Vision founder: I agree with Michael Saylor's view that BTC will become the base layer of multiple assets
Placeholder Partner: Ethereum should consolidate its position as the center of the Internet financial system
Coinbase CEO: U.S. government efficiency department is a great opportunity to increase economic freedom and restore government size to a healthy level
Trader Eugene: SOL can take similar actions as DOGE, XRP, and ADA when the trend comes
Ethereum ecosystem gathers in Bangkok, reviewing the latest developments of mainstream projects during Devcon
The tokenized U.S. Treasury market is close to $2.4 billion, and the size of Ondo's yield-based stablecoin USDY is second only to BlackRock's BUIDL
Gemini Lianchuang: The U.S. government efficiency department is crucial to combating U.S. inflation
CryptoQuant CEO: The Web3 ecosystem driven by stablecoins is emerging, and we will look for alpha in it