1. 🔬 Opportunities to watch
MORPHO token transfer feature will be enabled on November 21
Lido co-founders and other crypto veterans plan to launch blockchain identity platform Y
Magic Eden announces tokenomics, with 50.2% of tokens allocated to the community
2. ❇️ DeFi
a. New projects from the past day
Ocelex V2 --- Dexes (Zircuit, 1.18 million)
CIAN Yield Layer --- Chain (Multi-Chain, 140.3 million)
SuperSwap V3 --- Dexes (Optimism, 850,000)
b. Project list
c. Related projects
Swap, CDP, and LST modules are now fully operational and available for use
PYUSD will support all-weather conversion with Ondo's OUSG
Cobo Portal app store launches Babylon self-staking app
3. 🌏 Macro
Federal Reserve Observation: The probability of a 25 basis point rate cut in December is 59.9%
Ethereum spot ETF saw record weekly net inflows, with BlackRock's ETHA net inflow of $287 million
US media: Trump is reconsidering Treasury Secretary candidates, including former Federal Reserve Governor Kevin Warsh and billionaire Marc Rowan
Bank of Japan Governor: If economic and price trends align with forecasts, the Bank of Japan will continue to raise policy rates
Bitcoin's correlation with US stocks has dropped to a five-year low
Data: Ethereum ETF saw net inflows of $515 million last week, setting a new record
Traders bet on a market cap fluctuation of about $407 billion the day after Nvidia's earnings report
Deribit data: The open interest of BTC call options expiring on December 27 is about twice that of puts
Goldman Sachs: Still expects the Federal Reserve to cut rates consecutively in December, January, and March
Deribit CEO: The options market bets on BTC having greater rebound potential, with derivative traders overwhelmingly bullish
Nomura Securities: Expects the Federal Reserve to only cut rates two more times next year in March and June, each by 25 basis points
Coinbase All Apps Rank: today 71, 7 days 17 -317.65%, 30 days 479 85.18%
Coinbase Financial Apps Rank: today 6, 7 days 2 -200.00%, 30 days 33 81.82%
4. 🐳 Whale movements
XRP futures contract open interest once neared $2 billion, setting a new record
MicroStrategy buys 51,780 BTC again, current holdings reach 331,200 BTC
A whale deposited 1,804 ETH withdrawn from FTX two years ago into Binance three hours ago; selling would yield a profit of $2.7 million
An address containing 400 BTC was activated this morning after being dormant for 12.5 years, with unrealized gains exceeding $35.84 million
An early trader who spent 10.2 SOL to buy BAN is now sitting on a profit of about $5.4 million
A MtGox-related wallet address transferred out 100 BTC, valued at about $9.1 million
A whale cancels APE staking and deposits all 8.99 million APE into OKX
A trader spent 200 SOL to buy 30.6 million ai16z 24 days ago, achieving a return of 371 times
6. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Telegram crypto game Major plans to launch tokens on TON this month, all farming methods are set to stop on November 20
BIO Protocol roadmap: Plans to launch Launchpad testnet in Q4 and expand vBIO to Solana
Recommended by TON and TG Mall, what attracts Elfbird?
Chain game Cellula announces the start of CELA token burn
SBI's NFT market launches a B2B platform focused on NFT issuance and sales, 'SBINFT LAUNCHPAD'
Realy Protocol rebrands, its first Agent Meme market cap exceeds $10 million
b. Exchanges/Wallets
HopeLend starts full compensation process; users need to fill out the claim form within 3 months
Binance Pool officially launches Fractal Bitcoin (FB) joint mining
Moonshot launches DeSci tokens $RIF and $URO on the Solana chain
OKX is about to launch Open Loot (OL) spot trading, deposits are now open
Bybit has launched BAN spot trading
c. Public chain/L2
EVM-compatible Layer 1 blockchain network Monad launches testnet
Movement Labs has concluded the testnet Parthenon test
Starknet launched Starknet v0.13.3, expected to go live on the mainnet this week
Data: The number of developers in the crypto industry is generally declining, with only Base showing growth among mainstream chains
StarkWare CEO: Starknet will increase TPS fourfold and reduce fees fivefold within three months
Base TVL surpasses $10 billion, with a 7-day growth of 11.5%
d. Investment and financing
Bitcoin-listed mining company MARA plans to raise $700 million by issuing convertible preferred notes to purchase more BTC
Japanese listed company Metaplanet issues 1.75 billion yen 1-year bonds, proceeds will be used to increase BTC holdings
Tether announces plans to invest in Quantoz Payments to launch a stablecoin compliant with MiCAR standards
Modular trading protocol Valantis completes $7.5 million funding round, led by SevenX Ventures and Cyber Fund
e. Regulation
Korbit Report: The US House Financial Services Committee and three other agencies will play a major role in cryptocurrency policy formulation
Elon Musk criticizes the US government regulatory system as bloated: there are more referees than players
Trump meets with Coinbase CEO Armstrong to discuss cryptocurrency regulation and personnel appointments
Robinhood CEO criticizes the UK's 'backward' stance on cryptocurrency regulation
Taiwan considers taxing cryptocurrency trading profits
Korean ruling party whip: Taxation on virtual assets should be delayed for two years to establish a reasonable system
The founder of crypto mixer Helix was sentenced to over three years in prison for laundering over $300 million
f. Security
Polterfinance reports vulnerabilities in the Fantom chain, with over $7 million in crypto assets stolen
Slow Mist: The DEXX incident has confirmed over 900 victims, with total losses estimated at $21 million
OneKey: Some users have experienced login attempts on their Dexx accounts, please change your password as soon as possible
Slow Mist: Suspicious activities related to the BTB token have been detected, users are urged to stay vigilant
Scam Sniffer: Google features phishing ads targeting Revoke.cash
g. Others
Musk: I still hold a large amount of Dogecoin, while SpaceX holds a significant amount of Bitcoin
Bloomberg: Gold performed poorly after Trump's election, some funds may shift to the crypto market
Bernstein: Trump's commitment to Bitcoin as a strategic reserve could push Bitcoin to $200,000
Bitdeer: Third-quarter net loss of $50.1 million due to Bitcoin halving and increasing R&D costs
US-listed company Semler Scientific buys 215 BTC again
An influential figure who bought SOL at $8 bottom is now starting to 'shout' ETH
Satoshi Action Fund unveils its Bitcoin strategic reserve policy model
Goldman Sachs plans to spin off its digital asset platform into a new company in the next 12 to 18 months
Nasdaq-listed medical company Cosmos Health includes BTC and ETH in its reserve assets
BlackRock has obtained a business license to operate in Abu Dhabi, focusing on AI and private markets
7. 🔧 Tools
8. 💡 Opinions
From global liquidity to institutional layout, 7 core indicators interpret bull market signals
Measuring Solana's decentralization: Facts and data
What exactly is DeSci / Pump Science? What do popular tokens mean?
Inefficient research system, the free spirit of DeSci
SBI Holdings CEO: Once SEC issues are resolved, Ripple should prepare for an IPO as soon as possible
Analyzing MicroStrategy's bond structure: Is aggressively buying Bitcoin safe? Will a bear market lead to forced liquidation?
Helius CEO: What are Solana fees like, and how do they differ from Ethereum?
Bitwise CIO: The US election changes the cryptocurrency game rules, and institutional capital will surge in the future
ETHGlobal Bangkok hackathon announces 10 winning projects covering games, meme coins, AI agents, and more
Analyst: Ethereum establishes a solid demand zone around $3,000, which may support a rebound
Buy the rumor series: Expectations for improved regulatory environment heat up, which cryptocurrency benefits the most?
Vitalik: Hope to see more EVM Rollups improve data efficiency
Analysis: Tether's fees reached $93.57 million last week, followed by Ethereum and Raydium
Fundstrat Executive: Bitcoin is experiencing a temporary consolidation, and there is no bubble in the current market
Paradigm: Bitcoin adoption status in sovereign nations
Bitfinex Alpha: Market interest in Bitcoin is reaching mainstream asset levels
Google Trends shows Memecoin search interest has risen to 100, indicating retail investors are waking up