1. 🔬Opportunities to watch
2. ❇️DeFi
a. New projects in the past day
Ruscet --- Derivatives (Fuel, 0 million)
Delea --- CDP (TONE, 0万)
CORE Bridge --- Chain (Multi-Chain, 1240万)
Lavarage --- Derivatives (Solana, 158万)
b. Project List
c. Related Projects
Coinbase: cbBTC is now listed on Arbitrum
Full-chain BTC asset FBTC uses LayerZero to achieve interoperability
BounceBit CeDeFi V2 protocol revenue exceeded US$1 million in the first week, and users’ annualized returns exceeded 35%
Sky Expands USDS to Solana Using Wormhole NTT
BlackRock BUIDL tokens are available on Securitize’s new platform for minting “synthetic dollars” and earning RWA yields
dYdX Unlimited officially launched, supporting features such as automated liquidity and yield tool MegaVault
Bitcoin onramp and offramp project Satoshi Protocol releases Litepaper
Decentralized exchange CVEX plans to go online on January 8 next year
3. 🌏Macro
Ethereum spot ETF has a total net asset value of US$9.329 billion and a cumulative net inflow of US$139 million
The total net asset value of Bitcoin spot ETF is US$95.932 billion, with a cumulative net inflow of US$27.714 billion
Bitwise: Expectations of US Bitcoin Strategic Reserves Drive Crypto Market Rise
Polymarket predicts that the probability of former Federal Reserve Board member Kevin Warsh being appointed as Treasury Secretary has risen to 46%, ranking first
Data: MicroStrategy’s current market value is nearly three times the value of its 331,200 BTC
Coinbase All Apps Rank: today69,7 days 13 -430.77%,30 days 475 85.47%
Coinbase Financial Apps Rank: today 6,7 days 1 -500.00%,30 days 31 80.65%
4. 🐳Whale Movements
Today, the Fear and Greed Index rose to 90 again, and the level is still Extreme Greed.
pump.fun sold 105,000 SOL 7 hours ago after 8 days, which is about 25.23 million US dollars
Paidun: vitalik.eth marked the address to cross-bridge 32 ETH to Base and minted 400 Oracle Patron NFTs
Bounce Monet's British auction is now open. 100 addresses have participated in the auction within half an hour.
A whale/institution withdrew 20,000 ETH from ether.fi nine hours ago and deposited it in Binance, worth $63.4 million
Genius Group spends $10 million to buy 110 BTC and officially establishes Bitcoin reserves
Wintermute withdraws $9.65 million worth of NEIRO from Bybit in one hour
407,510 LTC transferred out of Binance, worth over $35 million
A whale withdrew 100 ETH from Binance and bought 138,462 ORA, with an unrealized profit of $340,000
6. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Decentralized AI project Ritual launches Ritual Chain testnet and establishes foundation
Injective launches an SDK called iAgent, which allows users to create AI agents on the chain
Lumoz OG NFT Open Claims, NFT Trading Function Launched Simultaneously
Arthur Hayes publishes article supporting Memecoin WORM
Web3 social media Socrates released internal test data: the cumulative number of users is nearly 550,000, and the daily active users yesterday were nearly 40,000
Decentralized AI project Morpheus announces launch of mainnet
The market value of the native token of the decentralized AI project ORA exceeds 2 billion US dollars
b. Exchange/Wallet
Binance clarifies: The “reward-based” BFUSD asset is not a stablecoin and has not yet been launched
Aevo launches ME in pre-market
Market News: Coinbase will delist WBTC
c. Public chain/L2
Solana Co-creation Releases "Solana Roadmap": Increasing Bandwidth and Reducing Latency
IOTA announces Rebased upgrade and launches testnet, will introduce parallelized MoveVM and EVM
The STRK staking contract will be deployed on the mainnet 30 hours to 2 days before November 26th
The ZKsync community has submitted a "protocol defense" proposal on the chain, and voting will start in 7 days
d. Investment and Financing
Decentralized AI cloud service Heurist raises $2 million, with participation from Amber Group and others
Robinhood plans to acquire custody and portfolio management platform TradePMR for $300 million
Paxos announces acquisition of Finnish electronic money institution Membrane Finance
Stablecoin infrastructure platform Noble completes $15 million Series A financing, led by Paradigm
Liquid Collective developer Alluvial completes $4.3 million strategic financing, led by Variant
Bitcoin L2 solution Bitfinity Network completes $12 million financing, with Polychain Beacon Fund and others participating
Modular Transaction Agreement Valantis Completes $7.5 Million in Financing, Led by SevenX Ventures and Cyber Fund
Decentralized financial liquidity solution provider Barter completes $3 million seed round of financing, led by Maven11
e. Supervision
Bitfinex Securities Launches Tokenized U.S. Treasuries in El Salvador
Russia to impose 15% tax on cryptocurrency income
Kalshi files brief to appeals court: Only Congress has the power to ban election betting, not the CFTC
Trump's "hush money" case postponed to November 26
Swiss Financial Market Supervisory Authority highlights money laundering risks of digital assets and calls for strong regulation
US lawmakers urge the Treasury Department to investigate Tornado Cash and other crypto mixers for illegal financial activities
18 U.S. states file lawsuit against SEC and Gary Gensler, accusing them of "overstepping their authority" in regulating the crypto space
Consensys CEO: Crypto cases filed by SEC during Trump's presidency will be "dismissed or settled"
f. Security
Polterfinance attacker marks address to transfer 120 ETH to Tornado Cash
DEXX: Some users reported that some tokens were suspected to have been dumped by hackers, and the time and address are being analyzed
Linea: Working with X to restore LineaAssn account, reminding the community to be vigilant against fraud
g. Others
Bitwise CIO: Stablecoin market value is expected to reach $500 billion after Gensler leaves, and banks may hold Bitcoin for customers
Former Coinbase Custody CEO Launches New Company Dakota to Provide Crypto Banking Solutions
Trump Media and Technology Group in ‘advanced talks’ to acquire crypto trading firm Bakkt: People familiar with the matter
Robinhood begins offering index options, including diversified indices such as S&P 500, Nasdaq 100, and cryptocurrency futures
The US Options Clearing Corporation confirms that IBIT options will be listed and traded on November 19
More than 60 listed companies have adopted Bitcoin strategies
Bitcoin mining difficulty increased by 0.63% to 102.29 T this morning, setting a new record
Musk: AGI will appear by 2026 at the latest, and the Optimus robot will enter the next level by then
Trump team seeks advice from BlackRock CEO on new Treasury secretary
Satoshi Action Fund Co-Founder: BlackRock Now Supports US Strategic Bitcoin Reserve
7. 🔧Tools
a16z Crypto-Backed Forta Launches Firewall to Prevent Smart Contract Vulnerabilities
8. 💡Viewpoint
WisdomTree Report: Proposed US Strategic Bitcoin Reserve Act Could Change Market Dynamics and Regulatory Landscape
10x Research: The start of trading of Bitcoin spot ETF options is expected to drive a sharp rise in BTC
QCP: When BTC market share falls below 58%, it may mark the beginning of the altcoin season
Agency: Under Trump's leadership, the Fed's interest rate cuts will not be so aggressive
Reaching consensus where it counts: Rethinking the base layer in the ZK era
Vitalik responds to "chain abstraction startups create new islands": We need to revisit the idea of doing important collective projects
Placeholder Partner: We have always been supporters of Ethereum; the community is learning lessons to avoid complacency
IOSG Weekly Report: How Story Protocol Web3 Native IP Infrastructure Reshapes Industry Innovation Leading Cycle
Meme Training Manual: Which early buyer characteristics are effective conditions for rising prices?
Kraken UK Managing Director: 2025 will be the real catalyst year for crypto adoption
The current situation and understanding after this new high - Bitcoin's new asset cycle
Bitcoin holdings on exchanges fell to their lowest level since November 2018, indicating that investors prefer to hold for the long term
Murad: The number of addresses holding more than $1,000 can be used as an indicator of Meme coin community confidence
BIO Protocol founder: How DeSci and BioDAOs work
Taiko launches multiple ZK proofs, why do I still think it is more like Optimistic Rollup?
Meme profit strategy: If you can’t win in PVP, try to be a passive LP to increase your returns
Analyzing the problems of the existing stablecoin model
