1. 🔬 Opportunities to watch
2. ❇️ DeFi
a. New projects in the past day
ACET --- Farm (Binance, 0 million)
MortgageFi --- Lending (Multi-Chain, 520,000)
Beetroot Finance --- Yield Aggregator (TON, 0 million)
zkSwap V3 --- Dexes (ZKsync Era, 350,000)
zkSwap StableSwap --- Dexes (ZKsync Era, 10,000)
Elara --- Lending (Zircuit, 0 million)
b. Project list
c. Related projects
FDUSD has launched on Sui
Turbos Finance becomes the first partner for the native governance token $TYPUS of Sui ecosystem options DeFi project Typus Finance
Suilend token economics announced: total supply of 100 million, airdrop accounts for 40%
The Bitcoin ecological public chain Side Protocol announces its token economic model and will soon release airdrop details
Anzen Finance announces ANZ token economics, with a total supply of 10 billion
Circle: native USDC and cross-chain transfer protocol CCTP will soon launch on Aptos
3. 🌏 Macro
Bloomberg analysts: Grayscale submits application for Bitcoin miner ETF
Fox reporter: U.S. SEC makes progress in negotiations with the spot SOL ETF issuer
SEC Chairman Gary Gensler will leave office on January 20
U.S. initial jobless claims unexpectedly fell last week, and the U.S. Dollar Index DXY's short-term decline has expanded to 23 points, reporting at 106.55
Opinion: Trump's push for U.S. strategic Bitcoin reserves may lead to 'sovereign-level FOMO' in other countries
Insiders: Trump's 'Crypto Advisory Committee' will establish the promised Bitcoin reserves
MicroStrategy's stock price hits an all-time high, entering the top 100 in the U.S. by market capitalization, with a record high correlation to BTC
Solana wallet Phantom ranks fourth in iPhone free app downloads
Coinbase All Apps Rank: today 28, 7 days 27 -3.70%, 30 days 426 93.43%
Coinbase Financial Apps Rank: today 1, 7 days 1 -0.00%, 30 days 34 97.06%
4. 🐳 Whale movements
A certain whale spent 3391 ETH to buy 4.483 million EIGEN in the past 8 days
A certain whale made a profit of $35.2 million on OM with an investment of $378,000 in 11 months
A certain whale spent 6700 SOL to buy 4.2 million CHILLGUYS two hours ago
Suspected Cumberland wallet withdrew 1109 BTC from CEX within the past 11 hours, approximately $104.39 million
A certain whale spent 10,790 SOL to buy 6,132,123 SLERF
Arthur Hayes deposited 2.95 million ATH into Bybit, approximately $175,000
A certain smart money spent 22,134 USDC to buy CHILLGUY, expecting to gain $2.48 million
Gabby World has live-streamed token burns for four consecutive weeks, with a cumulative circulation reduction of 26%
F2Pool co-founder sold 600,000 LDO after a 10-month hiatus, worth $667,000
CHILLGUY deployer Mint bought 3461 tokens during the internal trading phase and sold them all, missing a profit of $14.9 million
6. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & content creation
Grayscale's parent company DCG establishes a new subsidiary Yuma, aimed at promoting the development of the Bittensor ecosystem
Kava announces the launch of the Memecoin Launchpad platform HARD.fun
Lumoz airdrops Lumoz OG NFT to zkVerifier Node holders
Notcoin and Helika Gaming launch Telegram game accelerator
Meme issuance platform emojicoin.fun launched 1709 tokens in the past 24 hours, with a trading volume exceeding $22 million
The rules for the 600 million GMT burn plan have been announced, and BurnGMT.com is officially launched
b. Exchanges/wallets
Coinbase Wallet launches USDC rewards feature
Binance will launch SLERFUSDT and SCRTUSDT perpetual contracts, supporting 75x leverage
Binance launches official WhatsApp channel
c. Public chain/L2
Sonic will launch the mainnet in December
IOST Foundation: IOST PayFi + DePIN proposal deadline approaching
Filecoin completes NV24 Tuk Tuk upgrade, enhancing network security, efficiency, and development capabilities
Sui: the source of the downtime issue has been identified and a fix will be released soon
Starknet mainnet will upgrade to version v0.13.3 on November 27
d. Investment and financing
The crypto wallet Deblock, created by former executives from Revolut and Ledger, completed a seed round financing of approximately $16.8 million
The hybrid payment platform Rise Labs completed $6.3 million in Series A funding, led by Draper Associates
Decentralized gaming player network KGeN completed $10 million in financing, led by Aptos Labs
Move ecosystem developer platform Shinami completed $5.645 million in seed round financing, led by Race Capital
e. Regulation
SEC is requested to withdraw the basis for the ConsenSys lawsuit and the broker rules targeting DeFi platforms
Japan advances a proposed economic stimulus plan, which may achieve a 20% uniform tax rate on cryptocurrencies
U.S. SEC delays decision on Franklin Crypto Index ETF EZPZ
South African exchange Yellow Card obtains crypto asset service provider (CASP) license issued by FSCA, GSR Markets may be the market maker for Meme coin BAN
U.S. SEC begins to return over $4.6 million to investors of the collapsed blockchain project BitClave
U.S. prosecutors charge five members of 'Scattered Spider' for stealing at least $11 million in cryptocurrency through hacking
German companies may not obtain MiCAR crypto licenses issued by regulators BaFin by the end of the year
f. Security
ZachXBT: a social engineering scammer impersonated Coinbase customer service to steal $6.5 million from users
CZ: users on Intel chip-based Macbooks should update quickly to stay secure
Polterfinance attackers have sent 2600 ETH to Tornado.Cash since November 19
Korean police confirm North Korean hacker organization is related to the 2019 Upbit theft of 342,000 ETH
Scam Sniffer: Crypto malware 'Meeten' renamed to 'Meetio', reminding the community to stay vigilant
During the Maharashtra state assembly elections in India, a scandal emerged involving a member stealing $78 million in Bitcoin to fund campaigns
g. Others
Elon Musk and Vivek Ramaswamy will launch the 'Dogecast' podcast for the U.S. Department of Efficiency
Trump Media Technology Group may consider launching a crypto payment platform
Informed sources: Blackstone Group invests $500 million in Lancium to support its construction of over 5,000 megawatts of data centers
Payment company Stripe is expanding its crypto services to Aptos
BitGo establishes a subsidiary in Singapore to expand its services in the Asia-Pacific region
The board of U.S. listed company Enlivex Therapeutics approves the purchase of $1 million in BTC as reserve assets
Bitcoin mining company MARA completes a $1 billion convertible senior note offering, with funds raised to be used for purchasing more BTC
Acurx Pharmaceuticals and Enlivex Therapeutics announce the inclusion of Bitcoin in their corporate reserve assets
Market news: FTX's restructuring plan is expected to take effect in early January 2025, with compensation distribution starting before March 2025
7. 🔧 Tools
8. 💡 Opinion
Andrew Kang: MicroStrategy has been pushed up by BTC, and traditional finance cannot understand
Short-selling firm Citron: still optimistic about BTC, but has shorted MicroStrategy for hedging
BitMEX Research: MSTR stock price has a premium of 256% compared to its Bitcoin holdings
Insiders: Once BTC breaks previous historical highs, the price usually reaches multiple times the previous high
CryptoQuant CEO: The Bitcoin bull market is starting, with current data similar to 2020
European Central Bank Governing Council member Villeroy: inflation may remain at 2% by early 2025
Evolving towards simple verifiability: an overview of the three main types of nodes for the future of Ethereum
Understanding Bitcoin: from Free Software to Free Service
Analysts: Cryptocurrency is expected to face a friendly stance, investors are focused on regulatory trends
Eight major opportunities for stablecoins: high yields, deposits and withdrawals, RWA...
Galaxy Research: approximately $47 billion BTC may connect to Bitcoin L2 networks by 2030
Nine insights from AI agents: research and applications
QCP Capital: Bitcoin demand remains strong, and prices are expected to remain supported before the end of the year
The psychological threshold of $100,000 BTC is near, with options markets indicating prices will rise rapidly
The overall crypto market has pulled back, with only BTC and PayFi sectors rising, while Meme sector fell by 3.4%
Why is this a Bitcoin bull market for U.S. stocks?
Asset composability or state composability? How should specific application rankings be weighed?
New highs for Bitcoin, altcoins plummeting, who took your money?
Where does ANON come from? Why attract Vitalik, Jesse, and Dan Romero?
Overview of Beam Chain's nine upgrades: block production, staking and cryptography
Discussing public chain potential from the perspective of pure TVL/FDV (latest data)
Memecoin market structure analysis: what kind of Memecoin trading platform do we need?
