1. 🔬Opportunities to Watch
Lnfi Network releases token economics: 10% of tokens used for Pre-Launch trading mining rewards and airdrops
Sui Foundation collaborates with Babylon Labs, Lombard, and Cubist to bring BTC into the Sui ecosystem
Ethena collaborates with RateX to launch USDe/sUSDe yield trading and points mining on Solana
Zircuit announces ZRC staking and DeFi ecosystem has gone live
2. ❇️DeFi
a. New Projects in the Past Day
DegenHive Memepad --- Launchpad (Sui, $0 million)
DegenHive LST --- Liquid Staking (Sui, $0 million)
DegenHive AMM --- Dexes (Sui, $0 million)
Astherus asBTC --- CeDeFi (Binance, $3.99 million)
b. Project List
Project List: TVL > $5 million & (7-day new | 24h TVL change > 10%)
c. Related Projects
Balancer v3 is about to launch, introducing fee optimization, simplified fee models, and other updates
SynFutures announces token economics, with 7.5% of total supply allocated for airdrops
Uniswap v4 launches a historical highest $15.5 million official bug bounty program
Side Protocol: Node monkey holders' share has been claimed, DC verification and Captcha verification pages have been canceled, users can normally claim tokens
Suilend native token SEND is set to launch on December 12
Jupiter: The first Jupuary vote has started, involving two airdrops of 700 million JUP
Ren Protocol: Upcoming Ren v2
3. 🌏Macro
Yesterday, the US Bitcoin spot ETF saw a net outflow of $434.81 million
Traders expect about a 60% chance of the Federal Reserve cutting rates in December
Hashdex submits a revised S-1 application for Nasdaq crypto index US ETF
Yesterday, the US Ethereum spot ETF saw a net inflow of $2.9 million
Wall Street is preparing to launch a new generation of cryptocurrency-related ETFs
Grayscale opens private placements of SOL, SUI, XRP, and 17 other token trust funds to qualified investors
4. 🐳Whale Movements
A whale withdraws 5,000 SOL from Coinbase and buys 1.53 million GOAT
Argent: 1 million STRK have been staked on the platform
MicroStrategy founder Michael Saylor reiterates that he will not sell BTC
A whale withdraws and builds a large position of $11.46 million JTO from Binance, becoming its largest asset by value
Public company Rumble plans to use its cash reserves to buy $20 million worth of Bitcoin
Grayscale Bitcoin ETF transfers a total of 2,800.042 BTC to addresses like Coinbase Prime Despite
Arthur Hayes transferred out 37.91 million ATH 40 minutes ago, if sold all, expected to lose $815,000 at ATH
220 WBTC transferred from Wintermute to an unknown wallet, worth over $20 million
A whale clears out GOAT and CHILLGUY and buys 1.42 million WIF
ARK Invest increased its holdings by about $11.7 million in 3iQ Ethereum Staking ETF yesterday
Whale degentrading deposited 25.465 billion PEPE into Binance 13 hours ago, making a profit of $4.81 million
Yesterday Invesco BTCO saw a net outflow of $10.9 million
Circle again transfers 6 million USDC to BlackRock, over 50 million transferred in the past month
Yesterday VanEck HODL saw a net outflow of $8.1 million
sbfonchain.sol spent 4.73 million USDC to buy 1.42 million WIF two hours ago
Arthur Hayes deposited 33.16 million ATH into Bybit, approximately $1.99 million
Galaxy Digital transferred 60 million USDT to Binance one hour ago
Glassnode: Long-term Bitcoin holders sold 366,000 BTC monthly, reaching a high since April
A dormant Ethereum pre-mining address that has been inactive for 9.3 years was activated, containing 200 ETH
6. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Chain game Big Time will release its player battle mode on December 2
Mocaverse collaborates with SK Planet to jointly develop Web3 experiences through Realm SDK
MATR1X FIRE mining test is about to make a strong comeback, opening up character NFT breeding
Mokoko Studio has received full support from the SEI network
b. Exchanges/Wallets
Binance launches BFUSD, a reward margin asset created specifically for futures users
Base network cross-chain bridges Brid.gg and Superbridge have both connected to OKX Web3 wallet
Baby Doge is about to launch wallet services
Circle: Launches new programmable wallet Signing API, supporting all EVM blockchains
OKX Connect protocol announces support for TRON network
Phantom Wallet announces support for Base network
c. Public Chain/L2
Movement Network Foundation announces MoveDrop, airdropping 10% of tokens to the community
Avalanche launches Avalanche9000 upgrade on the testnet and introduces a $40 million retroactive reward program
Starknet staking program's first phase has launched on the mainnet, becoming the first Ethereum L2 to support staking
Linea announces participation in MetaMask Card program, supporting USDC, USDT, and WETH
Aptos Labs-supported Balance launches key node sales, with current subscription scale exceeding $10 million
d. Investment and Financing
Sun Yuchen appointed as advisor to Trump's family crypto project with an investment of $30 million
Talus Network completes $6 million strategic round financing with a valuation of $150 million, led by Polychain Capital
Schuman Financial completes $7.36 million seed round financing, led by RockawayX
Telegram ecosystem trading platform Vanilla Finance completes Pre-Seed round financing, led by Paper Ventures and others
e. Regulation
Custodia Bank board votes to retain capital to respond to new government crypto policy reforms
President of the Hong Kong Securities and Futures Professionals Association calls for relaxation of participation restrictions for mainland residents in Hong Kong's virtual asset market
Devere Group CEO urges the UK government to establish a national Bitcoin reserve
Decentralized Artificial Intelligence Society DAIS plans to launch a regulatory pilot in Bermuda next year and set up a risk fund
Morocco plans to re-legalize cryptocurrency
Analyst: Trump will immediately gain control over the US SEC after taking office
f. Security
Cosine: A hacker organization is primarily targeting Mac systems with poisoned attacks; if your computer has a wallet, timely and safe transfers are advised
pump.science private key leaked, fake coins' market value once soared to tens of millions of dollars
Cosine: DEXX attackers exchanged a large number of tokens for SOL this morning, not yet withdrawn
Side Protocol: Due to excessive airdrop registration, the Discord verification bot has been temporarily closed
g. Others
Unlock "The Last One", Bitcoin public chain Side launches a new token issuance model
7. 🔧Tools
8. 💡Opinion
Data: The number of Bitcoin L2 projects has grown approximately 7 times compared to 2021, from 10 to 75
10x Research founder: BTC is still expected to break $100,000 in the coming weeks, optimistic about next year's market
MANA and GMT drive the market cap of Solana GameFi to rise
Top Sui ecosystem project Turbos Launchpad will hold IDO for chain game project E4C
Michael Saylor: So far this quarter, MicroStrategy has brought about 88,820 BTC net profit for shareholders
Data truth: 2/3 of KOLs' promoted meme coins have gone to zero, only 1% of tokens increased tenfold
Uniswap Labs: Will offer a $15.5 million reward for disclosing critical vulnerabilities in v4 core contracts
Why do we need DeSci, and how does it solve problems?
Bankless co-founder calls Ethereum 'money'
Polygon Labs CEO: Racial bias against co-founder Sandeep Nailwal hinders network development
Analysis: Funds are flowing from BTC to ETH, and derivatives traders are gaining confidence in ETH's recent rise
Peter Schiff: Wall Street is misallocating large amounts of capital to Bitcoin, establishing Bitcoin reserves will weaken US power
Matrixport: Retail cryptocurrency trading volume in South Korea has surpassed local stock market trading volume
Gate Research Institute: Altcoins rotate upward over the weekend, the first spot Bitcoin ETF index options are about to launch
Trader Eugene: This is the most challenging altcoin season I've experienced, still on the sidelines
CZ: Not trying to end the meme frenzy, just encouraging more builders
Ray Dalio: The US and world order will undergo profound changes under Trump's leadership, reshaping America's global role and its internal governance foundation