1. 🔬 Opportunities to watch
Swell announces Wavedrop 1 open for claims
Sky: USDS rewards have been launched on Raydium
2. ❇️DeFi
a. New projects in the past day
Bluefin AMM --- Dexes (Sui, 8.06 million)
Levva --- Liquidity manager (Multi-Chain, 2.09 million)
ShardingDAO --- Staking Pool (Ethereum, 11.31 million)
Hydrometer Finance --- Dexes (Base, 0 million)
Endur --- Liquid Staking (Starknet, 7.16 million)
b. Project List
Project list: TVL > 5m & (7-day new addition | 24h TVL change > 10%)
c. Related Projects
EigenLayer's governance system EigenGov plans to establish a council network, EIGEN holders have the right to veto council decisions
Clanker co-founder: Upgrading Clanker contracts to allow users to receive 40% fee sharing
Pendle: The protocol has launched on the Base network
WLFI proposes to deploy Aave V3 instance on the Ethereum mainnet
Bitcoin ecosystem DEX Saturn announces launch, introducing AMM based on Bitcoin on the testnet
B² Network announces the launch of a newly upgraded Honey page
The portal will launch three new products in December, supporting users to use Hyperway features on any chain
Ondo Finance integrates LayerZero to achieve multi-chain swapping of USDY
3. 🌏 Macro
After the release of PCE data, the dollar index briefly rose more than 10 points to 106.35
US October core PCE price index year-on-year rate is 2.8%, expected 2.80%, previous value revised to 2.70%
US initial jobless claims for the week ending November 23 is 213,000, expected 216,000, previous value revised to 215,000
Ethereum spot ETF total net asset value reaches $9.8 billion, cumulative net inflow of $150 million
US Q3 PCE price index annualized quarterly rate revised to 1.5%, previous value 1.5%
On Deribit, a bulk purchase of BTC options includes 964 BTC in put and call options for 92,000 by the end of the year
4. 🐳 Whale movements
2410 BTC transferred from Binance to Ceffu, approximately $225 million
A trader invested $160 in CHILLGUY and made a profit of $6.14 million
Tether: Decided to stop supporting EURT and has ceased minting
A whale that made $1.77 million profit on UNI seven hours ago re-accumulated 345,000 UNI, worth $3.75 million
sbfonchain.sol spent 176,000 USDC to buy 2.6 million UBC
An address removed about 116.9 million OCEANS from the OCEANS/SUI pool and exchanged it for 34,000 SUI
A smart money address bought about 14.29 million UBC with 40 SOL yesterday, currently up $990,000
Vitalik's marked address exchanged tokens like LEDOG for over 20 ETH and donated 320 ETH to Coin Center
An address that bought 26,359 TORN for about $2.7 has made a floating profit of $384,000
6. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Social application anoncast on Base chain launches anonymous token issuance feature 'anonfun'
Blockchain game Wild Forest plans to launch community round public sale of WF on Ronin Launchpad next week
b. Exchanges/Wallets
Binance contracts will launch MORPHOUSDT and CHILLGUYUSDT 1-75x USDT perpetual contracts
Binance will launch multiple products and services for Thena (THE)
Hyper Foundation: Hyperliquid L1 users should accept GenesisEvent terms as soon as possible
c. Public Chain/L2
Flashbots launches decentralized block building network BuilderNet on Ethereum
Espresso Mainnet 0 launches: 23 node operators help secure the network
DIA launches new modular oracle Lumina testnet, mainnet expected to go live in Q1 2025
Optimism joins Chainlink Scale program, Chainlink's full suite of services is now live on OPMainnet
Integrated public chain Supra announces mainnet launch and TGE, cooperating with multiple exchanges for release
Cardano mainnet launches the first ZK smart contract
Dmail Network announces brand upgrade plan and mainnet launch
Filecoin Fast Finality (F3) is undergoing final phase testing, mainnet is about to launch
Starknet v0.13.3 has been launched on the mainnet
d. Investment and Financing
Canaan Technology completes previously disclosed $30 million A-1 round preferred stock financing
Blockchain payment company Partior completes $80 million Series B financing, with Deutsche Bank participating
AI company Databricks raises at least $5 billion at a valuation of $55 billion to help employees cash out
Prediction market BRKT.gg completes $1.75 million seed round financing, led by Foresight Ventures
Animoca Brands strategically invests in Pudgy Penguins' parent company Igloo, Inc.
Crypto investment platform BitSave completes Pre-A round financing, led by Leo Capital
e. Regulation
US listed company Banzai's board approves its purchase of Bitcoin as a reserve asset
Sources: Former SEC commissioner Paul Atkins remains the most popular candidate among members leading the SEC transition team
European Parliament approves the list of new commissioners, including a commissioner who may oversee cryptocurrency rules
Former CFTC chairman: The idea of US states incorporating Bitcoin into their balance sheets is very visionary
Since XRP is not a security, it should fall under CFTC jurisdiction, US SEC may abandon the Ripple case
US antitrust agencies investigate Microsoft
f. Security
GoPlus launches browser security plugin, supporting real-time risk detection on Ethereum and six other public chains
ZachXBT: Attacks on social media accounts of McDonald's, Kabosu owner, etc. in recent months have resulted in over $3.5 million stolen
Slow Fog: The project OceansGallerie on SUI is suspected of RugPull, please be vigilant
Megabit's solemn statement regarding illegal impersonation of the Megabit brand to defraud users
g. Others
Brazilian lawmakers propose to use 5% of the treasury for Bitcoin strategic reserves
Elon Musk offers xAI 25% stake to investors supporting his $44 billion acquisition of Twitter
The mayor of Vancouver, Canada plans to launch a 'Bitcoin-friendly city' initiative
7. 🔧 Tools
8. 💡 Insights
Analysis: US October PCE is expected to rebound, but the anti-inflation trend remains unchanged
Founders of top projects like ai16z, Virtuals, MyShell in-depth dialogue: Discussing the future of AI Agent development, token economy, and human-machine collaboration
Everything you need to know about parallelism
Trader Eugene: BTC trend stagnates, has bottomed ETH
Uniswap Labs CEO: Smart contracts defeated the US Treasury in court, crypto performs excellently
Jim Cramer: Cryptocurrencies like Bitcoin, Ethereum deserve to be included in investment portfolios
Research morning report丨Dialogue with Vitalik by the fireside: Coordination challenges in the Ethereum ecosystem / Multi-dimensional analysis of the future of Cosmos Hub and ATOM / Why we need DeSci, how does it solve problems?
Bitcoin on-chain NFT sales increased by over 80% in the past 30 days
Bears counterattack, key support for BTC is around 88,000
Analysis: If Bitcoin maintains correlation with M2 money supply metrics, it could pull back 20-25%
pump.fun 24H revenue surpasses Ethereum
wkeyDAO reshapes algorithmic stablecoin economic model, creating a new engine for wealth growth in DePIN+DeFi 3.0
MetaMask co-founder goes to pump to issue tokens, is Ethereum just here for a visit?
Nearly 4 billion dollars have been bridged from Ethereum to Base
EigenGov: Decentralized governance platform for EigenLayer
Decentralized computing: The intersection of AI and crypto technology
Uncovering the monopoly of Ethereum block construction: The profits behind Titan and Flashbots
BitMEX Alpha: Seize the opportunity of high volatility in XRP
November FOMC minutes: Rate cuts may slow down, or gradually shift to neutral policy
How to seize opportunities in the bull market? Huobi HTX's new pledge borrowing product provides the answer
Gary Gensler's departure is imminent, what is Trump’s intention to expand CFTC's regulatory powers?
CZ: AI data processing is very suitable to be done on-chain
Analyst: Easing tensions in the Israel-Lebanon situation has weakened investors' demand for safe-haven assets like Bitcoin
Bank of America: Continued month-on-month growth of 0.3% in core PCE will lead the Fed to reassess its outlook