1. 🔬 Opportunities to watch

2. ❇️ DeFi

a. New projects in the past day

  • EclipseFi --- Launchpad (Neutron, 620,000)

b. Project list

c. Related projects

  • Pump.fun has generated a total fee income of $368 million since its launch, with a total of 4,038,775 tokens deployed

  • Curve collaborates with Elixir to bring BlackRock's BUIDL into DeFi

  • UniSat: Fractal Bitcoin's UniSat Indexer has stopped recognizing 'useless' BRC20 inscriptions as effective

3. 🌏 Macro

  • Bitcoin spot ETF had a total net inflow of $320 million yesterday, with an ETF net asset ratio of 5.47%

  • Ethereum spot ETF had a total net inflow of $333 million yesterday, reaching an all-time high

  • This week, the U.S. Bitcoin spot ETF saw a net outflow of $134 million, marking the first weekly net outflow in Q4

4. 🐳 Whale movements

  • A new address withdrew 6,918 ETH in the past 12 hours, worth about $25 million, and deposited 1.307 million EIGEN bought at the beginning of the month into Binance

  • Short-term holders of Cardano have increased their holdings by over 3 billion ADA in a month

  • 9,584 ETH transferred from an unknown wallet to Coinbase, worth approximately $34 million

  • VanEck's HODL had a net inflow of $33.1 million yesterday, while Bitwise's BITB had a net inflow of $26.5 million

  • 6,000 ETH transferred from Binance to an unknown wallet, worth approximately $21.96 million

  • 120 million XRP transferred from Bithumb to an unknown wallet, worth approximately $228.7 million

  • Over 339 BTC flowed from Gemini to VanEck 5 hours ago, worth $33.05 million

  • Blockchain Capital transferred 52,800 ENS to Bybit, marking the first reduction of ENS for the institution

  • A dormant address containing 429 BTC was activated after 10.9 years, worth over $41 million

6. 📃 Industry

a. NFT & GameFi & SocialFi & DID & DAO & Content creation

  • wallet.eth domain sold for 115 ETH

  • STEPN (GMT) sets the first Guinness World Record in GameFi

  • CryptoPunks leads the NFT market surge in November, with floor prices rising by 47%

b. Exchanges/Wallets

  • Binance CMO: Community feedback and opinions are very important for listing coins

  • Jan3 CEO: Patch to fix AQUA Wallet lightning transaction issue will be released soon

c. Public chain/L2

  • Ethereum L2 TVL rebounds close to $53 billion, with a 10.2% increase over 7 days

  • Chain abstraction L1 XION partners with Kaito AI to launch exclusive Yapper leaderboard

d. Investment and financing

  • DeFi liquidity restart uses Tren Finance protocol to complete seed round financing, with participation from Maven Capital and others

  • No-code Telegram app launcher SODA secures Pre-Seed round financing led by Gagra Ventures

  • Lnfi Network completes Pre-Seed round financing, with participation from HashKey Capital and others

e. Regulation

  • The U.S. SEC sues Touzi Capital and its CEO for allegedly scamming $115 million in crypto mining

  • Stand With Crypto: Currently, there are 276 members of the House supporting cryptocurrency

  • Hong Kong's Ad Financial has been approved for a capital market services license in Singapore, intending to expand local business into virtual assets and other fields

  • Ripple is expected to receive approval from the New York Department of Financial Services to issue the stablecoin RLUSD, potentially launching on December 4

  • Supreme People's Procuratorate: Strengthen the ability to combat money laundering crimes using virtual currencies

  • Hong Kong Securities and Futures Commission CEO Liang Fengyi: The latest progress on licensing virtual asset trading platforms will be announced by the end of the year

f. Security

  • Slow Mist: DEXX attackers are gradually exchanging a batch of tokens on EVM addresses for corresponding ETH/BNB

  • Scam Sniffer: A user lost 4.25 WBTC due to signing a 'permission' phishing signature

g. Others

  • General Office and State Council: Accelerate the development of foreign trade in blockchain, artificial intelligence, and other fields

  • Former head of Meta's stablecoin project Diem claims the project was forced to terminate due to political pressure

  • Fubon Fund launches Solactive Core Multi-Asset Index ETF, investing in spot virtual assets and other asset classes

  • French luxury department store Printemps accepts cryptocurrency payments

  • Domain registrar NameSilo Technologies releases latest financial report: holds Bitcoin worth over $1.2 million

  • Five major Canadian media outlets sue OpenAI, claiming it illegally scraped news to train ChatGPT and other AI models

  • Over the past two years, the global increase in money supply has reached $11 trillion, with assets like Bitcoin absorbing 10%

7. 🔧 Tools

8. 💡 Insights

  • CryptoQuant: Based on Bitcoin's realized price valuation, its highest price target is $146,000

  • BTC has been declared 'dead' 415 times in the past 14 years; if $100 were invested each time, the current return would exceed $101 million

  • Data: XRP is close to $2, but its price and trading volume show an inverse correlation

  • This year, Indonesia's crypto market trading volume has exceeded $30 billion, a 350% year-on-year increase

  • Data analysis Base driving the rapid growth

  • Guosheng Blockchain: DeSci — A new opportunity for Web3.0 to empower scientific research

  • Exclusive interview with Virtuals Protocol co-founder: doesn't want to become Pump.fun but wants competitors to feel despair

#BTC #SEC #DAO #ETF #XRP #ETH #NFT