1. 🔬 Opportunities to watch

2. ❇️ DeFi

a. New projects in the past day

  • Blum --- Launchpad (TON, 130,000)

  • BounceBit CeDeFi Yield --- Basis Trading (Multi-Chain, 225.43 million)

  • Hyperliquid HLP --- Derivatives (Hyperliquid, 158.52 million)

b. Project list

Project list: TVL > 5m & (7-day new | 24h TVL change > 10%)

c. Related projects

  • Jito founder: Jito generated 9.2 million SOL for validators and stakers in November, with the new version v2 expected to be released early next year

  • Moonshot launches Meme coin BERT (Bertram) on Solana chain

  • Base ecosystem AI Agent Clanker has generated over $8.5 million in fees since its launch

  • Repump.dev will launch mainnet on December 1 at 17:00

3. 🌏 Macro

  • Basel data: U.S. banks provided clients with $201 billion in cryptocurrency exposure in 2023

  • This week, U.S. Ethereum spot ETF saw a net inflow of $466.5 million, with an increase of 132,772.03 ETH

  • Total open positions in Ethereum contracts across the network break $24 billion, Bitcoin contracts have $60.195 billion in open positions, and BTC options open positions hit a new low for the week

  • Total open positions in ETH contracts across the network exceed $24.5 billion, setting a new historical high

  • The U.S. Bitcoin spot ETF on-chain total holdings exceed 1.12 million BTC, valued at $108.9 billion

  • At Deribit, BTC large options recently bought 1,500 BTC worth of $100,000 call options for the end of the year

  • Total open positions in BTC options across the network are $33.67 billion, while ETH options open positions are $8.61 billion

  • Today's fear and greed index falls to 81, remaining in extreme greed

  • In November, the U.S. spot Bitcoin ETF purchased about 71,570 BTC, while the mining output was only about 13,500

4. 🐳 Whale movements

  • (Rich Dad Poor Dad) Author: Bitcoin is about to break $100,000, low-income groups and the middle class should buy in time

  • An address with 11 BTC was activated after being dormant for 11.6 years, worth about $1.07 million

  • A whale spent 421.24 ETH in the past two days to buy 964,663 VIRTUAL, approximately $1.54 million

  • A trader invested 1 SOL to buy Mundi and has now made over $435,000, with a yield of 2580 times

  • Statistics: Since the launch of the U.S. Bitcoin spot ETF, nine new ETFs have bought 826,792 BTC

  • One week token unlock: JTO circulation will increase by over 100%

  • Two whales today profited $1.15 million and $3.06 million from UNI and LINK respectively

  • A whale has accumulated AI16Z, VVAIFU, and other Meme coins on the Solana chain over the past three days, with a total value of about $3.16 million

  • 500 million XRP unlocked from an unknown wallet, valued at over $970 million

  • 520 BTC transferred from Kraken to an unknown wallet, valued at over $50 million

  • A whale borrowed 8 million DAI from Aave in the past 5 hours to buy 2,160 ETH

  • A whale who acquired 58,400 ETH at an average price of $2,265 transferred 3,000 ETH to Binance

  • PNUT whale increased holdings by 10 million ACT, becoming its ninth largest holder

6. 📃 Industry

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

  • ENS domain added 8,664 new registrations in November, the lowest since April 2021

  • Runestone founder warns the community to beware of scam inscription airdrops

c. Public chain/L2

  • Quantum project Antitoken will launch a new token on Base and airdrop it to PRO&ANTI holders

  • Ethereum Foundation researcher: Ethereum L1 will upgrade annually, L2 will see significant improvements in months

  • Sonic launches testnet 2.0 'Blaze' in preparation for mainnet launch

  • Base protocol head praises Hyperliquid and reiterates that Base has no plans to issue tokens

e. Regulation

  • South Korea delays virtual asset taxation for two years, bull market can be sustained

  • Spain's securities regulator approves the first tokenized license

  • U.S. Senator Lummis: It is very important to protect Bitcoin and those holding BTC in personal wallets

  • Cardano founder calls on the industry to strive for new laws to prevent Operation Chokepoint 2.0-like plans from happening again

  • Coinbase CEO: Anti-money laundering regulations are failed policies that the efficiency department should address

  • Ripple CTO criticizes Operation Chokepoint 2.0: The U.S. government is 'addicted to indirect regulation'

  • Former CFTC chairman: SEC may abandon lawsuit against Ripple

  • Japan's Financial Services Agency suggests relaxing reserve requirements for trust banks issuing stablecoins and implementing travel rules

  • Japan's Financial Services Agency proposes lightweight legislation for non-exchange crypto intermediary institutions

f. Safety

  • Fuzzland co-founder: Clipper was attacked, losing over $500,000, with $6.5 million at risk

  • In November, over 30 attacks occurred in the crypto space: losses of about $8.553 million, with about $2.52 million recovered

  • Spectral: Syntax platform has paused access due to security vulnerabilities

  • A user lost $1.45 million USDC in a phishing attack 10 hours ago

g. Others

  • Elon Musk: Tesla has the best real-world AI to date

  • Amber Group subsidiary Amber DWM reaches final merger agreement with Nasdaq-listed iClick

  • Trump family's crypto project WLFI exchanged part of USDC for CBBTC and ETH a day ago

  • Swiss asset management company responsAbility collaborates with Phlomis Finance to explore RWA tokenization

  • Former Coinbase CTO: Tech giants like Visa and Mastercard received 'review' threats due to their relationship with Libra

  • Farcaster co-founder: The ban on business/customer types for most crypto companies is determined by shadow policies rather than statutory policies

  • Listed company Hyperscale Data: Bitcoin mining output of 640 BTC so far this year

  • Elon Musk applies for injunction to prevent OpenAI from transitioning to a for-profit company

  • Michael Saylor: 60 listed companies can issue stock to buy Bitcoin

7. 🔧 Tools

8. 💡 Insights

  • TradingView data shows BTC market share has dropped to around 57%

  • Why say Ethereum might return to the PoW era? Discussing new PoW models for ZK hardware accelerated mining

  • Ethereum price rebound drives NFT market recovery, with November NFT sales exceeding $562 million

  • Former Facebook executive: Stablecoin project Libra/Diem became a victim of 'political murder'

  • BIS discusses CBDC system design with seven central banks: new technologies like zero-knowledge proofs can offer greater flexibility for privacy

  • Gemini co-founder: The Fed, OCC, and FDIC's covert crackdown on the crypto industry is ten times worse than the SEC

  • Michael Saylor: It is a good suggestion for the younger generation to invest their savings in Bitcoin

  • Grayscale cryptocurrency portfolio rose 85% in November, mainly driven by tokens like XLM and XRP

  • EU report recognizes the potential of permissionless blockchain in traditional finance

  • Anthony Pompliano warns investors to watch for potential risks in MicroStrategy's 'Bitcoin strategy'

  • Analysis: Bitcoin liquidity indicators suggest it will reach a local peak of $110,000 by January 2025

  • Analysis: ETH chart technical indicators suggest it may rise 97% in the next four months

  • Glassnode: Current BTC long-term holders realize over $2 billion in daily profits, with distribution volume still relatively low

  • Vitalik: The efficiency department of the U.S. government should not overly focus on unreasonable small expenditures but should adopt a venture capital-like approach

  • Virtuals Protocol: The 'pump.fun' center for efficient AI agent assets

  • In-depth exploration of the currency market: The foundational 'LEGO' in the DeFi ecosystem

  • Bitwise CEO: Being bearish on ETH won't last long, L1 categories will grow significantly

#BTC #XRP #ETH #NFT