1. 🔬Opportunities to watch
Usual is open for airdrop inquiries and may conduct airdrops in mid-December
Community reminder: To claim ME, you need to click the save information button and set up a wallet to claim it 8 days before the event.
2. ❇️DeFi
a. New projects in the past day
Arena of Faith --- Farm (Metis, 156万)
OpenTrade --- RWA (Multi-Chain, 1142万)
Hermes V2 --- Yield (Arbitrum, 51万)
Celeron --- Yield Aggregator (Mode, 1万)
Thetis Market --- Derivatives (Aptos, 74万)
TON Pump --- Telegram Bot (TON, 0person)
AGDEX --- Derivatives (Aptos, 0万)
b. Project List
Project list: TVL > 5m & (7-day additions | 24h TVL change > 10%)
c. Related Projects
Anchorage Digital announces support for the liquid staking token LsETH
ORA launches Q1 airdrop, allocating 10% of total token supply to loyalty program participants
3. 🌏Macro
Probability of a 25 basis point rate cut by the Federal Reserve in December before the non-farm release is 72.1%
U.S. unemployment rate rises, non-farm employment numbers for September and October revised up by 56,000
Today, the net inflow of Bitcoin ETF in the U.S. is 7591 BTC, and the net inflow of Ethereum ETF is 108,045 ETH
GBTC had a net outflow of $148.7 million yesterday
Ethereum spot ETF had a record high net inflow yesterday, with cumulative net inflow exceeding $1 billion
4. 🐳Whale Movements
900 BTC transferred from unknown wallet to Binance, approximately $88.306 million
Mt.Gox address transfers out 3619.56 BTC, valued at approximately $352 million
A whale withdrew 10 million ID from OKX
Binance announces listing of ACX, a new address spent 510 ETH to buy 1.26 million ACX
Data: The top 10 listed companies currently hold over 527,000 BTC, accounting for 2.66% of Bitcoin supply
UK government marked addresses currently hold over 61,000 BTC
Cumberland DRW transfers 30,292 ETH to Coinbase Prime, approximately $11.6 million
1inch investment fund has sold a total of $5.564 million worth of 1INCH since yesterday
A whale accumulated 1300 BTC worth $127 million on Binance over the past 12 days
Wintermute withdrew 3.176 billion BONK from Binance 2 hours ago, approximately $1.4 million
A whale with an ETH cost basis of $154 transferred 60,078 ETH to Bitfinex
A whale deposited 4.69 million ACX into Binance after a year, making a profit of $5.96 million
Polygon founder's associated address deposits 10 million POL into Binance, worth $6.97 million
An ancient whale of ACX sold 2.4 million tokens, making a profit of $2.56 million
A swing trader spent 45.81 million USDT to buy back 468.7 WBTC 2 hours ago
Marathon Digital purchased 1423 BTC again in the past 6 hours
6. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
Pudgy Penguins parent company: The PENGU plan will adopt multi-chain and will enable on Ethereum and Abstract Chain
OpenSea hints at imminent launch of user incentive program
c. Public Chains / L2
Movement: Mainnet Beta version has been launched, and the first phase of the launch plan has now begun
Ave.ai adds support for the Layer-1 public chain Gravity developed by Galxe
Dinero launches new native LST zkETH on ZKsync, to be available in Elastic Chain in the future
d. Investment and Financing
Suilend completed $4 million in financing
Gate.io announces the establishment of a $50 million MEME Gateway Grant fund, laying out the Meme ecosystem
Scallop protocol total revenue exceeds $3 million
Aethir jointly launches TACOM with Beam Foundation, Permian Labs, etc., aiming to raise $40 million
e. Regulation
Trump nominates David Sacks as White House Crypto and AI Czar
Coinbase executive: Trump may prompt other international jurisdictions to awaken cryptocurrency regulatory frameworks
Coinbase receives letters showing U.S. regulators once requested banks to stop cryptocurrency operations
Hong Kong (stablecoin regulation draft) published, set to be submitted for first reading on December 18
f. Security
bbbpump.fun will airdrop bbb to dexx evm affected user addresses
DEXX: Won't run away and is willing to compensate, calling for an end to harm and attacks
Cosine: A well-known bot platform has been found to have vulnerabilities that may lead to private key leaks
Slow Mist Cosine: DEXX hackers began mixing funds through Tornado Cash in the early morning, indicating no intention to return the funds
Avalon Labs: Discovered coordinated attacks targeting multiple projects within the ecosystem, operations unaffected
g. Others
Bloomberg analyst: Solana ETF issuers may resubmit applications after the new SEC chairman takes office
Grayscale: DeFi fund has not added or removed any new tokens as of December 4, UNI weighting 57.8%
Online brokerage platform eToro providing cryptocurrency trading services plans IPO in the U.S.
DWF Labs co-founder: AI agents and DeSci may become the next market hotspots
BlackRock: Even with strong non-farm data, it cannot prevent the Fed from cutting rates
Cryptocurrency company Zama launches tools for building private applications on any EVM chain
7. 🔧Tools
8. 💡Opinions
General L2 and application-specific L2: Who can truly capture protocol value?
CryptoQuant analyst: High leverage and slowing buying pressure have led to a drop in BTC price this morning
Dragonfly partner discusses recent trends: AI agents still have room for development before reaching production level, some DeSci projects are mere gimmicks pretending to be scientific research
BTC pin violence wash trading, is long-term holding selling a 'standard configuration' for a bull market?
Placeholder partner: Looking at the liquidity of long-tail assets, retail investors have returned to the market
Research morning report丨Rational thoughts on Ethereum Gas limit adjustments: We should remain selective / Technical analysis of Stacks: BTC Layer2 'pioneers' / Data analysis of 289 tokens performance, 60% up over 100%, public chains and MEME popularity high
Citigroup research report: Altcoins will benefit more from regulatory easing, no significant increase in on-chain activity observed yet
A simple understanding of Simmi and Empyereal: AI Agent new hotspot, directly conducting on-chain token operations via social media accounts
The meme wave is not only PVP, 'mining' is also a good option
Matrixport research: SEC changes, investors may continue to benefit in 2025
BitMEX Alpha: Trader Weekly (11.30-12.6)
Messari report: What should be the appropriate valuation for HYPE?
Bank of America strategist: U.S. stocks and cryptocurrencies are forming bubbles
Interpreting the growth strategies of HyperLiquid and Ethena: How to gain market favor through innovation and community support
