1. 🔬Opportunities to watch
Solv Protocol announces SOLV tokenomics, with a maximum supply of 9.66 billion
MicroStrategy acquires 2,138 BTC for $209 million, increasing its holdings by about 192,042 BTC since November 11, with around $6.88 billion in shares still available for issuance and sale
2. ❇️DeFi
a. New projects in the past day
SATOSHI PERPS --- Derivatives (CORE, 0 million)
Shadow Exchange --- Dexes (Sonic, 830 thousand)
BitUSD --- CDP (Sapphire, 100 thousand)
FIVA Protocol --- Yield (TON, 20 thousand)
Bedrock brBTC --- Anchor BTC (Multi-Chain, 2.98 million)
b. Project list
c. Related projects
Plume Network collaborates with Ondo Finance to expand the RWAfi ecosystem through tokenization of U.S. Treasury bonds
Jupiter developers talk about airdrops: The team has received feedback about increasing trading volume tiers and is considering a redesign, but needs to weigh the pros and cons
usdx.money TVL exceeds $500 million
Zeus Network will launch the zBTC white single minting for APOLLO mainnet v1
BNB Chain stablecoin zero fee activity extended to March 31, 2025
MakerDAO's fees reached $40.86 million so far in December, setting a new historical high
GMGN APP is now live on Google Play
ZEROBASE Beta Launch event deposits exceeded $32 million, rising over 60% in the past 24 hours
BTC.Fun officially launches, introducing a million-dollar Meme issuance incentive program
3. 🌏Macro
U.S. December Chicago PMI 36.9, expected 42.5, previous 40.2
Grayscale CEO: Grayscale ETP nominal trading volume has exceeded $100 billion in 2024
Ethereum spot ETF saw a net inflow of $349 million last week, maintaining net inflow for 5 weeks
Polymarket saw a record number of active trading users in December, with open contract positions down over 75% from peak
December DEX cumulative trading volume reached $462 billion, setting a new record
So far in 2024, cryptocurrency and blockchain startups have received about $13.7 billion in venture funding, a 28% increase from last year
6. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
a16z is considering adjusting its token economic model and may launch an L1 blockchain
daos.world: Will allocate whitelist tokens to stakers of four DAO tokens within the ecosystem
b. Exchanges/Wallets
Moonpay obtains Dutch MiCA license
Coinbase CEO supports adding USDC transfer feature via Base network on X
Matrixport launches 'Range Profit' structured product, supporting investment in BTC, ETH, and USDT
Cat Gold Miner (CATGOLD) will be listed on Bitget's pre-market trading at 17:00 today
Binance Alpha announces the 9th batch of project tokens
OKX's GMT simple earn product has an annualized return of up to 307%
Binance lists PHAUSDT and DFUSDT perpetual contracts with a maximum leverage of 75x
c. Public Chain/L2
Polkadot releases 2025 roadmap: Upgrading cross-chain messaging, shortening DOT unlock waiting time
Hyperliquid mainnet HYPE total staking amount has exceeded 320 million
Unichain: A new verification network may be launched within 2025
Puffer announces the launch of community-driven decision-making framework PufferDAO
Sonic Labs: Details of the $2 million bug bounty program will be announced during the New Year
Modular blockchain Fuel launches AI agent tool Fuel Agent Kit
Abstract contributor: The testnet has no incentives, only to familiarize users with Abstract and provide a temporary environment for mainnet deployment
L1 network Quai Network integrates with Akash Network
AIA Chain's native token $AIA total supply will shrink from 100 billion to 13.19 billion
d. Investment and Financing
DataDance receives multi-million dollar investment led by Hash Global, promoting innovation in consumer data assets
Decentralized GPU network Inferix announces $2.6 million investment from DePIN X
Stablecoin aggregation sales infrastructure AlloyX completes $10 million Pre-A round financing, with participation from Arbitrum Foundation and others
e. Regulation
Japan's Financial Services Agency plans to change the classification of cryptocurrencies from 'payment tools' to 'financial assets'
Hong Kong Legislative Council member Wu Jizhuang: Bitcoin can be preliminarily included in Hong Kong's foreign exchange fund assets
Uniswap CEO calls for overturning 'DeFi broker' rules through Congressional review or legal challenge
South Korea postpones the issue of lifting the ban on corporate cryptocurrency investments until next year
a16z crypto chief legal advisor accuses the IRS of overstepping with the proposed 'DeFi broker' rules
Biden orders government executive departments to close on January 9, 2025
Market news: NYSE and Nasdaq will be closed on January 9 in memory of the late former President Carter
The central bank releases the 'China Financial Stability Report (2024)', mentioning Hong Kong's compliance progress in cryptocurrency
f. Security
FEG reportedly suffers a loss of about $1 million from an attack, the team is investigating
SlowMist CISO: Recently, attackers stole Cyberhaven employee credentials and released a malicious version of the SlowMist Chrome extension
SlowMist: In the past two months, North Korean hacker groups have continuously impersonated institutions or individuals like Hack VC for meeting scams, please be aware of the risks
Radiant Capital: Work is ongoing to recover lost funds and raise rescue funds
Hackers are using fake job postings to commit fraud, deploying malware to steal cryptocurrency assets
Kaspersky reveals a new type of scam, using mnemonic phrases to steal funds from other crypto thieves
g. Others
Tether CEO: Don't believe FUD, USDT is safe
Xu Zhengyu: The 'Consensus Hong Kong Conference 2025' will be held next February
Digital banking platform PDX Global completes testing of cryptocurrency to cash payment solution PDX Beam
Bitcoin mining difficulty adjusted up 1.16% to 109.78 T this morning, continuing to set new highs
Real estate AI platform Janover plans to accept Bitcoin as a product payment method
Bitcoin miners' income has reached $1.33 billion so far in December, exceeding November's income
Zerebro co-founder: The team is building a consumer-oriented proxy Launchpad Zentients.xyz
Bitcoin mining company Rhodium sells its Temple mine for $40.6 million, co-CEO resigns
7. 🔧Tools
8. 💡Viewpoint
Galaxy Research: Bitcoin's market cap will reach 20% of gold's
CryptoQuant CEO: Bitcoin, as a Store of Value, has a total storage capital valuation of $1.03 trillion
DeFi Taxation? Insight into everything in the on-chain wizarding world
10 Predictions for 2025: Stablecoin market cap reaches $50 billion, decentralized computing rises
2024 Crypto Investment and Financing Situation: Primary and secondary markets decoupling, VC projects losing dominance
The ETF Store president: BlackRock's Bitcoin fund is the 'greatest issuance in ETF history'
A key step for the Fed to resolve communication issues may be to eliminate the 'dot plot'
Viewpoint: EU member states may have differing interpretations of MiCA, and 'fully decentralized' remains controversial
Messari predicts the DePIN industry will exceed $150 million in revenue next year
Analysis: Bitcoin exchange net inflows and reserve ratios show the market is in an accumulation phase
This week's token unlock data: SUI, OP, and ZETA will see significant unlocks
Ethena Labs growth lead Seraphim to step down due to 'fatigue with DeFi'
a16z founder: There’s no need to imitate a16z, innovative fields like 'earning while sleeping' are worth exploring
Report: Overall tech industry investment in Southeast Asia is declining, while fintech and blockchain ecosystems remain strong
Hong Kong media viewpoint: If there is no disposal plan for holding BTC in mainland China, consider transferring it to the Hong Kong government or packaging it into an ETF
Eric He: MEME coins are high-risk investment targets and may contain the next BTC or DOGE
Industry executives: Centralized systems are prone to abuse and pose a threat to privacy
1confirmation founder: In 2025, U.S. users may receive billions in airdrops from investment projects from this institution
Grayscale: 6 new tokens including HYPE and VIRTUAL will enter the Top 20 in Q1 2025
Why is it said that the 'macro environment for crypto has changed'?
Analysis: Some on-chain indicators for BTC are sending bearish signals while market traders remain cautious
Real Vision founder: Confident that crypto art will become the best investment choice in the next decade
Bio Protocol founder releases the five major achievements in the DeSci field this year
10x Research: Bitcoin volatility is expected to increase soon
Viewpoint: MiCA may accelerate institutionalization and integration of the EU crypto market
Multi-angle interpretation of market trends: Is there a good opportunity to buy Bitcoin coming soon?
10x Research founder: ETH is expected to continue underperforming and may struggle to reach new highs in 2025 under a 'hawkish' macro environment
The crypto market sector generally pulled back, while the Desci and AI Agents sectors rose against the trend
Bithumb: Two cryptocurrencies involved in the bribery case of the former CEO before listing
Foresight Ventures: New opportunities for stablecoins after the interest rate cut cycle
LBank Eric He: Value investing is a regression for the industry, high valuations are, to some extent, arrogance and prejudice
Placeholder partner: Market risk appetite has not diminished, and declines may be affected by year-end liquidity factors
QCP: MicroStrategy's persistent purchases may further support BTC prices
Trader Peter Brandt: Bitcoin may be shifting to the 'Hump Slump Bump Dump Pump' mode
Introduction to Eliza Principle (I): The operational principle of Action and Provider architecture
Matrixport: Bitcoin is in a consolidation period, and 2025 may reignite the upward trend
Glassnode co-founder: Once liquidity flows back to the market, a rapid rise in coin prices may be seen
Viewpoint: BlackRock's short statement 'cannot guarantee that the supply of 21 million BTC will not change' is just a general disclaimer
Current status and future of AI Agents
Multicoin co-founder: Next year, Helium, Hivemapper, and io.net are expected to exceed $100 million in total revenue
Historical data shows ETH may rise in Q1 next year
Analysis: The U.S. debt ceiling may be reached during Trump's inauguration, which could signal a bottom for Bitcoin
Report: Bitcoin is the best-performing asset of the past decade, with a rise of over 26,000% compared to traditional assets
Trader Eugene: As ETH begins to show relatively strong performance against BTC, its rebound trend will continue
RWA TVL grew 58 times in 3 years, with Hashnote and Usual accounting for over 35%
Yellen: The U.S. debt ceiling will soon be reached in January, analysts say Trump's January 20 inauguration may signal a bottom for Bitcoin
How to find one's position in the agency cycle
The Chicago Options Exchange will be closed on January 9 along with the NYSE and Nasdaq markets
VC coins to the left, Meme coins to the right: The iPhone moment for Meme has arrived
1confirmation founder: Always aimed at user-centered goals, ensuring long-term optimal returns
Bitcoin is consolidating at this month's low, with strong quarterly performance, expecting no major fluctuations during the New Year, may warm up in February, market performance needs to be cautious
LBank releases annual summary report (LBank 2024: Pole Vault-style Growth)
