1. 🔬 Opportunities to Watch
Privasea AI announces the launch of its mainnet DeepSea and roadmap today, with the testnet Beta going live on January 6.
ether.fi launches Berachain incentive deposit vault, offering $2 million in ETHFI rewards.
Venus Protocol launches new ETHENA pool, supporting assets like sUSDe, USDC, etc.
2. ❇️ DeFi
a. New projects in the past day
b. Project List
c. Related projects
Usual responds to the brief decoupling incident of USD0: Caused by a large-scale sell-off by a whale, it has now returned to peg.
Paxos releases the second USDG verification report: As of the end of November, the number of tokens on the Ethereum network has increased to 29,386,864.
Data: December CEX spot trading volume reached $2.94 trillion, a new high since May 2021.
Usual's post hints at the activation of the token fee switch.
In the past year, Tether's protocol revenue reached $5.257 billion, ranking first.
Hyperliquid's net inflow of funds reached $2.037 billion.
3. 🌏 Macro
The U.S. IRS issues temporary relief measures for cryptocurrency taxes, benefiting CeFi exchange users in 2025.
The net asset value of Bitcoin spot ETFs is $105.401 billion, with a cumulative net inflow of $35.243 billion.
Metaplanet CEO: If Trump adopts Bitcoin as a strategic reserve, some Asian countries may follow suit.
6. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content Creation
OpenSea CEO: OS2 beta version enters the final sprint phase.
Lens mainnet is about to launch.
December Solana on-chain NFT sales exceeded $100 million, a new high since May 2024.
3A chain game Seraph (Dark Angel) is about to launch TGE, promoting innovation and development in the Web3 gaming ecosystem.
In December, new registrations for Ethereum domain service ENS exceeded 19,000.
ai16z founder: Twitter Spaces has been fully integrated into Eliza.
b. Exchange/Wallet
OKX will conduct maintenance on the TON network, during which deposits and withdrawals will be suspended.
Gate.io founder Han Lin: Platform reserves will exceed $10 billion in 2024, GT will reach a historical high.
Robinhood hints at providing cryptocurrency rewards to eligible users.
c. Public Chain/L2
Cardano founder: We will fully promote the transition to the Voltaire Age, urging the foundation to approve the budget and charter.
The rising adoption of Ethereum blobs has caused its ETH weekly burn rate to surpass Uniswap.
SHIB's chief developer reveals details of the final ecological token TREAT: It will incentivize users to participate and support the 'Network State'.
UXLINK releases its 2025 plan: Launching a testnet, social PayFi, and empowering the UXLINK token.
d. Investment and Financing
071 Labs announces investment in Web3 AI game publisher Pentagon Games.
Portal Ventures: Established crypto companies like Chainalysis will acquire smaller companies.
FalconX in talks to acquire crypto derivatives startup Arbelos, pushing for consolidation in the digital asset space, announcement expected in the coming days.
e. Regulation
FT: Due to the UK's FCA's failure to penalize crypto companies, half of the banned ads remain online.
Ten regions in Russia fully ban cryptocurrency mining.
Ripple's chief legal officer outlines six principles to the SEC, urging a prudent regulatory approach to crypto.
Fujian High Court: A major cross-border telecom fraud case involving virtual currencies is worth nearly 200 million yuan.
Reuters: Musk faces repeated criticism from the German government.
Syria proposes to legalize Bitcoin to promote economic recovery.
Australian Treasury Minister: Cryptocurrencies help modernize Australia's financial system.
g. Others
Bitcoin mining company Bit Digital signs agreement with new AI client, expected to generate about $20.2 million in revenue within two years.
ParaFi's current asset management scale exceeds $1 billion, plans to expand more than five times in the coming years.
X CEO confirms the platform's payment feature X Money will launch this year.
Bitcoin miners' revenue in December reached $1.41 billion, a new high since April this year.
Pantera Capital: Expecting some large acquisition deals in the crypto market this year.
The total market value of stablecoins has dropped below $20.4 billion, a decrease of 0.54% in the past week.
Africa supports 3% of global Bitcoin mining hash rate through renewable energy.
8. 💡 Opinion
Analysis: Technical indicators suggest a strong bearish momentum for Bitcoin in the short term, potentially dropping 10% in the coming weeks.
Aave co-founder Stani: Optimistic about Ethereum's performance in 2025.
Hack VC: Web2 companies will return to the crypto market in 2025.
K33 Research: The global market is digesting the Federal Reserve's expected interest rate cuts in 2025, with Bitcoin's performance closely related to the stock market.
Analysis: The most noteworthy ETH resistance zone in 2025 is between $4100 and $3900.
Analysis: This year, the rise of Telegram ecological games has driven the number of accounts on the TON network from about 4 million to 128 million.
Galaxy Ventures: Expecting the crypto merger and acquisition market to warm up this year, focusing on stablecoins and payment sectors.
1confirmation founder: ETH bullish to $10,000.
Andrew Kang: 2025 will be the year of Agents.
Industry insiders and institutions generally believe Bitcoin prices will reach $180,000 to $200,000 in 2025.
Crypto narrative annual performance: AI and Meme surged over 20 times, while L2 dropped 20.7% to the bottom.
Matrixport: In 2025, Ethereum may need ETF issuers to create a more attractive narrative to boost prices.
Messari releases six major predictions for 2025: Hyperliquid's excellent performance may have ended, and the AI agent framework will peak in Q1.
Grayscale report: Cryptocurrency market value exceeds the total value of global inflation-linked bond market in Q4 2024.
Matrixport: Bitcoin may reach $160,000 in 2025.
Opinion: Bitcoin may peak at $180,000 to $190,000 in 2025, but will occasionally experience sharp corrections.
The Syrian Economic Research Center urges the transitional government to adopt Bitcoin and other digital assets to achieve economic recovery.
10x Research: Expecting ETH's performance in 2025 to lag behind BTC, not optimistic about the Pectra upgrade.
Mechanism Capital partner: 2025 will be the year of AI agents.
Dragonfly partner releases six major predictions for the crypto industry in 2025, covering L1/L2, token issuance, AI agents, and more.
Comparative analysis of Griffain and Neur: Who is the best Solana AI assistant?
Magic Eden co-founder releases annual review: Token trading currently accounts for 30% of revenue, ready for 2025.
