#HMSTR开盘
Hamster Kombat, which claims to have 100 million monthly active users, is finally launched. Unlike DOGS, Binance is the biggest winner in capturing HMSTR capital flow
- Binance pre-deposit exceeds 6.2 billion HMSTR. The current Binance HMSTR balance has reached 18 billion, accounting for 18%, far ahead of other exchanges
- The biggest competitor bybit pre-deposit is 3 billion HMSTR, less than 1/2 of Binance. You should know that bybit DOGS pre-deposit was higher than Binance at that time
- At present, the HMSTR Balance of each CEX is Binance (18%)＞bybit (4.6%)＞OKX (4.1%)

Chatted with the Catizen team $cati #Catizen
- Catizen has gained considerable user volume and growth in web3 active regions such as Japan, Russia, Turkey and Vietnam. Its penetration speed and breadth are even stronger than expected, especially in the Japanese market;
- There are more than 1 million paying game users. According to the language of payment, 40% are Russian, 20% are English, 7.5% are Ukrainian, 5.5% are Vietnamese, 3.2% are Chinese, and South Korea and Japan are between 1%-1.5%;
- From the perspective of ARPPU, the average revenue per paying user, the span of a single user payment is large, ranging from US$20-200. Among them, Japanese and Nordic Finnish regions exceed US$200, Korean is about US$100, Dutch and Vietnamese are about US$50-60, Turkey and Eastern European countries are around US$30, and the largest base of users in the Russian region is around US$20. About $25

At present, the two most successful social platforms that intersect with Crypto are Binance Square, where public social platforms directly reach transactions; and Telegram, which is a communication + mini game app + USDT gray market. Both of them do not require migration costs, and the migration costs of native Web3 social platforms are too high.

Friend Tech seems to be completely soft, and another highly regarded Web3 social Farcaster has also fallen into a low growth phase. Unlike Friend Tech's strong Ponzi model taxation, Farcaster's income mainly depends on the $5 storage fee paid by new users. Currently, Farcaster's daily new users have dropped from a peak of 15,000 in early February to 600, which is similar to its fellow sufferer Lens. Perhaps a model similar to Telegram's Web2 social + Web3 payment is the way out? At present, the most successful so-called Web3 social is actually Binance Square, social + transaction

The largest $VISTA holder: 0x7C…b73C and the third largest holder: 0x3d…29eC, who are both controlled by the same person, have sold 42,100 VISTA and received 170.39 WETH, with a coin-based return of 16+x. Currently, the cluster owner holds 37,000 VISTA.

0x3d…29eC spent 5.5 WETH to purchase 48,800 VISTA from 00:12-00:52 UTC+8 on September 1, of which 0x3d…29eC transferred 21,300 VISTA to 0x7C…b73C. In addition, 0x7C…b73C also spent 5 WETH to purchase 30,270 VISTA from 00:40-00:51 UTC+8.

That is, the cluster controller spent 10.5 WETH to buy 79,070 VISTA.

Ethervista VISTA soared about 15x yesterday. In the past two days, 0x3d…29eC has sold 11,500 VISTA, obtained 56.04 WETH, and currently holds 16,000 VISTA; 0x7C…b73C has sold 30,600 VISTA, obtained 114.35 WETH, and currently holds 21,000 VISTA.

https://x.com/defioasis/status/1830793771577229555

[On-chain investigation] List of suspected Eigen Labs employee addresses and their situation after receiving ecological airdrops: 41.3% sold $ETHFI ; 41.5% sold $ALT , 31.7% continued to pledge ALT; 40% sold $REZ

Foreword: Yesterday, CoinDesk broke the news that Eiegn Layer's parent company Eigen Labs provided address lists to ecological projects preparing to issue tokens, including Ether Fi, Renzo and AltLayer. Some ecological project teams took the initiative to request, but at least one team said it felt like it was forced to issue its own tokens to Eigen Layer employees. Of course, Eigen Layer also has something to say: There is no discovery or evidence that any employee of Eigen Labs has put pressure on any team to improperly benefit Eigen Labs corporate entities or their employees.

The number of ecological project airdrops received by each Eigen Labs employee is: 10,490.9 ETHFI, 46,512 ALT and 66,667 REZ, and the peak value of ETHERFI, ALT and REZ received as a whole reached 3.5 million, 1.02 million and 433,300 US dollars respectively.

According to the information provided by CoinDesk, 51 Eigen Labs employee addresses suspected to be related to the incident were found through on-chain reverse query. The basic method is to verify the number of ETHFI and ALT claimed from the official airdrop contract (it is worth noting that the number of ALT and REZ airdrops obtained by the suspected Eigen Labs employees investigated by the author is somewhat different from the CoinDesk investigation, but ETHFI is basically corresponding).

Among the 51 suspected Eigen Labs employee addresses,

46 addresses received ETHFI airdrops, totaling 487,933 ETHFI, of which 19 addresses chose to sell (partially) or transfer to CEX after receiving the airdrop, with a sales rate of 41.3%; only 1 address chose to stake, and the rest continued to hold.

41 addresses received ALT airdrops, totaling 1,964,838 ALT, of which 17 addresses chose to sell (partially) or transfer to CEX after receiving the airdrop, with a sales rate of 41.5%; 13 addresses chose to stake, with a stake rate of 31.7%; the rest continued to hold.

20 addresses received REZ airdrops, totaling 1,335,090 REZ. Among them, 8 addresses chose to (partially) sell or transfer to CEX after receiving the airdrop, with a sales rate of 40%; only 1 address chose to stake, and the rest continued to hold.

PumpFun launched ~1.7 million tokens
- 23,800 successfully listed on Raydium, with a listing rate of 1.4%
- Only 141 successfully listed on CoinGecko, with a listing rate of 0.008%
- Only 41 tokens can maintain a market value of more than $1 million for multiple weeks, with a probability of 0.002%
- Only 15 tokens can maintain a market value of more than $10 million for multiple weeks, with a probability of 0.001%

#WBTC BTC on Ethereum
- wBTC has an absolute market share on Ethereum-BTC, approaching 95%
- The current circulation of wBTC is 154,727 BTC. Although it only accounts for 0.78% of the circulation of BTC, it also makes wBTC one of the top 15 tokens in terms of market value
- On May 13, 2022, the circulation of wBTC reached a peak of 285,004 BTC, and has been on a downward trend since then; it has fluctuated between 150,000 and 170,000 BTC since March 2023
- 41.8% of wBTC is widely used for lending, and 31.8% is buy and hold
- The highly popular tBTC and fBTC supported by Mantle are actually still very niche

Trivia: The financial backer behind Trump’s chosen vice president, J.D. Vance, is legendary investor Peter Thiel, who is also one of the co-founders of PayPal, Facebook’s earliest external investor, and provided early funding for LinkedIn and SpaceX.
Peter Thiel has personally invested in 7 projects in Crypto, including Arkham, River Financial, Reserve protocol, Collectibles, Layer1 Technologies, Coinbase and 1confirmation. Among them, the only two issued coins are $ARKM and $RSR, both of which were created by Miguel Created by Morel. It is worth mentioning that Reserve Protocol $RSR, which is a RWA track, has seen significant growth in TVL recently, exceeding $200 million.
In addition, Reuters exclusively reported in February this year that Peter Thiel Venture Capital Founders Fund invested $200 million in BTC and ETH from late summer to early fall last year. Founders Fund’s portfolio also includes 30+ projects including Polymarket, BitGo, Ondo, StarkNet, OpenSea and Manta.

The market has overestimated the Binance Web3 wallet in the short term. The OKX Web3 wallet backed by OKLink has actually done a perfect job, and the Binance Web3 wallet will not be much different. In the short term, the Binanace Web3 wallet is more of an additional trading place and will not bring huge liquidity injections to Inscription assets in a very short period of time. This is mainly determined by the trading method. Pending order trading and online CEX spot trading with large differences. On the contrary, in the long term, the Binance Web3 wallet can bring a continuous and more traffic entrance to Inscription, allowing more users to be exposed to the Bitcoin on-chain ecosystem. This is more important #内容挖矿

According to the Aevo futures price, you can refer to the $JUP price estimation reference table after the launch.

The $ALT airdrop rules remind you that points ≠ airdrops, and points must be divided into numerical lines, but all lines will be screened out. This time $ALT drew the line at EL 720 points. There are currently close to 75,000 EL depositors. Judging from the 28,719 people who received the $ALT airdrop, about 62% of EL users have scores lower than 720. What is the concept of a score of 720? The last time I deposited 0.5 ETH into an address, it was about 360 points, which means at least 1 ETH is worth it.

In addition, the division of the $ALT airdrop ladder is a bit outrageous. The first ladder ranges from 720 to 7,200, which is ten times different, and it blocks the most people; while the intervals of the ladders going up are twice as different. Currently EL greater than 7,200 are 6,318, accounting for 8.4% of EL depositors. The opacity of points and the asymmetry of information, it is really unknown how many tricks there are in this. #ALT

Since Tieshun blur became popular, points basically represent airdrop commitments, similar to an option. In the past, airdrops were used to collect points, but now points are collected first. There are also many projects that specifically collect project points. One advantage of points for the project side is that they have unlimited inflation. Anyway, in the end, only a portion of the token supply is allocated for airdrops, and it doesn’t matter how many points you get. And now most points earned are positively correlated with the amount of funds.

The Blast airdrop did not mention Blur S3, but S3 can earn Blast REDACTED (understood as the intentional hiding of Blast tokens). There are two understandings: one is that Blur S3 is independent of Blast TVL/developer airdrops, similar to launchpool, so the strategic position of $BLUR needs to be further improved; the other is that the airdrops are divided into two, and the mainnet launch in February will first be given to Blast TVL users/ Developers, S3 will last until May and will be released again then.
The idea of ​​​​postponing the launchpool is divergent, which is an excellent way to empower three parties. REDACTED is not just a Blast token, but extends to the Blast ecosystem token. Good projects are mined as a launchpool to solve the problem of Blast project startup; Blur Season enjoys mining benefits, and Season is divided into Blur market transaction points and BLUR pledge points, which can not only stimulate market transaction volume but also empower BLUR.