1. 🔬Opportunities to watch

2. ❇️DeFi

a. New projects in the past day

  • Suzaku --- Retaking (Avalanche, 0万)

  • KaiaFun --- Launchpad (Klaytn, 6万)

  • Club Farm --- Yield (BounceBit, 316万)

  • Ancient8 Swap --- Dexes (Ancient8, 9万)

b. Project List

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

c. Related Projects

  • Trump family DeFi project World Liberty Financial website opens KYC verification

  • Puffer Finance: All 4.98 million EIGEN tokens will be 100% airdropped to the community

  • Ethena community releases new proposals: Introducing Ethereal, integrating into reserve management, launching new spot and perpetual DEX based on USDe

  • This week’s token unlocking data: SUI, IMX and ZETA will have large amounts of unlocking

  • Sui Ecological Lending Protocol Scallop Launches Two Bonus Pool Activities

  • UniSat: PizzaSwap is now available on Fractal Bitcoin

  • Sonic Labs Launches 200 Million S Airdrop Points Event

  • Jupiter announces the launch of the Jupiverse community

  • Suilend increases ETH deposit limit to 3,500 ETH

  • Cetus launches LP Burn function to support permanent liquidity lock

3. 🌏Macro

  • Fed Governor Bowman: Core inflation remains uncomfortably above 2% target

  • Deribit sees surge in Bitcoin call option buying activity for $75,000 and above

  • Coinbase All Apps Rank: today417,7 days 476 12.39%,30 days 446 6.50%

  • Coinbase Financial Apps Rank: today 27,7 days 36 25.00%,30 days 32 15.62%

4. 🐳Whale Movements

  • Grayscale transferred about 1,409 BTC worth $90.07 million to two unmarked addresses

  • Three unknown addresses transferred approximately 1,394 BTC worth $88.95 million to the Ark Invest Bitcoin ETF

  • About 848 ETH transferred to Grayscale Ethereum Mini Trust Fund, worth $2.23 million

  • FalconX transferred about 196 BTC to Bitwise Bitcoin TF, worth $12.55 million

  • Possibly influenced by MicroStrategy, many listed companies have continued to increase their holdings of Bitcoin since March this year

  • A smart money spent 3391.22 SOLs to buy MOODENG in the past ten hours, with a total investment of 804,000 US dollars to build a position

  • A diamond trader sold 265.89 BTC 4 hours ago and made a profit of $11.28 million

  • A whale sold another 7,000 ETH, with an estimated profit of $700,000

  • 9,534 ETH transferred from Wintermute to an unknown wallet, equivalent to $25.05 million

  • An ETH swing trader with a 100% winning rate has traded ETH 10 times since August 12, making a total profit of about $2.14 million

  • A wallet deposited 649 ETH into Paxos 20 hours ago, and a total of 1,300 ETH has been deposited in the past 11 days

  • Hal Finney, an early Bitcoin developer, has transferred 46 BTC to Kraken from his legacy address which has been dormant for 10 years

  • 3333 BTC transferred from unknown wallet to Coinbase, about $213 million

  • A whale address exchanged 561.8 WBTC for 13,681 ETH today

  • Grayscale transfers 1,630 ETH to Flow Traders address

  • An address holding 70 ETH was activated after being dormant for 9.2 years

  • The Ethereum Foundation sold another 100 ETH today, a total of 1,250 ETH sold in September, and 3,766 ETH sold so far in 2024

  • Grayscale transfers approximately 5,596 ETH to Flow Traders and Coinbase Prime

6. 📃Industry

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

  • Magic Eden Wallet plans to launch a test coin in October to simulate the ME airdrop collection process

  • ENS Labs Integrates with Arianee to Strengthen On-Chain Brand Identity Management

  • Pudgy Penguins launches Pudgy Arcade and Polar Challenge game

b. Exchange/Wallet

  • OKX: Fractal BRC20 indexer will be upgraded to recognize PizzaSwap module transaction events

  • Bithumb considers listing on Nasdaq

c. Public chain/L2

  • Worldcoin may release a major update on October 16

  • Gaia launches GDN domain name service to simplify interactions in the decentralized AI ecosystem

  • Story Engineers: Nodes need to upgrade the Story client to Story v.0.10.1 as soon as possible

  • Karak Network Establishes Foundation to Promote Network Growth

  • Viction plans to conduct a hard fork upgrade on October 15, and the total supply of VIC will increase to 210 million

  • Zilliqa: The network is back online for validators and a permanent fix is ​​being deployed for public use

d. Investment and Financing

  • SoftBank to invest $500 million in OpenAI at $150 billion pre-money valuation

  • Yuanbi Technology Completes $7.8 Million Series A1 Financing, with Sequoia China, Solana Foundation and Others Participating

  • Australian listed company Vinyl Group acquires Web3 music company Serenade

  • SecondLive Completes $12 Million Private Funding Round, Led by Crypto.com

e. Supervision

  • FTX plans to allocate up to $230 million from government seizure proceeds to preferred shareholders, sparking dissatisfaction among creditors

  • ZA Bank is approved to conduct virtual asset transactions

  • Japan plans to review crypto regulations, may reduce digital asset taxes and launch dedicated crypto funds

f. Security

  • WalletConnect: No official app yet, fake WalletConnect app removed from Google Play Store

  • Ripple: Stablecoin RLUSD has not been officially released yet, beware of fraud

  • KuCoin: Temporary risk control measures have been taken for the 20 ETH transferred by the hacker who stole 12,000 spWETH

g. Others

  • Three Arrows Capital announces acquisition of 69 billion MOG, valued at approximately $100,000

  • Matrixport acquires Swiss crypto asset management company CFAM to accelerate expansion of European compliant asset management footprint

  • Taiwan allows professional investors to invest in overseas virtual asset ETFs through brokerage re-entrustment

  • Binance: Has met with Singapore police to explore opportunities for enhanced cooperation

  • Digital asset manager Kin Capital plans to launch $100 million tokenized real estate fund on Chintai

  • Helium Founder: 250,000 Data-Only Hotspots May Be Added to Helium Network

  • SolanaFloor: pump.fun surpasses Uniswap and Aave in 24-hour fees and revenue generation

  • MicroStrategy announces partnership with Pervasive AI

  • Grayscale Decentralized AI Fund Now Open to Qualified Investors

  • Hermetica Launches Bitcoin-Backed Stablecoin USDh on Stacks

  • Gitcoin: GG22 OSS project application is now online

  • Helium Mobile Signs Sponsorship Deal with USC Trojans Athletics Team

7. 🔧Tools

8. 💡Viewpoint

  • TD Securities: The ECB is expected to cut interest rates again in October, and the pace of rate cuts will accelerate thereafter

  • SynFutures gained about 50% market share in Base derivatives market in Q3 and announced the launch of Vault product line

  • Anoma fits in with RISC Zero as the ZkVM introduction

  • Privacy self-custody protocol Hinkal launches cross-chain solution Shared Privacy

  • Analysis: If BTC forms a cup-handle pattern, the long-term bullish target may be between $194,000 and $352,000

  • FalconX: Ethereum staking yields could exceed US interest rates, pushing up ETH prices

  • Trader DeFi^2: Current market blue chip projects may be infrastructure or mainstream AI L1

  • 55% of economists believe that the US economy will perform weaker than expected

  • GCR's six trading concepts: How does GCR, who doesn't understand trading, make money?

  • BitMEX Chief Growth Officer: The market is in a rebound period, but the RRR indicator may be bearish for cryptocurrencies

  • SignalPlus Macro Analysis Special Edition: Labour Week

  • Viewpoint: Why does the "Fat Protocol Theory" no longer work in the current encryption environment?

  • Lumoz: Leading ZK-PoW algorithm, ZK computing efficiency increased by 50%

  • BitMEX Alpha: Reasons for cautious optimism on Bitcoin

  • HashKey: Crypto Industry Analysis in the First Half of 2024

  • Metrics Ventures Market Observation: Capital market risks are released in an orderly manner, but copycat chips still need to settle

  • CleanSpark CEO: Bitcoin price will approach $200,000 in the next 18 months

  • DeSci leader also gets some action, can Pump.science play the "biological science meme" well?

  • Analyst: Powell's speech is unlikely to change many views

  • Bloomberg analyst: Vanguard Group does not support Bitcoin ETF, it may just be uninterested in commodities

  • Coinbase Releases Report on 10 Things Crypto Voters Need to Know

  • Manta Network launches a 4-year Gas Gain plan, 50% of on-chain Gas profits will be shared with users

  • ECB President: Will not wait until all indicators reach 2% before cutting interest rates

  • Powell: A 50 basis point rate cut would keep the labor market strong and inflation on track

  • Short-term interest rate futures traders believe the Fed is more likely to cut interest rates by 25 basis points in November

  • Powell: If the economy develops as expected, there will be two more rate cuts this year, a total of 50 basis points

  • Vitalik: Opening a cyber state ideology vector test for Zuzaluans

  • 10x Research: The upcoming ISM data will be crucial in gauging the outlook for the U.S. economy

  • Folius Jason deciphers “VC coins” and “group projects”: Why does bad money drive out good money?

  • Vitalik's new article: It's time to "align" the entire Ethereum ecosystem

  • The next decade of blockchain: commercialization can bring impact

  • MicroStrategy's Bitcoin holdings may surpass Grayscale after the next increase in holdings

  • Matrixport: Bitcoin's low funding rate shows that spot buying is leading the rise, and the market still has room to recover

  • Bitcoin's low funding rate shows that spot buying is leading the rise, the market still has room to recover, and the potential in the future is promising

  • Chatting with Vitalik about intentions: Why is it the right path to "unify Ethereum"?

  • Analysis: Powell's speech on Monday and Friday's non-farm payrolls data may affect the future trend of the crypto market

  • UniSat CEO: BRC-20 is more decentralized than expected

  • CryptoQuant: The market may be preparing for the next uptrend

  • QCP Capital: Bitcoin is expected to benefit from the stock market correction

  • Grayscale: Q4 insights into the crypto industry, adding 6 new potential assets

  • 10x Research: This decline is a typical correction after the bull market is overbought, and we are still optimistic about the market performance in Q4

  • Coinbase Institutional Report: Driven by factors such as US interest rate cuts, Bitcoin is expected to perform strongly in Q4

  • Crypto Quant founder: The concept of decentralized organizations has not failed, but its success requires balance

  • MN Trading founder: The decline in altcoin investment has narrowed from over 50% to 15-25%, and good days are ahead

  • At the end of the third quarter, Bitcoin and the stock market performed better than expected. Bitcoin is expected to benefit from the stock market correction, but may still need to fluctuate in the current range. If it breaks through $70,000, it will rise further.

  • The current cycle of Bitcoin's profitable supply remains high, and the market may be preparing for the next round of upward trend, indicating that the bull market will continue