1. 🔬You can pay attention to opportunities
Cosmos community users revealed that Cosmos Hub forked AtomOne or launched the mainnet on February 27
Optimism launches fourth airdrop, distributing nearly $41 million worth of OP
Kelp DAO launches EigenLayer points token KEP
Smart Layer announced that the SLN token airdrop will account for 2% of the total amount, and applications will be open on February 23
2. ❇️DeFi
a. New items in the past day
Yuzu Market --- Lending (Horizen EON, 430,000)
Pythagorean --- Dexes (Obyte, 0万)
ApeBond Bonding --- Farm (Multi-Chain, 9万)
b. Project list
Project list: TVL > 5m & (7 days new | 24h TVL change > 10%)
c. Related projects
Pendle TVL approaches $1.5 billion, hits record high
Jupiter launches cross-platform routing service ExactOut API V2
Lido adds 1inch withdrawal aggregator
Pyth Network plans to hold governance board elections on February 22
3. 🌏Macro
Grayscale GBTC negative premium rate is 0.06%, and ETH Trust negative premium rate is 10.16%
Greeks.live: BTC and ETH option block markets are extremely active and the market is strengthening
Bitcoin spot ETF cumulative net inflow exceeds US$5 billion
Grayscale GBTC holdings dropped to 453,000 BTC as of February 20
Bitcoin spot ETFs had a net inflow of $135.6 million yesterday, of which BlackRock IBIT had a net inflow of $154.3 million
The total open interest of BTC contracts on the entire network dropped to $23.66 billion
BlackRock Spot Bitcoin ETF holdings exceed 120,000 BTC, worth over $6.3 billion
4. 🐳 Giant whale movements
ARK Invest reduced its holdings of Coinbase shares by approximately $5 million yesterday
Flow Traders sells 943,000 STRK for ETH and USDC
FTX transfers 2.16 million TONCOIN to Wintermute
Nethermind has sold more than 950,000 STRK, equivalent to approximately US$2.3 million.
An address used a Banana Gun to snipe SORA and made a profit of US$171,000.
An address deposited 20 million JASMY to Binance 12 hours ago and still holds 51.62 million JASMY.
The address related to The Graph deposited 55 million GRT to Binance in the past day and a half, equivalent to approximately US$13.4 million.
A whale has withdrawn 24,380 ETH from Kraken since May 24, 2023, with a current floating profit of $16.8 million
Giant Whale 0x7a9 purchased a total of 96,810 ETH in the past 13 days, worth more than 280 million US dollars.
Two large XRP transfer transactions occurred on Binance, with a total value of more than 20 million US dollars
More than 27,000 ETH were transferred to Coinbase Institutional, worth more than $80 million
A whale bought more than 12,000 ETH from 1inch and Binance, and its current holdings are worth more than $300 million
273,304,816 MATIC were transferred to Polygon wallet, worth over US$250 million
6. 📃Industry
a. NFT & GameFi & SocialFi & DID & DAO & content creation
The number of connected addresses of the Farcaster protocol exceeds 160,000, and the total number of users exceeds 190,000
Total NFT sales on Solana chain exceed $5 billion
NFT fragmentation protocol Flooring Protocol hints at incentives for “Fat Penguin” NFT holders
Total Doodles transaction volume exceeds 300,000 ETH
NFT perpetual contract trading platform nftperp launches V2 Alpha and incentive plan for whitelist users
NFT lending protocol Arcade launches wallet checker to support “Clash of Claims” airdrop
Pudgy Penguins launches Pudgy toys in 3,100 Walmart stores across the U.S.
b. Exchange/Wallet
Binance Web3 wallet releases update, adding support for 24 dApps
Binance will upgrade its pledged loan (current interest rate) product and increase the LTV of new orders to 78%
Backpack announces entry into the US market, launching services in 11 states
USDe developer Ethena Labs will connect to Cobo’s over-the-counter custody and settlement network SuperLoop to improve asset security and fund utilization.
OKX will launch Smart Layer Network (SLN)
Binance Copy Trading Introduces Leverage Limits for Copy Trading
OKX Web3 wallet now fully supports the Starknet ecosystem
Coinbase will add support for Starknet (STRK) on the Ethereum network
Bitget launches a new issue of CandyBomb, this issue is to earn STRK prize pool
c. Public chain/L2
Oasis Network releases 2024 roadmap: It plans to develop Metamask Snap and add Ethers-rs support to deeply integrate with the Ethereum ecosystem
ICON launches universal messaging interface to simplify cross-chain development
Wormhole plans to use AMD chips to expand cross-chain messaging using zero-knowledge proofs
Nibiru Chain plans to launch mainnet in March
Optimism Announces Span Batches to be Launched on Mainnet This Week
10% of the profits of Bitcoin staking L2 network Social Network sorter will be distributed to Arbitrum DAO and Developer Association
BTC stablecoin protocol bitSmiley has reached cooperation with BTC L2 Merlin chain, and Merlin mainnet activities have added bitSmiley native assets
Stellar announces Protocol 20 and smart contracts are online on mainnet
LayerZero Launches Xai, a Layer 3 Blockchain
MultiversX has launched blockchain node service on Google Cloud
Metis: Ethereum L2 revenue sharing model coming soon
d. Investment and financing
Cryptocurrency liquidity service provider Tide announces investment in Meson Network at a valuation of US$1 billion
Asset management giant Franklin Templeton invests in Singapore-based crypto news company Blockhead
ZeroLend completes US$3 million in seed round financing and will launch governance token ZERO in Q1
INIT Capital completed US$3.1 million in seed round financing, led by Electric Capital and others
Bitcoin ZK Rollup protocol Citrea completes US$2.7 million in seed round financing, led by Galaxy Ventures
Electric vehicle charging system DePIN project eTukTuk completes US$1.2 million in financing
Bitcoin Dogs, a BRC-20 project based on the Ordinals protocol, has completed $3.1 million in financing
ViaBTC Capital announces completion of angel round investment in BEVM
e. Supervision
Assistant Chief Executive of the Hong Kong Monetary Authority: Banks must separate virtual assets from their own assets if they custody them
U.S. Department of Justice files motion for proposed protective order in CZ lawsuit to seal relevant sensitive information
Ernst & Young: Hong Kong can consider optimizing the current fund profits tax exemption regulations and extending it to cover virtual asset funds
The Philippine Securities and Exchange Commission rectifies unlicensed operations, Binance may face regulatory challenges
Fairshake, a US super PAC supporting crypto policy, raises $4.9 million from Gemini founders Winklevoss twins
f.Safety
DFINITY: There is a security issue with the JS proxy library. It is recommended to upgrade to the latest version V1.0.1
ZachXBT: Over 22 users have lost more than $6.2 million due to LastPass hacking attacks in the past two days
g. Others
Reddit plans to go public next month, plans to reserve some shares for loyal users
Deutsche Börse’s foreign exchange trading subsidiary 360T partners with Wintermute to launch crypto NDF trading solution
Musk nominated for Nobel Peace Prize
SevenX Ventures attends ETHDenver 2024 as the official top sponsor
7. 🔧Tools
NFT analysis platform BitsCrunch Network launches mainnet
8. 💡Opinion
Are Bitcoin L2s Real? with David Seroy (Bitcoin Dave)
Pantera Capital: The DeFi market size on the Bitcoin chain will reach $225 billion
Talk about API3 and OEV from a business competition perspective: not a Chainlink killer but a powerful complement
Coinbase CEO: Cryptocurrencies will become a standard asset in institutional diversified investment portfolios
Gitcoin Lianchuang: Exploring the 10 Catch-Regulations of DAO Construction
AI+DePIN concept: 6 projects that will explode this year
EMC Labs: Cryptoasset markets are entering “Ethereum time”
Interpretation of the final outcome of the financial sector in the crypto industry: Ethereum will eventually win
From EOA to smart contract accounts: Redefining ownership in the digital age
The combination of graphics and currency continues to be a hot topic. Which new protocols can take over ERC-404?
Ethereum L2 Myth: What kind of L2 do we need?
