MOVING FORWARD: PRODUCT REVIEWS AND RELEASES 🌻

Web3 is an area where it is very easy to fall behind. This collection of articles will help you keep up with the times.

#release #research

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Wrapped Bitcoin in DeFi: Evaluating wBTC, cbBTC and tBTC. Link.

Focus area: How trade-offs between centralization, security, and adoption are shaping wrapped Bitcoin protocols.

Author: Kyrian Alex | Cointelegraph

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Hemi: a modular L2 connecting the Bitcoin and Ethereum ecosystems. Link.

Focus Area: The Hemi Network introduces Tunnels, a trust-minimised solution designed to securely and efficiently move assets across these ecosystems.

Author: DL Research

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Thoughts on AI agents. Link.

Focus area: Comprehensive list of AI agents for different niches.

Author: DeFi Warhol

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The causes of Sui’s outage and future outlook. Link.

Focus area: That's when the title speaks for itself.

Author: Four Pillars


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Daily Dose of News 📣
November 22, Friday

General updates:

• SEC chief Gary Gensler says he’ll resign on Trump’s inauguration. Link.

• CBOE has submitted four 19b-4 filings with the U.S. Securities and Exchange Commission (SEC) to list spot Solana ETFs. Link.

• Trump's "Crypto Advisory Council' expected to setup promised Bitcoin reserve. Link.

• Mastercard and JPMorgan link up to bring cross-border payments on the blockchain. Link.

• Charles Schwab eyes spot crypto trading once regulations change. Link.

• MicroStrategy сompletes $3 billion offering of convertible senior notes. Link.

• UK to draft a regulatory framework for crypto, stablecoins early next year. Link.

• Trump Media hints at crypto trading, payments in TruthFi trademark filing. Link.

Releases:

• Payments giant Stripe brings crypto services to Aptos as Circle's USDC stablecoin launch on the network. Link.

• The Graph introduces GRC-20 standard for Web3 data structure. Link.

Incentives:

• FTX plans to start reimbursing users by March 2025 as restructuring wraps up. Link.

Fundraising:

• Market-based media platform Truemarkets raises $4 million from public NFT sale, attracting Vitalik Buterin as a buyer. Link.

• Rise Payroll raised $6.30M in a Series A. Link.

• Exponent raised $2.10M in a funding round. Link.

• Lnfi Network closed Pre-seed funding round. Link.


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Useful articles for the weekend: RESEARCH & REPORT 💱

The weekend is a time to not only relax, but also expand your horizons!
Here’s a collection of articles that are worth checking out:

▫️Bitcoin reserve won’t solve US debt crisis. Link.

Key insight: Avik Roy, president of a nonprofit think tank, said Senator Cynthia Lummis’ claim that Bitcoin could eliminate federal debt is “overselling” what Bitcoin can do.

Author: Brayden Lindrea

▫️How Q Protocol is changing the future of blockchain governance. Link.

Focus area: Author delves into Q Protocol’s unique governance framework, which combines onchain mechanism with legal agreements.

Author: Gleb K

▫️How Web3 makes shopping better with crypto cash-back. Link.

Focus area: How crypto cash-back rewards are driving Web3 adoption by bridging traditional commerce and blockchain technology.

Author: Elisha Owusu Akyaw

Make the most of your time! Have a great weekend! 🙌


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SOL Staking Reward continues to increase, now at 11.74%. Link.

Here’s a quick insight in the SOL staking yield, mostly driven by MEV and fees.

Author: Tom Wan

#yield


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🌻Old vs New alts. Link.

Focus area: Possible reasons why "old alts" perform much better than "new" ones.

Author: Crypto Koryo

#investments #research


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📣 Weekly Crypto Report. Link.

Focus area: Layer-1 cryptocurrencies, whose prices have soared in the wake of the U.S. presidential election.

Author: CryptoQuant

#research


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Daily Dose of News 📣
November 25, Monday


General

• The Blockchain Association sent a letter to Trump and Congress outlining cryptocurrency's priorities for the first 100 days of his administration. Link.

• Cantor Fitzgerald plans to launch a BTC lending program via Tether. Link.

• Digital asset investment products saw the largest weekly inflows on record, totalling $3.13B, bringing total year-to-date inflows to a record $37B. Link.

• MicroStrategy on track to own 4% of all bitcoin over next decade as Bernstein raises price target to $600. Link.

• Singapore Gulf Bank plans to acquire a company that makes payments in stablecoins. Link.

• Reserve Bank of India expanding cross-border payments platform. Link.

Product updates

• Sui has entered into a strategic partnership with Franklin Templeton Digital Assets. Link.

• Solana’s monthly DEX volume surpasses $100 billion for the first time. Link.

• Marketcap of Ethena's USDe stablecoin surged 60% in six weeks. Link.

• Ripple announced a partnership with Archax and ABRDN PLC to launch the first tokenized money market fund on the XRP Ledger. Link.

Release

• On December 2, the CBOE will launch options on BTC. Link.

• Hong Kong's ZA Bank has launched crypto trading on its app. Link.

• Bitwise will offer non-custodial staking services for Starknet. Link.


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🤑 Ethereum staking sees strong weekly net Inflows after months of outflows. Link.

Key insight: For long-term stakers, this may be a response to the stability of Ethereum post-merge and growing trust in the ecosystem.

Author: Maartunn

#investments #research


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👻 How likely is a correction in bitcoin? Link.

Key insight: Levels of unrealized gains are elevated, signaling an increased likelihood of a price correction.

Author: Maartunn

#investments #research


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💱 Long-term holders significantly increased their BTC sales. Link.

Reminder: U.S. spot ETFs played a key role, absorbing about 90% of the selling pressure from long-term holders over the period analyzed.

Source: Checkonchain

#research


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💵 Inflows into spot BTC-ETFs are increasing. Link.

Recall that ETFs are playing an increasing role in maintaining liquidity and stabilizing the market.

Sours: SoSoValue

#research


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🔑 Top 7 Token unlocks of the upcoming week. Link.

Reminder: Massive sales of unlocked tokens can lead to short-term price declines, creating opportunities for speculation.

Source: CryptoRank

#unlocks


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🤑 Ethereum overtakes Tron in USDT supply! Link.

Additionally, the price of ether surpassed $3500 yesterday, and QCP Capital notes that at current levels, the markets' attention is shifting from BTC to ETH!

Author: Chain Debrief

#investments


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🎦 Major Events in crypto this week. Link.

Dates of important events that you should definitely mark on your calendar!

Source: Cryptorank

#events


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💱 Stablecoins in aggregate processed more than $750B in transaction volume last week. Link.

A great time for arbitrage trading - there are a lot of trades going on in the market! USDC alone accounted for $338 billion.

Author: Peter Schroedderr

#trading


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Daily Dose of News 🎧
November 26, Tuesday


General:

• Donald Trump holds over $5.4M in crypto. Link.

• Spot bitcoin ETFs end positive streak with $438 million outflows. Link.

• 7 Million UK adults now own crypto. Link.

• UK financial regulator aims for crypto regime by 2026. Link.

• Streaming company Rumble has also decided to adopt the BTC standard. Link.

Product updates:

• Phantom wallet adds support for Base blockchain amid 'Base Season' optimism. Link.

• Farcaster founder teases Frames v2 ahead of full launch in 2025. Link.

Release:

• Binance launching BFUSD, promising APY 'will never go below zero'. Link.

• Former Binance execs launch MiCA-compliant euro stablecoin. Link.

Listing:

• Hong Kong-licensed crypto exchange HashKey has launched its own HSK token. Link.

Incentives:

• Solana DEX Jupiter puts $1.5B Worth of JUP airdrops up to vote. Link.

• Avalanche9000 goes live on testnet, unlocks $40M rewards for builders. Link.

Fundraising:

• Kernel $10M Funding round with participation from Binance Labs. Link.

​​• AlbionVC leads $4M seed extension round for stablecoin yield products firm OpenTrade. Link.

​​• OceansGallerie Strategic round with participation from Adaverse. Link.


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🗳 How much BTC would a strategic reserve entail? Link.

The core reasoning is that the US should at least own the same relative share of BTC than they hold in gold, so that they are, at minimum, no worse off under a BTC standard than a gold standard.

Author: nic carter

#research


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💬 Bloomberg analyst shares timeline on SOL, XRP, LTC, HBAR ETFs’ approval. Link.

James Seyffarth notes that the resolution to approve ETFs on altcoins may be extended through the end of 2025.
Unlike the approved BTC and ETH ETFs, these altcoins do not have the backing of the regulated CME futures market. However, new SEC guidance may encourage approval of altcoin ETFs.

Author: Kelvin Munene

#investments


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♟ As BTC corrects, traders actively discuss altcoins. Link.

Also, keep an eye on coins with the highest 24-hour rises in social volume. They include Pleasure Token, Tornado, and Axie Infinity.

Author: Santiment

#sentiments


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