🚛 Trend change in spot crypto ETF's. Link.

The large inflows in BTC-ETF a week earlier were replaced by outflows, while the opposite happened in ETH-ETF.

The data fits perfectly with the concept of the crypto market moving into “phase 2”.

Source: Farside Investors
Charts: CoinMarketCap

#trends


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🌻Top gainers among US tokens last week. Link.

Curiously, the coins are from different sectors, but all have utilitarian value!

Author: DropsTab

#investments


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Daily Dose of News 📣
December 02, Monday


General:

• Spot crypto exchange volume hit $2.7 trillion in November, highest since May 2021. Link.

• Transaction volume on DEX reached a record $372B in November. Link.

• South Korea’s two-year crypto tax delay earns bipartisan support. Link.

• Brazil proposes to ban stablecoin withdrawals to self-custodial wallets. Link.

Product updates:

• XRP returns to 3rd-largest crypto after 4-year battle with SEC. Link.

• Secret Network joins NVidia inception to advance DeCC innovation. Link.

• Hyperliquid’s token surges 60% after billion-dollar airdrop. Link.

Incentives:

• Binance will support Wise Monkey airdrop for APE, FLOKI holders. Link.

• Buzz around Blum’s airdrop. Link.

Fundraising:

• U2U Network successfully closes funding rounds with $13.8M raised. Link.


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🤑 A VentureFounder analyst found a "cup with a handle" pattern on the two-week chart of Ethereum. Link.

Note: It signals a possible growth of the asset to $7200 by the end of the Q1 of 2025. The analyst also detected the approach of a "golden cross," which earlier in the cycle drove ETH from $2000 to $4000.

Author: VentureFounder

#investments


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📰 This Week in Crypto: Phase 2 of the Bullrun

Each week, we publish an article, designed to provide you with a realistic view of the market. Featuring highlights essential for everyone — from traders to airdrop hunters.

👉 Read it on Substack 👈

Here’s what you’ll learn:

• Market Sentiment: The sentiment is decisively bullish, with liquidity inflows driving the crypto market cap higher. As focus shifts from BTC to more speculative assets, less risk-averse narratives like RWAs and older coins are outperforming higher-risk assets.

• Yield Opportunities: While speculation remains a key focus, several new stablecoin opportunities stand out: Binance’s BFUSD stablecoin, a profitable strategy from Ethena, an impressive 280%+ APR for USDC on Euler.

• New Airdrops: Magic Eden, Avalanche9000, a fresh wave of JUP airdrops, Theoriq, and more.

• Upcoming TGEs and Token Sales: Recent token launches include Morpho, Hyperliquid, and Moongate, with Magic Eden’s TGE planned for early December.

• Key Developments: It’s a hot season for protocol upgrades and releases: Stripe is expanding its crypto services to Aptos, strengthening its DeFi ecosystem and Arbitrum has introduced a $1M AI grant program to support innovation.

Look for the full version on our Substack 👉


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🌐 The Bitcoin layers: Core in focus. Link.

Everything you need to know about the largest Bitcoin layer by TVL.

Author: Stacy Muur

#review


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💱 Deep dive into SatLayer (unlocking BTC utility). Link.

In simple terms, SatLayer is the EigenLayer of Bitcoin.

Author: Stacy Muur

#review


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💰 Top 15 projects by 30-day revenue. Link.

Note the results from this past November.

Author: CryptoRank

#revenue


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🛍 Weekly crypto asset flows. Link.

Investors are withdrawing funds from BTC-based instruments and transferring them to similar ETH-based instruments.
XRP is also gaining popularity due to the excitement around the potential launch of ETFs based on it.

What is happening is quite consistent with our earlier observations.

Author: James Butterfill | CoinShares

#trends


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💱 Spot crypto exchange volume hit $2.7T in Nov. Link.

This is a record since May 2021. Despite the pause from long-term investors, traders continue to confirm our recent thesis that now is a very good time for arbitrage trading

Author: The Block

#trading


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🌻Be early: December watchlist. Link.

Best for: Investors looking for promising early stage projects.

Author: Stacy Muur

#investments


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Daily Dose of News 📺
December 03, Tuesday


General:

• Cryptocurrency market declines on news of martial law in South Korea. Link.

• DeFi’s record $700B stablecoin volume rivals payments giant Visa. Link.

• France proposes tax on unrealized crypto gains. Link.

Product updates:

• Smile Shop joins Conflux PayFi ecosystem with BitUnion prepaid card. Link.

• Sonic Labs says its layer-1 blockchain will go public ‘soon’. Link.

Release:

• Coinbase integrates Apple Pay for all Onramp apps. Link.

• Starknet launched StarkGate v2.0 on the mainnet. Link.

• Tezos launches world’s first uranium marketplace on blockchain. Link.

Listing:

• Coinbase adds memecoin Moo Deng to listing roadmap. Link.

Fundraising:

• Public raises $135M series D-2 for AI-driven investment. Link.

• Pantera Capital raises $20M to blockchain TON. Link.


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👒 Trump’s inauguration could mark local top for crypto. Link.

Historically, markets outperform after presidential elections and then stall once the President-elect takes office, data shows.

Author: Cointelegraph
Chart: Eric Soda

#forecast


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🛌 A surprising lack of FOMO. Link.

There is no serious euphoria and FOMO in altcoins from the crowd right now, even despite strong gains in #XRP #XLM and #ADA, which means a continued rally in the sector cannot be ruled out.

Probably up to this point.

Author: Santiment

#investments


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🥇 Top 10 tokens by market capitalization launched in Nov. Link.

We remember “meme fatigue” - will December become more serious?

Author: CryptoRank

#investments


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🎮 Agents VS Memecoins. Link.

There’s an important difference between how memecoins and agents build and retain distribution.

Author: trace

#research


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