🎺 What are Dino Coins and how are DeFi OGs evolving? Link.

Best for: Those who are convinced that the DeFi sector is in for a renaissance as well as a renewal.

Author: Three Sigma

#research


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🥇 Mantle has been outperforming all major L2 tokens this season. Link.

Key insight: The big difference is that it offers much more than just speculative returns.

Author: Stacy Muur

#review


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🗳 TVL performance on major chains in November. Link.

Solana and projects such as Hedera, for example, attract attention.

Source: CryptoRank

#investments


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❤️The Future is CLEAR. Link.

Key insight: The $NEXT → $CLEAR migration set for December 6th, unlocking real yield staking on Everclear.

Author: Stacy Muur

#review


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🛍 Basket performance - Month-to-Date returns. Link.

The GameFi and MV segment was the growth leader in November, surpassing memes and L1 protocols.

Source: CCData

#yield


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♟ Aptos financial ecosystem analysis. Link.

An ultimate guide to one of the hottest blockchains of the season,which we talked about a lot in our longride!

Author: Messari

#research


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💵Bitcoin is above $100,000 for the first time in history!

It took only 16 years for the first cryptocurrency to reach such a price.

#ATH

💵 Bitcoin retail Investor demand is surging. Link.

Note: “The 30-day demand change from retails investors has just reached its highest level since 2020, as retail investors appear increasingly interested in Bitcoin”

Author: Darkfost | CryptoQuant

#investments


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💰 Stablecoins upcoming foray into the western financial system. Link.

The role of stablecoins in emerging markets, western finance, interoperability and Stripe’s position as a leader in stablecoins adoption.

Memo: Let's remember that Stripe brings crypto services to Aptos. Link.

Author: CoinShare

#research


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Daily Dose of News 🎧
December 05, Thursday


General:

• Bitcoin at $100K: How the media’s perception has shifted since 2009. Link.

• Bitcoin is a competitor to gold, not the US dollar, reiterates Fed’s Powell. Link.

• WikiLeaks turns to Bitcoin blockchain to protect Assange's Afghan War Logs. Link.

Product updates:

• New Chainalysis CEO expects greater clarity on stablecoins in 2025. Link.

• Adidas and Stepn move from NFTs to physical products with planned sneaker drop this month. Link.

Release:

• Binance Earn introduces On-chain Yields with the launch of Babylon BTC Staking. Link.

Listing:

• Coinbase lists MOVE. Link.

• MOG surges 20% after Coinbase announces listing. Link.

• Upbit will launch PUFFER and SWELL. Link.

• Bithumb supports NEIRO, MORPHO, and SUNDOG trading. Link.

Incentives:

• NFT marketplace Magic Eden introduced a checker for airdrop token ME. Link.

• Circle-backed Layer 1 Xion launches mainnet and gamified token airdrop mechanism. Link.

Fundraising:

• Story Protocol-based AI startup Sekai raises $3M in seed round led by Hashed. Link.


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💵 Bitcoin funds took less than a year to outperform private investors. Link.

Miners and CEXs remain the largest holders of bitcoin, but ETFs are significantly increasing the amount of coins under management, ranking third on the list of investor categories.

Note: BlackRock alone holds half that amount.

Source: Sani

#trends


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🕹Web3 AI agents are becoming the new meta in 2025. Link.

A report on the future of web3 agents, onchain AI economy and post-labor economy.

Author: stepa cyber/acc

#research


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♟ VC Yapper Leaderboard. Link.

Find out which VCs are the biggest voices in crypto.

Memo: Keep this list in mind.

Source: Kaito AI

#VC


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🤑 Solana x AI. Link.

Focus area: The intersection of crypto and AI.

A good addition to this list.

Author: Kuleen

#review


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🌐 Chainbase - the largest Omnichain data network. Link.

Chainbase is uniquely positioned to power this future by transforming how blockchain data is accessed, monetized, and utilized.

Author: Stacy Muur

#review


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💱 Uniswap V4 is here! Link.

Dynamic fees, hooks, native ETH, flash accounting & gas savings.

Before learning about DeFi's future - it's worth remembering the past.

Author: Three Sigma

#review


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💵 Time to Reach $2 Trillion Market Cap. Link.

About our thesis from yesterday in a more visual way.

Source: CryptoRank

#history


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👒 Main expectations from web3 sector in 2025. Link.

Andreessen Horowitz (a16z) predict AI Agents, DUNAs, and tokenization will drive crypto innovation in 2025

Author: a16z

#forecast


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🥇Monthly L2 volume on the Uniswap Protocol reached new all-time high. Link.

Be sure to pay attention to the V4 update.

Author: Uniswap

#trading


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Daily Dose of News 🎺
December 06, Friday


General:

• Ether price returns to $4K for the first time since March. Link.

• The FDIC, under the Biden administration, instructed banks not to engage in crypto business. Link.

• Trump names David Sacks as Crypto and AI Czar. Link.

• Circle says USDC is first stablecoin to meet Canada’s new listing rules. Link.

Product updates:

• Phantom Wallet adds Sui blockchain support. Link.

• Aptos to accelerate innovation with new tech, investment in India. Link.

Release:

• Pudgy Penguins to launch Solana-based official token Pengu this month. Link.

• Kamino Finance launches Kamino Swap on Solana. Link.

Listing:

• Binance will list Across Protocol and Orca. Link.

Fundraising:

• Fiamma has raised $4M in a Seed round. Link.

• Haven1 secures $4.6M in private round. Link.


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