👛 Cryptoassets with the strongest growth in the number of new wallets for the week. Link.

Santiment experts believe that such dynamics indicates accelerated growth of these assets' networks, despite the correction in crypto.

Author: Santiment

#trends


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Daily Dose of News 💿
December 11, Wednesday


General:

• Microsoft shareholders vote against proposal to invest in Bitcoin, preliminary votes show. Link.

• El Salvador and Argentina are partnering to help develop the crypto industry in Latin America. Link.

• India preparing for a CBDC-driven economy. Link.

Product updates:

• Circle and Binance have entered into a strategic partnership on USDC steiblcoin. Link.

• Ripple receives final approval from NYS Department of Financial Services to launch RLUSD stablecoin. Link.

• Aptos Foundation expands global footprint with new Abu Dhabi office. Link.

Listing:

• OKX lists VIRTUAL and SUNDOG on perpetual futures. Link.

Incentives:

• Binance launches $5M Airdrop Carnival. Link.

Fundraising:

• Relai, a Bitcoin-focused financial application, has raised $12M. Link.

• Hyperbolic Labs, an Open-Access AI Cloud, has raised $12M. Link.


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🕹 From the Monday lows, AI agents and Cult memes sectors have been bouncing the strongest. Link.

Note: It's definitely worth refreshing your memory of this study.

Author: Crypto Koryo

#trends #investments


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➗ Borrowing on Morpho is live. Link.

Practically that means that if:
• You have high borrowing rates for stables vs ETH collateral
• You want to decrease them to ~5%

Author: Stacy Muur

#strategy


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🎺 Mean Dollar Invested Age is flashing a bullish signal (despite the market-wide retrace this week). Link.

When a network's Mean Dollar Invested Age line is moving down, it indicates that older, stagnant wallets (particularly from large key stakeholders) are circulating their dormant coins back into circulation, increasing network activity.

Author: Santiment

#research


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🔥 Big news from Fuel. Link.

Let’s dive into what this means, from tokenomics to Fuel’s mission to redefine rollups.

Author: DL Reserach

#review


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👒 Year Ahead for Markets - 2025. Link.

Best for: Investors who follow macro-reviews of trends, economies and markets.

Author: Delphi Digital

#research #forecast


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🕹 Top 10 Twitter AI agents by market cap. Link.

Definitely worth paying attention to these posts:

• Note 1
• Note 2
• Note 3

Author: CryptoRank

#review


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🚛 US CPI report brings confidence that next week's interest rate cuts will come to fruition. Link.

Historically, this has pulled a rally in the cryptovalue sector

Source: Santiment

#forecast


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🤑 Significantly growing demand for ETH-ETFs. Link.

This is a signal of potentially higher ETH prices in 2025.

It's worth remembering one of the past posts.

Author: Matrixport

#investments


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🎺 Pantera Capital predict a shift to investing in crypto based on fundamentals. Link.

Key insight: Pantera Capital point to the importance of "fundamental" investments for the future growth of the cryptocurrency market, emphasizing that sustainable earnings in crypto will increasingly depend on fundamentals such as cash flow rather than just speculative interest.

Note: This view correlates perfectly with our recent observations.

Author: Tom Carreras | Coindesk

#investments


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Daily Dose of News 🎧
December 12, Thursday


General:

• Ads for cryptocurrency funds suddenly appeared on Alipay's homepage. Link.

• Strategic Bitcoin reserve proposed by Alabama state auditor. Link.

• Ukraine set to legalize crypto by 2025 under strict regulations. Link.

Product updates:

• Chainlink has partnered with Emirates NBD, a leading banking group in the Middle East and North Africa. Link.

• December 13 - Coinbase to exclude MiCA non-compliant stablecoins from listing in EU: USDT, PAX, PYUSD, GUSD, GYEN, DAI. Link.

Release:

• VanEck-backed Superform launches DeFi product for 'Intelligent' USDC yield. Link.

• Grayscale launches fund on Optimism. Link.

• Step Finance aims to bring tokenized stocks, like Nvidia and Tesla, to Solana. Link.

• Beam Ventures launches $150M gaming fund in Abu Dhabi for blockchain games. Link.

Listing:

• PNUT price jumps as Coinbase announces listing plans. Link.

Fundraising:

• Avalanche raises $250M locked token sale led by Galaxy Digital. Link.

• Perena, a decentralized stablecoin infrastructure, has raised $3M. Link.


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🏆 Last 7d performance. Link.

AI-Agents is the main theme.

Don't be too lazy to go back to this post.

Author: Crypto Koryo

#trends

P.S. By the way, note that the second spot is exactly what our next post will be about 😉


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👒 Major scientific journal Nature features DeSci project ResearchHub. Link.

This is a step that could potentially draw the attention of the wider scientific community to DeSci and cryptocurrencies.

Note: Andrey Grachev, founder of DWF Labs, believes that the next narratives in crypto will be AI agents as well as DeSci

Author: Brayden Lindrea | Cointelegraph

#review


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💵 BTC is now attracting $80 billion every month. Link.

Nearly half of the capital flowing into the Bitcoin market over the past 15 years has come into the market this year.

Note: For more on what's going on, check out our weekly article on Substack.

Author: Ki Young Ju | CryptoQuant

#investments


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🌐 Mainstream implementation between Particle Network & UniversalX. Link.

Reminder: Big ideas for 2025 by a16z crypto

Author: Stacy Muur

#review


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💲 Bitcoin programmability landscape. Link.

Memecoins and AI dominate the spotlight, but, a major narrative is being overlooked: Bitcoin DeFi.

Author: Crypto Koryo

#review


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🏆 Largest AI agent launchpads by FDV. Link.

Note: FDV is the total value or market capitalization of a cryptocurrency if all issued tokens were in circulation

Author: DropsTab

#top


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💵 Bitcoin market cycle update. Link.

For example, the current cycle is 26.94% below the average ROI of the last two cycles (8.18x), highlighting the challenges of sustaining exponential growth as liquidity needs increase.

Author: Glassnode

#research


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🎺 “Outlook 2025” by CoinShares. Link.

Key insight: The increasing use of bitcoin as a treasury asset by companies will lead to more solutions to extract revenue from the cryptocurrency

Author: CoinShares

#forecast #research


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🤑 Total open interest in ETH futures on CME breaks records. Link.

The data well support the previously voiced theses about the transition to the “second phase” of the cycle.

Note: Ethereum TVL hits All-Time High!

Chart: Laevitas

#investments


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