🎺 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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Daily Dose of News 🎺
December 13, Friday


General:

• Texas House introduces bill to establish a strategic bitcoin reserve. Link.

• Argentina’s president plans to embrace bitcoin payments in 2025. Link.

• Societe Generale and the Central Bank of France testing repo transactions on blockchain. Link.

• Cumulative Solana DEX volume approaches $1T. Link.

Product updates:

• Polygon community weighs proposal to deploy over $1B in stablecoin on its bridge for yield generation. Link.

Listing:

• Binance will list Velodrome Finance. Link.

• Vana has become another project on Binance launchpool. Link.

Fundraising:

• Ex-Paradigm investor raises $75M for new frontier-tech venture firm. Link.

• Sphere, a company specializing in developing advanced payment solutions, has raised $5M. Link.

• commonware, a modular framework designed for building dApps, has raised $9M. Link.


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🌟 What’s next for Ethena? Link.

Reminder: Ethena's USDe has become the third largest stablecoin in terms of supply volume.

About the lucrative strategy from Ethena is our article on Sabstack

Author: Messari

#review


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💵 Does this mean the top is in? Link.

Quote: Not necessarily. Historically, Bitcoin prices continued to climb even as distribution deepened and even bottomed out.

Author: Glassnode

#forecast


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💵 There's now $3.6B worth of bitcoin deposited on Babylon Chain. Link.

Reminder: Binance Earn introduces On-chain Yields with the launch of Babylon BTC Staking

Author: Adrian Zmudzinski | Decrypt

#yield


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💱 Stablecoins: The most lucrative business opportunity onchain. Link.

Note (from “Market Outlook 2025 report” by Citi Wealth): Cryptocurrencies do not threaten the hegemony of the dollar in the global market, and thanks to stablecoins, the American currency is becoming more accessible.

Author: Onchain Foundation

#research #yield


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💵 “So you have 1 BTC. How do you have 20% APY on it?” Link.

Core DAO’s Dual Staking is the great answer.

Remainder: We told you more about Core DAO earlier.

Author: Stacy Muur

#yield


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🏆 Top 10 AI Agents by mindshare. Link.

Also on the weekend, it is highly advised to study this article:
“AI Swarms: The Future of Decentralized Agent Network”

Chart: CryptoRank
Article: Bankless

#top #research


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🌐 Earlier this week, Google's quantum AI team announced that its new quantum computing chip (Willow) is capable of solving a computational problem in less than five minutes — the same problem that would take one of the best supercomputers about 10 septillion years to solve.

Is Willow a threat to crypto encryption?

• Google unveils new quantum computing chip: Clock ticking for crypto encryption? Link.

• Could quantum computing threaten Satoshi Nakamoto’s 1 million Bitcoin? Link.

• Here’s what Satoshi said to do if quantum computing cracks Bitcoin. Link.

#Bitcoin #QC

Spend your weekend usefully! 🙌🏻


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🔑 Upcoming unlocks over 5% of market cap. Link.

Definitely worth marking these dates on your calendar!

Source: DropsTab

#unlocks


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🤑 ETH/BTC ratio performance since bitcoin halving. Link.

Key insight: Based on historical data, an explosive rise in the price of ETH is likely.

Author: venturefounder
Chart: Glassnode

#forecast


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