➗ The Realized Profit Ratio is low compared to previous cycles. Link.

Quote: “Compared to the all-time high (ATH) in previous cycles, it seems that the selling and profit-taking process by whales has not yet begun”

Author: CryptoOnchain
Chart: CryptoQuant

#sentiment


📱 X (Twitter) | 📱 Telegram | 🔖Substack

🎦 Deep dive into XProtocol. Link.

Best for: Those looking for really worthwhile projects

Author: Stacy Muur

#review


📱 X (Twitter) | 📱 Telegram | 🔖Substack

🗳 World Liberty Financial holdings. Link.

WLF, a company backed by Donald Trump, spent nearly $70M to acquire 6 crypto assets.

Author: DropsTab

#investments


📱 X (Twitter) | 📱 Telegram | 🔖Substack

🏆 Top 10 fundraising giants of 2024. Link.

It is curious to see which sectors VCs are paying attention to. The results are absolutely consistent with our past conclusions about modularity narrative.

Author: CryptoRank

#investments


📱 X (Twitter) | 📱 Telegram | 🔖Substack

💵 Bitcoin funding rate signals no signs of ‘late-cycle overheating’. Link.

Quote: “Analyzing the funding rate using a 30-day exponential moving average (EMA), there are no visible signs of late-cycle overheating”

Author: Cointelegraph
Charts: CryptoQuant
Based on: Avacado Onchain

#research


📱 X (Twitter) | 📱 Telegram | 🔖Substack

🚰 Hyperliquid Ecosystem must-read. Link.

Deep dive into the protocols on this L1, review the most interesting ones, and think about what's next for this ecosystem.

Note: With the rise of HYPE, the token platform Hyperliquid launched in late November, its airdrop has become the largest in the cryptocurrency market.

Author: Moni Discover

#review


📱 X (Twitter) | 📱 Telegram | 🔖Substack

Daily Dose of News 💿
December 18, Wednesday


General:

• Tokenized RWA market surpasses $14B. Link.

• 1 in 5 US voters traded, invested in or used crypto, says new poll. Link.

Product updates:

• Polygon rejects proposal to use over $1B of bridge stablecoins for yield generation. Link.

Release:

• Bitwise launches Solana staking ETP in Europe as US applications linger. Link.

• Deutsche Bank builds its own L2 network using ZKsync technology. Link.

• HashKey Chain main network from licensed Hong Kong crypto exchange HashKey officially launched. Link.

• The Oxya Origin game developed by Ubisoft will launch on the Immutable platform. Link.

Listing:

• Binance will launch LUMIA perpetual contracts with up to 75x leverage. Link.

Incentives:

• Pudgy Penguins launch PENGU token on Solana with claims open for 88 days before being burned. Link.

• Fuel Network's genesis drop to distribute 1B FUEL. Link.

Fundraising:

• Oasys, a L1 blockchain optimized for gaming, has raised a Strategic round. Link.



📱 X (Twitter) | 📱 Telegram | 🔖Substack

📣 The most discussed subjects in crypto. Link.

Find out what topics are driving the cryptocurrency markets on a daily basis.

Note 1: Pudgy Penguins
Note 2: Ripple’s new stablecoin
Note 3: BTC’s ATH

Author: Santiment

#trends


📱 X (Twitter) | 📱 Telegram | 🔖Substack

⛏ Welcome to the 3rd great Bitcoin supply shock. Link.

Analysts are reporting a potential supply shock in BTC on the back of an ever-decreasing aggregate BTC balance on exchanges while at the same time rapidly increasing demand for BTC from institutions and corporates such as BlackRock and Microstrategy.

Author: Willy Woo

#trends


📱 X (Twitter) | 📱 Telegram | 🔖Substack

💰 Who made money in crypto last week? Link.

Top 10 protocols with the biggest earnings increase.

Author: DeFi Warhol

#investments


📱 X (Twitter) | 📱 Telegram | 🔖Substack

💱 Digital asset fund flows. Link.

Quote: Digital asset investment products saw a continuation of inflows last week totalling $3.2B, the 10th consecutive week, with inflows this year so far now totalling an astonishing US$44.5B, more than quadruple that of any other year.

Author: James Butterfill | CoinShare

#investments


📱 X (Twitter) | 📱 Telegram | 🔖Substack

💰 Tether flowing into exchange. Link.

On average, exchanges have received ~$40M USDT per day over the past 8 weeks. This influx of liquidity is fueling a rally in BTC and cryptoc in general, as detailed in our article on Substack.

Author: Santiment

#trends


📱 X (Twitter) | 📱 Telegram | 🔖Substack

🎦 Projects to watch in 2025. Link.

List of projects based on areas from the “Big ideas” by a16z crypto.

Author: Stacy Muur

#review


📱 X (Twitter) | 📱 Telegram | 🔖Substack

👛 Recent funding rounds backed by major investors. Link.

It's not unreasonable to refresh your memory of yesterday's post.

Author: DropsTab

#investments


📱 X (Twitter) | 📱 Telegram | 🔖Substack

Total RWA value. Link.

The global market for tokenized assets (RWA) has surpassed the $14B mark. Growth amounted to +66% y/y.

2025 prediction by Bitwise: RWAs will reach $50B.

Author: RWA.xyz

#forecast


📱 X (Twitter) | 📱 Telegram | 🔖Substack

🍜 Over the past 7 days, NFT activity on Ethereum has increased significantly. Link.

It's hard to say at this point, Is this spike in activity a sign of a longer term revival or just traders trying to game the Pudgy Penguin airdrop.

Quote (Galaxy Research): NFT market recovers, trading volumes grow rapidly.

Data: DefiLlama

#trends


📱 X (Twitter) | 📱 Telegram | 🔖Substack

Daily Dose of News 🎧
December 19, Thursday


General:

• Fed won’t hold bitcoin or push for strategic reserve, says Jerome Powell. Link.

• Nigerian SEC tightens crypto marketing rules. Link.

Product updates:

• Trump-backed World Liberty Financial and Ethena eye collaboration starting with sUSDe implementation. Link.

• Alchemy Pay has joined the Visa Ramp Provider program. Link

• German watchdog orders Worldcoin to delete non-compliant data. Link.

Release:

• MetaMask launches crypto card in US. Link.

• Sonic Labs (formerly Fantom) have announced the official launch of their mainnet. Link.

• Kraken exchange announced the launch of its own Ink blockchain on the mainnet. Link.

• New Hedera HBAR ETP launched on Euronext. Link.

• Bitwise launches Solana staking ETP in Europe. Link.

Fundraising:

• Lens Protocol, a blockchain-based social graph has raised $31M. Link.

• Plume Network, an L1 platform integrating RWAs into blockchain, has raised $20M. Link.


📱 X (Twitter) | 📱 Telegram | 🔖Substack

💬 Binance released the results of a major survey on cryptocurrencies. Link.

• 23.89% of respondents believe that AI tokens have the greatest growth potential
• Memcoins ranked second (19%)
• DeFi in third place (12%)

Author: Binance

#research


📱 X (Twitter) | 📱 Telegram | 🔖Substack

Daily transaction volume on the Solana network sets records. Link.

55% of all crypto users in the world were on the Solana network in November.

Author: Coindesk
Chart: Artemis
Chart: Token Terminal

#trends


📱 X (Twitter) | 📱 Telegram | 🔖Substack

🌻sBTC is live on Stacks Mainnet. Link.

Note: sBTC stands out as one of the most decentralized BTC versions on L2s, managed by a robust network of signers, including institutional giants, and offering a 5% APY passively.

Author: Stacy Muur

#yield


📱 X (Twitter) | 📱 Telegram | 🔖Substack

💵 The peak in BTC in each halving cycle. Link.

If history repeats itself this time, the peak in BTC in this cycle can be expected in 4Q 2025

Author: Willy Woo

#forecast


📱 X (Twitter) | 📱 Telegram | 🔖Substack