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
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Daily Dose of News πΏ
December 18, Wednesday
β’ Tokenized RWA market surpasses $14B. Link.
β’ 1 in 5 US voters traded, invested in or used crypto, says new poll. Link.
β’ Polygon rejects proposal to use over $1B of bridge stablecoins for yield generation. Link.
β’ Bitwise launches Solana staking ETP in Europe as US applications linger. Link.
β’ Deutsche Bank builds its own L2 network using ZKsync technology. Link.
β’ HashKey Chain main network from licensed Hong Kong crypto exchange HashKey officially launched. Link.
β’ The Oxya Origin game developed by Ubisoft will launch on the Immutable platform. Link.
β’ Binance will launch LUMIA perpetual contracts with up to 75x leverage. Link.
β’ Pudgy Penguins launch PENGU token on Solana with claims open for 88 days before being burned. Link.
β’ Fuel Network's genesis drop to distribute 1B FUEL. Link.
β’ Oasys, a L1 blockchain optimized for gaming, has raised a Strategic round. Link.
π± X (Twitter) | π± Telegram | π Substack
December 18, Wednesday
General:β’ Tokenized RWA market surpasses $14B. Link.
β’ 1 in 5 US voters traded, invested in or used crypto, says new poll. Link.
Product updates:β’ Polygon rejects proposal to use over $1B of bridge stablecoins for yield generation. Link.
Release:β’ Bitwise launches Solana staking ETP in Europe as US applications linger. Link.
β’ Deutsche Bank builds its own L2 network using ZKsync technology. Link.
β’ HashKey Chain main network from licensed Hong Kong crypto exchange HashKey officially launched. Link.
β’ The Oxya Origin game developed by Ubisoft will launch on the Immutable platform. Link.
Listing:β’ Binance will launch LUMIA perpetual contracts with up to 75x leverage. Link.
Incentives:β’ Pudgy Penguins launch PENGU token on Solana with claims open for 88 days before being burned. Link.
β’ Fuel Network's genesis drop to distribute 1B FUEL. Link.
Fundraising:β’ Oasys, a L1 blockchain optimized for gaming, has raised a Strategic round. Link.
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Find out what topics are driving the cryptocurrency markets on a daily basis.
Note 1: Pudgy Penguins
Note 2: Rippleβs new stablecoin
Note 3: BTCβs ATH
Author: Santiment
#trends
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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
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Top 10 protocols with the biggest earnings increase.
Author: DeFi Warhol
#investments
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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
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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
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List of projects based on areas from the βBig ideasβ by a16z crypto.
Author: Stacy Muur
#review
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It's not unreasonable to refresh your memory of yesterday's post.
Author: DropsTab
#investments
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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
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Daily Dose of News π§
December 19, Thursday
β’ Fed wonβt hold bitcoin or push for strategic reserve, says Jerome Powell. Link.
β’ Nigerian SEC tightens crypto marketing rules. Link.
β’ Trump-backed World Liberty Financial and Ethena eye collaboration starting with sUSDe implementation. Link.
β’ Alchemy Pay has joined the Visa Ramp Provider program. Link
β’ German watchdog orders Worldcoin to delete non-compliant data. Link.
β’ MetaMask launches crypto card in US. Link.
β’ Sonic Labs (formerly Fantom) have announced the official launch of their mainnet. Link.
β’ Kraken exchange announced the launch of its own Ink blockchain on the mainnet. Link.
β’ New Hedera HBAR ETP launched on Euronext. Link.
β’ Bitwise launches Solana staking ETP in Europe. Link.
β’ Lens Protocol, a blockchain-based social graph has raised $31M. Link.
β’ Plume Network, an L1 platform integrating RWAs into blockchain, has raised $20M. Link.
π± X (Twitter) | π± Telegram | π Substack
December 19, Thursday
General:β’ Fed wonβt hold bitcoin or push for strategic reserve, says Jerome Powell. Link.
β’ Nigerian SEC tightens crypto marketing rules. Link.
Product updates:β’ Trump-backed World Liberty Financial and Ethena eye collaboration starting with sUSDe implementation. Link.
β’ Alchemy Pay has joined the Visa Ramp Provider program. Link
β’ German watchdog orders Worldcoin to delete non-compliant data. Link.
Release:β’ MetaMask launches crypto card in US. Link.
β’ Sonic Labs (formerly Fantom) have announced the official launch of their mainnet. Link.
β’ Kraken exchange announced the launch of its own Ink blockchain on the mainnet. Link.
β’ New Hedera HBAR ETP launched on Euronext. Link.
β’ Bitwise launches Solana staking ETP in Europe. Link.
Fundraising:β’ Lens Protocol, a blockchain-based social graph has raised $31M. Link.
β’ Plume Network, an L1 platform integrating RWAs into blockchain, has raised $20M. Link.
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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
π± X (Twitter) | π± Telegram | π Substack
55% of all crypto users in the world were on the Solana network in November.
Author: Coindesk
Chart: Artemis
Chart: Token Terminal
#trends
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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
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Total AUM hit $11B, with Grayscale's ETHE at $5B, reflecting rising institutional interest in crypto assets beyond bitcoin, confirming our past predictions.
Author: The Block Pro
#investments
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You can learn more about the ecosystem in a previous post.
Author: CryptoRank
#top
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Hot Narrative 2025. Note which projects' tokens have already been launched, and which TGEs still have more to come
Author: DropsTab
#investments
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Authors breaking down the behaviors behind user engagement and the strategies that turn hype into real loyalty
Author: Three Sigma
#research
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