📰 Weekly Dose of Alpha: X-Mas Eve Deep Dive

Your one-stop weekly summary of market insights and updates for traders, investors, and those on the hunt for airdrops.

👉 Read it on Substack 👈

Here’s what you’ll learn:

Market Sentiment: The stablecoin market has surged by $30 billion since the election, with daily increases of $750 million, providing significant liquidity. Last week, Bitcoin’s drop to $92,500 triggered panic selling, often a bullish sign. Institutional demand continues to tighten Bitcoin's supply. Meanwhile, Pudgy Penguins NFTs saw a 240% increase, and Ethereum NFT sales reached $304M, signaling growth in the NFT market.

Yield Opportunities: Bitwise launched a Solana staking ETP in Europe, and sBTC went live on Stacks Mainnet, offering a 5% APY on Bitcoin assets.

New Airdrops: Binance added CAT and PENGU to its HODLer Airdrops, and Fuel Network began its 1B FUEL token distribution to 200,000 participants

Upcoming TGEs and Token Sales: Sony's Soneium (Ethereum L2, airdrop on Dec 26), Azuki's Animecoin (mainnet live), Uniswap's Unichain (launching soon), and ConsenSys' Linea (active post-launch).

Key Developments: Ethena rolls out stablecoin backed by BlackRock's BUIDL token; Kraken announces the launch of Ink blockchain on the mainnet.

Special note: Recent funding rounds backed by top tier angels.


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⚡️ HYPE had a higher mindshare than ETH and SOL in the last 7D. Link.

Given the success of the airdrop (and news of North Korean hackers), it's a very natural occurrence.

Author: Crypto Koryo
Data: Dexu

#sentiment #trends


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🛍 Measuring market pain: current VS recent corrections. Link.

Several on-chain metrics allow us to gauge the intensity and dominance of losses during market corrections.

Author: Glassnode

#Research


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♟ Top DeFi projects by social activity. Link.

Reminder: Keep in mind recent retrodrop from Avalanche

Author: CryptoDep

#top


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💬 Opinion: “Everything is signaling towards an AltSeason”. Link.

Quote: So far, everything has happened the exact same way as the last cycle, which means Q1 will be game-changing for Altcoin holders.

Author: Aaron Crypto

#opinion


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🚘 Mainstream adoption in action. Link.

In 2019, stablecoins were 5% of blockchain activity. Today? 50%.

Author: Eco
Data: Artemis

#trends


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🏆 Top 20 crypto narratives in 2024. Link.

A clear confirmation of our past findings.

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

Author: CoinGecko

#top


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💵 Bitcon’s sweet spot. Link.

Note: In strong bull markets, corrections of 10-20% from recent peaks can provide investors with an excellent entry point to long bitcoin.

Author: Matrixport

#investments


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🎮 Top 10 pre-TGE projects by Mindshare. Link.

This data can be leveraged to seek potential rewards or to identify undervalued projects that are not attracting much attention.

Author: CryptoRank

#top #sentiment


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Daily Dose of News 💿
December 25, Wednesday


General:

• Turkey introduces stricter crypto AML regulations. Link.

• Six Bitcoin mutual funds to debut in Israel next week. Link.

• Montenegro court rejects Do Kwon’s extradition appeal. Link.

• Over 30% of South Koreans invest in crypto assets. Link.

• Russia is using bitcoin in foreign trade, finance minister says. Link.

Product updates:

• FLOKI team stated that Floki- ETP could be launched in 1Q 2025. Link.

• Deposits at Aave and Lido have exceeded $70B. Link.

Listing:

• Binance Alpha unveils sixth batch of project tokens. Link.

Incentives:

• Glacier Network announced airdrop. Link.

• Linea runs an NFT mint. Link.


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💰 Stablecoin supply in 2024 is up 60% YoY. Link.

Fintechs and stablecoin issuers clearly see the opportunity to monetize and own the end relationship with consumers by launching their own stablecoins.

Author: Artemis

#trends


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🤑 Top Solana ecosystem projects by development. Link

Directional indicators represent each project's ranking rise or fall since last month.

Author: Santiment

#top


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🛍What to expect from crypto airdrops in 2025. Link.

A great addition to one of the past posts.

Author: DL News

#Incentives


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🌐 DeFi's changing landscape by TVL from 2021 to 2024. Link.

Ethereum is the clear volume leader

Author: CryptoRank

#trends


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💱 Stablecoin adoption and business opportunities. Link.

How you can implemented stablecoins in your business.

Author: Leon Waidmann | Onchain Insights

#insight


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🗳 New coins in accumulation phase backed by top tier VCs. Link.

Best for: Those looking for really worthwhile projects.

Note: check this chart.

Author: DropsTab

#top


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👒 Crypto predictions review for 2024. Link.

It may well be that incorrect assumptions may come true next year.

Author: CryptoRank

#forecast


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🌐 What’s next for DeFi? Link.

Experts dive into 2024 trends and 2025 projections

Author: Danny Park | The Block

#forecast #research


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🎳 All projects launched on Binance Alpha to the date. Link.

Note: Crypto projects with high growth potential are being launched on the Binance Alpha platform.

The 7th batch of projects will be announced in the next post.

Author: CryptoRank

#investments


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Daily Dose of News 🎧
December 26, Thursday


General:

• Hong Kong stablecoins bill advances to the Legislative Council. Link.

• Brazil’s self-custodial stablecoin ban to catalyze decentralization. Link.

• Thailand is considering a pilot project to introduce crypto and BTC in Phuket. Link.

Product updates:

• The number of blocks processed on Starknet has surpassed 1 million. Link.

• Telegram, Tencent begin process to obtain Malaysia license. Link.

• Aave poised to leave Polygon blockchain after $1B proposal triggers clash. Link.

• Runes transaction share on the Bitcoin network drops to new lows. Link.

Release:

• Ai16z linked TEE agent launchpad launches with $30M in liquidity. Link.

Listing:

• Binance Alpha announced the 7th batch of projects. Link.

Fundraising:

• Swan Chain, an AI blockchain infrastructure, has raised $2M. Link.


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🎮 How different narratives are correlated to each other. Link.

Quote: AI-Agents stand out in the last 30 days, as a narrative un-correlated well-performing sector.

Author: Dexu AI

#research


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