Key Market Information Discrepancy on December 6th - A Must-Read! | Alpha Morning Report
Top News
1.Trump Appoints David Sacks as Crypto Czar
2.Pudgy Penguins Launches Native Token PENGU on Solana Network
3.Blue-Chip NFT Floor Price Rebounds, BAYC Floor Price Up 35.82% in 7 Days
4.Molecule Leads DeSci Ecosystem Fund and Repurchases RIF and URO to Support Pump.science
5.Suilend Completes $4 Million Funding Round, Led by Robot Ventures
6.SUI Surpasses $4.4, TVL Exceeds $1.68 Billion, Both Hit All-Time Highs
Articles & Threads
1. "Setting New Highs, How to Understand the Logic Behind ENA and HYPE Pumps?"
While HyperLiquid and Ethena have adopted different fundraising and token strategies, both have successfully executed their respective product visions. HyperLiquid focuses on decentralized derivatives, while Ethena has rapidly grown into a leading stablecoin protocol. Both have made decisions aligned with product development by understanding user needs and dynamically adjusting strategies. The key to success lies in guiding decisions based on a clear vision and belief rather than a "one-size-fits-all" approach.
2.《Magic Eden Airdrop Goes Live: How to Claim? Can It Reignite the NFT Market?》
At 3:00 AM on December 5th, Beijing time, the Magic Eden Foundation launched the ME token airdrop lookup page. Previously, Magic Eden released the ME tokenomics, with a total token supply of 1 billion, of which 12.5% (125 million tokens) will be immediately unlocked and airdropped to eligible Magic Eden users, and an additional 22.5% of the supply (i.e., 225 million ME tokens) will be set aside to incentivize future users of Magic Eden Foundation-related protocols and platforms.
a16z has published a comprehensive list of "big ideas" that technology builders may tackle in the coming year, covering areas such as artificial intelligence, U.S. vitality, biology/health, crypto, enterprise, fintech, gaming, infrastructure, and other fields. The crypto industry will see the emergence of a decentralized app store, driving the distribution of crypto apps and increasing user engagement. With the maturation of infrastructure, more industries will tokenize unconventional assets, especially opening up new economic opportunities in healthcare and personal data management.
24H Popular Projects (‼️High Rug Risk‼️)
Daily updates on new projects or community highlights, sorted and ranked by X Alpha account follow count and growth
Data Source: getmoni.io
BlockBeats Note: The following are early-stage projects with relatively low follower counts, high rug, and contract risk. Participation should be cautious and is not investment advice
1.M3M3 (@WEAREM3M3_)
M3M3 is a community token for the (3,3) meme coin staking metadata introduced by Meteora
2.beratrax (@beratrax)
Berachain ecosystem's new project, currently no further information available
3.AgentHub (@agenthuberc)
AgentHub is a decentralized AI Agent marketplace
Market Data
Daily market overall funding rate heat (reflected according to funding rate) and token unlock amount observation
Data Source: Coinglass, Sososvalue, TokenUnlocks
Funding Rate
Token Unlock
You may also like
Morning Report | OpenAI has submitted an S-1 registration statement draft to the U.S. SEC; Morpho completes $175 million financing
Galaxy Deep Research Report: How Hyperliquid's HIP-4 Upgrade Changes the Landscape of Prediction Markets?
Latest research from 13 top universities including Cornell University: The current state, challenges, and misconceptions of the fusion of Crypto and AI
Deconstructing Anthropic: The Best AI Company, Possibly Also a Type of Organizational Invention
Every exchange is a "Universal Exchange."
The counterattack of traditional finance: Alliance chains are quietly reviving
Pantera Capital Partner: How Tokenization is Restructuring the Private Equity and Early Investment Ecosystem?
Mastercard Launches Agent Pay for AI, Plans to Record AI Agent Payment Authorizations on Polygon
Mastercard launched Agent Pay for AI, a new payment protocol designed to help AI agents make small payments such as pay-per-use access to data and APIs. The system plans to record human-granted AI agent permissions on Polygon, focusing on verifiable authorization, identity, and payment controls.
Curve Deploys Llamalend v2 on Optimism With 250,000 OP Incentives
Curve launched Llamalend v2 on Optimism with 250,000 OP incentives from the Optimism Foundation. The upgrade expands Llamalend beyond its earlier crvUSD-focused model, adding broader collateral support, LlamaRisk market reviews, and the ability to use Curve LP tokens as collateral.
Raydium Old Liquidity Pool Reportedly Exploited, With $1.34 Million Moved to Ethereum and Tornado Cash
An old Raydium liquidity pool was reportedly exploited for around $1.34 million in USDC, RAY, and wSOL, with the stolen funds bridged to Ethereum and deposited into Tornado Cash. The incident highlights the tail risks of legacy DeFi pools, old contracts, and cross-chain fund laundering paths.
Kalshi Executive Challenges “SBF Backed AI Unicorns” Narrative, Says Leopold Aschenbrenner Was Key Figure
Kalshi executive John Wang questioned the “SBF backed AI unicorns” narrative, saying Leopold Aschenbrenner was the key figure behind major AI investment decisions.
New York Proposes Stricter Stablecoin Issuer Rules Aligned With Federal GENIUS Act
NYDFS proposed stricter stablecoin issuer rules aligned with the GENIUS Act, covering reserves, custody, redemption timelines, audits, and capital buffers.
CryptoQuant Says Bitcoin Profitable Supply Is Near 45% Pressure Zone as On-Chain Data Points to Market Repricing
CryptoQuant said Bitcoin’s profitable supply is nearing the 45% pressure zone, signaling rising market stress, unrealized losses, and a possible on-chain repricing phase.
Bitcoin Falls Below 200-Week Moving Average as On-Chain Data Shows Over Half of Supply in Loss
Bitcoin dropped below its 200-week moving average as on-chain data showed over 50% of circulating supply is now in loss, signaling rising market stress.
CFTC Reportedly Plans New Prediction Market Rules Focused on Manipulation Risk and Public Interest Review
The CFTC is reportedly preparing new prediction market rules focused on manipulation risk, public interest review, and retail trader protections.
Meet the new WEEX trial fund—your gateway to greater profits
WEEX Labs Lands at Dutch Blockchain Week: A Disruptive Crypto × AI Conversation Sets Sail in Amsterdam
SK Hynix Reportedly Plans U.S. ADR Listing as Early as August, With SEC Approval Possible in Late June
SK Hynix may pursue a U.S. ADR listing as early as August, with SEC approval reportedly possible in late June amid strong AI chip supply chain demand.
Morning Report | OpenAI has submitted an S-1 registration statement draft to the U.S. SEC; Morpho completes $175 million financing
Galaxy Deep Research Report: How Hyperliquid's HIP-4 Upgrade Changes the Landscape of Prediction Markets?
Latest research from 13 top universities including Cornell University: The current state, challenges, and misconceptions of the fusion of Crypto and AI
Deconstructing Anthropic: The Best AI Company, Possibly Also a Type of Organizational Invention
Every exchange is a "Universal Exchange."
The counterattack of traditional finance: Alliance chains are quietly reviving
