Key Market Information Gap on December 11th - A Must-Read! | Alpha Morning Report

By: blockbeats|2025/12/11 09:30:02

Featured News

1.Fed Ends 2025 with Expected 25 bps Rate Cut

2.US Senate Aims to Finalize Cryptocurrency Market Bill Before Holiday Recess

3.Twenty One's IPO Breaks First-Day Trading, Bitcoin Treasury Firm Faces "Broader Repricing"

4.$343M Liquidated Across the Board in Last 24 Hours, Mainly Shorts

5.US Stock Market Opens with Crypto-Related Stocks Down, CRCL Falls 2.80%

Articles & Threads

1.《Trump Takes Helm of Fed, How It Could Impact Bitcoin in the Coming Months》

Tonight marks the most anticipated rate cut decision by the Fed this year. The market is overwhelmingly betting on a rate cut of almost 25 bps. However, what will truly determine the future trend of risk assets in the next few months is not another 25 bps cut, but a more crucial variable: whether the Fed will inject liquidity back into the market. So this time, Wall Street is not focusing on rates, but on the balance sheet.

2.《a16z Predicts Four Trends Leading the Way in 2026》

Over the past year, AI breakthroughs have shifted from model capabilities to system capabilities: understanding long sequences, maintaining consistency, performing complex tasks, and collaborating with other intelligent agents. The focus of industrial upgrades has thus shifted from singular innovations to redefining infrastructure, workflows, and user interactions. In the annual "Big Ideas 2026," a16z's four investment teams provide key insights for 2026 from four dimensions: infrastructure, growth, health care, and the interactive world. Essentially, they collectively paint a trend where AI is no longer a tool but an environment, a system, an acting entity parallel to humans.

Market Data

Daily market-wide funding heatmaps (as reflected by the funding rate) and token unlocks

Data Source: Coinglass, TokenUnlocks

-- Price

Funding Rate

Token Unlocks

In Q1 2026, the total financing amount in the primary cryptocurrency market was $4.59 billion, a significant decrease of 46.7% compared to the previous quarter, with 170 financing events, a decline of 14.2% quarter-on-quarter, indicating that the market as a whole has entered a significant contracti...

USDC is the only AI token

Don't be harvested by AI proxy tokens: A deep dive into why stablecoins are the only true master of the AI economy, with the ultimate answer behind the 18 trillion settlement amount hidden in software autonomous operation enterprises.

The voice of a senior Polymarket user: In fact, we have already been surpassed by our competitors

The former track definers are now becoming followers of their competitors' pace. The era of startup makeshift platforms is over; please present a financial-grade platform as it should be.

Transcript of Dr. Han, founder of Gate, speaking at the University of Hong Kong: Breaking the Matthew Effect and Winning in Asymmetric Competition

Gate CEO Dr. Han appeared at the University of Hong Kong to deliver a keynote speech on the theme of "Breaking the Matthew Effect," revealing the essence of unfair competition in the cryptocurrency market, and emphasizing that only by establishing a first-mover advantage and independent thinking ear...

Who will replace AAVE as the new king?

Morpho and JupLend are narrowing the gap, but is this a true disruption or an illusion caused by external shocks? Looking back at the three phases of lending on Ethereum and Solana, the answer may be surprising.

Fu Peng 2026 First Public Speech: What Exactly Are Crypto Assets? Why Did I Join the Crypto Asset Industry?

The advancement of technology is driving the transformation of finance, and crypto assets are at the center of the storm.

Lattice Capital Founder: Crypto VC, Seeing is Believing Because of Faith

"If you believe that this industry will grow 100 times in the future, with less competition and lower valuations, then now is the right time to invest. This is the path we have chosen."

The Pitch Is Set. So Is the Trade: CHZ, SportFi, and the UCL Window That Won't Wait

CHZ is gaining momentum as SportFi narratives accelerate alongside the UEFA Champions League（UCL） and global football cycles. This article explores how CHZ, fan tokens, and the broader SportFi ecosystem are driven by real-world events, market narratives, and capital flows—offering insights into why SportFi is emerging as one of the most dynamic sectors in crypto.

Morning Report | SpaceX acquires Cursor for $60 billion; Kalshi and Polymarket launch perpetual contract trading; NeoCognition completes $40 million financing

Overview of Important Market Events on April 22

IMF | The Future of Stablecoins and Payments: Evidence from Financial Markets

IMF deep report reveals the impact of stablecoin regulation: the US "Genius Act" triggers a $300 billion market earthquake for payment giants, with cross-border payments being the hardest hit, and the industry landscape is facing a reconstruction of "disintermediation."

Why a Million-Follower Crypto KOL Chooses WEEX VIP?

Discover why top crypto KOL Carl Moon partnered with WEEX. Explore the WEEX VIP ecosystem, 1,000 BTC protection fund, and exclusive rewards for serious traders.

CoinEx Founder: The Crypto Endgame in My Eyes

The industry will not disappear, but it will shrink significantly.

Spark Coin (SPK): Explodes 73% as Aave Bleeds $15B, A Good Investment Now?

Spark coin (SPK) surged 73% as $15 billion fled Aave after the KelpDAO hack. This article explains what Spark is, why it’s pumping, and whether it is a good investment right now.

As Aave's building collapses, Spark's high-rise is rising

RootData: Q1 2026 Cryptocurrency Exchange Transparency Research Report

What Is Memecoin Trading? A Beginner's Guide to How It Works, the Risks, and 2026's Hottest Tokens