Crypto Morning Report: MicroStrategy may increase its BTC holdings again, and tokens like APT and MOVE will see significant unlocks this week.

CN
2 months ago

Base is considering launching tokenized COIN stocks, currently in the exploratory stage.

Author: Deep Tide TechFlow

Yesterday's Market Dynamics

APT, MOVE and other tokens will see significant unlocks this week, with APT unlocking worth approximately $113 million.

According to Token Unlocks data, several tokens will experience large unlocks this week, including:

Aptos (APT) will unlock 11.31 million tokens on January 11, valued at approximately $113 million, accounting for 2.02% of the circulating supply;

Movement (MOVE) will unlock 50 million tokens on January 9, valued at approximately $56 million, accounting for 2.22% of the circulating supply;

Ethena (ENA) will unlock 12.86 million tokens on January 8, valued at approximately $16.21 million, accounting for 0.42% of the circulating supply;

io.net (IO) will unlock 3.22 million tokens on January 11, valued at approximately $12.51 million, accounting for 2.5% of the circulating supply.

Eigenlayer (EIGEN) will unlock 1.29 million tokens on January 8, valued at approximately $5.2 million, accounting for 0.61% of the circulating supply.

VitaDAO will launch a new compound experimental token on Pump Science on February 25.

According to official news, the longevity research organization VitaDAO announced that it will launch a new compound experimental token on the Pump Science platform on February 25, with a supplement pre-sale and market release on March 25.

MicroStrategy plans to issue up to $2 billion in preferred stock to increase its Bitcoin holdings.

MicroStrategy plans to raise up to $2 billion by selling preferred stock to advance its previously announced plan to raise $42 billion over three years to fund Bitcoin purchases. The latest issuance from MicroStrategy is expected to occur in the first quarter of 2025, but it depends on market conditions, and the company reserves the right to decide whether to proceed. The preferred stock sold may be convertible into MSTR Class A shares and pay dividends. MicroStrategy has not set a target price for this issuance.

Base is considering launching tokenized COIN stocks, but is currently in the exploratory stage.

Base developer Jesse Pollak tweeted that Coinbase is considering offering tokenized COIN stocks to its U.S. users on the Base network. Pollak stated that non-U.S. users can already access tokenized COIN stocks through protocols like Backed (a tokenized RWA platform). Pollak mentioned that implementing COIN on Base is "something to explore in the new year," adding that ultimately "every asset in the world will be implemented on Base." Coinbase "currently has no specific plans" and is in the "exploratory stage," as the exchange is working to understand how to comply with U.S. regulations. "We need regulatory clarity and improvements to unlock this feature for everyone on an open platform."

Solv co-founder responds to accusations regarding Solv asset security issues.

Solv co-founder Ryan Chow tweeted a direct response to the community's heated discussions about asset security issues, stating:

After experiencing a whole day of baseless public attacks regarding "1,800 RUG" and "private agreements," Solv faced even more absurd accusations today. These accusations invariably target the core asset security issues, but their basis is erroneous and contradictory, attempting to mislead the public through confusion. In response, Solv has decided to address these claims directly.

Firstly, Nubit co-founder Hans publicly accused Solv of misappropriating the underlying BTC of SolvBTC.BBN and attempted to validate this by referencing a mempool link (address xxxm5I2). In fact, the mempool link he captured is from another revenue asset of Solv, SolvBTC.CORE. His own screenshot provides direct evidence of this.

Additionally, Hans accused Solv of urgently submitting an Update request to DeFillama after "showing signs of guilt." In reality, the BTC participating in SolvBTC.CORE must be re-staked to a new script address every two weeks, with the last stake on 12.19 and a withdrawal and re-stake on 1.2. After each completion, the address must be re-reported to DeFillama, which is entirely a routine action by Solv in managing SolvBTC.CORE assets. On-chain information can fully prove Solv's daily operational actions regarding revenue assets.

Moreover, Hans also accused SolvBTC.BBN of a decline in TVL during the Babylon Cap3 period, again implying that Solv has misappropriated user assets. In fact, Solv officially began the redemption of SolvBTC.BBN on that day, and changes in TVL are entirely normal, further highlighting the liquidity and flexibility that SolvBTC.BBN provides to users.

The content even guides the market to speculate that Solv has a "BTC three-fold" situation, implying that each BTC in TVL has been counted three times.

Solv has built for four years and is facing a series of meticulously planned baseless attacks at this sensitive time before the TGE. In response, Solv has provided all facts and evidence, leaving the truth for the market and the public to judge.

Michael Saylor releases Bitcoin Tracker information for the ninth consecutive week, possibly hinting at another BTC purchase.

MicroStrategy founder Michael Saylor has released Bitcoin Tracker-related information for the ninth consecutive week, but this time, he stated, "Some parts of the website are not quite correct." (Note: The website marks a green dot on the corresponding date each time MicroStrategy buys BTC, while the BTC price trend line is shown in blue.)

Vitalik proposes establishing a global "soft pause button" from a hardware perspective to replace the dangerous AGI race.

Ethereum co-founder Vitalik Buterin proposed in an article published today on the d/acc concept to establish a global "soft pause button" to replace the dangerous race for artificial general intelligence (AGI). The function of this button is to "reduce global available computing power by about 90%-99% for 1-2 years at critical moments, giving humanity more preparation time."

In response, a user commented: "I strongly oppose Vitalik Buterin and d/acc's views. Pausing 90%-99% of global computing power for 1-2 years without using military force to enforce it (which clearly won't happen) is a naive proposal. The chance of a gentle slowdown is slim."

Vitalik then replied: "Yes, I agree this is a daunting task, but almost all proposals to deal with strong AI are difficult in some way. I think the key idea in this proposal is that it is less difficult than other pause ideas because it is enforced at the hardware level, so key decisions are made before high-risk periods begin, and 'betrayal' requires creating new hardware (rather than just secretly flipping a few switches), which requires months of preparation time."

Aave governance forum proposal to peg USDe to USDT raises community concerns about potential conflicts of interest.

According to Protos, the Aave governance forum recently proposed to peg Ethena's USDe to USDT at a 1:1 ratio, raising community concerns about potential conflicts of interest. The proposal suggests replacing the current Chainlink USDe/USD oracle with the USDT price to avoid bad debts caused by liquidations.

Notably, the two authors of the proposal, ChaosLabs and LlamaRisk, have collaborated with Ethena. MakerDAO community member ImperiumPaper expressed concerns, stating that this is similar to "a real estate agent representing both buyers and sellers."

Critics point out that USDT is fully backed by off-chain assets, while USDe relies on a delta-neutral strategy of ETH long and short positions, facing the risk of negative funding rates when market sentiment shifts. Meanwhile, Ethena founder Guy Young denied any conflict of interest, emphasizing that the company has established a risk committee to ensure external oversight of product management.

Market Dynamics

Recommended Reading

Monad Testnet is about to launch, a summary of its native project participation methods

The Monad testnet is about to launch, and the article introduces several native projects in the public chain ecosystem, including decentralized exchanges, liquid staking protocols, GameFi, wallets, etc., while also mentioning some participation methods and suggestions.

AI Token Trading 100x Profit Guide: Virtuals Ecosystem Token Screening Strategy

This article is an investment guide on how to discover the next potentially high-value Virtuals AI proxy tokens.

DWF Labs Report: Meme will reshape the crypto market, leading a community-driven value creation revolution

The meme phenomenon is not just a short-term market hotspot; it reflects profound changes in the ways value is created, perceived, and distributed in the digital economy. With technological advancements, the meme ecosystem has transformed from a mere communication medium into a powerful financial tool, giving rise to various types of meme tokens and forming a complete value creation lifecycle. In the future, maintaining the unique creativity and community drive of memes while establishing a sustainable development model will be a challenge for market participants.

Reproducing DeFi Summer? The Beta Cycle Dividend under the AI Agent Craze

AI Agents are in the "2020-2021" boom cycle of DeFi Summer, and Infra projects may be key to capturing Beta dividends. AI Agents are no longer just a hype; they have genuinely integrated into industrial logic through value capture mechanisms, transitioning from entertaining narratives to tools for solving real problems.

Solana AI Hackathon remains hot, highlighting noteworthy launched projects

The article mainly introduces six standout projects from the Solana AI hackathon, including SOLENG, BigTonyXBT, Project Plutus, THE1, Jailbreakme, and ASYM. These projects provide various services to the crypto market through different AI technologies, such as code auditing, trading automation, narrative analysis, etc. Some projects have already gained attention and support from official and well-known investment institutions. The article provides detailed introductions and analyses of these projects' characteristics and development prospects.

免责声明:本文章仅代表作者个人观点,不代表本平台的立场和观点。本文章仅供信息分享,不构成对任何人的任何投资建议。用户与作者之间的任何争议,与本平台无关。如网页中刊载的文章或图片涉及侵权,请提供相关的权利证明和身份证明发送邮件到support@aicoin.com,本平台相关工作人员将会进行核查。

ad
OKX:注册返20%
链接:https://www.okx.com/zh-hans/join/aicoin20
Ad
Share To
APP

X

Telegram

Facebook

Reddit

CopyLink