Today's News Highlights:
Binance Alpha adds FREYA, pippin, and OPUS
Shiba Inu ecosystem token TREAT will launch on January 14
OpenAI announces new products for 2025, including agents and AGI
Data: Vitalik sold over $116,300 worth of ESTEE
Public company KULR Technology withdraws 213.4 BTC from Coinbase Prime, approximately $21 million
Regulation/Macro
Interactive Brokers is taking action to significantly reduce its risk exposure to MSTR
According to Bitcoin News, Interactive Brokers is tightening its risk exposure to MicroStrategy (stock code MSTR) by gradually raising margin requirements, which will increase to a minimum of 50% by January 13, 2025. This clearly indicates that they are preparing for significant volatility ahead.
Project Updates
Binance Alpha adds FREYA, pippin, and OPUS
Binance Alpha has announced a new batch of projects, including FREYA, pippin, and OPUS.
According to Binance's announcement, the Solv Protocol MegaDrop event is now live. Binance will list SOLV on January 17 at 18:00 and open trading pairs for SOLV/USDT, SOLV/BNB, SOLV/FDUSD, and SOLV/TRY, while marking SOLV with a "seed" label. The Megadrop reward pool includes 588 million SOLV, accounting for 7% of the genesis token supply. Previously, it was reported that Binance's Megadrop would launch the Solv Protocol (SOLV).
Kye Gomez, founder of swarms, disclosed on the X platform that the AI agent protocol swarms market is about to launch features aimed at empowering creators, enhancing collaboration, and streamlining automation processes within the swarms ecosystem. These features include: Auto-generation and upload: Seamlessly create agents, tools, and clusters, then upload them directly to the market. Paywall integration: Monetize by pricing agents for sale, allowing others to purchase users' creations. swarms token integration: Use Phantom to conduct agent trading operations with swarms tokens, simplifying the trading process. swarms automatic cloud deployment: Launch the Swarm API in the cloud with a single command, making it easy and efficient. Agent quality rewards: High-quality agents published based on framework assessments can earn swarms token rewards. Real-time chat and API: Enable real-time interaction and API functionality for each agent, cluster, tool, and command. Usage tracking: Monitor real-time usage of agents with detailed tracking tools.
GMGN: Pirated GMGN App appears on the App Store, do not download or install
GMGN.Ai stated on the X platform that the official GMGN iOS App is under review by the App Store, and the iOS version currently available on the App Store is a pirated version with significant security issues. Users are advised not to download or install it, and all updates and app downloads should be based on official channel information. Additionally, the development account for the GMGN APP iOS version has passed review, and a Testflight version is expected to be launched within a week, while the App Store version is still awaiting approval.
Shiba Inu ecosystem token TREAT will launch on January 14
According to official news, the Shiba Inu ecosystem token TREAT has announced its launch date as January 14. Previously, in April last year, the Shiba Inu team raised $12 million by selling unissued TREAT tokens to non-U.S. venture capital investors to develop its new privacy-focused Layer 3 blockchain. According to Shiba Inu, the TREAT token is the "utility and governance token" for its new privacy-focused Layer 3 blockchain, which is built on the Ethereum Layer 2 blockchain Shibarium.
OpenAI announces new products for 2025, including agents and AGI
According to Caixin, OpenAI CEO Sam Altman announced last week the upcoming technology products for 2025, which include: AGI (Artificial General Intelligence), Agents, an improved version of GPT-4o, better memory storage, enhanced context windows, "Grow up mode," deep research features, improved Sora, and better personalization.
Aave governance proposal aims to peg Ethena's USDe to USDT, raising community concerns
According to Protos, a proposal was recently put forward in the Aave governance forum to peg USDe to Tether's USDT at a 1:1 ratio, raising concerns about potential conflicts of interest, especially considering the differences in decoupling risks between the two. The proposal is currently in the consultation phase, aiming to hard-code the USDe price to match the USDT price in Aave's pricing source, replacing the existing Chainlink USDe/USD oracle to ensure seamless integration and reduce disruptions caused by USDe price fluctuations. However, two co-authors of the proposal are from ChaosLabs and LlamaRisk, risk management companies associated with Ethena, which has led MakerDAO community member "ImperiumPaper" to question the conflict of interest, comparing it to a real estate agent representing both buyers and sellers. Additionally, Tether is (ostensibly) fully backed by off-chain assets, ensuring that USDT can be exchanged for dollars at a 1:1 ratio off-chain. In contrast, USDe is supported by a delta-neutral balance of long and short positions, facing the risk of "persistent negative funding rates," which could occur if market sentiment turns bearish. One user likened this move to a "radical growth proposal," while another criticized the circular logic of acknowledging different risks and then treating the assets as having the same value without taking appropriate measures. In response, Ethena founder Guy Young denied any conflict of interest and emphasized the establishment of a risk committee for the project, aimed at providing external discipline and accountability for the ongoing management of the product.
Opinions
According to the "Market Insights for January 2025" report released by Binance Research, the market capitalization of the crypto market surged to a historic high of $3.91 trillion in December 2024, driven by regulatory optimism, institutional adoption, and Bitcoin reaching an all-time high of $108,000. However, as the Federal Reserve reduced its interest rate cut plans for 2025 from four times to two, the market experienced a pullback at the end of December, with over $500 billion in market value evaporating. Bitcoin's market capitalization grew approximately 123.4% for the year, making it the seventh-largest asset globally, surpassing Saudi Aramco and silver, only behind Nvidia. Key drivers included the approval of spot ETFs, Bitcoin halving, changes in monetary policy, and more supportive regulatory expectations for crypto. Additionally, Ethena's USDe market capitalization has reached $5.9 billion, surpassing DAI to become the third-largest stablecoin, thanks to its high yield and application as collateral on Aave. Decentralized spot and perpetual contract trading volumes reached historic highs of $326 billion and $356 billion in December, respectively, with decentralized perpetual trading volume growing over 370% for the year, primarily driven by Hyperliquid. The total value locked (TVL) in the DeFi sector also hit new highs, with lending protocols and liquid staking protocols reaching $55 billion and $71 billion, respectively. AI agents are gradually becoming an emerging hotspot in the crypto space, with related tokens reaching billions in market capitalization and an average daily exposure of about 100,000 times, with representative projects including Virtuals and ai16z's Eliza framework, as well as individual agents like aixbt.
According to Matrixport analysis, the performance of stablecoins is an important barometer for the crypto market. Typically, the growth of Tether's market capitalization reflects more fiat capital inflow, while an increase in trading volume indicates bullish market sentiment. However, recent data shows that both Tether's market capitalization and trading volume have declined, but analysts believe this may only be a seasonal lull due to the Christmas holiday, rather than a clear signal of a market downturn. As the new year begins, whether the market will regain upward momentum remains to be observed.
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 the global available computing power by about 90%-99% for 1-2 years at critical moments, giving humanity more preparation time." In response, some users commented: "I strongly oppose Vitalik Buterin and the d/acc viewpoint. Pausing 90%-99% of global computing power for 1-2 years without military enforcement (which clearly won't happen) is a naive proposal. The chance of a gentle slowdown is slim." Vitalik later 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 the creation of new hardware (rather than just secretly flipping a few switches), which takes months of preparation time." Earlier today, Vitalik stated that many crypto technologies could be applied to the thematic areas of d/acc.
Important Data
Data: Vitalik sold over $116,300 worth of ESTEE
According to Onchain Lens monitoring, Ethereum co-founder Vitalik Buterin has sold 5.054 billion $ESTEE tokens in exchange for 116,306 $USDC. Additionally, 13 hours ago, he sold 340 $LDOG tokens for 5.2 $ETH.
According to The Data Nerd monitoring, a smart money investor purchased 13.18 million BUTTHOLE tokens (based on the Solana chain) for $14,800 nine days ago. Three days later, the investor added 6.59 million tokens to the liquidity pool and has not sold any tokens yet. As of now, their unrealized gains are approximately $1.29 million, with a return on investment of 87 times.
Public company KULR Technology withdraws 213.4 BTC from Coinbase Prime, approximately $21 million
According to on-chain analyst Yu Jin's monitoring, the New York Stock Exchange-listed company KULR Technology withdrew 213.4 BTC (approximately $21 million) from Coinbase Prime 20 minutes ago, which should be their second BTC purchase. KULR Technology announced their Bitcoin treasury strategy in December 2024, meaning they plan to use 90% of their cash holdings to buy BTC. The first purchase was made on December 24, spending $21 million to buy 217.18 BTC at a price of $96,556, and today's transaction should be the second purchase. They now hold 430.6 BTC (approximately $42 million) at a cost of $97,537.
A whale with an 82% win rate in swing trading adds 2,000 ETH short positions again
According to on-chain analyst @ai_9684xtpa's monitoring, as the market rebounds, a whale with an 82% win rate in swing trading has added 2,000 ETH short positions again. In the past half hour, they borrowed 3,000 ETH from Aave and sold 2,006 of them at an average price of $3,660.9 (approximately $7.34 million); their short position has now increased to 23,616 ETH, valued at $86.67 million, with an average short price of $3,475.59, resulting in an unrealized loss of $4.568 million. The health of the main position address is 1.14, with a liquidation price of $4,197.88.
USD0's market capitalization surpasses FDUSD, becoming the fifth-largest stablecoin by market cap
According to DefiLlama data, the stablecoin product USD0 developed by Usual has reached a market capitalization of $1.813 billion, with a one-month increase of 237%, surpassing FDUSD's current market capitalization of $1.712 billion, rising to the fifth position in stablecoin market capitalization.
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