Key Market Information Gap on December 30th, a Must-See! | Alpha Morning Report

By: blockbeats|2024/12/30 10:00:03

BTC

SOL

RIF

Top News

1.a16z Regulatory Lead: Supports Lawsuit Against IRS Over 'DeFi Broker' Rule

2.Musk Says Under-26 OpenAI Researcher 'Doesn’t Look Suicidal,' Related Meme Coin Surges Over 280%

3.Bio Protocol Co-Founder: Airdrop to URO and RIF Holders to Consider Time Weightage and Holding Weightage

4.Fed Gossip: Fed Trying to Assess New Administration's Impact on Economy and Inflation

5.Solana Co-Founder Stephen Akridge Sued by Ex-Wife, Accused of Stealing 'Millions' in SOL Staking Rewards

Articles & Threads

1. "Disruption and Reinvention: 2025 Cryptoverse Panorama Outlook"

Zeke, YBB Capital Research

From the NFT craze to the conclusion of the first crypto-friendly presidential election, 2024 is coming to an end. This year, Crypto witnessed an unusual 'bull market,' with altcoins showing weakness, meme coins reigning supreme, and everything finally flowing back to BTC. Despite some lows and regrets, Crypto is indeed moving towards a more positive direction. In the upcoming year of 2025, there are many directions worth paying attention to. In this article, we will provide a brief outlook for next year based on recent perspectives.

2. "a16z Crypto Year-End Special: From Stablecoins to AI Agents, 8 Investment Gurus Analyze Industry Trends"

TechFlow by The Block

a16z crypto recently released a year-end special program, divided into two parts. The first part of the program invited Sam Broner, Maggie Hsu, Daren Matsuoka, Joachim Neu, and Chris Lyons to discuss topics such as stablecoins, the crypto App Store, the current status of industry projects, infrastructure development, and outlook for 2025. The second part of the program invited Carra Wu, Eddy Lazzarin, and Karma as guests to delve deeper into the hot topic of AI Agents, including the integration of AI and crypto. Against the backdrop of the increasing popularity of AI, the discussion explored how we can effectively distinguish between humans and bots, as well as the concept of decentralized, truly autonomous chatbots. The conversation emphasized how artificial intelligence (AI) can be combined with cryptocurrency, especially the concept of decentralized autonomous chatbots, highlighting the autonomy and commercial freedom that AI may achieve in the future.

24H Hot Projects (‼️High Rug Risk‼️)

Daily updates on new projects or community trends, sorted and ranked by X Alpha account followers and growth.

Data Source: getmoni.io

BlockBeats Note: The following are early-stage projects with relatively few followers, exhibiting high rug and contract risks. Participation should be approached with caution, and this is not investment advice.

1. Tsotchke Corporation (@tsotchkecoin)

Leading the thermodynamic revolution of quantum artificial intelligence computing + hardware.

Key Market Information Gap on December 30th, a Must-See! | Alpha Morning Report

2. Slinky | Compression Suite (@Slinky_Sol)

Slinky represents a breakthrough in Solana token technology, achieving true large-scale distribution using ZK compression.

3. neur (@neur_sh)

Smart Yield on the Solana Chain.

Market Data

Daily Marketwide Funding Heatmap (reflecting funding rates) and Token Unlocks

Data Source: Coinglass, TokenUnlocks

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."