🔥 Market Sentiment & Macro
1. BTC 90,000 defense battle: Bitcoin has dropped to around $89,900, ETF funding has weakened, with a net outflow of $151 million in a single day. The bull market is still on, but the main players are washing positions, hold steady and secure. (Data source: Coinglass/BlockBeats)
2. Understanding the macro of Wang's call: Trump stated he hopes to lower interest rates to 1% or lower within a year. This is the real long-term positive, the liquidity gates will eventually open, and the current pullbacks are just for a better launch.
⚖️ Policy & Regulation (Key Focus)
3. New trends in domestic cryptocurrency disposal: The Supreme Procuratorate's (Justice Network) article today discusses the disposal of virtual currencies involved in cases – 'liquidation, destruction, and return' are the three pathways being put on the table. This is the official setting of rules for judicial disposal, a significant signal for the compliance of OTC and off-exchange funds!
💸 Smart Money & On-Chain Alpha
4. Binance Alpha Effect: Don't just focus on mainstream coins; the Binance Alpha sector has exploded. $FOLKS surged 183% in a single day (Will anyone manage this fierce movement?) $COA doubled. Funds are flowing from old mainstream into these new strong holdings controlled by large players.
5. New Leader in AI Meme: Shoggoth ($SHOG) is taking over the AI Meme narrative, focusing on the 'AI Alignment/Cthulhu' concept, with a significant price increase. This is not just a simple meme coin; it resonates with the AI and crypto circles in Silicon Valley, and is worth attention.
6. New Unicorn in RWA: Ultiland ($ARTX) has been featured by several leading Chinese media outlets (Foresight/Golden), dubbed the new heavyweight in RWA rewriting art/IP narratives. The institutional promotional rhythm is very obvious, so stay tuned for the subsequent actions.
🪂 Airdrop & Ecological Major Events
7. Bear Chain (Berachain) Feeding: The liquidity collateral protocol Infrared @InfraredFinance in the ecosystem has just announced airdrop details, with TGE on December 17. Early participants and community interactors, prepare to receive your rewards.
8. Solana's Meme Coin Revival: $DOGS trading volume has surged, returning to the view of meme traders. The Solana chain's golden dogs are still in rotation; don't stop paying attention to the on-chain just because the market has fallen.
🐋 Whale Movements
9. Big Brother Machi's 'Iron Head' Strategy: On-chain data shows that Machi Big Brother (Huang Licheng) is still increasing his ETH long positions! Currently holding over 5,300 ETH. Although there's an unrealized loss, Big Brother is all in this time—whether it's a 'bottom fishing god operation' or 'giving away heads,' we'll see.
📱 Breaking the Circle Applications
10. Web3 on Mobile: The collaboration between Xiaomi and Sei is still fresh, with Sei's underlying wallet to be pre-installed on Xiaomi's new device. This is true Mass Adoption; the entry of hardware manufacturers is a key catalyst for the next cycle.
