XXYY.cc Afternoon Report | December 6th Important Developments Overview

7:00–12:00 Keywords: HumidiFi · Tether · SUI ETF

1️⃣ Grayscale officially submitted SUI ETF registration application to the US SEC

This will be the first mainstream institutional-level ETF based on the Sui network. If approved, it will further promote the financialization and compliance process of L1 track assets.

2️⃣ US M2 money supply rises to $22.3 trillion, setting a historical high

The liquidity structure remains loose, and the market's upward expectations for overall asset prices in 2025 are heating up again.

3️⃣ Jupiter announces that the public sale of HumidiFi (WET) will restart on December 8th

It was previously suspended due to technical issues and queuing demands; the WET project still has high popularity in the Solana community, and its resumption has received widespread attention.

4️⃣ Coinbase includes IMU (ImmuneFi) and SENT (Sentient) in its listing roadmap

Both projects belong to the “Security & AI” category, and Coinbase is clearly strengthening its asset reserves in the new narrative field.

5️⃣ Strategy CEO responds again: There is no issue with dividend payments

He emphasized that the rumors circulating online about “liquidity exhaustion” are malicious slanders and reiterated that the company maintains a robust cash flow and reserve strategy.

6️⃣ CoinShares research director: Concerns about Tether's solvency are “groundless”

He pointed out that Tether currently has extremely high excess reserves and continues to enhance returns through government bonds and high-quality assets.

7️⃣ 10x Research: Although there has been a short-term rebound in the current market, there is a lack of structural bullish foundation

Institutions believe that the macro environment is still not stable enough—especially regarding interest rates, inflation expectations, and liquidity flows have yet to reach a consensus trend.