1. 🔬 Attention-worthy opportunities
2. ❇️ DeFi
a. New projects from the past day
GemSwap by Golden Swan Solutions --- RWA (Sei, 1.32 million)
Voltage Lending --- Lending (Fuse, 70,000)
SPICE Protocol --- RWA (Plume Mainnet, 0 million)
Silent Protocol --- Privacy (Ethereum, 10,000)
Revert Lend --- Lending (Arbitrum, 7.88 million)
Alterscope --- Risk Curators (Ethereum, 12.57 million)
AIDApp --- Launchpad (CORE, 0 million)
b. Project list
c. Related projects
SOON will launch IDO on May 22
Defi App launches its governance token HOME, unlocking exchange-level utility through DAO
Uniswap dismisses Bancor's patent infringement lawsuit
Lido V3 white paper draft published, plans to finalize by mid-summer this year
3. 🌏 Macro
Former member of the Bank of Japan: The window for interest rate hikes is narrowing
Ethereum spot ETF saw a total net inflow of $64.889 million yesterday, marking three consecutive days of net inflow
Trump's direct pressure was ineffective, some House Republican members remain skeptical about the tax bill
Bitcoin spot ETF saw a total net inflow of $329 million yesterday, marking five consecutive days of net inflow
QCP: Japan's debt crisis is brewing, Bitcoin is facing liquidity tests at high levels
4. 🐳 Whale movements
a. Institutions, large investments, whale behavior
Whales deposit $16 million USDC in Hyperliquid and go long on BTC with 40x leverage
James Wynn and '50x insider whale' open opposing positions on Hyperliquid, attracting market attention
U.S. publicly listed company BTCS increases its holdings by 3,450 ETH, total ETH holdings approximately 12,500
A certain whale increases its holdings by another 1,500 BTC, having added 6,111 BTC over the past week
Three whales go long on Bitcoin on Hyperliquid, total position size reaches $1.03 billion
Whale James Wynn increases long positions again, value of holdings returns above $700 million
b. DeFi, NFT, On-chain activities
c. Exchange-related capital flows
5. 📃 Industry
a. NFT & GameFi & SocialFi & DID & DAO & Content creation
U.S. Vice President Vance and other officials confirm attendance at Bitcoin 2025 conference, MyStonks.org will participate and exhibit
b. Exchanges/Wallets
Crypto.com obtains EU license to launch cryptocurrency financial derivatives in the European Economic Area
Bitcoin Suisse receives principle approval from the Abu Dhabi Financial Services Regulatory Authority
Binance HODLer airdrop launches Haedal (HAEDAL)
Binance Alpha launches BUILDon (B)
Binance Wallet will launch ALLO TGE on May 22
c. Public chain/L2
Solana Mobile's second phone Seeker will ship on August 4, launching the native token SKR
Ethereum DEX trading activity surges, Uniswap's market share exceeds 97%
d. Investment and financing
Theta Capital completes $175 million crypto fund financing to invest in blockchain startups
Wen Acquisition Corp completes $300 million IPO and lists on Nasdaq, plans to expand stablecoin business
World completes $135 million financing through WLD token sales, to be used for expansion in the U.S. and globally
Astar Network receives strategic investment from Animoca Brands, accelerating the development of the Web3 entertainment ecosystem
e. Regulation
U.S. SEC acknowledges BlackRock's physical redemption of the Ethereum spot ETF
U.S. SEC Commissioner Peirce: NFT royalty mechanisms do not make tokens securities
South Korea will allow non-profit organizations and exchanges to sell cryptocurrencies under new FSC rules
SEC sues Unicoin and its executives for securities fraud, involving over $100 million
Texas legislature passes Bitcoin Reserve Bill, awaiting the governor's signature to take effect
New York City Mayor announces the establishment of a cryptocurrency advisory committee
SEC Chairman questioned in Congress regarding Trump's Meme coin and Justin Sun's related issues
6. 🤖 AI-related
Story empowers the Virtuals ecosystem AI music platform MUSIC, enabling one-click generation of on-chain music IP from Twitter hot posts
DeFAI Market Benchmark Report: The current state and trends of AI × DeFi protocols
7. 🔧 Tools
Dune launches multi-chain real-time developer platform sim, providing a complete set of API endpoints for wallets and portfolios
8. 💡 Views
EIP-7918 discussion focus: Why replace transaction benchmark fees with point verification costs?
U.S. stablecoin strategy: Reshaping dollar hegemony and the government bond market landscape
Never underestimate the significance of U.S. stablecoins (Genius Act)
Matrixport: The Bitcoin market structure is evolving, with long-term funds gradually becoming the dominant driving force
CryptoQuant CEO: XRP has a capital market expert feel, recent trends seem very sharp
Bitwise CIO: The stablecoin bill may pave the way for a multi-year bull market in the crypto market
BitMart market report: BTC's intraday fluctuations are widening, high-level fluctuations may be the main trend recently
Interpreting Virtuals Genesis data: Average return of 32 times for new issues, over-subscription level is strongly correlated with returns
Some thoughts on Solana's new consensus protocol 'Alpenglow'
Cryptocurrency prices halved, gold mining is cooling down, is Web3 Adventure Island still worth participating in?
Bitcoin is becoming a new favorite in corporate finance, why is everyone rushing to emulate Strategy?
1kx: Investment logic and development path of decentralized social graphs
Arthur Hayes: Japan's government bond yields soar, central bank interest rate hike plans may face 'heavy blows'
Arthur Hayes: Bitcoin may rise to $200,000, U.S. Treasury policies are the key driving force
