1. 可以關(guān)注機(jī)會(huì)

• Bybit即將上線Wormhole (W)盤(pán)前交易

• Web3社群基礎(chǔ)設(shè)施UXLINK認(rèn)證用戶(hù)數(shù)突破300萬(wàn)，30天新增用戶(hù)95萬(wàn)

• Starknet生態(tài)借貸協(xié)議zkLend可能在3月份推出代幣ZEND

• 永續(xù)交易協(xié)議Aboard公佈代幣經(jīng)濟(jì)：50%用於流動(dòng)性挖礦獎(jiǎng)勵(lì)

2.?DeFi

A。

過(guò)去一天的新商品

• 推進(jìn)器 --- Dexes (Blast, 91萬(wàn))

• EVAA協(xié)議－借貸（TON，7萬(wàn)）

• 擔(dān)保金融---借貸（多鏈，3萬(wàn)）

• 第納爾 --- 合成物（Arbitrum，6萬(wàn)）

• Compx --- Dexes（Algorand，450,000）

• Cellana Finance --- Dexes (Aptos, 115)

• 脆脆的液體質(zhì)押 --- 液體質(zhì)押（Tezos，17萬(wàn)）

b.

項(xiàng)目清單

C。

相關(guān)項(xiàng)目

• Compound透過(guò)提案218和219：計(jì)畫(huà)將cUSDCv3上的UNI供應(yīng)上限提高至800萬(wàn)個(gè)。

• 跨鏈訊息平臺(tái)Wormhole推出跨鏈原生代幣轉(zhuǎn)帳功能

• Aave 就將 LRT rsETH 加入 v3 發(fā)起溫度檢查投票

• Pendle LRT 模組添加 uniETH

• Dymension社群最新提案「流動(dòng)性提供者激勵(lì)」開(kāi)放投票

• Serenity Shield：正在部署新的代幣合約，並計(jì)劃在不久的將來(lái)重新啟動(dòng)

• Aevo：已經(jīng)拍攝了兩次快照，下週末將拍攝另一輪快照。

  空投分配將優(yōu)先考慮早期用戶(hù)和參與挖礦推廣計(jì)畫(huà)的用戶(hù)。

• Aevo 與 Pandora 合作的 Farm Boost 計(jì)劃將延長(zhǎng)一周

• Project Matthew推出基於BNB鏈的ERC-404代幣

3. 宏

• Deribit亞太業(yè)務(wù)負(fù)責(zé)人：BTC DVOL指數(shù)再次突破70，市場(chǎng)預(yù)計(jì)將大幅波動(dòng)

• CoinShares總監(jiān)：每日BTC對(duì)現(xiàn)貨ETF的需求是產(chǎn)量的三倍以上，導(dǎo)致交易所持有量下降

• 近24小時(shí)合約持股增加最多的前三個(gè)代幣分別是XVG、CKB、DGB。

  同時(shí)，BTC空單金額已達(dá)1.5億美元。

• Deribit 名義選擇權(quán)未平倉(cāng)合約創(chuàng)歷史新高，達(dá) 260 億美元

• Lookonchain：美國(guó)政府目前持有超過(guò)20萬(wàn)枚比特幣，價(jià)值123億美元

• 礦工持有的比特幣數(shù)量降至2021年7月以來(lái)的最低水平

• HashKey交易所：BTC現(xiàn)貨ETF資管規(guī)模相當(dāng)於黃金ETF規(guī)模一半

4.巨鯨活動(dòng)

• 7小時(shí)前，巨鯨向幣安存入1.97兆PEPE，預(yù)計(jì)獲利347萬(wàn)美元。

• ARK Invest 昨天減持了超過(guò) 1,700 萬(wàn)美元的 Coinbase 股票

• 6小時(shí)前，已有1,034萬(wàn)個(gè)PORTAL透過(guò)做市商地址轉(zhuǎn)入各CEX

• 過(guò)去18小時(shí)內(nèi)，一個(gè)新創(chuàng)建的地址從幣安提取了2,100 BTC，約1.327億美元

• 神秘地址「100先生」昨天再次增持1500BTC

• 槓桿多頭獲利978萬(wàn)美元的鯨魚(yú)再次從幣安轉(zhuǎn)出1970 ETH，借入U(xiǎn)SDT存入幣安。

• Three whale addresses bought a total of 218.68 PANDORA in the past 2 days

• An address received an airdrop of 1.27 million PORTAL, equivalent to approximately US$4.8 million.

• 8,000 ETH were transferred from an unknown wallet to the Beacon Depositor contract

• Floki developers plan to destroy more than $11 million in FLOKI, accounting for 2% of the circulating supply

• DWF Labs deposited 1 million FET tokens to Binance, worth approximately $1.41 million

• The dYdX funding program multi-signature address sold 294,081 DYDX yesterday

• Over 270 million MATIC were transferred from Polygon wallet, worth approximately US$286 million

6. Industry

a. NFT & GameFi & SocialFi & DID & DAO & content creation

• Chain game Fusionist announces that staking function will be activated after Endurance 2.0

• Web3 gaming platform BinaryX announces the launch of IGO Mathew Box

• Immutable Games launches mobile-friendly Web3 game "Gods Unchained"

• CardsAhoy will be in open beta on March 27 and will launch the core asset creation airdrop

• "SERAPH: In the Darkness" Dark Tether Game announced that the Soul "Heroic Spirit" series avatar NFT staking lottery will officially start at 20:00 on February 27, and the whitelist casting will start at 22:00 on February 28

• The cross-chain game platform Portal will open pre-sale and collection of PORTAL tokens at 17:30 today and will be officially launched on February 29

• MATR1X FIRE has been downloaded more than 1.1 million times globally, with a daily UAW of 347,480, ranking first in Web3 games

• Solana racing game MixMob acquires rights to use "Star Wars" Stormtrooper character

• Mocaverse will airdrop 500,000 PIXEL to up to 5,000 Moca NFT and Moca ID holders

• ApeCoin: Plans to cooperate with an F1 team, setting foot in motorsport for the first time

• Paradigm partners with Wevm to launch Frog toolkit based on Farcaster Frames

b. Exchange/Wallet

• OKX Web3 wallet becomes the official designated partner wallet for Babylon testnet staking activities

• The biggest pain point for ETH options on Deribit at the end of March is US$2,200, with positions reaching US$3.9 billion

• The biggest pain point for BTC options on Deribit at the end of March was US$45,000, with positions reaching US$6.6 billion.

• Coinbase launches two new wallet solutions, smart wallet and embedded wallet

• Bitget Wallet will be fully functionally connected to and support the Blast mainnet and ecosystem

• WOO X: The new spot trading rate is scheduled to take effect on March 5

c. Public chain/L2

• Stratis will announce L2 expansion solutions using ZK technology tomorrow

• EthStorage integrates with Celestia to provide long-term DA solution for Ethereum L2/L3

• BSquared Network Buzz staking event TVL exceeds $500 million

• Shiba Inu to launch new privacy-focused network on Shibarium chain, powered by TREAT token

• Metis: Community test has ended, limited edition community test NFT launched

• Lorenzo Protocol integrates BabylonChain to build Bitcoin application layer

• Mina: 23 winning projects for zkIgnite Cohort 2

d. Investment and financing

• Union Investment, Germany’s third largest asset management company, launches blockchain fund “UniThemen Blockchain”

• IOTA Ecological Foundation: Plans to invest US$10 million to support RWA early stage startups

• IoTeX: Web3 venture capital firm Borderless Capital plans to invest $100 million in the DePIN project

• Blockchain data analysis company Octav completes US$4 million in strategic financing

• Singapore's Web3 entertainment company Imaginary Ones completed a new round of financing, with Animoca Brands and others participating in the investment

• Taproot asset issuance protocol Flash Protocol receives investment from Rarestone Ventures

• Silence Laboratories completes $4.1 million in financing, led by Pi Ventures and Kira Studio

• FTX-affiliated crypto hedge fund LedgerPrime returns with new name “MNNC Group” and completes a funding round

e. Supervision

• U.S. lawmakers plan to use the bill to overturn SAB 121, which restricts banks from hosting digital assets.

• Hong Kong Securities and Futures Commission Liang Fengyi: Those who have not applied for a virtual asset trading platform license will end their Hong Kong business by the end of May or before

• U.S. Senator Stabenow is working on new cryptocurrency legislation

• U.S. Department of Justice appoints Unabomber prosecutor to lead new investigation into FTX and its lawyers

• Member of the Hong Kong CPPCC: Four proposals including the construction of an innovative Web3 financing platform for international small and medium-sized enterprises in the Greater Bay Area will be submitted to the two sessions

f.Safety

• Beosin: SenecaUSD was exploited by hackers due to security vulnerabilities and more than 1,900 ETH, worth approximately US$6.5 million

• The hacker group Capital Killer claims to have attacked Grayscale, but its official website is currently inaccessible.

• Abracadabra.Money attacker transferred 200 ETH to Tornado Cash

g. Others

• Cobo has reached cooperation with Pacific Water Drop Digital Asset Fund to provide custody solution services.

• The results of the first round of the DoraHacks Starship Use Case Hackathon are announced, with a total of four projects funded

• Gemini reaches settlement with NYDFS, will pay $37 million in fines

• Marathon Digital: Revenue will increase by 229% to US$388 million in 2023, and Bitcoin production will exceed 12,800

• Webull has sold its digital asset business and delisted crypto products in Q3 2023, clearing the way for listing in the United States.

• Asset management platform Onramp Invest announces CoinDesk 20 Index for platform advisors

• Mercedes-Benz strategic product Acentrik announces partnership with Web3 infrastructure provider Biconomy

• Coinbase surpasses Hong Kong Exchange's market capitalization and becomes the fourth largest listed exchange in the world

7. Tools

• QuickNode launches blockchain data solution Streams and launches public beta

8. Opinion

• Shoal Research 2024 Watch List: Which projects are worth betting on?

• A closer look at the "mysterious donor" behind Satoshi Nakamoto's early emails: What is his identity? What is the contribution?

• Interpretation of EigenLayer design evolution: What iterations have gone through behind the complex architecture?

• BlackRock Quantitative Analyst: Recommends investors to allocate 28% of their investment portfolio to Bitcoin

• MyShell co-creator Ethan: Today’s AI community in the world is already being built in a decentralized manner

• Staking, Restaking, and LRTfi: Composable Capital Efficiency and Neutrality

• AR surged 70% in a single day. What is the newly launched parallel computing layer AO?

• VC says | Dragonfly predicts BTC’s new high within a month, HashKey investment track analysis, why a16z invests heavily in Eigenlayer...

• CoinGecko: Privacy coins have lost 44.3% market share since 2021

• How to create a successful MEME?

• Check out 10 projects that combine artificial intelligence and DePIN: Syntropy, Fluence, Flux...

• BlackRock Bitcoin ETF hit a single-day high of US$1.3 billion in trading volume. The "Xinsheng Nine" Bitcoin ETF holds more than 300,000 BTC, worth more than US$17 billion. Analysts discuss who is buying Bitcoin ETFs

• Interpreting Uniswap protocol fee sharing and the future

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