Key Market Information Discrepancy on December 15th - A Must-Read! | Alpha Morning Report
Top News
1. CZ Confirms Further Investment in ASTER, Actual Position Size Exceeds $2 Million
2. Influenced by Binance Futures Listing, RAVE Surges Over 26% Briefly
3. ZRO, ARB, STRK to See One-time Large Token Unlock This Week
4. Coinbase Bitcoin Premium Index Maintains 12 Days of Continuous Positive Premium, Currently at 0.017%
5. Brazil's Largest Asset Management Company Suggests Investors Allocate 3% of Funds to Bitcoin
Articles & Threads
1. "They Knew the TGA Game of the Year in Advance and Made Thousands of Dollars"
Today, the highly anticipated TGA (The Game Awards) ceremony in the gaming world finally came to an end. Let's go back to 3 hours before the awards were announced. At that moment, the "Best Indie Game" was just awarded to the popular title "Light & Shadow: Expedition 33," but this raised concerns among many fans: no game in history has ever won both the "Best Indie Game" and "Game of the Year (GOTY)" at TGA. As the frontrunner for GOTY, "Light & Shadow" now faces the challenge of breaking the curse since the establishment of TGA and creating an unprecedented moment in gaming history.
2. "Why Are Crypto Cards Doomed to Extinction?"
A crypto card was once seen as a bridge between the traditional payment system and the crypto world. However, as the industry has evolved, the limitations of this model have become increasingly apparent: centralization, reliance on compliance, lack of privacy, layering of fees, and even a betrayal of the core ethos of cryptocurrency.
Market Data
Daily market-wide funding rate heatmaps (as reflected by funding rates) and token unlocks
Data Source: Coinglass, TokenUnlocks
Funding Rate
Token Unlocks
You may also like
When the P2P illicit funds from ten years ago turned into 60,000 bitcoins
Morning News | CME Group launches Nasdaq Cryptocurrency Index futures; Asset management giant Janus Henderson strategically invests in Ethena
Why did Oracle deliver the strongest financial report in history, yet its stock price fell?
Bitcoin Layer 2 Network Botanix: Why Did We Choose to Dissolve?
Morning Report | OpenAI has submitted an S-1 registration statement draft to the U.S. SEC; Morpho completes $175 million financing
Galaxy Deep Research Report: How Hyperliquid's HIP-4 Upgrade Changes the Landscape of Prediction Markets?
Latest research from 13 top universities including Cornell University: The current state, challenges, and misconceptions of the fusion of Crypto and AI
Deconstructing Anthropic: The Best AI Company, Possibly Also a Type of Organizational Invention
Every exchange is a "Universal Exchange."
The counterattack of traditional finance: Alliance chains are quietly reviving
Pantera Capital Partner: How Tokenization is Restructuring the Private Equity and Early Investment Ecosystem?
Mastercard Launches Agent Pay for AI, Plans to Record AI Agent Payment Authorizations on Polygon
Mastercard launched Agent Pay for AI, a new payment protocol designed to help AI agents make small payments such as pay-per-use access to data and APIs. The system plans to record human-granted AI agent permissions on Polygon, focusing on verifiable authorization, identity, and payment controls.
Curve Deploys Llamalend v2 on Optimism With 250,000 OP Incentives
Curve launched Llamalend v2 on Optimism with 250,000 OP incentives from the Optimism Foundation. The upgrade expands Llamalend beyond its earlier crvUSD-focused model, adding broader collateral support, LlamaRisk market reviews, and the ability to use Curve LP tokens as collateral.
Raydium Old Liquidity Pool Reportedly Exploited, With $1.34 Million Moved to Ethereum and Tornado Cash
An old Raydium liquidity pool was reportedly exploited for around $1.34 million in USDC, RAY, and wSOL, with the stolen funds bridged to Ethereum and deposited into Tornado Cash. The incident highlights the tail risks of legacy DeFi pools, old contracts, and cross-chain fund laundering paths.
Kalshi Executive Challenges “SBF Backed AI Unicorns” Narrative, Says Leopold Aschenbrenner Was Key Figure
Kalshi executive John Wang questioned the “SBF backed AI unicorns” narrative, saying Leopold Aschenbrenner was the key figure behind major AI investment decisions.
New York Proposes Stricter Stablecoin Issuer Rules Aligned With Federal GENIUS Act
NYDFS proposed stricter stablecoin issuer rules aligned with the GENIUS Act, covering reserves, custody, redemption timelines, audits, and capital buffers.
CryptoQuant Says Bitcoin Profitable Supply Is Near 45% Pressure Zone as On-Chain Data Points to Market Repricing
CryptoQuant said Bitcoin’s profitable supply is nearing the 45% pressure zone, signaling rising market stress, unrealized losses, and a possible on-chain repricing phase.
Bitcoin Falls Below 200-Week Moving Average as On-Chain Data Shows Over Half of Supply in Loss
Bitcoin dropped below its 200-week moving average as on-chain data showed over 50% of circulating supply is now in loss, signaling rising market stress.
When the P2P illicit funds from ten years ago turned into 60,000 bitcoins
Morning News | CME Group launches Nasdaq Cryptocurrency Index futures; Asset management giant Janus Henderson strategically invests in Ethena
Why did Oracle deliver the strongest financial report in history, yet its stock price fell?
Bitcoin Layer 2 Network Botanix: Why Did We Choose to Dissolve?
Morning Report | OpenAI has submitted an S-1 registration statement draft to the U.S. SEC; Morpho completes $175 million financing
Galaxy Deep Research Report: How Hyperliquid's HIP-4 Upgrade Changes the Landscape of Prediction Markets?
