Información clave sobre el vacío del mercado el 1 de diciembre, ¡imperdible! | Informe matutino Alpha
By: blockbeats|2026/03/29 17:05:26
0
Compartir
Noticias destacadas
1.¿Rumores de renuncia de Powell? Discurso programado para el martes por la mañana
2.Kalshi enfrenta demanda colectiva, acusado de operar apuestas deportivas sin licencia
3.SAHARA experimenta caída del 50%, capitalización de mercado se reduce a 1.06 mil millones de USD
4.GIGGLE sube más del 17% en 24 horas, capitalización de mercado alcanza 1.37 mil millones de USD
Artículos y hilos
1.《Exclusiva: Upbit planea listado en EE. UU., más rentable que Coinbase pero valorado solo en 1/7》
El 27 de noviembre de 2025, ocurrió un "mini terremoto" en la comunidad de criptomonedas coreana. Upbit, el exchange de criptomonedas dominante en el mercado coreano, sufrió un ataque hacker y desaparecieron 54 mil millones de wones coreanos (unos 36 millones de USD). Más tarde, Upbit revisó la cifra a 44.5 mil millones de wones en activos perdidos de la red Solana. Sin embargo, el pánico del mercado fue absorbido rápidamente porque, basándose en la ganancia neta trimestral de Upbit de unos 200 millones de USD, el exchange podría recuperar lo robado en solo 2 semanas.
2.《¿En 2026, reemplazarán las ICO a los airdrop?》
Si has estado activo en el mercado de criptomonedas recientemente, habrás notado una tendencia: la fiebre de los airdrop se desvanece gradualmente y las ICO están regresando con fuerza, mientras el mercado transita de un modelo de financiación dominado por capital de riesgo a recaudación descentralizada. Las ICO no son nuevas; algunas de las monedas más populares (como Ethereum, Augur) completaron su emisión inicial mediante ICO. Sin embargo, debemos reconocer que tras un largo "periodo de silencio" de 2022 a 2024 (donde la financiación se hacía mediante acuerdos cerrados de capital de riesgo), las ICO tuvieron un fuerte renacimiento en 2025.
Datos de mercado
Calor general de financiación diaria (reflejado por la tasa de financiación) y desbloqueo de token
Fuente de datos: Coinglass, TokenUnlocks
Tasa de financiación
Desbloqueo de token
Te puede gustar
IOSG Founder: Please tell Vitalik the truth, let the OGs who have enjoyed the industry's dividends enlighten the young people
The wage earners freeze to death on the road, the sellers of goods die of thirst on the way. The weavers of brocade wear coarse cloth, and the grain growers do not have enough to eat.
Morning Report | SpaceX reveals it holds approximately $1.45 billion in Bitcoin; Nvidia's Q1 financial report shows revenue of $81.6 billion; Manus plans to raise $1 billion for buyback business
Overview of Important Market Events on May 21
Insiders: DeepSeek is forming a Harness team to compete with Claude Code
DeepSeek Code is coming.
SpaceX officially submitted its prospectus, unveiling the largest IPO in history
SpaceX's public market debut could take place as early as June, making it the first in a series of giant IPOs from AI companies, with OpenAI and Anthropic also waiting for the right moment.
The financial changes under the new SEC regulations: Opportunities and regulatory red lines behind "tokenized stocks"
In-depth analysis of "tokenized stocks": The SEC's advancement of an innovation exemption framework has sparked heated discussions, revealing the real risks behind third-party "synthetic asset" certificates and 24/7 trading.
Blockchain Capital Partner: The structure of on-chain dual-layer capital is still in the early stages of value discovery
How can the on-chain economy build a capital structure that promotes open innovation while also considering institutional scale?
Secured over $60 million in funding from Dragonfly, Sequoia, and others, learn about the on-chain derivatives protocol Variational | CryptoSeed
What is the difference with Hyperliquid?
I tested with $10,000: zero wear and tear, annualized 8%, and can earn points (with complete tutorial + screenshots)
Perps DEX newcomer StandX launches native stablecoin DUSD, achieving a real APY of 8.46% with its innovative three-tier yield mechanism, breaking the 3% traditional stablecoin interest rate ceiling.
Morning Report | Deloitte acquires crypto infrastructure company Blocknative; stablecoin company Checker completes $8 million financing; a16z may have become the largest external institutional holder of HYPE
Overview of Important Market Events on May 20
Interpretation of xBubble SOP: Packaging Vibe Coding for non-technical users
DAPPOS has launched the low-threshold AI application xBubble, which innovatively automates the packaging of complex large model workflows with an SOP system, allowing users with no technical background to complete professional-level AI tasks with just one sentence.
From Followers to Price Setters: The Role of the Crypto Market is Reversing
The encryption platform successfully achieved precise pre-listing pricing on CBRS, indicating that Crypto is gradually transforming from a follower of traditional finance into a new pricing hub for global assets through innovative mechanisms.
a16z invested $356 million to aggressively acquire HYPE, surpassing Paradigm to become the largest external holding institution
Eight months later, the price of HYPE is approaching its previous high, and institutions like a16z, Goldman Sachs, and Grayscale are collectively taking action. What is their intention?
Google officially declares war
Google has issued a challenge to all its competitors with three weapons: technology, traffic, and pricing.
Coinbase stuffed USDC into Hyperliquid; who made money from this transaction?
On the surface, it seems like a good deal for Hyperliquid with doubled revenue, but in reality, Coinbase has obtained something more valuable: a global distribution channel for USDC. In a situation where it is besieged domestically and locked out by USDT overseas, embedding stablecoins into the larg...
It is Bankless that needs Ethereum, not Ethereum that needs Bankless
The role of Bankless is being replaced by a more decentralized, specialized, and diverse "narrative network."
I’m sorry, but the information provided in your re…
I’m sorry, but the information provided in your request is incomplete or unclear. If you could provide specific…
Bitcoin Establece un Umbral Decisivo en 55,000 Dólares
Key Takeaways Precio Crítico de Bitcoin: El nivel de 55,000 dólares se presenta como decisivo para la futura…
# Outline
H1: El Impacto en Bitcoin: ¿Podría el Precio Descender a $55,000? Key Takeaways Análisis sobre la posible caída…
IOSG Founder: Please tell Vitalik the truth, let the OGs who have enjoyed the industry's dividends enlighten the young people
The wage earners freeze to death on the road, the sellers of goods die of thirst on the way. The weavers of brocade wear coarse cloth, and the grain growers do not have enough to eat.
Morning Report | SpaceX reveals it holds approximately $1.45 billion in Bitcoin; Nvidia's Q1 financial report shows revenue of $81.6 billion; Manus plans to raise $1 billion for buyback business
Overview of Important Market Events on May 21
Insiders: DeepSeek is forming a Harness team to compete with Claude Code
DeepSeek Code is coming.
SpaceX officially submitted its prospectus, unveiling the largest IPO in history
SpaceX's public market debut could take place as early as June, making it the first in a series of giant IPOs from AI companies, with OpenAI and Anthropic also waiting for the right moment.
The financial changes under the new SEC regulations: Opportunities and regulatory red lines behind "tokenized stocks"
In-depth analysis of "tokenized stocks": The SEC's advancement of an innovation exemption framework has sparked heated discussions, revealing the real risks behind third-party "synthetic asset" certificates and 24/7 trading.
Blockchain Capital Partner: The structure of on-chain dual-layer capital is still in the early stages of value discovery
How can the on-chain economy build a capital structure that promotes open innovation while also considering institutional scale?
Atención al cliente:@weikecs
Cooperación empresarial:@weikecs
Trading cuantitativo y CM:[email protected]
Programa VIP:[email protected]
