Key market information gap on December 11, must read! ｜Alpha Morning News

By: blockbeats|2024/12/11 12:15:01

Featured News

1.Microsoft Shareholders Vote Against Bitcoin Investment Proposal

2.First Solana AI Hackathon Now Live

3.Ripple Stablecoin RLUSD Approved by New York Department of Financial Services

4.ME Breaks $6.5, Hitting a Record High

5.USUAL pre-market trading price rose to $0.74, up 25.81% in 24 hours

6.Source: Trump expects Bitcoin to reach $150,000 at the beginning of his presidency

Articles & Threads

1.《AI&DeSci——The infrastructure potential behind the narrative of crossing the bull and bear》

It is undeniable that every new concept cannot escape the stage of speculation and hype at the beginning of its birth; DeSci is naturally no exception. But the blockchain industry, which started with Bitcoin, has developed for so many years, and it is time to consider how to build an application landing stage that benefits mankind.

2.《Citadel CEO Latest Interview: Under the "Red Tide", the Trump Administration, the US Economy and the Future of Cryptocurrency｜In-depth Dialogue》

This dialogue is about the US economy, investment, cryptocurrency and future technology. The focus of the discussion includes the flexibility of American capitalism, entrepreneurship, the potential of cryptocurrency and the future of investment. In particular, the guests talked about their views on cryptocurrency, and although they missed the investment opportunity, they still have reservations about its future. Wealth growth, technological innovation, economic differences between Europe and the United States, and future market trends were also discussed.

3. "Ten Thousand Words of Analysis of "Debanking": The Triple Game of Compliance, Risk and Politics"

Recently, the famous venture capitalist Marc Andreessen sparked a discussion about "debanking" in a podcast with co-founder Ben Horowitz and when participating in the Joe Rogan podcast. The venture capital firm a16z they founded also released a briefing to explore this topic.

24H Hot Projects (‼️High Rug Risk‼️)

Daily new projects or community attention dynamics, filtered and sorted by X Alpha account follower count and growth

Data source: getmoni.io

BlockBeats Note: The following are all early projects with a small number of followers. Rug and contract risks are extremely high. Please participate with caution. This is not an investment advice

1.sqrFUND (@sqrfund_ai)

AI agent-driven investment DAO for Web3 builders

Key market information gap on December 11, must read! ｜Alpha Morning News

2.HYPERBYTE (@hyprbyte)

Hyperbyte is a fully autonomous HL in the Hyperliquid ecosystem Agent

3.Bankr (@bankrbot)

Bankr is an AI agent on Farcaster that helps users quickly purchase tokens directly in the social feed flow

Market data

Daily market overall capital heat (reflected by funding rate) and token unlocking observation

Data source: Coinglass, Sososvalue, TokenUnlocks

Funding Rate

Token Unlocking

In Q1 2026, the total financing amount in the primary cryptocurrency market was $4.59 billion, a significant decrease of 46.7% compared to the previous quarter, with 170 financing events, a decline of 14.2% quarter-on-quarter, indicating that the market as a whole has entered a significant contracti...

USDC is the only AI token

Don't be harvested by AI proxy tokens: A deep dive into why stablecoins are the only true master of the AI economy, with the ultimate answer behind the 18 trillion settlement amount hidden in software autonomous operation enterprises.

The voice of a senior Polymarket user: In fact, we have already been surpassed by our competitors

The former track definers are now becoming followers of their competitors' pace. The era of startup makeshift platforms is over; please present a financial-grade platform as it should be.

Transcript of Dr. Han, founder of Gate, speaking at the University of Hong Kong: Breaking the Matthew Effect and Winning in Asymmetric Competition

Gate CEO Dr. Han appeared at the University of Hong Kong to deliver a keynote speech on the theme of "Breaking the Matthew Effect," revealing the essence of unfair competition in the cryptocurrency market, and emphasizing that only by establishing a first-mover advantage and independent thinking ear...

Who will replace AAVE as the new king?

Morpho and JupLend are narrowing the gap, but is this a true disruption or an illusion caused by external shocks? Looking back at the three phases of lending on Ethereum and Solana, the answer may be surprising.

Fu Peng 2026 First Public Speech: What Exactly Are Crypto Assets? Why Did I Join the Crypto Asset Industry?

The advancement of technology is driving the transformation of finance, and crypto assets are at the center of the storm.

Lattice Capital Founder: Crypto VC, Seeing is Believing Because of Faith

"If you believe that this industry will grow 100 times in the future, with less competition and lower valuations, then now is the right time to invest. This is the path we have chosen."

The Pitch Is Set. So Is the Trade: CHZ, SportFi, and the UCL Window That Won't Wait

CHZ is gaining momentum as SportFi narratives accelerate alongside the UEFA Champions League（UCL） and global football cycles. This article explores how CHZ, fan tokens, and the broader SportFi ecosystem are driven by real-world events, market narratives, and capital flows—offering insights into why SportFi is emerging as one of the most dynamic sectors in crypto.

Morning Report | SpaceX acquires Cursor for $60 billion; Kalshi and Polymarket launch perpetual contract trading; NeoCognition completes $40 million financing

Overview of Important Market Events on April 22

IMF | The Future of Stablecoins and Payments: Evidence from Financial Markets

IMF deep report reveals the impact of stablecoin regulation: the US "Genius Act" triggers a $300 billion market earthquake for payment giants, with cross-border payments being the hardest hit, and the industry landscape is facing a reconstruction of "disintermediation."