Crypto Morning News: Bitcoin posts its longest seven-week winning streak since 2021; OpenSea registers foundation, sparking airdrop speculation
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Crypto Morning News: Bitcoin posts its longest seven-week winning streak since 2021; OpenSea registers foundation, sparking airdrop speculation
The Vana mainnet will launch on December 16 at 17:00.
Navigating Web3 tides with focused insightsAuthor: TechFlow
Yesterday's Market Developments
Bitcoin records longest seven-week rally since 2021
According to Bloomberg, Bitcoin has continued rising since Donald Trump won the U.S. presidential election on November 5, marking its longest seven-week rally since 2021. Data shows that spot Bitcoin ETFs in the U.S. attracted $12.2 billion in net inflows during this period, while Ethereum ETFs saw $2.8 billion in net inflows.
Aya Kantorovich, co-founder of institutional crypto platform August, analyzed that market participants are optimistic about Trump’s pro-digital asset stance and his promise to position the U.S. as a global leader in the crypto industry. This optimism is directly reflected in strong institutional demand for crypto ETF products.
Bitwise releases top 10 crypto predictions for 2025: Bitcoin surpasses $200,000, AI agent tokens to drive meme coin mania
Ryan Rasmussen, Head of Research at Bitwise, shared his top 10 crypto predictions for 2025 on social media, including:
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Bitcoin, Ethereum, and Solana reach new all-time highs, with Bitcoin exceeding $200,000;
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Bitcoin ETFs will attract more capital inflows in 2025 than in 2024;
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Coinbase will surpass Charles Schwab to become the world’s most valuable brokerage firm, with its stock price exceeding $700;
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2025 will be the “crypto IPO year,” with at least five crypto unicorns listing in the U.S.;
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Tokens launched by AI agents will trigger a meme coin frenzy larger than that of 2024;
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The number of countries holding Bitcoin will double;
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Coinbase will be included in the S&P 500 index, and MicroStrategy will be added to the Nasdaq-100 index (already achieved);
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The U.S. Department of Labor will relax guidance on cryptocurrencies in 401(k) retirement plans, enabling billions of dollars to flow into crypto assets;
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The U.S. will pass stablecoin legislation, and stablecoin AUM will double to $400 billion;
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The value of tokenized real-world assets (RWA) will exceed $50 billion.
MicroStrategy added to Nasdaq-100 Index
MicroStrategy (MSTR) has been officially included in the Nasdaq-100 Index.
VanEck releases 2025 crypto market predictions: Bull market to reach mid-cycle peak in Q1
On December 14, Bitcoin Magazine posted on X that asset management giant VanEck released its top 10 crypto predictions for 2025:
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The crypto bull market will reach a mid-cycle peak in Q1 and set new highs in Q4;
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The U.S. will establish a strategic Bitcoin reserve, accelerating crypto adoption;
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The size of tokenized securities will exceed $50 billion;
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Daily settlement volume of stablecoins will reach $300 billion;
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The number of active on-chain AI agents will exceed one million;
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Bitcoin Layer-2 TVL will reach 100,000 BTC;
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Ethereum blob space will generate $1 billion in fee revenue;
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DeFi TVL will reach $200 billion, and DEX trading volume will hit $4 trillion;
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NFT market recovers, with trading volume reaching $30 billion;
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DApp tokens will close the performance gap with L1 tokens.
Peanut the squirrel’s owner sends cease-and-desist letter to Binance over IP infringement
Mark Longo (@Squirrel_Dad12), owner of internet-famous squirrel Peanut, announced he has sent a cease-and-desist letter via his law firm to Binance. The letter states that Binance used multiple intellectual properties—including the PNUT trademark and the image of a cowboy-hat-wearing squirrel—without authorization.
The legal notice indicates that Longo has been using the PNUT trademark in the U.S. since April 2017, primarily for animal protection, wildlife, and environmental education initiatives. If the infringement is found to be willful, damages could reach up to $150,000 per violation. The lawyer demands that Binance respond and cease all infringing activities by December 31.
Trump family’s crypto project World Liberty buys $250,000 worth of ONDO
According to Arkham data, at 6:51 AM Beijing time today, the Trump family’s crypto initiative World Liberty purchased 134,216 ONDO tokens for 250,000 USDC via Cow Protocol. So far this month, World Liberty has acquired:
8,105 ETH for 30 million USDC;
103 cbBTC for 10 million USDC;
78,387 LINK for 2 million USDC;
6,137 AAVE for 1.91 million USDC;
509,955 ENA for 500,000 USDC;
134,216 ONDO for 250,000 USDC.
OpenSea registers foundation, fueling speculation of token launch and airdrop
Yesterday, Mike Dudas, co-founder of TheBlock, revealed on social media that OpenSea has registered a foundation in the Cayman Islands. Waleswoosh, an anonymous researcher behind the Azuki NFT collection, also shared a screenshot confirming the registration. Typically, Web3 projects register foundations in preparation for launching a token, sparking widespread speculation about an upcoming token launch and user airdrop.
On November 4, OpenSea co-founder and CEO Devin Finzer announced the NFT marketplace is planning a comeback, promising a revamped version launching in December. Golem, a community manager at Matter Labs, expressed hope that OpenSea would reward early users and noted that the platform has an opportunity to reverse its competitive disadvantage in the NFT market. Community members widely speculate that OpenSea may follow competitors like Blur and Magic Eden by issuing a token to incentivize users.
Abstract Chain, L2 network under Pudgy Penguins’ parent company, to launch mainnet in January
Officially announced, Abstract Chain—a Layer 2 network designed for on-chain culture and communities—will launch its mainnet in January next year.
Previous report, Igloo Inc., the parent company of the NFT project Pudgy Penguins, acquired Frame, a platform for on-chain creator economies, with the goal of developing Abstract Chain as a dedicated L2 for on-chain communities.
Vana mainnet launches December 16 at 17:00 Beijing time
On December 14, decentralized AI data liquidity network Vana announced its mainnet will go live on Monday, December 16, at 17:00 Beijing time. VANA token trading will open at 18:00 Beijing time.
Large token unlocks for ARB, APE, IMX this week; ARB unlock valued at ~$95.7 million
According to Token Unlocks data, major token unlocks are scheduled this week for ARB, APE, IMX, and others:
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Arbitrum (ARB): ~92.65 million tokens (~$95.7 million), 2.26% of circulating supply, unlocking at 21:00 Beijing time on December 16;
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Echelon Prime (PRIME): ~750,000 tokens (~$11.18 million), 1.46% of circulating supply, unlocking at 08:00 on December 17;
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ApeCoin (APE): ~15.6 million tokens (~$25.27 million), 2.16% of circulating supply, unlocking at 20:30 on December 17;
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Eigenlayer (EIGEN): ~1.29 million tokens (~$6.64 million), 0.61% of circulating supply, unlocking at 03:00 on December 18;
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QuantixAI (QAI): ~232,000 tokens (~$22.36 million), 5.16% of circulating supply, unlocking at 08:00 on December 18;
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Ethena (ENA): ~12.86 million tokens (~$16.6 million), 0.44% of circulating supply, unlocking at 15:00 on December 18;
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Cardano (ADA): ~18.53 million tokens (~$20.57 million), 0.05% of circulating supply, unlocking at 08:00 on December 21;
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Immutable (IMX): ~$46.58 million worth of tokens, 1.45% of circulating supply, unlocking at 08:00 on December 21.
Market Data
Suggested Reading
This article analyzes the current state and classification of emerging AI Agent projects. It points out that the AI Agent sector is diverging into two main types: specialized AI Agent applications and platforms/frameworks that enable users to build their own agents.
The former typically focus on solving specific problems or have distinct stylistic identities, while the latter emphasize creating environments for building AI Agents, thereby empowering platform tokens and generating value.
The author recommends focusing on platform-type projects capable of continuously generating content and assets, as they offer more sustainable narratives and greater potential to attract investment.
The article highlights MAX and Alchemist AI, both of which adopt a "platform + marketplace" model—featuring an AI Agent as the front-end interface supported by a robust backend platform, along with built-in app stores and value exchange mechanisms—reflecting an emerging industry trend.
Artrade: Bridging Physical Art and Blockchain
Artrade is an innovative art marketplace built on the Solana blockchain, aiming to reshape how art is bought, traded, and experienced. By converting physical artworks into real-world assets (RWA), it injects new vitality into the art industry through blockchain technology.
The crypto market set new records in November 2024. The total market cap surged to a record high of $3.47 trillion, driven largely by massive inflows into Bitcoin and institutional capital. At the same time, altcoins broadly recovered. Additionally, DeFi and NFT markets showed strong momentum.
a16z: Stablecoins Will Reshape the Multi-Trillion Dollar Payments Industry
The article discusses how stablecoins are poised to transform the multi-trillion dollar payments industry. The author argues that stablecoins can offer lower fees, increased competition among payment providers, and broader accessibility, delivering significant profit improvements for businesses. Adoption will be driven by three key trends: improved user onboarding, enhanced incentive-sharing models for enterprises, and greater regulatory transparency, all contributing to wider consumer usage.
How to Find Your Wealth Opportunity Amid the Booming AI Narrative
This article explores how to identify valuable investment opportunities amid the AI boom. It advises focusing on projects with strong fundamentals rather than chasing hyped concept coins. Investors should maintain liquidity to capture emerging trends, accumulate trading experience, and develop systematic strategies for identifying and investing in opportunities. Ultimately, it emphasizes viewing crypto investments through a long-term lens rather than engaging in short-term speculation.
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