Crypto Morning News: MicroStrategy may further increase BTC holdings; tokens including APT and MOVE to undergo large-scale unlocks this week
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Crypto Morning News: MicroStrategy may further increase BTC holdings; tokens including APT and MOVE to undergo large-scale unlocks this week
Base is considering launching a tokenized COIN stock, currently in the exploratory phase.
Navigating Web3 tides with focused insightsAuthor: TechFlow
Yesterday's Market Dynamics
APT, MOVE and other tokens will undergo large-scale unlocks this week, with APT unlock valued at approximately $113 million
According to Token Unlocks data, several tokens will see significant unlocks this week:
Aptos (APT) will unlock 11.31 million tokens on January 11, worth about $113 million, representing 2.02% of circulating supply;
Movement (MOVE) will unlock 50 million tokens on January 9, worth about $56 million, representing 2.22% of circulating supply;
Ethena (ENA) will unlock 12.86 million tokens on January 8, worth about $16.21 million, representing 0.42% of circulating supply;
io.net (IO) will unlock 3.22 million tokens on January 11, worth about $12.51 million, representing 2.5% of circulating supply.
Eigenlayer (EIGEN) will unlock 1.29 million tokens on January 8, worth about $5.2 million, representing 0.61% of circulating supply.
VitaDAO to launch new compound experimental token on Pump Science on February 25
According to official announcement, VitaDAO, a decentralized autonomous organization focused on longevity research, announced it will launch a new compound experimental token on the Pump Science platform on February 25, followed by supplement pre-orders and market release on March 25.
MicroStrategy plans to issue up to $2 billion in preferred stock to accumulate more Bitcoin
MicroStrategy plans to raise up to $2 billion through the sale of preferred stock to advance its previously announced initiative to raise $42 billion over three years to fund Bitcoin purchases. The latest issuance is expected in Q1 2025, though the company retains discretion depending on market conditions. The preferred shares may be convertible into MSTR Class A common stock and will pay dividends. MicroStrategy has not yet set a target price for this offering.
Base considering launching tokenized COIN stock, currently in exploration phase
Jesse Pollak, developer at Base, tweeted that Coinbase is considering offering tokenized COIN stock to U.S. users on its Base network. Pollak noted that non-U.S. users can already access tokenized COIN stock via platforms like Backed, a tokenized RWA protocol. He described implementing COIN on Base as “something to explore in the new year,” adding that ultimately “every asset in the world will be deployed on Base.” However, Coinbase currently has “no concrete plans” and remains in an “exploratory phase,” working to understand how to comply with U.S. regulations. “We need regulatory clarity and improvements to make the on-chain platform an open platform that unlocks this functionality for everyone,” he said.
Solv co-founder denies allegations regarding Solv’s asset security concerns
Ryan Chow, co-founder of Solv, responded directly on Twitter to community discussions around asset security concerns. His full statement reads:
“After enduring a full day of baseless attacks yesterday labeled ‘1,800 RUG’ and ‘private agreements,’ today Solv faces even more absurd accusations. These allegations uniformly target core asset safety issues but are based on incorrect, self-contradictory claims designed to confuse and mislead the public. In response, Solv has decided to respond directly.
First, Hans, co-founder of Nubit, publicly accused Solv of misappropriating the underlying BTC of SolvBTC.BBN and attempted to support this claim by referencing a mempool link (address xxxm5I2). In fact, the mempool link he cited belongs to another Solv yield asset—SolvBTC.CORE. His own evidence screenshot clearly shows this.
In addition, Hans accused Solv of urgently submitting an update request to DeFillama after allegedly becoming ‘nervous upon being caught.’ In reality, BTC involved in SolvBTC.CORE must be re-staked into new script addresses every two weeks—the previous staking occurred on December 19, with withdrawal and restaking completed on January 2. After each operation, we routinely submit updated address information to DeFillama. This is standard operational procedure for managing SolvBTC.CORE assets, fully verifiable on-chain.
Hans also pointed out a decline in TVL of SolvBTC.BBN during Babylon Cap3, again implying potential misuse of user funds. In fact, Solv officially began redemption procedures for SolvBTC.BBN that day—fluctuations in TVL were entirely normal and actually highlight the liquidity and flexibility SolvBTC.BBN offers users.
The narrative even attempts to suggest Solv engages in a so-called ‘triple-counting of BTC,’ insinuating that each BTC is counted three times within TVL.
After building for four years, Solv now faces consecutive, orchestrated attacks at this sensitive juncture just before TGE. We have provided all facts and evidence—let the market and public judge accordingly.”
Michael Saylor publishes Bitcoin Tracker info for ninth consecutive week, possibly signaling renewed BTC accumulation
Michael Saylor, founder of MicroStrategy, published Bitcoin Tracker information for the ninth consecutive week. However, this time he added: “Some parts of the website aren’t quite right.” (Note: Previously, the site would mark a green dot on the date whenever MicroStrategy purchased BTC, while BTC price trends were shown in blue.)
Vitalik proposes hardware-enforced global "soft pause button" to replace dangerous AGI race
Ethereum co-founder Vitalik Buterin, in a newly published article related to his d/acc philosophy, proposed establishing a global “soft pause button” to replace the dangerous artificial general intelligence (AGI) race. The mechanism would function by reducing globally available computing power by approximately 90%-99% for 1-2 years during critical moments, giving humanity more preparation time.
In response, one user commented: “I strongly oppose Vitalik Buterin and the d/acc viewpoint. Without military enforcement—which obviously won't happen—a global 90%-99% reduction in computing capacity for 1-2 years is a naive proposal. Even moderate slowdowns seem unlikely.”
Vitalik replied: “Yes, I agree it’s a difficult task, but nearly every proposal for dealing with superintelligent AI is hard in some way. The key idea here is that this approach is less difficult than others because enforcement happens at the hardware level, meaning key decisions are made before high-risk periods begin, and ‘betrayal’ requires manufacturing new hardware—not just secretly flipping switches—which takes months of preparation.”
Aave governance forum proposes pegging USDe to USDT, sparking community concerns over potential conflicts of interest
According to Protos, a recent proposal on the Aave governance forum suggests pegging Ethena’s USDe to USDT 1:1, raising concerns about potential conflicts of interest. The proposal recommends replacing the current Chainlink USDe/USD oracle with a USDT-based price feed to prevent bad debt from liquidations.
Notably, both authors of the proposal—ChaosLabs and LlamaRisk—have prior collaborations with Ethena. MakerDAO community member ImperiumPaper expressed concern, likening it to “a real estate agent representing both buyer and seller.”
Critics point out that USDT is fully backed by off-chain assets, whereas USDe relies on delta-neutral strategies involving long and short ETH positions, exposing it to risks of negative funding rates when market sentiment shifts. Meanwhile, Ethena founder Guy Young denied any conflict of interest, emphasizing the company has established a risk committee to ensure external oversight of product management.
Market Movements
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