【Coin World】Aave's recent move is quite aggressive—directly migrating the V3 protocol to the Mantle Network, specifically targeting the institutional-level lending market on Layer-2, with mainstream assets like ETH, USDC, and USDT all included.
But the more explosive news is yet to come: their governance team has been taking frequent actions recently, directly planning to cut off the unprofitable chains like zkSync, Metis, and Soneium, and even Polygon and Optimism, which have shown poor performance, are being targeted – preparing to increase the reserve ratio to put a stop to them. The harshest rule is that from now on, if you want to play in the Aave ecosystem, you must guarantee at least $2 million in annual revenue; otherwise, there's no negotiation.
To put it simply: DeFi lending also needs to talk about profits; the era of burning money for expansion is over. Liquidity is important, but cash flow is more tangible.

[Coin World] Trump recently made another statement, indicating that he will announce the new Fed chair candidate at the beginning of next year. He is quite optimistic, believing that inflation will soon drop to an ideal level.
However, he has some criticisms of the current chairman Powell, stating that he did not cut interest rates when it was time to do so. Interestingly, he previously wanted Scott Bessen to take this position, but the latter politely declined.
This matter has a significant impact on market sentiment—the Fed's monetary policy direction directly relates to liquidity and the pricing of risk assets. The crypto market has always been sensitive to interest rate cut expectations, let's see if there will be any new moves next.

[Coin World] DOT has been pumping quite aggressively recently, shooting up to $2.26 within a day, rising by 13%. More importantly, the Trading Volume has also increased, being over 30% more active than usual.
From a technical perspective, this time it has truly broken through the long-held range of 2.00-2.15 dollars. The trading volume during the breakout surged nearly twofold, and such a volume breakout generally indicates that large funds are entering the market.
Now that the position of 2.05 has stabilized, a short-term pullback is likely to stop here. If it can hold this level, the psychological barrier of 2.30 should not be far off. Let's see if it can make a strong push upward.

The pioneer group managing astronomical digital assets in the 【币界】 has made a 180-degree turn this time.
Starting this Tuesday, this established asset management giant has officially opened a gateway to its more than 50 million brokerage users—those primarily investing in ETFs and mutual funds that allocate Bitcoin, Ethereum, Ripple, and Solana can now trade freely on their platform. It is worth noting that Vanguard had previously maintained a rather cautious distance from cryptocurrencies.
Hunter Horsley, the boss of Bitwise, remains calm. He observes that the market reaction is lukewarm, which he believes indicates a cautious sentiment at present. However, he quickly shifts his tone and throws out a more important judgment: "Cryptocurrency is rapidly entering the mainstream world at a visible pace." This signal may be more worth pondering than short-term price fluctuations.

The price of DOGE has shown significant Fluctuation recently, having risen from $0.1324 to $0.1374 before experiencing a big dump, resulting in heavy losses for short positions. Volume has decreased by 20.95%, and on-chain activity has dropped to a 60-day low. ETF inflows have also significantly decreased, and market sentiment has rapidly shifted.

[Blockchain Rhythm] has just monitored that Tether has newly minted 1 billion USDT on the Tron network. This round of issuance is directly on-chain, and the on-chain data is clearly visible. Is another wave of large stablecoin injection coming, bringing market liquidity?

[Crypto World] Recently, CZ has spoken out again. The founder of Binance believes that the crypto market is about to break through its existing high points, and new historical records may appear soon. It seems that old Zhao is quite optimistic about the future market; it remains to be seen whether this wave will drive market sentiment.

[Chain News] Ethereum Mainnet's gas fees have hit a new low!
Now the transfer fee is only $0.02, and the Gas is as low as 0.1 Gwei. Do you remember the days when the transaction fees would easily reach dozens or even hundreds of dollars? That painful feeling is finally over.
I took a glance at the fees of several mainstream L2s:
• Transfer 0.004 USD on ARB
• OP is $0.006
•

On Tuesday, the U.S. stock market opened well, with all three major indices in the green.
The Dow Jones Industrial Average opened up 132.74 points, an increase of 0.28%, standing at 47,422.07 points; the S&P 500 opened up 19.1 points, an increase of 0.28%, reaching 6,831.73 points; the Nasdaq Composite performed even stronger, opening up 94.9 points, an increase of 0.41%, hitting 23,370.82 points.
The warming of risk sentiment in traditional markets often has a positive impact on the cryptocurrency market.

[On-chain] An "undefeated war god" has emerged on-chain - Wallet Address 0xFC78 has had a remarkable performance recently. In the past 11 days, this trader has made 9 transactions, each one precise, and currently maintains a 100% win rate record, with a total profit of 2.12 million dollars.
What's even more shocking is that this expert has just opened a massive position: shorting 500 BTC with 40x leverage, making the contract worth as much as $43.88 million at the current price. However, the risk is also apparent—if the price of Bitcoin hits $93,392.53, this position will be forcibly liquidated.
Using such high leverage to go all in on a short position means either you have absolute confidence in the market trend or you're just playing with fire. Anyway, everyone is watching this Address now, to see if this "perfect record" can continue.

[Coin World] I looked at the recent 4-hour line of BTC, and the trend is quite interesting. Since December 1st, it has been recovering losses, and this morning it directly broke through the high point of 4 o'clock, with long positions completely swallowing short positions. The last bullish line closed quite steadily, with the closing price exceeding the opening price.
However, there is a detail to note - the trading volume is shrinking. Prices are rising, but the volume cannot keep up, and this divergence usually indicates that the upward momentum may not be strong.
In terms of technical indicators: the MACD currently has no clear direction. Although the histogram is still below the zero axis, the negative values are narrowing, indicating that the bearish strength is weakening. The KDJ value is stuck at 20, with neither a golden cross nor a death cross, falling in the neutral to weak area.
Specific point reference:
- For long positions, you can look around 84677, being aggressive at 84039 is also fine, with a stop loss set at 84254.
- The target level above 92362 is the first resistance, if it can break through, 93592 can be expected.
- In case of a short positions, it's best to place the stop loss at

[CoinWorld] On December 2, Coinglass data revealed an interesting signal - the funding rates of mainstream exchanges and decentralized platforms have collectively decreased, indicating a明显 bearish market sentiment.
The funding rate is quite an interesting indicator. It is essentially a game of capital exchange between long and short positions in perpetual contracts, where the platform does not take a cut, relying purely on this mechanism to prevent the contract price from decoupling too far from the spot price.
How to look at this number? To put it simply:
- 0.01% is a watershed, considered a neutral state in the market.
- If it's above this number, it indicates that there are more long positions, and they have to pay the shorts.
- Below 0.005%, this is the current situation - shorts are in the lead, while longs can actually make money.
Currently, the funding rates for major coins are generally low, indicating that the short-selling pressure in the market is stronger. In this situation, the cost of holding long positions has actually decreased, but the problem is that everyone is pessimistic about the future market, and this signal itself is...

APT has recently risen by 2.4% to $1.90, with the trading volume exceeding the monthly average by 40%, indicating accumulation by institutions. On the technical side, $1.88 serves as support, while $1.91 is resistance. If the active trading volume continues, there is hope for a breakout above $1.92.

[Coin World] Token Cat's board of directors recently approved a rather aggressive plan - preparing to invest up to 1 billion US dollars into encryption assets. The investment will be made in batches, not all at once.
The direction they are focusing on is quite interesting: primarily targeting AI-related coins, as well as new ways of mixing coins with equity. It sounds like they want to bet on those projects that are still in the early stages but could potentially change the game.
The specific person executing this is the new COO Sav Persico. This guy's approach is to treat cryptocurrency as a long-term asset reserve, rather than the short-term trading strategy.
There is no sloppiness in risk control; a special committee has been established, led personally by the CFO. After all, one billion dollars is not a small amount, and someone must oversee how the assets are allocated and how the governance rules are set.
Look at this situation, another institution is ready to enter the market with a heavy investment.

[Coin World] Recently, a certain Compliance platform launched a very practical feature - an AI-driven news aggregation system. This thing can capture market news in real-time from over 50 different channels, and then use an Algorithm to help you filter out the key information that truly impacts market data.
In simple terms, it means consolidating the market data, project updates, and macro data scattered across various sources into a single entry point, saving the hassle of switching between apps to check news. For traders who need to quickly grasp market rhythms, it can indeed save a lot of time in filtering information.
However, this type of AI integration tool is being developed by various companies now, and the core still relies on the quality of the information source and the precision of the Algorithm. After all, there is too much noise in the crypto market, and the key is whether we can truly filter out valuable signals.

[Coin World] The recent move by American banks is quite explosive — for the first time, they publicly recommend their wealth management clients to invest in encryption assets. The suggested allocation ratio is between 1% and 4%. It may not seem like much? But for traditional banks, this is already a groundbreaking shift.
More importantly, starting from January 5, 2026, they will officially cover research reports on four Bitcoin ETFs. What does this mean? Encryption assets are officially treated as "serious assets" by these established financial giants, no longer marginalized speculative products.
In simple terms, the fact that mainstream financial institutions are starting to seriously incorporate Bitcoin into their asset allocation frameworks is a milestone signal for the entire industry.

On December 2, something quite magical happened in the crypto world - MicroStrategy, which had always said "never sell Bitcoin," suddenly changed its tune.
The company has created a cash pool of $1.44 billion for this stock issuance, claiming it is to cope with the potential "crypto winter." More critically, they publicly acknowledged for the first time that if the internal mNAV metric falls below 1 and they are unable to continue financing, they may indeed consider selling some Bitcoin.
The market's reaction was quite direct. On Monday, MSTR's stock price plummeted over 12% during intraday trading, and the cumulative decline for the year has now expanded to around 40%. Bitcoin also couldn't escape this trend, falling more than 4%. It's important to note that this company is carrying about $82 billion in convertible bond pressure, and this statement seems to be telling the market: "We also need to leave ourselves a way out."
To be honest, when leading institutions began to publicly discuss the "coin selling plan", it conveyed

A Whale holding over 250,000 ETH has continuously dumped in the past week, transferring a total of 23,000 ETH, which could yield a profit of 66.53 million USD if sold. He currently has only 69.83 ETH left, basically closing all positions. This operation has attracted follow.

[Coin World] LINK has recently been unable to hold on again. A few days ago, it was hovering around $13.4-$13.5, but in the past two days, it has dropped directly to around $12.18. The contract data shows that a large number of long positions have been liquidated, and the open interest now only remains at about $225.5 million.
It's more obvious when looking at the daily chart - it fell 5.9% in a single day, and it really can't hold above the key resistance level. The technical indicators are also not optimistic, with both MACD and CMF operating in the negative zone, and there are currently no signs of easing in the downtrend.
The current position is quite awkward. For a real reversal, LINK needs to climb back to the $15-16 range; otherwise, it will be difficult to change market sentiment. In the short term, there is still significant pressure on long positions.

[Coin World] Just saw the news that a leading exchange will launch the RLSUSDT Perptual Futures on December 2nd at 10 AM (UTC time).
The maximum leverage provided this time can reach up to 20 times, which is a good option for aggressive traders. What's even more interesting is that the contract copy trading feature will be opened within one day after the launch—friends who want to follow the operations of the big players can pay attention.
The discussion around the RLS asset has been quite high recently, and now with the Perptual Futures tool available, the long and short competition should be even more intense. However, high leverage is always a double-edged sword, so one must still ensure proper risk management before entering the market.