Key Market Insights Discrepancy on December 4th - A Must-Read! | Alpha Morning Report

By: blockbeats|2024/12/04 10:30:01

Featured News

1. Trump Administration May Open IPO Market to Cryptocurrency Companies

2. Coinbase Launches Solana-Based Meme Coin MOODENG

3. Rise in Tron Ecosystem Tokens, TRX Surges Over 77% in 24 Hours

4. South Korea's Presidential Chief of Staff and Secretary-General Resign Together

5. South Korea's Martial Law Headquarters Issues First Martial Law Order

Articles & Threads

1. "How Did 'Zombie Coins' Suddenly Make a Comeback?"

By Ray's New World

The Ethereum ecosystem just experienced a turnaround in the past two days, but things are not peaceful within the Ethereum community. A feud broke out between Scroll, a zkRollup project, and Movement, a team that just completed a testnet and announced an airdrop, with Scroll accusing Movement of code plagiarism. In response, Movement claimed that the Scroll team acted improperly, damaging the Layer 2 ecosystem's reputation single-handedly. Currently, official members of the Scroll team have not provided a formal response.

2. "SEC Chair Appointment Delayed, Related Concept Tokens See 50% Intraday Volatility"

shushu, BlockBeats

From on-chain data, ZKasino is not "insolvent" but blatantly chooses to "profit from user assets." Every step of ZKasino's operation is extracting trust and assets from users, completely deviating from the original intention of decentralization and transparency. The ZKasino team uses user funds to profit from high-risk operations, turning a deaf ear to the issue of returning user funds, which is undoubtedly a secondary harm to the victims.

24H Top Projects (‼️High Rug Risk‼️)

Daily new projects or community attention updates, sorted and ranked by X Alpha account follow count and growth

Data Source: getmoni.io

BlockBeats Note: The following are early-stage projects with relatively few followers, highly susceptible to Rug and contract risks. Participation should be cautious, and this is not investment advice.

1. Orbit (@orbitcryptoai)

Creating an AI agent for the abstraction chain

Key Market Insights Discrepancy on December 4th - A Must-Read! | Alpha Morning Report

2. stHYPE (@stakedHYPE)

Primary staking liquidity solution for the Hyperliquid network

3. OnlyDate (@onlydatefun)

The OnlyDate protocol is a platform where users can interact with an AI-driven female agent

Market Data

Daily overall market capitalization heat (reflected by funding rates) and token unlocks

Data Source: Coinglass, TokenUnlocks

Funding Rate

Token Unlocks

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."

56% Spike in Memecoin Trading Volume, Yet Shiba Inu (SHIB) Remains Static With 0 Netflow

Key Takeaways: Recent memecoin market saw a volume increase of 56%, highlighting a shift in investor interest towards…

American Airlines Praises Ripple, Surprising XRP Community

Key Takeaways: American Airlines reports exceptional results from Ripple Treasury usage. Ripple Treasury aids treasury efficiency without needing…

USDT Supply Surges to $188B as Tether Solidifies Stablecoin Dominance

Key Takeaways: Tether’s USDT supply reaches an all-time high of $188 billion, maintaining its dominance in the stablecoin…