Key Market Information Discrepancy on December 10th - A Must-Read! | Alpha Morning Report
Featured News
1."CLARITY Act" Draft Expected to Be Released This Week, Hearing and Vote Scheduled for Next Week
3.SpaceX Plans IPO at $1.5 Trillion Valuation, Poised for Largest-Ever Public Offering
Articles & Threads
1. "Crypto VIPs Spending Eight Figures a Year on Security, Fear Blue Kirby-Style Heists"
A travel blogger with over 20 million followers on TikTok, Blue Kirby, was robbed. In recent years, from France to the UAE, from the US to South America, kidnappings of cryptocurrency holders have been on the rise. As assets do not rely on banks and can be transferred on the go, coupled with the often "digitally astounding" wealth of crypto elites, they have become top targets for certain criminal groups, rather than "random victims." This also explains why the security budgets of crypto VIPs are so high that even traditional businesses are stunned.
2. "Exclusive Interview with Solstice Founder: How to Redefine Yield on Solana from First Principles"
By the end of November 2025, Solstice Staking, in collaboration with the Liechtenstein Trust Integrity Network (LTIN), Swiss crypto finance giant Bitcoin Suisse, and the decentralized staking protocol Obol, jointly launched an institutional-grade Ethereum Distributed Validator Technology (DVT) cluster. This seemingly technical collaboration hides a grander ambition. On the very same day, the DeFi platform Kamino in the Solana ecosystem announced the launch of the PT-USX token on Solstice Market, offering a fixed yield of 16.5%. At this time, Solstice's Total Value Locked (TVL) had surpassed $3.2 billion, with over 26,000 holders and 131,000 monthly active users.
Market Data
Daily Market Overall Capital Heatmap (Reflected by Funding Rate) and Token Unlocks
Data Source: Coinglass, TokenUnlocks
Funding Rate
Token Unlocks
You may also like
When the P2P illicit funds from ten years ago turned into 60,000 bitcoins
Morning News | CME Group launches Nasdaq Cryptocurrency Index futures; Asset management giant Janus Henderson strategically invests in Ethena
Why did Oracle deliver the strongest financial report in history, yet its stock price fell?
Bitcoin Layer 2 Network Botanix: Why Did We Choose to Dissolve?
Morning Report | OpenAI has submitted an S-1 registration statement draft to the U.S. SEC; Morpho completes $175 million financing
Galaxy Deep Research Report: How Hyperliquid's HIP-4 Upgrade Changes the Landscape of Prediction Markets?
Latest research from 13 top universities including Cornell University: The current state, challenges, and misconceptions of the fusion of Crypto and AI
Deconstructing Anthropic: The Best AI Company, Possibly Also a Type of Organizational Invention
Every exchange is a "Universal Exchange."
The counterattack of traditional finance: Alliance chains are quietly reviving
Pantera Capital Partner: How Tokenization is Restructuring the Private Equity and Early Investment Ecosystem?
Mastercard Launches Agent Pay for AI, Plans to Record AI Agent Payment Authorizations on Polygon
Mastercard launched Agent Pay for AI, a new payment protocol designed to help AI agents make small payments such as pay-per-use access to data and APIs. The system plans to record human-granted AI agent permissions on Polygon, focusing on verifiable authorization, identity, and payment controls.
Curve Deploys Llamalend v2 on Optimism With 250,000 OP Incentives
Curve launched Llamalend v2 on Optimism with 250,000 OP incentives from the Optimism Foundation. The upgrade expands Llamalend beyond its earlier crvUSD-focused model, adding broader collateral support, LlamaRisk market reviews, and the ability to use Curve LP tokens as collateral.
Raydium Old Liquidity Pool Reportedly Exploited, With $1.34 Million Moved to Ethereum and Tornado Cash
An old Raydium liquidity pool was reportedly exploited for around $1.34 million in USDC, RAY, and wSOL, with the stolen funds bridged to Ethereum and deposited into Tornado Cash. The incident highlights the tail risks of legacy DeFi pools, old contracts, and cross-chain fund laundering paths.
Kalshi Executive Challenges “SBF Backed AI Unicorns” Narrative, Says Leopold Aschenbrenner Was Key Figure
Kalshi executive John Wang questioned the “SBF backed AI unicorns” narrative, saying Leopold Aschenbrenner was the key figure behind major AI investment decisions.
New York Proposes Stricter Stablecoin Issuer Rules Aligned With Federal GENIUS Act
NYDFS proposed stricter stablecoin issuer rules aligned with the GENIUS Act, covering reserves, custody, redemption timelines, audits, and capital buffers.
CryptoQuant Says Bitcoin Profitable Supply Is Near 45% Pressure Zone as On-Chain Data Points to Market Repricing
CryptoQuant said Bitcoin’s profitable supply is nearing the 45% pressure zone, signaling rising market stress, unrealized losses, and a possible on-chain repricing phase.
Bitcoin Falls Below 200-Week Moving Average as On-Chain Data Shows Over Half of Supply in Loss
Bitcoin dropped below its 200-week moving average as on-chain data showed over 50% of circulating supply is now in loss, signaling rising market stress.
When the P2P illicit funds from ten years ago turned into 60,000 bitcoins
Morning News | CME Group launches Nasdaq Cryptocurrency Index futures; Asset management giant Janus Henderson strategically invests in Ethena
Why did Oracle deliver the strongest financial report in history, yet its stock price fell?
Bitcoin Layer 2 Network Botanix: Why Did We Choose to Dissolve?
Morning Report | OpenAI has submitted an S-1 registration statement draft to the U.S. SEC; Morpho completes $175 million financing
Galaxy Deep Research Report: How Hyperliquid's HIP-4 Upgrade Changes the Landscape of Prediction Markets?
