[Chain News] Strategy (the same MicroStrategy as before) has recently made significant moves, reportedly setting up a reserve pool of 1.44 billion USD specifically for dividends. This company continues to maintain its aggressive style after rebranding, holding so much BTC and now creating such a large cash reserve. It seems they are trying to find a balance between traditional shareholder returns and encryption asset allocation.

The Fed is about to hold an interest rate meeting, and there may be a rare dissenting vote. Several internal members have expressed opposition to a rate cut, leading to ambiguous policy signals and raising doubts about its independence. If Powell suggests pausing the rate cut, it may gain support as a compromise solution.

The mixing platform Cryptomixer was shut down by law enforcement in Zurich, having processed over $1.4 billion in Bitcoin. This operation seized $27 million worth of Bitcoin and a large amount of data, completely cutting off its Money Laundering service channels.

[Chain News] Just noticed a significant movement: In the past two hours, a new Wallet has transferred over 56,000 ETH from a leading exchange, worth about 160 million dollars.
With such a large volume of funds flowing, a new address directly withdrawing so many coins on-chain, it's unclear whether it's an institution adjusting their positions or a whale preparing for something. In any case, every time I see such a nine-digit transfer, the market tends to react somewhat.
Recently, large on-chain transfers of ETH seem to have become more frequent. What do you all think?

[BitPush] Just captured a major move: BlackRock transferred 2,156 Bitcoins to a certain compliance trading platform 7 minutes ago, worth approximately $186 million at current prices. Such a large on-chain transfer is either a position adjustment or part of a strategy. Every time a traditional financial giant moves coins, it can stir quite a wave; the intention behind this operation is worth pondering — is it preparing to dump or change positions? The market may soon provide an answer.

【Chain News】The latest data from Bubblemaps shows that the mysterious Whale, who accurately shorted during the "1011 flash crash," has surfaced with more actions—three associated Addresses 0xf6fd, 0xF744, and 0x4116 withdrew 220 million U from the Aave protocol, with the funds directly flowing to a leading exchange.
It is worth noting that these several Addresses on the chain are also holding over 500 million USD in positions. Such a large-scale lending transfer, combined with the previous precise timing of the strike, makes the information asymmetry behind this operation intriguing. What game is the Whale playing? The market is watching closely.

[Chain Text] The Central Bank of Kazakhstan plans to invest money from its forex reserves in encryption, with a maximum possible investment of 300 million USD.
At the press conference on November 28, the country's regulatory head, Timur Suleimenov, spoke the truth: "300 million is just a ceiling; the actual amount could be 50 million, or it could be 100 million or 250 million, depending on the situation. Right now, the entire crypto market is in decline, and everyone is re-evaluating—can this actually be profitable? The workload is not small."
The official emphasized that the money did not come from the national fund but from the Central Bank's gold forex reserves. They created a separate investment portfolio within the reserves to specifically buy high-tech stocks and digital financial assets. However, the regulators are not in a hurry at all.
"We won't act impulsively," he added, "We'll wait until a real opportunity arises. With this wave of digital assets and encryption currency dropping like this, we need to observe for a while and see the situation clearly before we act."

[Coin World] The CEO of Polymarket, Shayne Coplan, recently claimed that their encryption prediction platform is currently the "most accurate tool." What makes it accurate? It relies on real economic incentives that turn predictions into useful information streams.
It's completely different from the traditional polling method of surveys. Just for the 2024 U.S. election, there has been a betting volume of 3 billion dollars on the platform. Real money betting is much more reliable than just talking about it.
Of course, there are quite a few controversies. Some question the existence of insider trading on the platform, while others have opinions on certain sensitive event contracts. Coplan responded to all of this and maintained a rather calm attitude.
More importantly, there has been a breakthrough at the regulatory level—the CFTC has approved them to act as intermediaries in the U.S., and the Intercontinental Exchange (ICE) has directly invested $2 billion. This endorsement is substantial.

The cryptocurrency world experienced a turning point in the digital asset ETP market last week - after four consecutive weeks of losses, funds finally flowed back in, with a net inflow of $1.07 billion.
This wave of reversal is related to the statement made by Federal Reserve official John Williams, as the market has caught the scent of interest rate cuts. Although trading was slow during the Thanksgiving holiday, American investors still took the lead, pouring nearly $1 billion in a single week.
Specific to coins: Bitcoin attracted 464 million, Ethereum secured 309 million, and XRP even set a new historical high - with an inflow of 289 million in a single week. The three major mainstream coins are all showing gains, and the funding sentiment has clearly turned warm.
Once the expectation of interest rate cuts ferments, risk-averse funds begin to shift positions to the cryptocurrency market, and this data serves as a validation of that logic.

According to on-chain data from 【区块律动】, a Large Investor has been quietly accumulating LINK at a certain leading exchange for the past six months.
This giant whale has accumulated 2.33 million LINK, with a cost basis of around 38.86 million dollars. However, the current situation does not look good — at the current price, this batch of chips is only worth 28.38 million dollars, resulting in an unrealized loss of about 10.5 million dollars.
Interestingly, this guy's method of building a position is very steady; he doesn't go all in at once, but rather accumulates slowly in batches from the exchange. Calculating it, the average cost price is around $16.7, and now the price of LINK is clearly making him a bit uncomfortable.
Changes in positions at this level often reflect the long-term judgment of large investors on a particular cryptocurrency. As for whether this whale is bottom fishing or catching a falling knife, it may depend on the subsequent performance of LINK to verify.

The Whale that heavily shorted during the flash crash in October has new movements.
Just ten minutes ago, this address deposited 55,340 ETH into Aave as collateral, worth 157 million USD. Immediately after, it borrowed 50 million U and directly transferred it to a leading exchange.
This wave of operation came suddenly - the last time he acted was during the flash crash two months ago. Now suddenly moving such a large amount of funds, is he looking to accumulate positions? Or is he preparing for another round of shorting?
The current direction of funds is unclear, but the actions of such a large Whale are always worth paying attention to.

[Chain News] The Christmas atmosphere is in full swing! Musk added a Christmas hat to his X account avatar. Every little move of this TSL and SpaceX leader can stir waves in the crypto world, and this time it is purely in the spirit of the season.

【Block Rhythm】A big fish bought the dip in the early morning of November 29. At that time, the market was experiencing a big dump, and this old brother went against the trend to scoop up, directly spending 6 million USDC to grab 65.65 WBTC, with a cost price of 91,384 USD each.
As a result, all positions were liquidated 5 hours ago at a price of $86,563. This operation caused a direct evaporation of $316,000 on the account. A classic case of buying the dip halfway, the market has indeed not been kind these past few days.

[Block Rhythm] A large investor recently made some exciting moves. In the early hours of November 29, when the market plummeted, this guy went against the trend and directly invested 6 million USDC to buy the dip on WBTC, acquiring 65.65 pieces at a cost price of 91384 USD each.
The plot twist came quite suddenly. In the past 5 hours, he chose to cut all losses and exit the market, with an exit price of 86,563 USD. Calculating it, this operation directly resulted in a loss of 316,000 USD.
Buying the dip halfway up the mountain, this is the real-life lesson of blood and tears.

Krugman warns that the current government is dismantling the financial regulatory defenses established after the 2008 financial crisis, particularly regarding the relaxation of bank capital requirements and the loosening of encryption asset regulations. He likens this to the potential for another financial crisis in the future, with risks accelerating.

The Meme craze on the Monad blockchain seems to be cooling down. Those projects that once skyrocketed are now experiencing a significant decrease in market capitalization.
Take CHOG, the first project to break a market capitalization of ten million dollars on-chain, for example; it has now fallen to less than three million dollars. Even more exaggerated is that, apart from the top two in the market capitalization rankings, other projects have basically shrunk to below three hundred thousand dollars. This pullback has indeed been considerable.
However, there are always exceptions in the market. Today, moncock exhibited a completely opposite trend — surging 350% in 24 hours, with a market capitalization soaring to $1.2 million, and a unit price of about $0.0012. It is now the second-ranked Meme coin by market capitalization on the Monad chain.
But to be honest, Meme coins are too volatile. Most projects are supported by emotions and concepts, with no real application scenarios. If you want to play, you need to weigh the risks yourself.

Interesting operations are coming.
ZEC recently fell below $370, and a big holder panicked—he opened a 10x leverage long position on Hyperliquid and was about to be liquidated. What to do? Directly add $1.5 million in margin to save the situation.
But this operation did not turn the situation around. Currently, this guy has an unrealized loss of 4.28 million dollars, and with the previous losses taken into account, the total loss has skyrocketed to 6.6 million dollars.
High leverage is like playing with your heart; one mistake could lead to a downfall. The ZEC bulls are currently under great pressure, and the future trend is worth watching.

On December 1st, the popularity of Meme coins on the Monad blockchain has noticeably cooled down. The previously hot projects have seen their market capitalization continuously plummet.
Take CHOG, the first on-chain project to break a market capitalization of ten million, for example. It has now shrunk to less than 3 million dollars. Even worse, apart from the top two projects in the market capitalization ranking that can still hold their ground, most other projects have basically fallen below 300,000 dollars. The entire ecosystem feels a bit desolate.
However, there are exceptions. Moncock performed quite strongly today, soaring 350% within 24 hours. Currently, its market capitalization has climbed to 1.2 million dollars, with a unit price hovering around 0.0012 dollars, firmly securing the second position on the Monad blockchain.
This wave of operations looks exciting, but to be honest, Meme coins are too volatile. Most of them are driven by emotions and concepts, with no real application support. Friends who want to enter the market really need to weigh whether they can handle this roller coaster ride.

The prediction market has been a bit lively recently. On the Kalshi platform, the odds of White House National Economic Council Director Hassett taking the position of Fed Chair skyrocketed from 55% to 78% within a week. Data from Polymarket is similar, with a 71% probability of leaving other candidates far behind. It seems the market's confidence in this candidate is truly on the rise, and the on-chain prediction is quite clear this time.

【Block Rhythm】Today on Solana, there is a meme coin PIPPIN that is quite unusual; despite the market not doing well, it actually surged by 61.9%, and the current price has reached 0.1788.
But this increase seems a bit off. Analysts have uncovered that several wallets are working together — frantically hoarding without selling, artificially pushing the price up. Once the short sellers enter the market, these people start to "pin" and harvest, causing waves of leveraged shorts to get blown up, creating a vicious cycle. The more the shorts get liquidated, the higher the price is pushed up, and the shorts that come in later continue to be harvested.
The most outrageous thing is that an address threw in $200,000 to buy PIPPIN 6 days ago, and after the price doubled, it ran away. Now this address has its sights set on another coin ARC, playing the same trick.
To be honest, this kind of operation is too obvious. The volatility of memes is already outrageous, and with this kind of organized pump + dump, retail investors have no way out.