Crypto Morning Report: Brevis Opens Airdrop Inquiry, Trend Research Accumulates Over 46,000 ETH in a Single Day

深潮Publicado em 2025-12-30Última atualização em 2025-12-30

Resumo

Title: Crypto Morning Brief: Brevis Airdrop Goes Live, Trend Research Accumulates Over 46K ETH in a Day Key developments from the crypto market: - SEC Corporate Finance Deputy Director Cicely LaMothe, who led key crypto policies including memecoin classification and staking guidance, has retired. - Representative Maxine Waters criticized SEC Chair Atkins for ending enforcement actions against crypto firms like Coinbase and Binance, demanding a hearing. - ZK verifiable computing platform Brevis opened its airdrop registration portal, with claims open from Dec 29 to Jan 3. - SlowMist warned of a new NPM supply chain attack variant called "Shai-Hulud 3.0." - Flow Foundation announced a no-rollback recovery plan after a $3.9M exploit, with phased network restoration. - Trust Wallet confirmed 2,596 addresses affected in its recent security incident, with 5,000 claims submitted. - Standard Chartered and Ant International launched a blockchain-based tokenized deposit solution in Hong Kong. - Cantor Fitzgerald predicted a potential "crypto winter" by 2026 but noted continued institutional adoption. - Trend Research withdrew 13,462 ETH ($39.3M) from Binance, accumulating over 46,000 ETH in one day. - MicroStrategy purchased 1,229 BTC ($108.8M), now holding 672,497 BTC with an average cost of $74,997. - Eightco Holdings (WLD treasury) approved a $125M stock buyback plan. Market trends and recommended reads included analysis of global trading, Web3 narrative...

Author: Deep Tide TechFlow

Yesterday's Market Dynamics

SEC Corporate Finance Deputy Director Cicely LaMothe Announces Retirement, Led Multiple Cryptocurrency Policies

According to The Block, the U.S. Securities and Exchange Commission (SEC) announced on Monday that Deputy Director of Corporate Finance Cicely LaMothe is set to retire. LaMothe led several key cryptocurrency policies over the past year, including clarifying that meme coins are not securities and explaining the SEC's stance on staking. She joined the SEC's Division of Corporate Finance in 2002, having previously worked in the private sector and holding a CPA license. LaMothe's retirement comes as the SEC enters its second year of a more crypto-friendly direction, during which it has approved listing standards for specific crypto ETFs, initiated the "Crypto Project" to update digital asset rules, and dismissed enforcement cases against several prominent crypto companies. The SEC also announced that Nekia Hackworth Jones, Deputy Director of the Southeast Regional Office in the Division of Enforcement, completed her term at the end of December.

Democratic Congresswoman Waters Criticizes SEC Chairman Atkins for Terminating Crypto Enforcement Actions, Demands Hearing

According to CoinDesk, House Financial Services Committee Ranking Member Maxine Waters sent a letter to Committee Chairman French Hill on Monday, demanding that Chairman Paul Atkins appear at a hearing regarding the termination of major enforcement actions against crypto companies like Coinbase, Binance, and Justin Sun. Waters questioned the SEC's rationale for dropping these cases and how it plans to prevent market fraud, noting that some companies announced the terminations before the committee's formal vote. She also criticized Atkins for using the SEC agenda as a government tool, implementing policy shifts through staff statements rather than formal rulemaking.

Brevis Launches Airdrop Registration and Eligibility Check Portal

The ZK verifiable computing platform Brevis has launched an airdrop registration and eligibility check portal. Users must first check if they are eligible and complete all necessary steps before applying. The application window will be open from December 29 to January 3. The allocation amount will be announced when claiming opens in the future.

SlowMist: New Variant of NPM Supply Chain Attack, Shai-Hulud 3.0, Reappears

SlowMist Chief Information Security Officer 23pds issued a security alert stating that the latest variant of the NPM supply chain attack, Shai-Hulud 3.0, has reappeared, warning all projects and platforms to strengthen their defenses. The previous Trust Wallet API key leak may have been a result of the Shai-Hulud 2.0 attack.

Flow Foundation: Releases No-Rollback Recovery Plan, Over 99.9% of Accounts Unaffected

The Flow Foundation has proposed a new plan to address the security vulnerability that occurred on December 27. Developed in consultation with bridge operators, exchanges, and infrastructure partners, the plan's main features are:

No Network Rollback: There will be no network reorganization or requirement for partners to replay transactions.
Preservation of Legitimate User Activity: Over 99.9% of accounts are unaffected and will function normally after the restart.
Precise Fixes: Temporary restrictions will only be applied to accounts that received fraudulent tokens.
Transparent Handling: Fraudulent tokens will be burned via on-chain transactions verified by an independent blockchain forensics company for transparency and auditability.

The recovery plan will be implemented in four phases:

Cadence Environment Recovery Goes Live, EVM Temporarily Read-Only.
Cadence Environment Repair Completed (approx. 24-48 hours).
EVM Environment Repaired and Re-enabled.
Bridges/Exchanges Resume Operations After Verifying Network Stability.

The attack resulted in approximately $3.9 million in assets being transferred. The Flow Foundation is currently working closely with validators and the community to ensure a secure recovery.

Trust Wallet CEO: Security Incident Confirmed to Affect 2,596 Addresses, Reimbursement Verification Ongoing

Trust Wallet CEO Eowync.eth provided an update on December 29th, stating the company is actively investigating the browser extension v2.68 security incident. 2,596 wallet addresses have been confirmed affected so far, and the team has received about 5,000 reimbursement claims. The company is carefully verifying each claim to distinguish genuine victims from malicious actors and promises to share more investigation details tomorrow. This incident and the subsequent reimbursement work have become the company's top priority, with all team members working full-time on it.

Standard Chartered Bank and Ant International Launch Blockchain-Based Deposit Tokenization Solution in Hong Kong

Standard Chartered Bank (SCBHK) and Ant International have officially commercially launched a blockchain-based tokenized deposit solution, enabling real-time, 24/7 fund transfers in HKD, offshore RMB, and USD. The system, via Ant International's proprietary Whale platform, provides global enterprises with "just-in-time" liquidity management, overcoming traditional banking time constraints and settlement delays.

Investment Bank Cantor Fitzgerald Predicts New "Crypto Winter" in 2026, But Institutional Adoption Continues to Grow

According to CoinDesk, Cantor Fitzgerald analyst Brett Knoblauch predicted in a recent report that Bitcoin may be entering a long-term downtrend, reflecting its historical four-year cycle pattern, with prices potentially testing MicroStrategy's average cost basis of around $75,000. However, unlike past cycles, this "crypto winter" will not see massive liquidations or structural collapses but will be characterized by institutional investors driving market direction.

Trend Research Withdraws Another 13,462 ETH, Accumulates Over 46,000 ETH in a Single Day

According to on-chain analyst Ai Yi (@ai_9684xtpa) monitoring, Trend Research withdrew another 13,462 ETH (worth approx. $39.31 million) from Binance 5 minutes ago.

The institution's on-chain ETH holdings are now updated to 626,071, with a total value exceeding $1.83 billion and an average holding cost of approx. $3,105.5. Currently, the institution is facing an unrealized loss of approx. $110 million. Data shows Trend Research accumulated 46,036.72 ETH within a single day.

MicroStrategy Adds 1,229 Bitcoin Last Week, Now Holds Total of 672,497 Bitcoin

According to a tweet by MicroStrategy founder and Executive Chairman Michael Saylor, MicroStrategy has purchased an additional 1,229 bitcoin for approximately $108.8 million in cash, at an average price of approximately $88,568 per bitcoin. As of December 28, 2025, MicroStrategy holds 672,497 bitcoin acquired for approximately $50.44 billion at an average purchase price of $74,997 per bitcoin. MicroStrategy's bitcoin investment is up 23.2% year-to-date for 2025.

WLD Treasury Company Eightco Holdings Launches $125 Million Stock Buyback Plan

According to PRNewswire, Nasdaq-listed WLD treasury company Eightco Holdings announced that its board of directors has approved the initiation of a stock repurchase program of up to $125 million. The company also stated it will promote the construction of a universal digital identity and authentication framework through strategic investments and partnerships to address the challenges of the evolving identity verification market brought by large-scale AI applications.

Market Trends

Perguntas relacionadas

QWhat key SEC official retired recently, and what was their role in cryptocurrency policy?

ASEC Division of Corporate Finance Deputy Director Cicely LaMothe retired. She led several key crypto policies, including clarifying that memecoins are not securities and explaining the SEC's stance on staking.

QWhat action did Brevis take regarding its airdrop, and what are the important dates?

ABrevis launched an airdrop registration and eligibility query portal. The application window is open from December 29th to January 3rd.

QHow much ETH did Trend Research accumulate in a single day, and what is their current average holding cost?

ATrend Research accumulated over 46,036.72 ETH in a single day. Their current average holding cost is approximately $3,105.5 per ETH.

QWhat was the nature of the security incident on the Flow network, and what is the recovery plan?

AA security incident on the Flow network led to approximately $3.9 million in assets being transferred. The recovery plan involves a four-phase process to restore the Cadence and EVM environments without a network rollback, aiming to leave over 99.9% of accounts unaffected.

QWhat new blockchain-based financial solution was launched by Standard Chartered Bank and Ant International?

AStandard Chartered Bank (Hong Kong) and Ant International commercially launched a blockchain-based tokenized deposit solution for real-time, 24/7 fund transfers in HKD, offshore RMB, and USD via Ant's proprietary Whale platform.

Leituras Relacionadas

AI Inference Bills Soar, Shopify and Roblox Warn: Savings from Layoffs Not Enough to Cover Chip Costs

The 2026 Q1 earnings season reveals a paradox: while AI helps companies freeze hiring and boost productivity, the soaring costs of AI inference—token consumption and GPU depreciation—are eroding savings from workforce reductions. Shopify reported that AI now writes over 50% of its code, enabling significant output with stable headcount. However, LLM costs, driven by heavy usage of its AI assistant Sidekick, are pressuring its subscription毛利率. Similarly, Roblox attributed a quarter of its full-year利润率下调 to increased AI investment. The article highlights a broader industry imbalance: combined AI capital expenditure for Amazon, Meta, Microsoft, and Google is projected to reach $725 billion in 2026, vastly outpacing potential savings from layoffs. For instance, Meta's planned裁员 would save about $2.4 billion annually, offsetting only ~12% of its incremental AI depreciation. While底层 model and chip suppliers like NVIDIA maintain high profitability, application-layer companies face a pricing squeeze. Their strategies now involve要么 tightly linking AI costs to user engagement (like Shopify) or introducing fees for advanced AI features (like Roblox), as covering AI bills with裁员 savings alone is financially unsustainable.

marsbitHá 5m

AI Inference Bills Soar, Shopify and Roblox Warn: Savings from Layoffs Not Enough to Cover Chip Costs

marsbitHá 5m

Has Hook Summer Really Arrived? sato, Lo0p, FLOOD Ignite the New Narrative of Uniswap v4

"Hook Summer" Arrives? Sato, Lo0p, FLOOD Ignite Uniswap v4 Narrative Amidst a slight market recovery, attention within the Ethereum ecosystem has shifted to Meme coins built on Uniswap v4's Hook protocol. Following ASTEROID, tokens like sato, sat1, Lo0p, and FLOOD have become market focal points, with market caps ranging from millions to tens of millions, bringing concentrated liquidity to a narrative-dry market. Uniswap v4 Hooks are "plugin smart contracts" that allow developers to inject custom logic at key points in a liquidity pool's lifecycle (initialization, adding/removing liquidity, swaps, etc.), making the AMM programmable. Recent representative projects include: * **sato**: Market cap peaked over $38M; uses a v4 curve mechanism for minting/burning, locking ETH as reserve. * **sat1**: Market cap briefly exceeded $10M, positioning as an "optimized sato," but later declined significantly. * **Lo0p**: Market cap neared $6.6M; a "lending AMM protocol" allowing users to borrow ETH against deposited LO0P tokens without immediate selling pressure. * **FLOOD**: Market cap approached $6M; channels trading reserves into Aave v3 to generate yield, which is retained in the pool. The emergence of these Hook-based tokens could drive long-term growth for the Uniswap ecosystem by attracting users and liquidity to v4 pools. Combined with Uniswap's activated fee switch (partially used to burn UNI), the long-term outlook for UNI appears positive. However, short-term UNI price appreciation is not directly guaranteed. Factors include the sustainability and lifecycle of these new tokens, their price volatility, overall market conditions, and regulatory pressures. Currently, Uniswap v4's TVL ($595M) lags behind v3 and v2, indicating Hook adoption still requires time to mature. In summary, the Hook ecosystem serves as "long-term nourishment" for UNI, but acts more as a "catalyst" than a direct "booster" in the short term. Note: These are early-stage experimental tokens and may carry unknown risks.

marsbitHá 15m

Has Hook Summer Really Arrived? sato, Lo0p, FLOOD Ignite the New Narrative of Uniswap v4

marsbitHá 15m

Has Hook Summer Truly Arrived? sato, Lo0p, FLOOD Ignite the New Uniswap v4 Narrative

With the broader market showing signs of recovery, a new wave of interest has emerged around Ethereum-based meme coins. Following ASTEROID, tokens like sato, sat1, Lo0p, and FLOOD, built upon the Uniswap v4 Hook protocol, are capturing market attention. Their market capitalizations range from millions to tens of millions of dollars, injecting much-needed focused liquidity into a market lacking narratives. This article explores whether this trend signifies an incoming "Hook Summer" and its potential impact on UNI's price. Hooks are essentially plug-in smart contracts for Uniswap v4 liquidity pools, allowing developers to inject custom logic at key points in a pool's lifecycle (like initialization, adding/removing liquidity, swaps). This transforms the AMM into programmable building blocks. Key highlighted projects include: * **sato**: Peaked over $38M market cap. It utilizes a v4 curve for minting/burning; buying locks ETH as reserve to mint new tokens, while selling redeems ETH from the reserve and burns tokens. * **sat1**: Market cap briefly exceeded $10M, promoted as an "optimized sato," but later declined significantly. * **Lo0p**: Reached nearly $6.6M. It's a lending AMM protocol where buying LO0P tokens locks them as collateral, allowing users to borrow ETH from the pool reserve at 40% LTV, aiming to improve capital efficiency for idle ETH in LPs. * **FLOOD**: Peaked near $6M. Its mechanism directs asset reserves from buys into Aave v3 to generate yield, with fees and interest retained in the pool to potentially influence the token's price long-term. In the long term, the development of the Hook ecosystem can attract users and liquidity to Uniswap v4, benefiting UNI's fundamentals—especially combined with the recent activation of the protocol fee switch, where a portion of fees is used to burn UNI. However, in the short term, these Hook-based tokens are unlikely to directly drive significant UNI price appreciation. Their impact is moderated by factors like token sustainability, price volatility, and broader market and regulatory conditions. Currently, Uniswap v4's TVL ($595M) still trails behind v2 and v3, indicating adoption and growth will take time. The article concludes that while the Hook ecosystem provides long-term "nourishment" for UNI, its short-term role is more of a "catalyst" than a "booster." Readers are cautioned that these are early-stage experimental tokens and may carry unknown risks.

Odaily星球日报Há 27m

Has Hook Summer Truly Arrived? sato, Lo0p, FLOOD Ignite the New Uniswap v4 Narrative

Odaily星球日报Há 27m

Interview with Michael Saylor: I Did Say I Would Sell Bitcoin, But Never a Net Sale

Interview with Michael Saylor: I Said We'd Sell Bitcoin, But Never Be a Net Seller In a recent podcast, MicroStrategy Executive Chairman Michael Saylor clarified the company's stance on potentially selling Bitcoin. Following MicroStrategy's earnings call statement about being prepared to sell BTC to fund dividends for its STRC (Strategic) credit product, Saylor emphasized the distinction between selling and being a "net seller." Saylor explained the core business model: MicroStrategy sells credit instruments like STRC and uses the proceeds to buy Bitcoin, which is viewed as "digital capital" expected to appreciate around 30-40% annually. A portion of these capital gains can then be used to pay the dividends on the credit products. He stressed that even if the company sells some Bitcoin for dividends, it simultaneously buys much more with new credit issuance. For example, after raising $3.2 billion from STRC sales in April, the dividend obligation was only $80-90 million, making the company a net buyer. The clarification aims to counter market narratives questioning the value of Bitcoin on MicroStrategy's balance sheet if it were never sold, and to dismiss claims of a "Ponzi scheme." Saylor reiterated his personal philosophy for investors: "Don't be a net seller of bitcoin" and ensure your Bitcoin holdings increase each year. Saylor also discussed Bitcoin's role as the foundation for "digital credit," noting that STRC has become the largest and most liquid preferred stock issue in the U.S., offering high risk-adjusted returns (Sharpe ratio). He highlighted Bitcoin's deep liquidity, stating that even large purchases by MicroStrategy do not move the market significantly, which is driven by macro factors, geopolitical tensions, and capital flows from ETFs and credit products. Finally, Saylor reflected on his early inspiration from sci-fi books, which motivated his path to MIT, and maintained his fundamental thesis on Bitcoin remains unchanged: it is superior digital capital enabling superior digital credit.

链捕手Há 31m

Interview with Michael Saylor: I Did Say I Would Sell Bitcoin, But Never a Net Sale

链捕手Há 31m

Beaten SK Hynix Employees in China: Year-end Bonus Less Than 5% of Korean Staff's

"SK Hynix Chinese Staff Hit Hard: Bonuses Less Than 5% of Korean Counterparts" Driven by the AI boom, South Korea's SK Hynix is experiencing record performance, with media reports predicting massive year-end bonuses for its employees, making them highly desirable in the matchmaking market. However, this prosperity starkly contrasts with the situation for the company's Chinese employees. According to reports, SK Hynix operates under a rule allocating 10% of operating profit for employee bonuses. While projections suggest Korean employees could receive bonuses reaching millions of RMB, a Chinese employee with over a decade of technical experience revealed the disparity: "If they get 3 million, Chinese staff get less than 5% of that." After adjustments based on KPI ratings, this employee's highest bonus was slightly over 100,000 RMB. Bonuses are paid annually in Korea but semi-annually in China. During the industry downturn in 2023-2024, Chinese employees received no bonus at all. The gap extends beyond bonuses. Recruitment posts for SK Hynix's Chinese factories (in Wuxi, Dalian, Chongqing) show engineer monthly salaries ranging from 10,000 to 35,000 RMB, with a 13th-month salary promised. Chinese employees also receive standard benefits like annual leave but lack stock incentives, which are reportedly unavailable to them. Furthermore, management positions in China are predominantly held by Korean personnel, though industry observers note a gradual increase in local middle managers over time. SK Hynix has confirmed the 10% bonus rule but cautioned that specific future bonus amounts remain unpredictable. The company forecasts strong demand for HBM and other high-value enterprise products for the next 2-3 years, driven by AI infrastructure investment. This focus on business-to-business markets may continue to constrain supply for consumer products, potentially prolonging price increases for components like memory.

链捕手Há 45m

Beaten SK Hynix Employees in China: Year-end Bonus Less Than 5% of Korean Staff's

链捕手Há 45m

Trading

Spot

Futuros

Artigos em Destaque

Como comprar CC

Bem-vindo à HTX.com!Tornámos a compra de CC(Canton) (CC) simples e conveniente.Segue o nosso guia passo a passo para iniciar a tua jornada no mundo das criptos.Passo 1: cria a tua conta HTXUtiliza o teu e-mail ou número de telefone para te inscreveres numa conta gratuita na HTX.Desfruta de um processo de inscrição sem complicações e desbloqueia todas as funcionalidades.Obter a minha contaPasso 2: vai para Comprar Cripto e escolhe o teu método de pagamentoCartão de crédito/débito: usa o teu visa ou mastercard para comprar CC(Canton) (CC) instantaneamente.Saldo: usa os fundos da tua conta HTX para transacionar sem problemas.Terceiros: adicionamos métodos de pagamento populares, como Google Pay e Apple Pay, para aumentar a conveniência.P2P: transaciona diretamente com outros utilizadores na HTX.Mercado de balcão (OTC): oferecemos serviços personalizados e taxas de câmbio competitivas para os traders.Passo 3: armazena teu CC(Canton) (CC)Depois de comprar o teu CC(Canton) (CC), armazena-o na tua conta HTX.Alternativamente, podes enviá-lo para outro lugar através de transferência blockchain ou usá-lo para transacionar outras criptomoedas.Passo 4: transaciona CC(Canton) (CC)Transaciona facilmente CC(Canton) (CC) no mercado à vista da HTX.Acede simplesmente à tua conta, seleciona o teu par de trading, executa as tuas transações e monitoriza em tempo real.Oferecemos uma experiência de fácil utilização tanto para principiantes como para traders experientes.

240 Visualizações TotaisPublicado em {updateTime}Atualizado em 2026.04.21

Como comprar BLEND

Bem-vindo à HTX.com!Tornámos a compra de Fluent (BLEND) simples e conveniente.Segue o nosso guia passo a passo para iniciar a tua jornada no mundo das criptos.Passo 1: cria a tua conta HTXUtiliza o teu e-mail ou número de telefone para te inscreveres numa conta gratuita na HTX.Desfruta de um processo de inscrição sem complicações e desbloqueia todas as funcionalidades.Obter a minha contaPasso 2: vai para Comprar Cripto e escolhe o teu método de pagamentoCartão de crédito/débito: usa o teu visa ou mastercard para comprar Fluent (BLEND) instantaneamente.Saldo: usa os fundos da tua conta HTX para transacionar sem problemas.Terceiros: adicionamos métodos de pagamento populares, como Google Pay e Apple Pay, para aumentar a conveniência.P2P: transaciona diretamente com outros utilizadores na HTX.Mercado de balcão (OTC): oferecemos serviços personalizados e taxas de câmbio competitivas para os traders.Passo 3: armazena teu Fluent (BLEND)Depois de comprar o teu Fluent (BLEND), armazena-o na tua conta HTX.Alternativamente, podes enviá-lo para outro lugar através de transferência blockchain ou usá-lo para transacionar outras criptomoedas.Passo 4: transaciona Fluent (BLEND)Transaciona facilmente Fluent (BLEND) no mercado à vista da HTX.Acede simplesmente à tua conta, seleciona o teu par de trading, executa as tuas transações e monitoriza em tempo real.Oferecemos uma experiência de fácil utilização tanto para principiantes como para traders experientes.

129 Visualizações TotaisPublicado em {updateTime}Atualizado em 2026.04.24

Como comprar ACN

Bem-vindo à HTX.com!Tornámos a compra de AITECH CLOUD NETWORK (ACN) simples e conveniente.Segue o nosso guia passo a passo para iniciar a tua jornada no mundo das criptos.Passo 1: cria a tua conta HTXUtiliza o teu e-mail ou número de telefone para te inscreveres numa conta gratuita na HTX.Desfruta de um processo de inscrição sem complicações e desbloqueia todas as funcionalidades.Obter a minha contaPasso 2: vai para Comprar Cripto e escolhe o teu método de pagamentoCartão de crédito/débito: usa o teu visa ou mastercard para comprar AITECH CLOUD NETWORK (ACN) instantaneamente.Saldo: usa os fundos da tua conta HTX para transacionar sem problemas.Terceiros: adicionamos métodos de pagamento populares, como Google Pay e Apple Pay, para aumentar a conveniência.P2P: transaciona diretamente com outros utilizadores na HTX.Mercado de balcão (OTC): oferecemos serviços personalizados e taxas de câmbio competitivas para os traders.Passo 3: armazena teu AITECH CLOUD NETWORK (ACN)Depois de comprar o teu AITECH CLOUD NETWORK (ACN), armazena-o na tua conta HTX.Alternativamente, podes enviá-lo para outro lugar através de transferência blockchain ou usá-lo para transacionar outras criptomoedas.Passo 4: transaciona AITECH CLOUD NETWORK (ACN)Transaciona facilmente AITECH CLOUD NETWORK (ACN) no mercado à vista da HTX.Acede simplesmente à tua conta, seleciona o teu par de trading, executa as tuas transações e monitoriza em tempo real.Oferecemos uma experiência de fácil utilização tanto para principiantes como para traders experientes.

79 Visualizações TotaisPublicado em {updateTime}Atualizado em 2026.04.28

Discussões

Bem-vindo à Comunidade HTX. Aqui, pode manter-se informado sobre os mais recentes desenvolvimentos da plataforma e obter acesso a análises profissionais de mercado. As opiniões dos utilizadores sobre o preço de A (A) são apresentadas abaixo.