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

深潮Опубліковано о 2025-12-30Востаннє оновлено о 2025-12-30

Анотація

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

Пов'язані питання

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.

Пов'язані матеріали

The Era Has Arrived Where Human Writers Must Prove They Are Not Machines

The article describes an era where AI-generated content is flooding the market, forcing human authors to prove they are not machines. It begins with the example of dozens of AI-written, error-ridden biographies of Henry Kissinger appearing on Amazon within hours of his death, a pattern repeated for other deceased celebrities and even living experts who find fraudulent books under their names. This spam content has exploded, with monthly new book releases on platforms like Amazon reaching 300,000 by late 2025. The issue spans genres, from suspiciously high proportions of AI-written teen romance and self-help books to dangerous, AI-generated foraging guides containing lethal advice. The platforms' automated review systems, designed to catch plagiarism and banned words, are ill-equipped to detect AI-generated text that avoids these pitfalls while being nonsensical or fraudulent. The problem has infiltrated traditional publishing. A major publisher, Hachette, had to recall a bestselling horror novel after AI detection tools suggested 78% of its content was machine-generated. An acclaimed European philosophy book was later revealed to be entirely written by AI under a fake author persona. In response, authors are fighting back. At the 2026 London Book Fair, 10,000 writers published a blank book titled "Don't Steal This Book" containing only their signatures—using emptiness as a protest weapon in an age of AI overproduction. Initiatives like the "Human Author Certification" program have emerged, ironically placing the burden on humans to prove their work is not machine-made. The article warns of a vicious cycle: AI-generated low-quality books pollute the data used to train future AI models, leading to "model collapse" and an ever-worsening flood of digital waste, eroding trust in publishing and devaluing human creativity.

marsbit15 хв тому

The Era Has Arrived Where Human Writers Must Prove They Are Not Machines

marsbit15 хв тому

Strategy CEO Highlights Scenarios Where Company Would Sell Bitcoin — Report

Strategy CEO Phong Le outlined potential scenarios for the company to sell portions of its massive Bitcoin holdings, a departure from its "Never Sell" philosophy. In a CNBC interview, Le stated sales could occur to finance dividend payments for its Perpetual Preferred Stock if doing so increases shareholder value, defined as a rise in "Bitcoin per share." He emphasized a data-driven approach, prioritizing math over ideology. Other reasons include when the company's book value is below market value or to capture tax benefits. As the largest corporate holder with 818,334 BTC (~$65 billion), Strategy has significant annual dividend obligations (~$1.5 billion). Le believes the Bitcoin market's high liquidity (~$60B daily volume) can absorb such sales without major price impact. Bitcoin currently trades around $80,840.

bitcoinist27 хв тому

Strategy CEO Highlights Scenarios Where Company Would Sell Bitcoin — Report

bitcoinist27 хв тому

Crypto Funds See Six Consecutive Weeks of Net Inflows, CLARITY Act Drives $858 Million Influx

Global cryptocurrency investment products recorded a net inflow of $857.9 million last week, marking the sixth consecutive week of positive flows and the largest single-week inflow since April 24, according to CoinShares' latest report. The primary catalyst was legislative progress on the U.S. CLARITY Act, specifically the final compromise text for stablecoin yield provisions, alongside Bitcoin's price breaking above $80,000. U.S.-listed products dominated with $776.6 million in inflows, a significant jump from the prior week's $47.5 million. European markets also saw increased participation. Bitcoin products led with $706.1 million in inflows, while short-Bitcoin products experienced their largest weekly outflow of 2026, indicating unwinding bearish positions. Major altcoins like Ethereum, Solana, and XRP all saw renewed positive flows, with Ethereum reversing its prior week's outflow to attract $77.1 million. Total assets under management (AUM) climbed to $160 billion.

marsbit29 хв тому

Crypto Funds See Six Consecutive Weeks of Net Inflows, CLARITY Act Drives $858 Million Influx

marsbit29 хв тому

Silicon Valley Wang Chuan: How Can You Not Feel Anxious When the Neighbor Lao Wang Earned 30x by Investing in Storage Stocks?

The author explores anxiety, attributing it to the amygdala's stress response, and suggests writing down worries to shift control to the rational prefrontal cortex, easing anxiety more effectively than mere reassurance. The piece then examines a source of financial anxiety in May 2026: a 150% surge in the Philadelphia Semiconductor Index, with storage stock SNDK skyrocketing 38x. The author analyzes the underlying logic behind this boom, tracing it to soaring valuations of AI startups like Anthropic (Anth). Anth's reported $400 billion ARR is scrutinized, revealing that cumulative revenue since founding is only about $108 billion, with the company still losing billions monthly and relying on continuous funding (having raised $723 billion). The author contrasts Anth's $1+ trillion valuation speculation with Berkshire Hathaway's fundamentals ($3.7 trillion revenue, $669 billion profit, $4 trillion cash, $1 trillion market cap), questioning the belief that a loss-making, funding-dependent startup could be worth more than the established giant. The narrative concludes by linking the massive valuations of Anth and OpenAI to a surge in AI industry capital expenditure (capex), which in turn fueled the storage sector's prosperity, setting the stage for a further discussion.

marsbit41 хв тому

Silicon Valley Wang Chuan: How Can You Not Feel Anxious When the Neighbor Lao Wang Earned 30x by Investing in Storage Stocks?

marsbit41 хв тому

The King of Blind Date Attire in Korea: How SK Hynix Made a Comeback Against Samsung?

In South Korea's dating scene, SK Hynix employees are now highly sought after, a status shift fueled by the company's astronomical profits and employee bonuses, projected to reach up to 6.1 million RMB per person by 2027. This marks a dramatic reversal for the long-time second-place player in memory semiconductors, which has now surpassed its rival Samsung in annual operating profit. The turnaround story began in 2008 when a struggling Hynix, emerging from bankruptcy restructuring, took a risky bet by agreeing to develop High Bandwidth Memory (HBM) with AMD. At the time, HBM had no clear market beyond high-end graphics cards and was a costly, complex technology. Major players like Samsung, pursuing its own HMC technology, declined. For Hynix, with only memory as its core business, it was a gamble born of necessity. The pivotal moment came in 2012 when SK Group Chairman Chey Tae-won acquired Hynix. Defying industry downturns, he invested heavily in R&D and fabrication, sustaining the HBM project through over a decade of commercial uncertainty and internal challenges. A key break occurred around 2016-2017 when Samsung faced production issues supplying HBM2 for Google's TPU, allowing SK Hynix to gain a crucial foothold in the data center market. The AI explosion post-ChatGPT in 2022 was the catalyst, turning HBM into a critical bottleneck for AI accelerators like NVIDIA's GPUs. By 2025, SK Hynix captured 62% of the global HBM market, leaving Samsung at 17%. For the first time, its annual operating profit exceeded Samsung's. Analysts point to the "innovator's dilemma" to explain Samsung's miss: its vast, successful business portfolio made it risk-averse, preventing an all-in bet on the initially niche HBM technology. In contrast, SK Hynix, as a challenger with its back against the wall, had no choice but to commit fully. The story highlights how Korea's chaebol system allows for ultra-long-term bets beyond quarterly pressures. However, SK Hynix's lead isn't guaranteed. Samsung is aggressively catching up on HBM4, and challenges like customer concentration (heavy reliance on NVIDIA) and technical hurdles in advanced packaging remain. The narrative underscores a market truth: the greatest alpha often comes from betting on uncertain, long-term directions others dismiss, much like HBM in 2008.

marsbit55 хв тому

The King of Blind Date Attire in Korea: How SK Hynix Made a Comeback Against Samsung?

marsbit55 хв тому

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