星球日报 | 贝莱德现货ETF交易量超过GBTC；SkyArk因未及时与Binance Labs沟通深表歉意（1月30日）
headlines
Bloomberg Analyst: BlackRock Spot Bitcoin ETF Opens with More Trading Volume than GBTC
Data monitored by Bloomberg analyst James Seyffartt shows that the trading volume of BlackRock Spot Bitcoin ETF (IBIT) (USD 155 million) was ahead of GBTC (USD 113 million) in only about an hour after the opening of trading in US stocks today. Analysts say today is probably the first day that one of the nine spot Bitcoin ETF products has more trading volume than GBTC.
SkyArk Chronicles: Apologize for not communicating with Binance Labs in a timely manner
SkyArk Chronicles issued a post on the X platform saying that we deeply apologize for not communicating with Binance Labs in time, but we must redouble our efforts to promote and attract users. Previously, Binance Labs stated that the SkyArk team did not communicate before promoting it. Binance Labs later contacted the project team to delete the correction, but the project team only deleted the tweet and did not clarify the facts; therefore, Binance Labs issued a unilateral clarification today.
BTC briefly exceeded 43500 USDT, with a 24 H increase of 2.89%
OKX market data shows that BTC briefly exceeded 43,500 USDT and is now trading at 43,441 USDT, with a 24 H increase of 2.89%.
Market changes
This week OP, DYDX, SUI, and ACA tokens will be unlocked in large amounts
Token Unlocks data shows that this week (January 29th - February 4th) OP, DYDX, SUI, and ACA tokens will usher in large-scale unlocks, including: At 12:00 on January 30, Optimism token OP will unlock 2416 10,000 pieces (about 74.41 million U.S. dollars), accounting for 2.52% of the circulating supply; at 8:00 on January 31, Sui token SUI will unlock 4 million pieces (about 5.56 million U.S. dollars), accounting for 0.36% of the circulating supply; February At 8:00 on the 1st, 33.33 million dYdX tokens DYDX (approximately US$91 million) will be unlocked, accounting for 10.63% of the circulating supply; at 15:00 on February 1, 27.43 million Acala tokens ACA will be unlocked (approximately US$2.31 million) ), accounting for 3.1% of the circulating supply.
Justin Sun’s address transferred 7,019 BNB from Binance 11 hours ago, worth $2.16 million
According to monitoring by on-chain analyst @ai_ 9684 xtpa, 11 hours ago, Justin Sun transferred 7,019 BNB from Binance, worth US$2.16 million, and recharged assets worth US$650,000 to the Poloniex multi-signature address in the past 20 hours. Including RACA, BTP, POOLX, CAKE, AIDOGE.
A whale sold 2,658 MKR in the past 4 days and still holds 2,007 MKR
According to Lookonchain monitoring, in the past 4 days, a certain whale sold 2,658 MKR at an average price of $2,022, earning 5.37 million DAI. MKRs price has fallen 7.6% since whales began selling. The whale still holds 2,007 MKR ($3.9 million).
According to Spot On Chain monitoring, wallet 0x 8 b 3 (STEPN investor or team wallet) deposited 14.34 million GMT ($3.87 million) to Binance in the past 24 hours.
The total number of Ordinals inscriptions minted exceeds 58 million pieces
Dune data shows that the cumulative fee income from minting of Ordinals inscriptions on the Bitcoin NFT protocol is 5,925.7171 BTC, which is approximately US$250,980,094. The current total number of minted inscriptions reaches 58,024,272.
DeFi project transaction volume on Manta Pacific exceeds US$1.5 billion
Manta Network posted on the X platform that the transaction volume of DeFi projects on Manta Pacific has exceeded US$1.5 billion. Among them: the lending agreement LayerBank TVL exceeded US$390 million, with a 30-day trading volume of US$180 million; DEX iZUMi Finance TVL was US$30.75 million, with a 30-day trading volume of US$119 million; DEX QuickSwap TVL was US$115 million, with a 30-day trading volume amounted to US$421 million.
ETF related
Greeks.live macro researcher Adam released this weeks market outlook on the X platform (1/29-2/4): This week is a macro week, and many macroeconomic data centered on the Federal Reserves interest rate decision will be released. However, the overall expectations are consistent, and the correlation between macro data and the crypto market has weakened. Currently, the main period IV is low, and the fluctuations are not expected to be large. The impact of BTC spot ETF has ended, the impact of Grayscale’s selling pressure on the market has also significantly weakened, and investors are looking for the next hot spot.
Last Friday (January 26), Harvest Fund Hong Kong Company submitted a Bitcoin spot exchange-traded fund (ETF) application to the Hong Kong Securities and Futures Commission. This is the first institution in Hong Kong to submit an application for a Bitcoin spot ETF. In response, Harvest Fund said it would not comment for the time being. It is reported that the Hong Kong Securities Regulatory Commission hopes to speed up the approval of the first Hong Kong Bitcoin spot ETF. It is planned that the first Hong Kong spot Bitcoin ETF will be listed on the Hong Kong Stock Exchange after the Spring Festival. (Tencent News First Line)
According to data disclosed by Bloomberg ETF analyst James Seyffart, the total trading volume of the U.S. Bitcoin spot ETF on the 12th trading day was US$1.5643 billion, of which GBTC trading volume was US$570 million, ranking first, with BlackRock IBIT ( US$460.9 million) and Fidelity FBTC (US$3.154 million) ranked second and third respectively.
Industry news
Paidun posted on the Among them: US$1.51 billion was lost due to hacking attacks (excluding unauthorized withdrawals from Multichain); US$1.1 billion was lost due to fraud. This data dropped by 27.78% from 2022. But DeFi protocols remain the main target, accounting for 67% of the total stolen funds.
Binance will adjust the minimum price precision of multiple U-margined perpetual contracts
Binance will adjust the minimum price precision (minimum unit price change) of multiple U-based perpetual contract trading pairs at 14:30 on February 5, 2024 (Eastern District Time). During the adjustment period, U-standard perpetual contract transactions and operations will not be affected; the API will be updated simultaneously, and API users can check the latest price accuracy of U-standard perpetual contracts through GET /fapi/v1/exchangeInfo; existing contract orders will not be affected. Influence. After the price accuracy is updated, the system will still match the orders in the matching system according to the original order price accuracy.
Binance co-founder He Yi posted on the X platform that although he has a LinkedIn account, he has long forgotten his password and is not responsible for discussing potential currency listings with the project. He Yi reminds everyone to be wary of those who claim to be close to them and discuss investment or currency listing matters.
The European Securities and Markets Authority (ESMA) proposed on Monday that cryptocurrency companies based outside the EU would only be able to directly serve customers within the bloc under very limited conditions to avoid unfair competition.
Matrixport: The stablecoin industry is expected to become a trillion-dollar industry by 2030
Matrixport published an article on the X platform stating that the stablecoin industry is expected to experience significant growth and may become a trillion-dollar industry by 2030. However, existing challenges such as reliance on centralization, cross-chain security and transparency issues remain obstacles to its development. Through innovative means, such as on-chain Proof of Reserves, it can provide true transparency and instant access to financial indicators.
Project News
South Koreas Web3 social music service Somesing was attacked, causing a loss of US$11.58 million
South Koreas Web3 social music service Somesing announced that the platform suffered a vulnerability attack last Saturday and lost 730 million native tokens SSX, approximately US$11.58 million, including 504 million undistributed SSX tokens. The coins are planned to be circulated before the end of 2025, as well as the 226 million SSX held by the Somesing Foundation, which are already part of its current circulation.
Barley Finance issued a document on the From marketing and development assignments. Therefore, the damage caused to users is very small (affected players can send an email to the official to apply for compensation); 2. The solution is to change the wBARL pod contract to remove the function that causes the vulnerability attack.
Jupiter Lianchuang: A new round of JUP airdrop is expected to be held in January every year
Jupiter co-founder Meow posted on the JUP airdrop.
Trading aggregator Birdeye launches Terminal function and claims there are no airdrop plans yet
Crypto trading aggregator Birdeye recently launched the advanced tool “Birdeye Terminal”, which is designed to allow users to customize the data pool for a more personalized trading experience. Birdeye added that there are no immediate plans for an airdrop.
According to on-chain analyst Ember Monitoring, the 159.4 million CRV sold by Curve founder Michael Egorov OTC in August last year will soon end its six-month lock-up period on February 1.
ZetaChain will launch the mainnet at 11:00 on January 30
According to the official community announcement, ZetaChain will launch the mainnet at 11:00 on January 30. Previously, ZetaChain issued a document announcing the ZetaChain 1.0 mainnet roadmap. The upgraded and optimized features include Omnichain DApp, Omnichain DeFi primitives, Bitcoin mortgage and DeFi integration, native token staking, re-pledge and data availability (DA), aggregator, and social games. With Identity, ZETA Token Utility, ZetaHub and more. After the mainnet is officially launched, contributors and network participants in the ecosystem will introduce new protocol features and upgrades through governance.
The private email system Dmail Network stated that its first quarter airdrop will issue 7.5 million DAMIL to early adopters and ecosystem contributors, accounting for 3.75% of the total supply. The token DAMIL will start trading at 18:00 on January 30, and applications will be open on BNB Chain and its official website at the same time.
LayerZero: V2 version is online
Cross-chain interoperability protocol LayerZero announced that V2 has been launched. New features include: universal messaging, modular security, permissionless execution, unified semantics, and V1 compatibility.
