Alpha Morning News｜All the market trends and information you need to know on September 9

News Highlights

1.Fractal Bitcoin announces FB token economics, with community allocation accounting for 80%

2.Fractal Bitcoin: PizzaSwap will be activated at block 21000, and network governance will use OP_CAT

3.APT, XAI and RENDER will have a one-time large unlock this week

4.Friend.Tech After developers gave up control of smart contracts, the platform is "basically closed"

5.Aave co-founder Stani: Customized market will be launched on Ethereum mainnet in the next few weeks

6.USDe supply fell below 2.7 billion, a decrease of about 25.5% from the high point

New product mining (‼️High Rug risk‼️)

Daily new projects or community attention dynamics, filtered and arranged by X Alpha account follow-up number and growth

BlockBeats Note: The following are all early projects with fewer followers, Rug The risks of the contract are extremely high, please be cautious, it is not an investment advice

1. Nakamoto Hub (@nakamoto_hub)

Bitcoin's institutional-grade MetaLayer builds the future of BTC through scalable, customizable subnets and BTC's native security.

2. Nevermined (@Nevermined_io)

Nevermined creates payment infrastructure for AI commerce, helping AI builders and agents accept payments and manage the use of their services and applications.

3. Royco (@roycoprotocol)

Royco is an Incentivized Action Marketplace (IAM) protocol that allows anyone to create a transaction or a series of transaction markets around any chain.

4. ParallelAI (@ParallelAIx)

ParallelAI unleashes the potential of modern GPU/CPU for AI developers by providing novel parallel processing solutions that automatically parallelize applications, enabling AI developers to run complex tasks on GPUs and CPUs faster and more efficiently.

Newly popular meme (‼️High risk of zeroing‼️)

Daily meme market hot spots and capital trends, filtered and arranged by trading volume/market value ratio and 4h profit

Data source: DEX Screener

BlockBeats Note: The following are all new meme projects deployed today or with a short deployment time. The meme market is volatile, and the risks of Rug and contracts are extremely high. Please participate with caution. This is not an investment advice

D.O.G.E (Solana)

Mcap: 1.1M

24h Volume: 4.7M

Today 12AM (GMT+8) buy the highest profit: 1451%; current profit: 774%

Husky (Solana)

Mcap: 1.6M

24h Volume: 2.9M

Today's 12AM (GMT+8) buy the highest profit: 8179%; current profit: 5966%

MOTH (Solana)

Mcap: 4.7M

24h Volume: 416K

Today's 12AM (GMT+8) buy the highest profit: 95.74%; current profit: 87%

$DOGE ON ETH（Ethereum）

Mcap：5.6M

24h Volume：6.9M

Today’s 12AM（GMT+8）bought highest profit：69.70%；Current profit：43.65%

BERRY（Ethereum）

Mcap：9.3M

24h Volume：1.6M

Today’s 12AM（GMT+8）bought highest profit：23.40%；Current profit：17.32%

DeFi Dynamics

Daily changes in DeFi market funds and transaction volume, by DEX aggregator and Perp DEX trading volume and growth rate screening and sorting

Data source: DeFiLlama

DEX aggregator Volume change

1.Bebop (multi-chain)

24-hour trading volume increase: +299%

7-day trading volume increase: +7032%

24-hour trading volume: 31.96M

7-day cumulative trading volume: 81.07M

2.uDEX (multi-chain)

24-hour trading volume increase: +188%

7-day trading volume increase: -29.65%

24-hour trading volume: $6.53m

7 Daily cumulative trading volume: $26.22m

3.7K Aggregator (Sui Ecosystem)

24-hour trading volume increase: +220%

7-day trading volume increase: +65.98%

24-hour trading volume: 1.7M

7-day cumulative trading volume: 15.68M

Polymarket Daily Selection

Source: Polymarket

BlockBeats Note: The following are all new gambling topics added by Polymarket today. The gambling agreement market is volatile and must be participated in with caution. It is not an investment advice

1. Who will win the 2024 Olympic Women's Chess?

2. What is the difference between Trump and Harris in the polls this Friday?

3. What is the employment rate data for September?

Contract Monitoring

Daily dynamic observation of Ethereum ecosystem contracts, filtered and arranged by Gas consumption growth rate and deployment time

Ethereum Today’s Hot

Data Source: DeFiLllama

Latest Deployment

Data Source: DeFiLllama

Token Unlock

Data Source: Token Unlock

Market Data

Daily observation of the overall market capital heat (reflected by the funding rate) and inflows and outflows (reflected by ETF inflows and outflows)

Funding Rate

Data source: Coinglass

Bitcoin ETF net inflow and outflow

Data source: Sosovaluve

Daily Articles & Data Selection

Articles & Threads

1.《Core Circle Researcher Talks about ETH: It’s time to redesign Ethereum’s roadmap | In-depth Interview》

Max Resnick

Max believes that the Ethereum community has focused too much on Rollups and neglected the improvement of L1, making it difficult for L1 to support the application needs of key areas such as DeFi. He called for re-prioritizing the decentralization and performance optimization of Ethereum L1 instead of relying solely on L2, and believed that the Ethereum roadmap should be redesigned, and the most important thing to consider was to shorten the block time. During the discussion, Max also expressed his optimism about ZK technology and questioned the possibilities that the current L2 ecosystem development will produce.

2.《Is Solana』s Inflation Too High?》

Lostin, Helius

This report addresses the persistent FUD and misinformation surrounding Solana’s inflation schedule, providing a comprehensive analysis based primarily on data and facts. The analysis is divided into three parts: past, present, and future. Past: Examines Solana’s pre-inflation token economics, detailing key events such as token sales, unlocks, and early token burns. Present: Quantitatively assesses the current inflation schedule and deflationary factors, including transaction fee burns, slashing, user-related losses, and rents. It also discusses the potential impact of the upcoming SIMD-96 protocol update. Future: Explores arguments for and against Solana’s current proof-of-stake inflation rate and considers potential adjustments to the existing inflation schedule.

3.《Ethereum VCs have EBOLA for Infra》

Yash Agarwal

The bigger the fund, the less you should listen to them. They are incentivized to financialize your product before you achieve product-market fit. Travis from Uber gives a great explanation of why you should stop listening to big VCs. While pursuing Tier 1 VCs and high-credibility valuations is certainly profitable, you don’t necessarily need big VCs to get started. Especially when you are pre-PMF, this approach can lead to valuation baggage, trapping you in a cycle of needing to continually raise funds and launch at higher FDVs. Insufficient discovery at launch makes it more difficult to build a truly distributed community around the project.

Featured Dashboard

1. Moonshot vs Pump.fun Data View

Source: @tiago4maral, Dune

2. Helium Data Credit data version

Source: @helium-foundation, Dune

Podcast

1.《The Ethereum Roadmap with Justin Drake》, The Rollup

2. "Is Crypto Quietly Quitting?", Empire

3.《Are All Crypto Funds Basically Engaging in Illegal Activity Now?》, Unchained