Key Market Insights Discrepancy on December 4th - A Must-Read! | Alpha Morning Report

By: blockbeats|2024/12/04 10:30:01

Featured News

1. Trump Administration May Open IPO Market to Cryptocurrency Companies

2. Coinbase Launches Solana-Based Meme Coin MOODENG

3. Rise in Tron Ecosystem Tokens, TRX Surges Over 77% in 24 Hours

4. South Korea's Presidential Chief of Staff and Secretary-General Resign Together

5. South Korea's Martial Law Headquarters Issues First Martial Law Order

Articles & Threads

1. "How Did 'Zombie Coins' Suddenly Make a Comeback?"

By Ray's New World

The Ethereum ecosystem just experienced a turnaround in the past two days, but things are not peaceful within the Ethereum community. A feud broke out between Scroll, a zkRollup project, and Movement, a team that just completed a testnet and announced an airdrop, with Scroll accusing Movement of code plagiarism. In response, Movement claimed that the Scroll team acted improperly, damaging the Layer 2 ecosystem's reputation single-handedly. Currently, official members of the Scroll team have not provided a formal response.

2. "SEC Chair Appointment Delayed, Related Concept Tokens See 50% Intraday Volatility"

shushu, BlockBeats

From on-chain data, ZKasino is not "insolvent" but blatantly chooses to "profit from user assets." Every step of ZKasino's operation is extracting trust and assets from users, completely deviating from the original intention of decentralization and transparency. The ZKasino team uses user funds to profit from high-risk operations, turning a deaf ear to the issue of returning user funds, which is undoubtedly a secondary harm to the victims.

24H Top Projects (‼️High Rug Risk‼️)

Daily new projects or community attention updates, sorted and ranked by X Alpha account follow count and growth

Data Source: getmoni.io

BlockBeats Note: The following are early-stage projects with relatively few followers, highly susceptible to Rug and contract risks. Participation should be cautious, and this is not investment advice.

1. Orbit (@orbitcryptoai)

Creating an AI agent for the abstraction chain

Key Market Insights Discrepancy on December 4th - A Must-Read! | Alpha Morning Report

2. stHYPE (@stakedHYPE)

Primary staking liquidity solution for the Hyperliquid network

3. OnlyDate (@onlydatefun)

The OnlyDate protocol is a platform where users can interact with an AI-driven female agent

Market Data

Daily overall market capitalization heat (reflected by funding rates) and token unlocks

Data Source: Coinglass, TokenUnlocks

Funding Rate

Token Unlocks

Most crypto traders lose money not because of bad luck, but because they misunderstand how the market really works. From Freedom of Money to the rise and fall of Sam Bankman-Fried, they highlight a key divide in crypto: those who build the market and those who chase it. This reading guide explores essential books that reveal how narrative, regulation, capital, and psychology shape long-term success in the crypto industry.

The Risk Management Core Team has just been ousted, and Aave is now facing a $200 million default.

rsETH attack is just the tip of the iceberg, Aave is an approved insolvency

The $293 million bug wasn't in the code; so, what's the deal with the "DVN Configuration Bug," which led to the largest hack of 2026?

「Audit Passed」 these four words do not cover the location of the parameter.

a16z on Recruitment: How to Choose Between Crypto-Native and Traditional Talent?

Is it someone with encryption experience or someone with outstanding quick learning ability?

The biggest DeFi heist of 2026, hackers easily took advantage of Aave

A fake news story swindled 292 million dollars: Kelp DAO's cross-chain bridge was drained in 46 minutes.

Will Robots Replace Humans? He Says No!

Robots will not replace humans, but will rewrite the division of labor

Binance Coin's Price Skyrockets 15x to All-Time High, Saved by Three Bull Market Lifelines

Bringing Back the Long-Awaited Meme Coin Volatility

The organization has accessed the prediction market, but is stuck at the third stage

The proportion of sports categories on Kalshi is at a historical low, shifting from "entertainment trading" to "information and risk tools."

Head of crypto VC collective shrinks: a16z crypto fund management scale plummets by 40%, Multicoin cut in half

The only one experiencing counter-cyclical growth is Haun Ventures, which hit the jackpot in the stablecoin sector with BVNK being acquired by Mastercard.

Arthur Hayes New Post: It's "No Trade" Time Now

When volatility truly spirals out of control and liquidity is forcefully unleashed, the market will re-enter a tradable phase.

Claude Opus 4.7 Review: Is It Worthy of the Title of Strongest Model?

Opus 4.7 is a surgical, precision-based release with clear trade-offs.

DWF In-Depth Report: AI Outperforms Humans in Yield Farming Optimization in DeFi, But Complex Transactions Still Lag Behind 5x

Across agents, model selection and risk management have the most significant impact on transaction performance.

The financial tricks of the crypto giant Kraken

After Coinbase, several other cryptocurrency exchanges have entered the capital market. Will Wall Street still pay a premium for the same story?