Key Market Information Discrepancy on January 27th - A Must-See! | Alpha Morning Report

By: blockbeats|2025/01/27 10:00:03

Editor's Picks

1. Analysis: Institutional Investors Continue to Accumulate Bitcoin, Market Shows Fund Distribution

2. Abstract to Go Live on Mainnet Tomorrow

3. AI Agent Token Sees Widespread Decline, Sector's Total Market Cap Drops Below $11.5 Billion

4. Jupiter Completes the Burn of 3 Billion JUP Tokens, Current Value Approximately $3.2 Billion

5. This Week's Unlocking Schedule: SUI, OP, ENA Tokens to See Major Unlocks This Week

Articles & Threads

1. "Retrospect of Jupiter's Acquisition Timeline: From DEX to Infrastructure Maniac's Ambition"

TechFlow

Jupiter, the hottest DEX protocol in the Solana ecosystem, has quietly initiated a wave of acquisitions in the past 1-2 years, incorporating multiple projects into its own ecosystem. Jupiter acquired Moonshot, but its actions go far beyond this. Through a series of precise acquisitions, Jupiter is weaving a network that covers multiple dimensions such as trading, data, and wallets. From initially focusing on token swaps as a DEX aggregator to now strategically positioning itself in ecosystem infrastructure, Jupiter's ambition has long surpassed the simple decentralized trading category.

2. "The New Species of SocialFi: How a 15-Year-Old Dropout Genius is Using Clout to Reshape the Influencer Economy?"

Luke, MarsBit

The Trump family's series of tokens has begun, with social media influence being quantified into tradable digital assets. What sets Clout apart is that it simplifies the complex token issuance process to be as simple as creating a social media account: binding social media authentication, supporting credit card payments, and automatically allocating internal and external trading mechanisms—a set of Web2 influencer-friendly design that may be bringing a massive influx of fresh blood to the crypto industry.

24H Hot Projects (‼️High Rug Risk‼️)

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

Data Source: getmoni.io

BlockBeats Note: The following are early projects with few followers, with very high Rug and contract risks. Participation should be cautious, and this is not investment advice.

-- Price

1. Stupid (@Stupid__CTO)

A memecoin project launched by a Stanford University Ph.D. graduate.

Key Market Information Discrepancy on January 27th - A Must-See! | Alpha Morning Report

2. Demon Arc (@DemonArcsol)

50% of the supply was sent to well-known KOL Marcell.

3. Flow (@FlowAgentApp)

The next-generation agent trading platform. Find your Flow and start trading with unique agent personalities.

Market Data

Daily market overall fund heat (reflected based on funding rate) and token unlocks

Data Source: Coinglass, TokenUnlocks

Funding Rate

Token Unlocks

The combination of AI and crypto is still in its early stages, with both serving as complementary "middleware": AI translates human intentions into executable programs, while cryptographic technology provides verifiable and tamper-proof guarantees for computational processes and results. In the dire...

Deconstructing Anthropic: The Best AI Company, Possibly Also a Type of Organizational Invention

Instead of competing with ambition, focusing on restraint, how does Anthropic leverage extreme strategic focus and an "counterintuitive" geek culture to counterattack OpenAI on the AI battlefield?

Every exchange is a "Universal Exchange."

You initially build infrastructure for something, then realize it can also be used for many other things, and then you continuously expand the business to accommodate everything that the infrastructure can support.

The counterattack of traditional finance: Alliance chains are quietly reviving

Whether public chains win or consortium chains win has never been the focus.

Pantera Capital Partner: How Tokenization is Restructuring the Private Equity and Early Investment Ecosystem?

Top tech companies are going public later and later, leaving retail investors shut out during the high growth period. Can tokenization give ordinary people back this entry ticket?

Mastercard Launches Agent Pay for AI, Plans to Record AI Agent Payment Authorizations on Polygon

Mastercard launched Agent Pay for AI, a new payment protocol designed to help AI agents make small payments such as pay-per-use access to data and APIs. The system plans to record human-granted AI agent permissions on Polygon, focusing on verifiable authorization, identity, and payment controls.

Curve Deploys Llamalend v2 on Optimism With 250,000 OP Incentives

Curve launched Llamalend v2 on Optimism with 250,000 OP incentives from the Optimism Foundation. The upgrade expands Llamalend beyond its earlier crvUSD-focused model, adding broader collateral support, LlamaRisk market reviews, and the ability to use Curve LP tokens as collateral.

Raydium Old Liquidity Pool Reportedly Exploited, With $1.34 Million Moved to Ethereum and Tornado Cash

An old Raydium liquidity pool was reportedly exploited for around $1.34 million in USDC, RAY, and wSOL, with the stolen funds bridged to Ethereum and deposited into Tornado Cash. The incident highlights the tail risks of legacy DeFi pools, old contracts, and cross-chain fund laundering paths.

Kalshi Executive Challenges “SBF Backed AI Unicorns” Narrative, Says Leopold Aschenbrenner Was Key Figure

Kalshi executive John Wang questioned the “SBF backed AI unicorns” narrative, saying Leopold Aschenbrenner was the key figure behind major AI investment decisions.

New York Proposes Stricter Stablecoin Issuer Rules Aligned With Federal GENIUS Act

NYDFS proposed stricter stablecoin issuer rules aligned with the GENIUS Act, covering reserves, custody, redemption timelines, audits, and capital buffers.

CryptoQuant Says Bitcoin Profitable Supply Is Near 45% Pressure Zone as On-Chain Data Points to Market Repricing

CryptoQuant said Bitcoin’s profitable supply is nearing the 45% pressure zone, signaling rising market stress, unrealized losses, and a possible on-chain repricing phase.

Bitcoin Falls Below 200-Week Moving Average as On-Chain Data Shows Over Half of Supply in Loss

Bitcoin dropped below its 200-week moving average as on-chain data showed over 50% of circulating supply is now in loss, signaling rising market stress.

CFTC Reportedly Plans New Prediction Market Rules Focused on Manipulation Risk and Public Interest Review

The CFTC is reportedly preparing new prediction market rules focused on manipulation risk, public interest review, and retail trader protections.

Meet the new WEEX trial fund—your gateway to greater profits

Discover WEEX's new trial fund and trade with less risk. Use them to offset transaction fees, funding fees, and trading losses. Kickoff your trading journey with WEEX!

WEEX Labs Lands at Dutch Blockchain Week: A Disruptive Crypto × AI Conversation Sets Sail in Amsterdam

WEEX Labs lands in Amsterdam for Dutch Blockchain Week with Agentic Day: The AI Infrastructure Economy — featuring a Cointelegraph exclusive interview with Waqar Zaka, a live AI trading competition (no code required, just natural language), and a keynote from WEEX COO Andrew Weiner. June 22. Register now: https://luma.com/lo977l6h

SK Hynix Reportedly Plans U.S. ADR Listing as Early as August, With SEC Approval Possible in Late June

SK Hynix may pursue a U.S. ADR listing as early as August, with SEC approval reportedly possible in late June amid strong AI chip supply chain demand.

Morning Report | OpenAI has submitted an S-1 registration statement draft to the U.S. SEC; Morpho completes $175 million financing

Overview of Important Market Events on June 9th

Galaxy Deep Research Report: How Hyperliquid's HIP-4 Upgrade Changes the Landscape of Prediction Markets?

The platform that wins this competition will be the one whose execution layer is the hardest to replicate, whose builder ecosystem delivers the fastest, and whose regulatory path is the most open.

Latest research from 13 top universities including Cornell University: The current state, challenges, and misconceptions of the fusion of Crypto and AI