Ian's Intel #26
Spot BTC ETFs APPROVED
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Let’s dive in.
Airdrop Alpha
Hyperliquid $ per point simulation & assumptions — GarrettZ
If you still need a referral link for Hyperliquid, here you go.
2. Merchant Moe (MOE) airdrop now LIVE — MerchantMoe
All users staking JOE in mJOE on Mantle can now claim their MOE tokens
Staked JOE will continue to receive MOE emissions over the next 12 months
MOE can be staked to farm veMOE
Claim now: https://merchantmoe.com/airdrop
3. EigenLayer announces integration of THREE new LSTs and new restaking window
FraxFinance sfrxETH
Mantle mETH
Liquid LsETH
The restaking window will reopen on Jan 29th 12 PM PT until Feb 2nd, 12 PM PT.
via: eigenlayer
4. Kamino Finance founder announces on ecosystem call that $kamino token airdrop will launch by the end of Q1
New Listing
$MANTA Listed on Aevo
$AI Listed on Binance
$WIF Listed on Bybit perpetual contract with up to 25x leverage
DeFi
Manta Network (MANTA) will airdrop its token to Celestia (TIA) stakers
Velo launches Velo News
The #STEPN wallet unlocked 74M $GMT ($25.47M) to investors
Orbiter Finance confirms token
Total Bitcoin ETF trading volume on day 1
UpsideDownCat (USDC) on Solana announces fund investment and partnership
L1, L2 & Infrastructure
10 reasons why Axelar is the dark horse of the interchain race
Etherscan integrates zkSync
The State of Solana Q4 2023
Regulatory & Legal
Blackrock spot Bitcoin ETF
Blackrock, Vaneck, Wisdomtree fees
Blackrock drops fee to 0.25% with 0.12% for first $5b
Grayscale Investments: Amended S-3 Filing and 1.5% Fee Proposal
Tabulation of the Filings
Bitfinex to remove availability of products and services in UK for certain customers
Here's how things look in the Bitcoin ETF fee war
All 11 approved Bitcoin spot ETFs with their details
Commission approved the listing and trading
Did not approve or endorse the Bitcoin
Bitwise will donate 10% of spot BTC ETF profits
Turns out the SEC did hold a vote on the BTC Spot ETFs
Stablecoin firm Circle confidentially files for US IPO
Vanguard says it has no plans to offer Bitcoin ETFs or crypto products
Coinshares obtains right to purchase Valkyrie's ETF arm
Larry Fink see value in having an Ethereum ETF
Spot Bitcoin ETFs hit $1B in Day 2 trading volume
BTC Spot ETFs saw a net inflow of $819m over the first two days of trading
Rugs & Exploits
Ensure your Microsoft OneDrive is Secure
On SEC X account hacked
The SECGov account DID NOT HAVE 2FA enabled
X (Twitter) OpSec PSA by tayvano_
Reads & Tools
The price of restaking
Fox Corp. launches blockchain in partnership with Polygon Labs
Gary Gensler's second post about crypto in as many days
Spot Ethereum ETF next for sec approval analysts
Chart showing asset class performance before & after ETF opened-up new exposure
Great thread providing context on GBTC flows
Disclaimer
The content provided in this newsletter is for informational purposes only and does not constitute financial advice. The author and the newsletter are not responsible for any decisions made based on the information provided herein. The opinions, analyses, and information included are based on the author's perspective and while believed to be accurate, should not be relied upon without conducting your own research and due diligence. The author may or may not be invested in any of the projects or tokens mentioned in the newsletter.
Additionally, the views and opinions expressed in this blog are those of the author alone and do not reflect the views, policies, or positions of any organizations the author is affiliated with or contributes to. It is always advisable to consult with a qualified professional before making any financial decisions. All investments involve risks, including the potential loss of principal.