PA daily | Base founder reiterated no coin plan; American bitcoin ETF bought 71,570 bitcoins in November
2024-12-02 14:48

Musk sought an injunction to prevent OpenAI from transforming into a for-profit company; 10x Research said BTC market share fell to 56%, and XRP surpassed SOL as the third largest cryptocurrency; the SEC filed a lawsuit against Touzi Capital and its CEO against a crypto mining project involving more than $1. 15 billion.


News of the day:
1. Next week's macro outlook: "data frenzy" hit Powell together with non-farm explosion, the Federal Reserve rate cut expectations may be "poured cold water"

2. The SEC filed a lawsuit against Touzi Capital and its CEO against a crypto mining project involving more than 1 [] $1. 5 billion

3.10x Research: BTC market share drops to 56%, and XRP may surpass SOL to become the third largest cryptocurrency

4. Data: The US Bitcoin ETF 11 bought 71,570 bitcoins in the month

5. Mr.Musk has filed for an injunction to prevent OpenAI from transforming itself into a for-profit company

6. Base founder: No plans to launch tokens

7. Arthur Hayes: The bull market can last, and South Korea has delayed imposing the tax on virtual assets for two years

8. In November, zero major Rug Pull events occurred, and the total loss was about 2 [] 0.3 billion US dollars
Regulation & Policy


Next week's macro outlook: "data frenzy" hit Powell together with non-farm explosion, the Federal Reserve rate cut expectations may be "poured cold water"


The week ended in some slump due to the U. S. Thanksgiving holiday, and the liquidity shortage was evident on Thursday and Friday, but U. S. stocks closed in a surprisingly strong week, pushing the S & P to new highs and its biggest monthly gains since November 2023. U. S. jobs data will dominate next week, here are what the market will focus on in the new week:


Monday 09:45, China November Caixin Manufacturing PMI

At 22:45 on Monday, the final US S & P global manufacturing PMI for November

On Tuesday, at 04:15, Fed Governor John Waller spoke

At 05:30 on Tuesday, the FOMC Permanent Voting Committee and New York Fed President William Williams attended a conversation held by the Queens Chamber of Commerce

At 23:00 on Tuesday, the US October JOLTs jobs were open

At 01:35 on Wednesday, Fed Governor Kuagler spoke on the labor market and monetary policy

Wednesday 21:15, US November ADP payrolls

21:45 on Wednesday, FOMC Committee, St. Louis Fed President Musalem in 2025

Wednesday 22:45, the final S & P global PMI on November

On Thursday, at 02:45, Fed Chairman Colin Powell was invited to be interviewed at the DealBook / Summit conference hosted by the New York Times

At 03:00 on Thursday, the Federal Reserve released the Beige Book on economic conditions

At 21:30 on Thursday, the U. S. initial jobless claims for the week ended November 30, and the October trade account

00:30 on Friday, FOMC 2024 Committee, Richmond Fed President Stephen Barkin spoke

Friday 22:15, Fed Governor Bowman spoke Friday 23:30, FOMC 2025, Chicago Fed President Gulsby participated in a fireside conversation

At 01:00 on Saturday, the 2024 FOMC committee and Cleveland Fed President Hamak spoke on the economic outlook

At 02:00 on Saturday, the 2024 FOMC Committee, San Francisco Fed President Charles Daley, spoke

In the coming week, investors will have a new understanding of the health of the U. S. economy, and the release of a much-watched non-farm payrolls report could help investors determine the direction of U. S. interest rates in the coming months. The October job vacancy released early on Tuesday and the November ADP employment report released on Wednesday could also provide clues about the performance of the U. S. labor market. The market expects non-farm data to add 1830,000 to the next Friday. Last month, nonfarm payrolls rose by just 1. 20,000, well below expectations. With Hurricane Milton leaving Florida workers out of work, nonfarm payrolls could be higher this week, and some analysts expect it to be around 220,000. The unemployment rate is also a key indicator to watch for ahead of the Fed's December meeting. If the unemployment rate rises to 4. 2% and payrolls are unexpectedly weak, then the Fed is more likely to cut interest rates in December, which could lead to a weaker dollar.


The 35% chance that the Fed will hold fire in December, while the chance of a pause cut in January rises to about 58%. Also interesting is a 27% chance that the Fed will not cut rates at both meetings.

The SEC filed a lawsuit against Touzi Capital and its CEO for more than $1. 15 billion


Meanwhile, the Securities and Exchange Commission (SEC) filed a lawsuit against Touzi Capital and its CEO Eng Taing of defrauding more than $1. 5 billion in unregistered securities, DL News reported. It is reported that Eng Taing falsely advertised the project as a "stable and predictable" high-yield savings account, but in fact the investments were "highly speculative and illiquid." The SEC accused the defendant of misappropriating investors' funds for personal purposes and continued to attract investors after the business began to collapse. According to the disclosure of the complaint, from 2021 to early 2023, the defendant raised about $1. [] of $1.8 billion, including $95 million for the crypto mining project and $23 million for the debt restructuring project, involving more than 1,500 investors in the United States.


Arthur Hayes: The bull market can last, and South Korea has delayed imposing the tax on virtual assets for two years
In response to South Korea delaying the tax on virtual assets for two years, Arthur Hayes said the bull market could last and the capital gains tax will be delayed for another two years.


Project dynamics
Former Facebook executives: Politicians killed the Diem / Libra stablecoin project

According to Theblock, a former Facebook executive revealed that the company's stablecoin and blockchain projects (originally called Libra, later renamed Diem) eventually came to an end, causing many employees to leave and switch to other blockchain projects. The project was sold to Silvergate Bank in January 2022, who abandoned the project and wrote off its investment a year later. According to David Marcus, the current head of the program, the political conspiracy was the source of the project's failure, and he called it "100% political murder" in a long X article. " The government or regulator has no legal or regulatory perspective to kill the program. This is 100% political killing —— executed by threatening controlled banking institutions.”


David Marcus said that despite "..." two years of uninterrupted work and change to appease lawmakers and regulators " and limited support from some members of the Fed committee, including Chairman Jay Powell, the project's political prospects face strong resistance from Treasury Secretary Janet Yellen, who warned Powell at a bi-weekly meeting not to continue the project for fear of a political backlash.


10x Research: BTC market share drops to 56%, and XRP may surpass SOL to become the third largest cryptocurrency
10 In its market analysis, x Research notes that the market value of cryptocurrencies has soared to $3. [] $43 trillion, while bitcoin's dominance has fallen from 60% to 56%. A higher overall market value combined with a declining bitcoin dominance is often seen as a sign of the copycat season. In cryptocurrencies, market theory tends to be self-fulfilling, as faith drives momentum. Since November 17, Solana (SOL) has been relatively stable, while other large-market copycoins have performed well. Ethereum (ETH) rose nearly + 18%, and XRP (XRP) surged + 70%. The market value gap between Solana and XRP is now just $6 billion, which means there could be a "turnaround" within a few days, with XRP potentially becoming the third most valuable cryptocurrency.


Sonic Labs (formerly Fantom) launches test network 2.0 Blaze
Sonic Labs Launch the upgraded test network 2. 0 Blze, prepare for the main online line. Fantom has now changed its name to Sonic Labs and plans to launch a new EVM chain Sonic by the end of the year.


Mr.Musk has filed for an injunction to prevent OpenAI from transforming itself into a for-profit company
According to netease News, Musk (Elon Musk) 's lawyers have applied for a preliminary injunction against OpenAI, several of its co-founders and its investors and close partner, Microsoft, to block OpenAI and other defendants' alleged anti-competitive practices by Musk's lawyers.


The injunction motion in late Friday to the northern district court of California, accused OpenAI, its chief executive Sam Altman (Sam Altman), President greg-brokman (Greg Brockman), Microsoft, LinkedIn, former OpenAI board member Reed Hoffman (Reid Hoffman) and former OpenAI vice President of the board of directors, Microsoft di-tampleton (Dee Templeton) engaged in a variety of illegal activities, And try to stop these activities. The charges include:


Prevent investors from backing OpenAI's rivals, such as Musk's own AI company xAI.


Benefit from "improperly obtained competitively sensitive information" through OpenAI's relationship with Microsoft.
Transform the OpenAI governance structure into a profit-making institution and "transfer any significant assets, including intellectual property owned, held or controlled by OpenAI Corporation, its subsidiaries or affiliates".


Resulting in OpenAI to conduct business with any organization having a "significant financial interest in the defendant."


Musk's lawyers claim that an injunction not granted would cause "irreparable injury."


Base founder: No plans to launch tokens
Base founder Jesse Pollak said on the X platform that the Hyperliquid project shows that it is a good thing to build a favorite product before adding price complexity. In addition, Base networks has no plans to launch tokens. The team focuses on construction, hoping to solve practical problems, so that people can build better.


Vitalik: Do not agree with the government efficiency Department (DOGE) is too focused on the treatment of small expenses


Regarding the small spending content released by the US Government Efficiency Department (DOGE), Vitalik said it disagrees with the government efficiency department's approach. And that the examples listed are a fraction of all spending. If the government aims to avoid mistakes that look bad on Twitter, it will miss many valuable opportunities, and the mass transactions that actually waste more will continue because they look good. Small public funds should be funded in a similar venture capital way, as the goal is to capture opportunities that deliver 1,000 times returns. Prudent energy should be devoted to large-scale transactions.


Important data
Data: The US Bitcoin ETF 11 bought 71,570 bitcoins in the month
According to HODL15Capital, US bitcoin ETF 11 bought 71,570 bitcoins in the month; November was the record month for US bitcoin ETF inflows in dollar terms.


Michael Saylor: 60 listed companies have issued shares to buy Bitcoin
MicroStrategy Founder Michael Saylor said on Platform X that there are currently 60 listed companies offering shares to buy bitcoin. The total bitcoin holdings of the 60 companies are 522,565.  In addition, HODL15Capital data shows that there are currently 12 listed bitcoin miners that do not hold bitcoin on their balance sheets.


OKLink Monthly safety report: zero major Rug Pull events occurred in November, and the total loss caused by the whole network was about 2. [] 0.3 billion US dollars
OKLink Release the security monthly report for November 2024, and the total loss of security incidents on the whole network chain has caused about 2 [] 0.3 billion US dollars. The loss caused by phishing fraud only accounted for 64. [] 80% of the total loss, with a total loss of about 1 [] 3.1 billion US dollars, but no major Rug Pull event occurred, and the loss of REKT event accounted for 22. [] 06%, with a total loss of about 0. [] 4.5 billion dollars.


On November 13, the user copied the wrong address from the contaminated transfer history, resulting in a loss of $1 [] 2.9 billion, and the attacker returned all the assets an hour later. On November 15, the v1 liquidity pool contract of the Aptos ecological project Thala was attacked by a security breach, resulting in a loss of $25.5 million. Later, the Thala negotiated with the attacker to restore all user assets with a $30 0,000 reward.


OKLink Remind everybody, in the chain operation, must carefully check the receiving address, a user from the contaminated transactions copy the wrong address loss of billions, please be sure to carefully check the chain operation on the receiver address, must not be used to directly from the transaction or chat records directly copy address. In addition, learn to use Web3 on-chain tools to avoid risks, OKLink provides on-chain address query, token authorization query, large transfer monitoring and other tools, easy to ensure the security on the chain, grasp the market trends in the first time, and get rid of on-chain anxiety.


500 million XRP unlocked from unknown wallet hosting, worth more than 9 $700 million
About an hour ago, 500 million XRP transactions were unlocked from unknown wallet custody, worth more than $ [] 700 million.


HYPE topped $9 and has a new market value of more than $3 billion
The market shows that HYPE broke $9 continued to record high, now at $9. [] 24,24 hours up 33. [] 9%, the current market value exceeded $3 billion to $3,086,086,670, FDV reached $9,241,678,903, the past 24 hours of $361,549,000.


The two whales sold UNI for $1.15 million and $3.06 million for LINK, respectively
Two whales took profits on UNI and LINK today, according to Lookonchain monitoring.

0x2B4F sold 135,150 UNI ($1.71 million) for a profit of $1.15 million.

0x6049 sold 363,814 LINK ($6.88 million) for a profit of $3.06 million.


A trader investing in 1 SOL in the Mundi now makes more than $43. [] $50,000
According to Lookonchain, a trader invested 1 SOL ($169) in Mundi and now has a profit of more than 435,000 dollars, with a return of 2,580 times. Ban launched on October 25, and quickly broke its market cap of $60 million in two days. But instead of buying Ban, the trader bought the meme token Mundi, which was created earlier than Ban. At the time, Mundi had a market value of just $8. [] $50,000. He invested 1 SOL ($169) to buy 19.79 million Mundi and held them. Four days ago, he began to cash out, selling 18.19 million Mundi for 1,428 SOLs ($33. [] $69 0,000), leaving 1.6 million Mundi ($9. [] $90,000).