Nov 03, 2024

11-03-2024

Crypto weekly is authored by maaria and serdave


PRICE CHANGE: WTD/YTD
- Crypto Market Cap ($2.38T): -1% / +34%
- BTC ($68,204): +1% / +61%
- ETH ($2,450): -2% / +7%
- SOL ($163): -7% / +60%
- UNI ($7.16): -5% / -2%
- POL ($0.31): -7% / -68%
- Tether Mkt Cap ($121B): 0% / +31%
- USDC Mkt Cap ($34.9B): +1% / +42%
- BTC / ETH Dominance: 57% / 12%

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THIS WEEK IN CRYPTO
- The Blockchain Association's member firms say they have spent $400 million on costs associated with enforcement actions brought by the SEC under Chair Gary Gensler. Link.

- Web3 gaming firm Immutable received a Wells Notice (letter notifying the company the agency believed the company violated securities law) just hours after initially being contacted by the SEC. The legal action is suspected to be connected with the IMX token launch in 2021. Link. Link.

- Since launching in January 2024, US Bitcoin ETFs have amassed $70 billion in net assets, more than half the net assets held by US Gold ETFs. Link.

- Former FTX chief engineer Nishad Singh was sentenced to time served for his role in the FTX collapse. Sam Bankman-Fried was sentenced to 25 years in prison, and Caroline Ellison received a 2 year sentence. Link.

- The average number of blobs posted to ethereum hit a new record, indicating increased demand for rollup transactions on Layer 2s. Link.

- Coinbase pledged $25 million to Fairshake, a digital asset PAC that plans to use the money to support pro-crypto candidates in the 2026 midterm election. Link.

- World liberty financial, a DeFi project associated with Donald Trump, changed the fundraising goal for its governance token by 90%, just two week after launch. The project also announced it will launch a stablecoin. Link. Link.

- Social media platform Reddit sold all of its bitcoin and ethereum holdings, earning $6.87 million. Link.

- The US government is negotiating for the return of up to $13.25 million in political donations made by former FTX executives, according to a new filing in federal court. Link.

- The US Treasury is concerned about the growth of the stablecoin market and believes privately issued stablecoins should eventually be replaced by a central bank digital currency (CBDC). Link. Report.

- Coinbase reported a drop in Q3 2024 revenue due to reduced trading volumes but maintained profitability year over year. COIN dropped 15% on the news. Link. Link. Link.

- UBS launched a tokenized money market investment fund on ethereum called uMint. Link.

- Microstrategy is planning to raise $42 billion over the next three years to buy more Bitcoin. The company is the largest publicly traded holder of Bitcoin, holding 252,220 BTC valued at over $18.2 billion. Link.

- On-chain derivatives exchange DYdx laid off 35% of its workforce. The exchange’s TVL (total value locked) is down 50% from its March 2024 peak. Link.

- Kraken will receive 25 million OP tokens as part of the launch of their ethereum L2 Ink, which uses the Optimism tech stack. Link.

- Crypto.com overtook Coinbase in spot trading volumes in North America in August. Link.

- Emory University holds $15 million in Grayscale’s Bitcoin ETF, becoming the first endowment to publicly report having exposure to bitcoin. Link.

- Donald Trump’s odds of winning the presidency on Polymarket have fallen more than 10% from previous highs, and currently sit around 54%. Link.

- Binance founder CZ made his first public appearance since serving a 3-month prison sentence. CZ announced he has no plans to return to an official role at Binance. Link.

- Wallet infrastructure company Triangle is being acquired by stablecoin platform Bridge for an undisclosed amount. Bridge was acquired by FinTech giant Stripe for $1.1 billion. Link.

- 21shares filed an application with the SEC to list an XRP ETF. Link.