Key Market Information Gap on December 1st, A Must-See! | Alpha Morning Report
Featured News
1.Rumors of Powell's Resignation Resurface? Speech to be Given Early Tuesday
2.Kalshi Faces Class-Action Lawsuit, Accused of Conducting Sports Betting Business Without a License
3.SAHARA Experiences Sudden 50% Drop, Market Cap "Halved" to $1.06 Billion
4.GIGGLE Surges Over 17% in 24 Hours, Market Cap Reaches $1.37 Billion
5.PIPPIN Market Cap Surpasses $1.2 Billion, Surging Over 60% in 24 Hours
Articles & Threads
1.《Exclusive: Upbit to List in the US, More Profitable Than Coinbase but Valued at Only 1/7》
On November 27, 2025, a "mini earthquake" occurred in the Korean cryptocurrency community. Upbit, the absolute dominant player in the Korean market, was hit by a hacker attack, and 54 billion Korean won (about $36 million) disappeared. Later, Upbit revised the amount to 44.5 billion Korean won in lost Solana network assets. However, the market's panic was quickly absorbed because based on Upbit's quarterly net profit of about $200 million, Upbit could recover the stolen amount in just 2 weeks.
2.《In 2026, Will ICOs Replace Airdrops?》
If you have been active in the cryptocurrency market recently, you may have noticed a trend: the airdrop craze is gradually fading away, and Initial Coin Offerings (ICOs) are making a strong comeback, while the market is transitioning from a venture capital-dominated funding model to decentralized fundraising. ICOs are not a new phenomenon, as some of the hottest coins in the cryptocurrency space (such as Ethereum, Augur) have completed their initial issuance through ICOs. However, we must acknowledge that after experiencing a long "silent period" from 2022 to 2024 (during which project funding was mostly done through closed-door venture capital deals), ICOs saw a strong revival in 2025.
Market Data
Daily market overall funding heat (reflected by funding rate) and token unlocks
Data Source: Coinglass, TokenUnlocks
Funding Rate

Token Unlocks

You may also like

This Week's Key News Preview | The Federal Reserve Announces Interest Rate Decision; MegaETH Conducts TGE

Lower the expectations for the next bull market of BTC

Morning News | Aave announces the establishment of a recovery fund; Michael Saylor releases Bitcoin Tracker information; Vietnam plans to launch a pilot project for crypto assets

Crypto ETF Weekly | Last week, the net inflow for Bitcoin spot ETFs in the U.S. was $823 million; the net inflow for Ethereum spot ETFs in the U.S. was $155 million

How to balance risk and return in DeFi yields?

Tom Lee's Ethereum Thesis: Why the Man Who Called the Last Cycle Is Doubling Down on Bitmine
Tom Lee is emerging as one of Ethereum’s most influential supporters. From Fundstrat to Bitmine, his Ethereum thesis combines staking yield, treasury accumulation, and long-term network value. Here is why “Tom Lee Ethereum” has become one of crypto’s most watched narratives.

Naval personally takes the stage: The historic collision between ordinary people and venture capital

a16z Crypto: 9 Charts to Understand the Evolution Trends of Stablecoins

Refutation of Yang Haipo's "The End of Cryptocurrency"

Can a hairdryer earn $34,000? Interpreting the reflexivity paradox of prediction markets

6MV Founder: In 2026, the "landmark turning point" for crypto investment has arrived

Abraxas Capital Mints $2.89 Billion USDT: Liquidity Boost or Just More Stablecoin Arbitrage?
Abraxas Capital just received $2.89 billion in freshly minted USDT from Tether. Is this a bullish liquidity injection for crypto markets, or is it business as usual for a stablecoin arbitrage giant? We analyze the data and the likely impact on Bitcoin, altcoins, and DeFi.

A VC from the Crypto world said AI is too crazy, and they are very conservative

The Evolutionary History of Contract Algorithms: A Decade of Perpetual Contracts, the Curtain Has Yet to Fall

Kicked out by PayPal, Musk aims to make a comeback in the cryptocurrency market

Solana ETF News: What Is a Solana ETF and Why Is Goldman Sachs Betting $108 Million on SOL?
Solana ETF news today shows Goldman Sachs disclosed a $108M position while total SOL ETF inflows reached $1.45B. Analysts now expect up to $6B in institutional demand as Solana trades 71% below its all-time high.

Bitcoin ETF News Today: $2.1B Inflows Signal Strong Institutional Demand for BTC
Bitcoin ETFs news recorded $2.1B inflows over 8 consecutive days, marking one of the strongest recent accumulation streaks. Here’s what the latest Bitcoin ETF news means for BTC price and whether the $80K breakout level is next.

Michael Saylor: Winter is Over – Is He Right? 5 Key Data Points (2026)
Michael Saylor tweeted yesterday “Winter‘s Over.” It is short. It is bold. And it has the crypto world talking.
But is he right? Or is this just another CEO pumping his bags?
Let us look at the data. Let us be neutral. Let us see if the ice has really melted.
This Week's Key News Preview | The Federal Reserve Announces Interest Rate Decision; MegaETH Conducts TGE
Lower the expectations for the next bull market of BTC
Morning News | Aave announces the establishment of a recovery fund; Michael Saylor releases Bitcoin Tracker information; Vietnam plans to launch a pilot project for crypto assets
Crypto ETF Weekly | Last week, the net inflow for Bitcoin spot ETFs in the U.S. was $823 million; the net inflow for Ethereum spot ETFs in the U.S. was $155 million
How to balance risk and return in DeFi yields?
Tom Lee's Ethereum Thesis: Why the Man Who Called the Last Cycle Is Doubling Down on Bitmine
Tom Lee is emerging as one of Ethereum’s most influential supporters. From Fundstrat to Bitmine, his Ethereum thesis combines staking yield, treasury accumulation, and long-term network value. Here is why “Tom Lee Ethereum” has become one of crypto’s most watched narratives.





