Read Time: ~5 minutes
⚡Snapshot
Dynamo DeFi Pro monthly call is live
What’s driving flows to Base?
200% APY on Virtuals token
New Dynamo Defi website and metrics dashboard (in beta) are live!
📖 Recommended Reads
⚡The Year Ahead: 10 Crypto Predictions for 2025
Bitwise predicts BTC trading above $200k
The latest AI Agent updates
⚡Eliza Labs (foundation behind ai16z) partners with Stanford University
The program will focus on open-source frameworks throughout 2025
⚡Is Hyperliquid recreating the Solana airdrop liquidity playbook?
How to play the HyperEVM launch
⚡Avalanche announces $250M private token sale
Led by Galaxy Digital, Dragonfly & ParaFi with over 40 investment firms
⚡Your 2025 Edge: Be Early
Our December Pro strategy call is packed with actionable analysis.
Here’s what we covered:
Complete ETF landscape analysis you won’t find anywhere else
Deep dives into SOL, SUI, BASE, HYPE, XRP
AI Agents & stablecoin developments
Exit strategies
Join Pro to get instant access to the full recording + research slides.
Pro Members: Check your inbox for this month's replay
🔢Onchain Analysis
Where’s the Money Going?
Over the last 3 months, Base chain saw the highest net flow of bridged funds coming into the ecosystem.
Base leads net flows on nearly every time frame within the last year.
Out of the $10B that flowed from ETH into other chains over the last 3 months, Base received $2.6B, second only to Arbitrum’s $3.4B.
Base also crossed the $4B TVL milestone in early December.
(BTW, if you’re wondering why Bitcoin’s TVL is up 100% in 7 days, someone staked ~$1B on Babylon)
While the Base szn was originally dominated by memes, Base’s activity is now centered around:
DeFi
Aerodrome, Base’s liquidity hub, makes up nearly half of Base’s TVL and did $8B in volume last week. Other DeFi applications like Morpho and Aave (both are lending markets) grew over 50% in TVL over the last month.
AI Agents
The meteoric rise of Virtuals (a platform to launch AI agents) to nearly a $3B market cap makes Base one of the premiere spots for owning AI agents. Thanks to Virtuals, several of the largest crypto AI agents call Base home.
🚜Farm of the Week
VIRTUAL-ETH on Base
You can find lots of great yields on Base - Aerodrome and Uniswap are the premiere options.
If you’re holding VIRTUAL or ETH, you can get over 200% APR by providing liquidity.
How it Works
Uniswap makes it easy to provide liquidity. Simply select the pool to see its analytics and hit Add Liquidity in the top right corner.
Settings are already optimized, so hit continue, where you’ll enter the liquidity range (you can provide “Full range” if you don’t want to have to manage the position, or you can select a custom range for higher APY). Then enter the amount of tokens you’d like to supply, then deposit!
You’ll earn fees when swaps are made within your liquidity provision range.
Risks
If price moves out of your liquidity range, you won’t earn fees. Keep an eye on prices and adjust if necessary.
5 Crypto Trends to Win 2025
⚡I learned crypto the hard way so you don’t have to
In 2021 I learned a painful lesson after losing everything. Here's the system I built to make it all back (and then 10X more)
🛠️Tool Spotlight
Use Cookie.Fun for AI Agent Metrics
Cookie.Fun measures mindshare of top AI agents and calculates custom metrics to properly assess which AI agents are undervalued.
Search for agents to get a mindshare breakdown, engagement analytics and top posts.
📅Key Events This Week
Macro Events
📊 Federal funds rate - December 18th
📊 FOMC economic projection - December 18th
📊 FOMC statement - December 18th
📊 Existing home sales - December 19th
📊 Q3 2024 GDP Data- December 19th
Token Unlocks: $574M Unlocking This Week
🔓Tokenomist: Track token unlocks and make better investment decisions. Use my code DDNM5 for 5% off Pro Plans.
🔓ARB (2.26%) - December 16th
🔓EIGEN (0.61%) - December 17th
🔓APE (2.16%) - December 17th
🔓PRIME (1.51%) - December 17th
🔓QAI (5.60%) - December 18th
🔓ACE (4.26%) - December 18th
🔓PIXEL (7.05%) - December 19th
Launches & Updates
Note that these launches are mostly unvetted by the Dynamo DeFi team and this isn’t an endorsement of any of them.
🚀 sBTC launch - December 16th (Source)
🚀WINR protocol mainnet launch - December 16th (Source)
🚀 Avalanche Etna upgrade mainnet launch - December 16th (Source)
🚀 MadWorld PvP game launch - December 17th (Source)
🚀 Sophon mainnet launch - December 18th (Source)
🚀 Hyperscale alpha network test - December 18th (Source)
🚀 Syrup token staking - December 18th (Source)
🚀 Wemix webshop launch - December 19th (Source)
🚀 Elysia to launch new tokenized UST bills on XRP ledger - December 19th (Source)
⚡Favorite Resources
If you want to dive deeper, here are some of my favorite resources:
🛠️ The Dynamo DeFi Crypto Tools List: A comprehensive list of 100+ crypto tools to help with portfolio tracking, analytics, airdrops and more.
🚀 RocketX: The 1-stop-shop to get the best rates for on-chain & cross-chain swaps.
🛡️ Ledger: The smartest way to secure your crypto. Buy & sell crypto with full control over your assets.
For more frequent content, follow me on Twitter and YouTube.
Until next time,
Dynamo DeFi