News Preview:
- The mainnet will go live on January 27th, Eastern Time;
- Jupiter DAO: Addresses mistakenly marked as witches can file an appeal after January 27th;
- (SUI) will unlock about 64.19 million tokens at 8 AM Beijing time on February 1st, accounting for 2.13% of the current circulating supply, worth about $265 million;
- (OP) will unlock about 31.34 million tokens at 8 AM Beijing time on January 31st, accounting for 2.32% of the current circulating supply, worth about $51.4 million;
- will launch the synthetic dollar protocol Falcon Finance next week;
- The deployment of Uniswap Labs' v4 has been gradually rolled out, and all contracts are expected to be fully deployed and launched next week
January 27th
Project Dynamics:
Privasea AI previously announced the mainnet roadmap, and the mainnet has been officially named . The AI network is driven by FHE deep learning, aiming to provide users with comprehensive security guarantees in the computing process. According to the roadmap, on January 6th, its testnet evolved from Alpha to Beta version, releasing a brand-new dashboard, as well as launching the beta version of the USB node and Privanetix node plan; on January 27th, the Genesis release will fully launch the Privanetix node plan and the FHEML task release plan; in the first quarter of 2025, the mainnet will officially go live, launching the optimized version of the USB node and Privanetix node. At the same time, the FHEML task release plugin and web page will be launched, allowing users to design custom models, submit learning samples, and release tasks to obtain machine learning results.
: Addresses mistakenly marked as witches can file an appeal after January 27th
posted on the X platform that if you were mistakenly marked as a witch, you need to wait until after January 27th, when the appeal will be opened. In addition, the Jupuary airdrop can be claimed on any device, and Carrots will be handled separately later. If users forget their email or used a temporary email, they need to submit a ticket on Discord after January 27th. If the wallet is stolen, users can sign a waiver of the token allocation, so that even if others have the stolen wallet, they cannot obtain the tokens.
Token Unlocks:
(YGG) will unlock about 14.08 million tokens at 10 PM Beijing time on January 27th, accounting for 3.43% of the current circulating supply, worth about $5 million
(VELO) will unlock about 182 million tokens at 8 AM Beijing time on January 27th, accounting for 2.47% of the current circulating supply, worth about $4.4 million
January 28th
Exchanges:
Indian Mudrex temporarily suspends cryptocurrency withdrawals, expected to resume on January 28th
Alankar Saxena, co-founder of the Indian cryptocurrency exchange Mudrex, issued a statement saying that the platform has temporarily suspended cryptocurrency withdrawals and is expected to resume normal service after completing compliance upgrades on January 28th. This suspension is aimed at strengthening compliance measures to prevent misconduct. The statement clearly states that INR fiat withdrawals are unaffected, user funds are completely safe, and cryptocurrency and INR deposit services are still operating normally.
Project Dynamics:
Pudgy Penguins CEO: mainnet will go live on January 27th, Eastern Time
Pudgy Penguins CEO Luca Netz posted on the X platform that the mainnet will go live next Monday (US time). Previously, in June last year, the Pudgy Penguins parent company acquired the on-chain creator platform Frame, with the aim of developing a Layer 2 network designed specifically for on-chain culture and community.
Crypto company is about to be sold, with the bidding deadline on January 28th
Emile Dubie, CEO and founder of the multi-chain self-custody wallet solution , said in an interview that the company is being sold, and this sale process was initiated after the company received two acquisition proposals at the end of last year. This wallet provider (formerly XDEFI) has received an acquisition offer from a crypto protocol, as well as a proposal to merge with a large decentralized exchange (DEX). Dubie added that the company then hired investment bankers to organize the sale process, with Imperii Partners providing advisory services. The auction process is underway, with the bidding deadline set for January 28th, and the winner is expected to be announced on January 31st.
Dubie said that currently has 650,000 users, with a target of reaching 2 million users by the end of the year. The company's main competitors are Coinbase Wallet, Binance's Trust Wallet, and OKX's wallet. Dubie said that in order to compete with these larger players, the company needs a partner, someone who can invest in the business.
developer: Will launch the no-code AI Agent development platform on January 28th
developer @khouuba posted on the X platform that they will launch the no-code, one-click AI Agent development platform on January 28th, which can simplify social media management and on-chain operations, initially supporting X and TikTok, and plans to expand to Meta platforms, LinkedIn, and WeChat in the future. All the value of the platform will flow to the token, using mechanisms such as buyback and burning to make it the core of the ecosystem.
Token Unlocks:
(FET) will unlock about 3.34 million tokens at 8 AM Beijing time on January 28th, accounting for 0.13% of the current circulating supply, worth about $4 million
(AGIX) will unlock about 7.71 million tokens at 8 AM Beijing time on January 28th, accounting for 1.85% of the current circulating supply, worth about $4 million
January 29th
Project Dynamics:
: The airdrop claim website is now live, and the mainnet will go live on January 29th
The official , an L1 network, announced on the X platform that the mainnet will go live on January 29th, and the airdrop claim website is now live at claims.qu.ai, where users can subsequently claim the tokens they earned from participating in the testnet plan and community plan.
Token Unlocks:
(TRIBL) will unlock about 22.07 million tokens at 8 AM Beijing time on January 29th, accounting for 14.03% of the current circulating supply, worth about $39.7 million
(ENA) will unlock about 12.86 million tokens at 3 PM Beijing time on January 29th, accounting for 0.42% of the current circulating supply, worth about $10.9 million
(EIGEN) will unlock about 1.29 million tokens at 3 AM Beijing time on January 29th, accounting for 0.55% of the current circulating supply, worth about $3.6 million
January 30th
Policy and Regulation:
TD Securities: The ECB is expected to cut rates by 25 basis points next Thursday
The European Central Bank will announce its interest rate decision next Thursday, and the market expects the bank to cut rates. TD Securities' foreign exchange analyst said that since the data is broadly in line with or weaker than the ECB's December forecast, this meeting should directly cut rates by 25 basis points. Short-term market dynamics reflect tense positioning and valuations, and we believe this will provide a good entry point for re-engaging in new dollar longs.
Exchanges:
Coinbase International will list TOSHI, GIGA and GRT perpetual contract trading on January 30th
According to the official announcement of the Coinbase International Exchange, the platform will list perpetual contract trading for , and at 17:30 (UTC+8) or later on January 30th, 2025, with the corresponding markets being TOSHI-PERP, GIGA-PERP and GRT-PERP. These trades will be supported on both the Coinbase International Exchange and Coinbase Advanced platforms.
Project Dynamics:
will release Q4 2024 and full-year earnings on January 30th
According to Jinshen, will release its Q4 2024 and full-year earnings on January 29th, Eastern Time (January 30th, Beijing time). After the earnings release, will hold an earnings call at 17:30 Eastern Time (6:30 AM Beijing time) on the 29th. In addition, according to data, 's Bitcoin holdings were worth $1 billion as of November last year.
Token Unlocks:
Delysium (AGI) will unlock about 34.38 million tokens at 8:00 am Beijing time on January 30, accounting for 2.41% of the current circulating supply, worth about $4.6 million
January 31
Policy and Regulation:
The South Korean Ministry of Personnel Management has required all government agencies to re-evaluate the implementation of restrictions on public officials' cryptocurrency holdings. Agencies must review their compliance and submit reports by January 31. The ministry emphasized that not only agencies handling virtual asset policies, drafting and enforcing regulations, but also those involved in promoting economic and industrial policies, may be subject to restrictions on accessing virtual asset information.
The UK Treasury has amended the Financial Services and Markets Act (FSMA), which will take effect on January 31, to exclude cryptocurrency staking from the classification of collective investment schemes. According to this change, staking ETH and SOL will only be considered as part of the blockchain validation process, no longer subject to the regulatory requirements applicable to collective investment schemes. Previously, due to ambiguous regulatory definitions, staking risked being classified as traditional pooled investment vehicles, which require stricter FSMA compliance.
The amendment clarifies that staking involves participants locking up cryptocurrencies to verify blockchain transactions and ensure network security, which is fundamentally different from collective investment schemes, requiring a tailored regulatory framework. ConsenSys lawyer Bill Hughes welcomed this move, seeing it as an important step for the industry, and emphasized that the UK legal tradition has taken a tough regulatory approach to collective investment schemes, which may have hindered industry development. It is worth noting that this move is consistent with the UK's broader strategy of promoting innovation in the cryptocurrency sector while maintaining appropriate regulation to protect market participants.
Project Dynamics:
OneKey Card will fully cease service on January 31
According to the announcement on the OneKey website, to improve service quality and optimize product experience, the OneKey Card Service will be gradually shut down. On January 31, 2025, the OneKey Card Service will be fully discontinued.
Token Unlocks:
Optimism (OP) will unlock about 31.34 million tokens at 8:00 am Beijing time on January 31, accounting for 2.32% of the current circulating supply, worth about $51.4 million
February 1
Governance Proposals:
Cow DAO has published CIP-61 proposal on Snapshot, aiming to improve the revenue model of the CoW protocol. The proposal suggests continuing to use price improvement sharing as the main revenue source, while introducing new strategies to test price improvement sharing and fee models. The proposal will end voting on January 29, and if passed, will take effect in 2025. The proposal also allows partner platforms to charge fees on transaction volume attributed to their users, and introduces a revenue sharing mechanism. In the future, Cow DAO can adjust the price improvement sharing, revenue sharing, and fee structure through new proposals to ensure the protocol's flexibility and sustainability.
Token Unlocks:
Sui (SUI) will unlock about 64.19 million tokens at 8:00 am Beijing time on February 1, accounting for 2.13% of the current circulating supply, worth about $265 million
ZetaChain (ZETA) will unlock about 44.26 million tokens at 8:00 am Beijing time on February 1, accounting for 6.98% of the current circulating supply, worth about $20.9 million
Sleepless AI (AI) will unlock about 18.21 million tokens at 8:00 am Beijing time on February 1, accounting for 14.01% of the current circulating supply, worth about $10 million
dYdX (DYDX) will unlock about 8.33 million tokens at 8:00 am Beijing time on February 1, accounting for 1.15% of the current circulating supply, worth about $9.7 million
Manta Network (MANTA) will unlock about 1.87 million tokens at 7:59 am Beijing time on February 1, accounting for 0.49% of the current circulating supply, worth about $1.2 million
DODO (DODO) will unlock about 10 million tokens at 8:00 am Beijing time on February 1, accounting for 1.38% of the current circulating supply, worth about $1.1 million
February 2
Token Unlocks:
Staika (STIK) will unlock about 1.57 million tokens at 8:00 am Beijing time on February 2, worth about $6 million
BENQI (QI) will unlock about 83.08 million tokens at 8:00 am Beijing time on February 2, accounting for 1.61% of the current circulating supply, worth about $1.2 million
Specific Time to be Determined
Project Dynamics:
Uniswap Labs announced on X platform that the v4 deployment will begin rolling out this week, allowing developers to test on-chain hooks and integrations, with all contracts expected to be fully deployed and launched next week. The contract addresses will be published soon.
DWF Labs will launch the synthetic dollar protocol Falcon Finance next week
DWF Labs partner Andrei Grachev stated on X platform that the synthetic dollar protocol Falcon Finance will be launched next week. Falcon Finance is collateralized by multiple assets, utilizing a hedging and farming system to enhance returns and stability, with USDf to be released soon.
Kinto hinted that it will release a major announcement next week, potentially related to a TGE
Layer 2 network Kinto posted on X that it will release a major announcement next week. The community speculates it may be related to a TGE.
