Release Date: January 6, 2025
Author: BlockBeats Editorial Team

In the past 24 hours, the crypto market has witnessed multifaceted dynamics ranging from macroeconomic discussions to specific ecosystem developments. Mainstream topics revolve around the repositioning of Ethereum's value narrative, trust issues arising from controversies over trading platform mechanisms, and the ethical boundaries of insider trading in prediction markets; in terms of ecological development, Solana is accelerating the advancement of stablecoins and infrastructure, Ethereum is synchronously progressing in scaling and AI applications, while the Perp DEX track continues to engage in ongoing games of buybacks, selling pressure, and financing signals.

I. Mainstream Topics

1. Vitalik Buterin Reiterates the Core Purpose of Ethereum

Vitalik published a lengthy post on X, emphasizing that Ethereum's goal is not to pursue efficiency metrics—such as lower latency or higher APY—but to provide users with "resilience" and "sovereignty." He pointed out that in a highly unstable world, Ethereum should prioritize decentralization, permissionlessness, and censorship resistance, rather than competing with Silicon Valley tech giants on convenience.

This statement quickly sparked community discussions, with many users (such as @BrotherMKT, @Bookof_Eth) linking it to meme coins and community projects, calling for a return to the underlying value narrative of blockchain. Related posts garnered over 4,500 likes and further evolved into philosophical debates around the concept of a "world computer."

2. Infinex Token Sale Mechanism Controversy and Adjustments

Infinex acknowledged a design flaw in its token sale mechanism, with retail users disliking lock-up periods, whales unhappy with the cap limits, and everyone tired of complex rules. They announced the removal of individual caps and adopted a "bottom-up fill" allocation method while retaining priority for Patron users.

Founder Kain Warne attempted to refocus attention on the product itself, emphasizing the differentiated advantages of self-custody wallets, multi-chain aggregation, and perpetual contract interfaces. However, community sentiment has clearly reversed: Ethos data shows that the bullish ratio plummeted from 93% to 18%. Several users (such as @serpinxbt, @thedefivillain) criticized the project for "changing the rules at the last minute" and questioned the founder's integrity and the project's long-term value. Controversial posts received hundreds of likes and reignited discussions on the fairness of ICOs and the transparency of mechanisms.

3. Ethical Controversy of Insider Trading in Prediction Markets

Wintermute CEO Evgeny Gaevoy publicly opposed insider trading in prediction markets like Polymarket, calling it "sad" and believing it undermines the fundamental respect for participants in the market. He supported @karbonbased's stance: if one possesses non-public information, they should avoid participating in trades to mitigate potential ethical and legal risks.

The controversy originated from a WLFI investor's post defending the "legitimization" of insider trading, leading to a rapid division in the community—some viewed it as a natural result of rapid information pricing, while others (such as @tier1haterr) criticized it as a normalization of "corruption." Related discussions accumulated over 200 interactions, highlighting the regulatory and ethical tensions in the rapidly expanding prediction market.

4. Parcl × Polymarket: Launch of Real Estate Prediction Market

Parcl announced it will be the exclusive data provider for Polymarket in the real estate sector, launching price prediction markets for six cities, including New York and Los Angeles, where users can participate in price trend judgments starting from $100.

This collaboration is seen as an innovative integration of real estate data and blockchain prediction mechanisms, with related posts receiving over 2,500 likes. Many users (such as @bigbossage_, @0xForecaster) participated in discussions with phrases like "hedging against landlords" and "shorting friends' houses." Meanwhile, there were also voices questioning the accuracy of the data and potential market manipulation risks, marking a rapid extension of prediction markets into traditional asset domains.

II. Mainstream Ecological Dynamics

1. Solana Ecosystem

Jupiter Launches JupUSD Stablecoin
Jupiter Exchange announced the launch of the USD-pegged, reserve-backed stablecoin JupUSD, positioned as a foundational asset for "the next phase of on-chain finance." Developed in collaboration with Ethena Labs, the initial reserve structure consists of 90% USDtb (a compliant stablecoin based on the BlackRock BUIDL fund) and 10% USDC liquidity buffer, with plans to gradually introduce USDe to enhance capital efficiency.

In terms of security, JupUSD employs Anchorage Digital's institutional-grade self-custody solution, with the code being open-source and audited by Offside Labs, Guardian Audits, and Pashov Audit Group. The stablecoin has been integrated into Jupiter's lending and Earn Vaults, with plans to expand into limit orders, DCA, mobile, perpetual contracts, and prediction markets. Related posts received over 1,700 likes, with the community praising it as an important infrastructure addition to Solana DeFi.

Jito Launches IBRL Explorer Block Explorer
Jito Foundation launched the IBRL Explorer to reveal the timing and packaging behavior within Solana blocks, focusing on issues like "late packaging" and "slot timing games." IBRL introduces a scoring system based on slot time and voting packaging to help users assess validator performance. Internal testing showed that the Asia-Pacific region was affected by submarine cable faults, leading to unexpected late packaging phenomena. This tool is seen as an important addition to Solana's network transparency and execution quality.

2. Ethereum Ecosystem

Starknet Network Briefly Goes Down
Starknet officials confirmed a downtime in the network and are investigating the cause while working on recovery. Community reactions were mixed: some users joked that it was "like Solana," while some developers believed it reflected the real challenges of ZK execution layers in scaling Ethereum.

AI Project Giza Supported by EF Surpasses $400 Million in Assets Under Management
Giza Tech announced that its AI agents have surpassed $400 million in assets under management (AUA), with a monthly growth rate of 60%. Giza focuses on autonomous agents, helping users capture DeFi opportunities 24/7, and has processed over 700,000 autonomous transactions, accounting for more than half of DeFAI AUA, indicating that the AI-DeFi integration is beginning to enter a phase of practical adoption.

3. Perp DEX Ecosystem

Lighter Suspected to Initiate $LIT Buyback
The community observed that Lighter's related treasury address is suspected of buying back $LIT, with a scale of about $10,000. Although not fully confirmed, it has sparked discussions about its token economics and adjustments to perpetual contract operations.

$HYPE Whales Associated with Tornado Cash Begin Selling
A wallet linked to Tornado Cash's funding path has started to sell $HYPE in batches, having sold about 60,000 tokens. This behavior has been interpreted by some community members as a TWAP-style reduction signal, also reigniting discussions on privacy tools and on-chain tracking.

Trove Announces ICO Plans
Trove Markets announced it will conduct an ICO, with details yet to be disclosed. This news is seen as another signal of the continuation of Perp DEX's financing and expansion cycle, with subsequent mechanism designs still to be observed.

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