User Concerns Regarding Token Deployment - User received Monad allocation on Coinbase and wants to deploy tokens on Monad dApps instead of leaving them on Coinbase [1] - User questions whether transferring tokens to a self-custody wallet constitutes a "sale" or "conversion" under Coinbase's terms and conditions [1] - User desires good karma for future ICOs but doesn't want to leave tokens idle on Coinbase [1]

Market Dynamics - US Apple capital outflow led to a sustained USDC/USDT premium and Coinbase BTC negative premium [1] - Foreign capital outflow contributed to a prolonged period where 1 USDC was greater than 1 USDT, peaking at 1.009 on Binance [1] Trading Behavior - Asian market participants (Android users) perceived daily lows and engaged in buying activity [1] Data Signals - Coinbase BTC negative premium and USDC/USDT premium are considered data signals [1]

Core Insights - The onchain economy is rapidly evolving, driven by the maturation of blockchain technology and its integration into mainstream finance, creating a growing ecosystem of companies and investment instruments [3][4] Blockchain Technology - Blockchain is a decentralized digital ledger that ensures transparency, security, and immutability of transactions without a central authority, forming the foundation of cryptocurrencies and enabling peer-to-peer value transfer, smart contracts, and decentralized applications [2] Key Companies in the Onchain Economy Exchanges - **Coinbase Global Inc. (COIN)**: The largest U.S.-based cryptocurrency exchange, serving as a gateway for millions of investors to access and trade digital assets, with a significant institutional presence [5] - **Robinhood Markets Inc. (HOOD)**: Known for democratizing stock trading, Robinhood has expanded into crypto, providing easy access to digital assets for retail investors [6] Mining - **Core Scientific Inc. (CORZ)**: One of the largest Bitcoin miners in North America, evolving its infrastructure to support AI and high-performance computing, bridging two rapidly growing sectors [7] - **Cipher Mining INC. (CIFR)** and **Bitfarms Ltd/Canada (BITF)**: Both companies have shown strong performance, reflecting the resurgence of the mining sector as Bitcoin's price and network activity strengthen [9] FinTech and TradFi Enablers - **Mercadolibre Inc. (MELI)**: Often referred to as the "Amazon of Latin America," it has integrated digital payments and crypto services into its e-commerce platform, enhancing financial inclusion [10] - **Galaxy Digital Inc (GLXY)**: A diversified digital asset financial services firm involved in trading, asset management, and investment banking for the crypto economy, acting as a key institutional gateway [12] Energy Infrastructure - **Kinder Morgan Inc. (KMI)**: A major natural gas provider in the U.S., playing an indirect but crucial role in the crypto economy by powering data centers and mining operations [13] Future Trends in Blockchain - By 2025, blockchain is expected to drive significant changes in capital markets, focusing on tokenization, programmable settlement, and embedding yield-bearing assets onchain, indicating a shift towards a more modular and dynamic liquidity environment [14][15]

Legal stuff:Not investment advice or recommendation to purchase a particular digital asset. ...

Group 1 - Coinbase's derivatives division plans to expand the trading range of altcoin futures to a 24/7 schedule [1][2] - The newly included cryptocurrencies are Avalanche, Bitcoin Cash, and Cardano, among others [1][2] - Additional specific coins in the expanded trading range include Chainlink, Dogecoin, Hedera, Litecoin, Polkadot, Shiba Inu, Stellar, and SUI [1][2]

🚨 INSIGHT: Large crypto balances moved internally in a routine Coinbase wallet migration. https://t.co/HSfBZf6mAJ ...

with 20 mins to go the @monad sale on @coinbase is now 1.35x oversubscribed.exceeding my expectations of a 220-240m raise.should end at 1.4x oversub which is respectable in these market conditions. https://t.co/uD5ujPLdU3 ...

🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 🚨 4,560 #BTC (388,564,359 USD) transferred from #Coinbase to unknown new wallethttps://t.co/fL3ZYg9sln ...

Core Viewpoint - Coinbase Markets is set to launch 24/7 futures trading for various altcoins, responding to increasing demand for continuous access to crypto derivatives [1] Group 1: Expansion of Trading Hours - Starting December 5, futures for altcoins including Avalanche (AVAX), Bitcoin Cash (BCH), Cardano (ADA), and others will be available for trading around the clock [1] - This expansion builds on existing always-on markets for Bitcoin, Ethereum, Solana, and XRP, which include both standard and nano-sized contracts [2] Group 2: Introduction of New Futures Contracts - Coinbase is working on introducing U.S. perpetual-style futures for the same basket of altcoins, which will settle on a five-year expiry rather than the indefinite format used offshore [2][3] - The exchange previously launched 24/7 BTC and ETH futures in May and long-dated futures in July, establishing itself as a compliant venue for these products in the U.S. [3] Group 3: Market Dynamics - Most liquidity for non-BTC/ETH futures currently resides offshore, particularly on platforms like Binance and Bybit [4] - A U.S. alternative with deeper institutional access and clearer regulations may gradually attract order flow, especially amid volatile funding markets and ongoing regulatory pressures [4]

Market Trend - Shorting TNSR after the Coinbase acquisition was a profitable strategy [1]