Crypto Morning News: Vana Releases VANA Tokenomics, Grayscale Launches Lido Trust Fund
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Crypto Morning News: Vana Releases VANA Tokenomics, Grayscale Launches Lido Trust Fund
Alipay denies supporting direct cryptocurrency purchases.
Navigating Web3 tides with focused insightsAuthor: TechFlow
Yesterday's Market Dynamics
Vana Releases VANA Tokenomics: 44% of Total Supply Allocated to Community
Vana, a decentralized AI data liquidity network, has released its VANA tokenomics. The total supply of VANA tokens is 120 million, with 44% allocated to the community (36-month unlock), 22.9% to the ecosystem (48-month unlock), 18.8% to core contributors (partial unlock after 1 year + 4-year unlock), and 14.2% to investors (partial unlock after 1 year + 3-year unlock). Circulating supply at TGE (token generation event) will be 28.5%.
BlackRock’s Bitcoin ETF Surpasses Its Gold ETF in Size
Ki Young Ju, founder of CryptoQuant, posted on social media that BlackRock’s Bitcoin ETF now exceeds its gold ETF in assets under management (AUM).
Tens of billions of dollars continue flowing into the Bitcoin market weekly. In the current market environment, gold has a total market cap of approximately $17 trillion, while Bitcoin stands at $2 trillion.
CryptoQuant: If Current Supply-Demand Trends Continue, Ethereum Could Break $5,000
Analysts at CryptoQuant stated that according to valuation metrics, if current supply-demand dynamics persist, Ethereum could surpass $5,000.
They emphasized that Ethereum’s realized price band is a key metric in their assessment. Realized price represents the average acquisition price of all circulating ETH. The upper bound of this band is currently $5,200. As new buyers purchase Ethereum at higher prices, this upper threshold continues to rise, signaling further upside potential in the current market cycle.
Animoca Brands Co-Founder: NFTs Will See a Strong Rebound
Yat Siu, co-founder of Animoca Brands, said at the Bitcoin MENA event in Abu Dhabi that the NFT market is poised for a strong rebound.
Regarding recent shutdowns like Nike’s RTFKT project, Siu described them as natural developments in business evolution, stressing that the failure of certain projects does not reflect the future of the entire NFT space.
Siu added that despite setbacks in the sector, he believes NFTs will continue to rise as status-symbol goods.
Sygnum Bank: 2025 Could Be a Turning Point for Crypto Markets; Meme Coin Bubble and Other Risks May Limit Gains
Swiss crypto bank Sygnum released its "Crypto Market Outlook 2025" report, stating that 2025 could become a pivotal turning point for the cryptocurrency market. The report forecasts rising crypto prices driven by sustained institutional inflows, improved regulatory environments, and the potential inclusion of Bitcoin in sovereign wealth funds and central bank reserves.
The report highlights that U.S. government and regulatory attitudes are shifting favorably toward cryptocurrencies, with regulatory improvements particularly benefiting altcoins.
However, risks such as inflation pressures, tightening liquidity cycles, and the memecoin bubble may constrain market gains.
The report also notes that infrastructure innovation has become a focal point for the industry. While Ethereum faces challenges, emerging layer-1 blockchains are performing strongly. Additionally, limited access to project revenues for private entities and lack of user growth in some applications are hindering altcoin performance.
Sui-Based Lending Protocol Suilend Launches SEND Token
Suilend, a lending protocol in the Sui ecosystem, announced on X that the SEND token has gone live. Suilend added that 40% of the SEND supply will be distributed via the mdrop mechanism: 20% to SEND points holders and early users, 5% to the Sui ecosystem community, and 15% to SAVE holders on Solana.
Previously, Suilend disclosed its SEND tokenomics: total supply of 100 million tokens, with 65% allocated to the community, of which 40% will be distributed through Mdrops to points holders, early users, Rootlets NFT holders, Capsule NFT holders, and SAVE token holders.
Grayscale Launches Lido Trust Fund
Grayscale has launched a new Lido DAO trust fund, aimed at providing investors exposure to the Lido DAO ecosystem.
Everclear Announces $CLEAR Staking Is Now Live
Stakers can now participate in governance through token staking and earn $CLEAR token rewards.
Glassnode: Bitcoin Long-Term vs Short-Term Holder Supply Ratio Hits Cycle Low, HODLing Sentiment Weakens
According to Glassnode data, the Bitcoin Long-Term Holder to Short-Term Holder Supply Ratio (LTH/STH Supply Ratio) has dropped to 3.78, a new low for this cycle. This metric reflects the dominance of long-term holders over short-term holders in terms of Bitcoin supply. Over the past 30 days, coin distribution turnover has accelerated, indicating that HODLing is no longer the dominant market behavior. A declining ratio suggests more investors are engaging in short-term trading rather than long-term holding.
Glassnode analysts note this trend differs from historical market tops. Past analysis shows that even during periods of declining long-term holdings, Bitcoin prices may still continue to rise.
Alipay Denies Supporting Direct Cryptocurrency Purchases
In response to online rumors about "Alipay supporting coin purchases," Alipay officially denied the claims via social media, stating, “Seeing a banana ad on X doesn’t mean you can buy bananas on X,” using the analogy to clarify misinformation.
Some social media users noted cryptocurrency-related recommendations appearing on Alipay’s homepage. In reality, these recommendations refer to an investment fund (Huabao Overseas Tech C), whose underlying assets include shares of Coinbase and Bitcoin ETFs—not direct cryptocurrency purchases. Alipay emphasized that its services do not support direct acquisition of crypto assets.
Market Data
Suggested Reading
Can Vana, Soon-to-Launch Mainnet, Become the Infrastructure of the AI Agent Data Era?
Vana is an innovative data protocol designed to solve the "data double-spending" problem, enabling data creators to continuously benefit from data usage. It adopts a DAO-based data liquidity pool model, allowing users to centrally manage their data while earning token rewards from its use. Meanwhile, Vana features a dual-token economy—comprising the base Vana token and domain-specific tokens issued by vertical data DAOs—creating diverse value capture opportunities for participants.
$arc Reaches $50M Market Cap in Half a Day—Is the Team Behind It Truly Technical? | Rapid Review
In the early stages of emerging crypto narratives, profitable projects aren't always led by genuinely beneficial or technically sound teams. However, the team behind $arc is linked to the rig development framework—a genuine infrastructure play in the AI sector. Rig is an AI development framework written in Rust, offering higher execution efficiency and security compared to traditional Python frameworks.
Morpho has evolved from a lending product into financial infrastructure, providing not just specific products but also flexible, scalable, and high-performance infrastructure for DeFi innovation. By enhancing efficiency, security, and flexibility, Morpho meets diverse user needs and currently ranks fourth in the DeFi lending sector.
Coin Metrics: What Are the Regional Preferences in Cryptocurrency Trading?
This article explores regional characteristics in cryptocurrency trading, starting with South Korea’s well-known “kimchi premium” phenomenon. Through time-zone analysis of exchanges and trading volumes, it reveals that most trading activity is concentrated in Western hours, while legacy altcoins like XRP and TRX show stronger activity in East Asia. Despite cryptocurrencies being borderless by nature, local regulations lead to clear differences in market participation across regions. Understanding these geographic preferences can help advance broader global adoption.
Dual-Pool Model Unifies DeFi Liquidity: Inside Perena, Backed by Binance Labs
Perena, a Solana-based decentralized stablecoin protocol invested in by Binance Labs, uses a hub-and-spoke architecture to address DeFi liquidity fragmentation. Its flagship product, Numéraire, leverages a dual-pool design (Seed Pool and Growth Pools), along with bounded liquidity and weighted asset mechanisms, to improve capital efficiency and protocol TVL utilization.
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