The Rollup Founder: Would Buy the Dip if LIT Fully Diluted Valuation Reaches $2 Billion

On December 29, Solflare—a wallet built for the Solana ecosystem—launched a zero-gas prediction market backed by Kalshi. The market lets users participate using USDC, with each offering only a simple binary outcome: "Yes" or "No."

December 29: A newly created crypto wallet address withdrew 600 Bitcoins (valued at roughly $53.84 million) from Binance, per Onchain Lens monitoring.

On December 29, SlowMist CSO 23pds issued a security advisory warning that the latest variant of the NPM supply chain attack—“Shai-Hulud 3.0”—has struck again. All projects and platforms are advised to exercise heightened vigilance. Previously, a suspected leak of Trust Wallet API keys may have contributed to the Shai-Hulud 2.0 attack.

**December 29 (Caixin) —** The digital yuan will undergo a solution upgrade, with wallet balances set to earn interest starting January 1, 2026, Caixin reported Thursday. Key details: - The two-tier operational framework will remain unchanged. - Bank-managed digital yuan will shift from off-balance-sheet to on-balance-sheet treatment, moving from 100% reserves to partial reserves. - Non-bank payment firms will face a 100% digital yuan reserve requirement (aligning with rules for their customer prepayment funds). - Banks will pay interest on real-name digital yuan wallet balances, in line with deposit rate self-discipline agreements. They may conduct independent asset and liability management (ALM) on these balances and receive deposit insurance protection equivalent to traditional deposits.

On-chain analyst Ai Auntie (@ai_9684xtpa) noted on December 29th that as Bitcoin (BTC) surged past $90,000, the unrealized loss on the long positions of the “BTC OG Insider Whale” narrowed to $24.86 million. Below is the whale’s holding breakdown: - Ethereum (ETH): 203,340.64 coins (valued at $617 million), entry price $3,147.39, unrealized loss $22.65 million. - Bitcoin (BTC): 1,000 coins (valued at $89.86 million), entry price $91,506.70, unrealized loss $1.64 million. - Solana (SOL): 511,000 coins (valued at $66.03 million), entry price $130.1911, unrealized loss $0.573 million.

Per HTX market data, Bitcoin rebounded to hit $90,000 on December 29, posting a 2.4% gain over the past 24 hours.