Weekly Editors Picks is a functional column of Odaily Planet Daily. In addition to covering a large amount of real-time information every week, Planet Daily also publishes a lot of high-quality in-depth analysis content, but they may be hidden in the information flow and hot news, and pass you by.
Therefore, every Saturday, our editorial department will select some high-quality articles that are worth spending time reading and collecting from the content published in the past 7 days, and bring new inspiration to you in the crypto world from the perspectives of data analysis, industry judgment, and opinion output.
Now, come and read with us:
Investment and Entrepreneurship
BTC’s last mega cycle: BTC’s value and price theory
In the macro field, the value of BTC is analogous to bonds and stocks in financial history, and is the fuel for a new round of development in human technology; in the meso field, it is the currency and index of the digital world that humans will inevitably enter in the future; in the micro field, it is the implementation of a new round of legal supervision and the compliance of currency issuance, thereby siphoning private investment demand from all over the world.
This may be the last grassroots cycle of the crypto industry, and also the last mega cycle in which BTC has a huge beta increase. This means that after this cycle, BTCs beta will be greatly reduced, but it does not mean that there will be no 100-fold alpha opportunities in the broad token issuance market.
The top of this round of BTC bull market will appear in Q4 of 2025, with a high point of 160,000-220,000 US dollars. Before that, in addition to the first wave that has already occurred, there are two more significant bull market mid-term trends.
Now is the 1999 of the Internet era, which means that after the bull market reaches its peak in the next 12-18 months, the crypto industry will usher in a long winter, just like the bursting of the Internet bubble in 2000-2001. Of course, this is also an opportunity for the industry to reshuffle and reorganize.
In most cases, the opening is still the peak. If you can get tokens within 5 minutes, it is recommended to take profits at the opening.
It is important to study the rules, just like studying law. Only by understanding all the clauses can you find loopholes, and loopholes often contain the best profit opportunities.
The current regulatory environment is more favorable to memes. When screening meme projects, consider narrative levels, stake structure, and community building.
Newcomers should establish their own information channels, but be wary of information cocoons.
Also recommended: Coinbase Report: Outlook for the Entire Crypto Market in 2025 and BitMEX Alpha: Arbitrage Opportunities on Polymarket .
Airdrop Opportunities and Interaction Guide
How to plan the Abstract airdrop that is closely related to the fat penguin?
Meme
Memecoin: A product of jokes, with a market value of hundreds of billions
Memecoin is a complex investment that requires comprehensive consideration of narrative, community, marketing, risk, market performance and smart money.
Also recommended: Binance: From a joke to a market value of hundreds of billions, the rise of Meme , The collision of culture and capital: Meme coins in this cycle and their star representatives , This week, continue to pay attention to ai16z series, MAX, WORM, and add MOODENG to the focus, Meme market in a cold market: UFD soars all the way, and DAIGE buff is stacked up .
Bitcoin Ecosystem
A brief history of Bitcoin ecology: written on the eve of the Bitcoin ecology blowout
Also recommended: 2024 Bitcoin Development Report: Global Regulation Clarifies, DeFi and Expansion Driven by Dual Wheels .
Multi-ecology
Dialogue with Solana Node: Who is making a fortune in silence behind Memecoin?
Initially, Leo thought Solana had a very good user experience from a newcomers perspective, so he has been paying attention to some of its Alpha projects. After the FTX incident, the core builders of the Solana ecosystem did not leave, but encouraged each other. Most of Solanas developers are full-stack engineers from traditional Web2 industries, and they believe that the Rust language used by Solana has more advantages in security.
Solanas MEV is different from Ethereum. It uses the clock concept. The transaction competition is actually speed and low latency of the network. Solana is expanded through hardware. The running cost of the node is indeed very high, but it will decrease in the long run. Solana, Jito and Raydium are almost all frequent visitors to the top five revenue list of DeFiLlama. In many cases, their revenue even exceeds the gas fee revenue of the Ethereum main network. These three companies can be said to be the main force of making a fortune in silence, and their tokens have performed quite well.
Solanas parallel network does have its advantages, but it also has problems, especially the backlog of unprocessed transactions. Currently, about 90% of MEV revenue is distributed to stakers. So this means that Solanas staking can get about 7.6% of the base income, and MEV income is an additional dividend. Simply put, the more active the network is, the higher the MEV income will be. JitoSOLs income is actually the largest source of income in the entire Jito protocol. At present, this part of the income is almost entirely distributed to JitoSOL holders.
Solanas innovative mechanism, especially the improvements in MEV and transaction processing, does constitute its competitive advantage. In Solana, you can earn fees through LP, and you can make money from fees alone, which provides another profit model for the Memecoin ecosystem. Memecoin is the future trend of combining social + e-sports.
On December 13, the Polygon community released the Polygon PoS Cross-Chain Liquidity Plan Pre-PIP Improvement Proposal. The main goal of the proposal is to propose the use of more than $1 billion in stablecoin reserves held on the PoS chain bridge to generate income. On December 16, Aave contributor team Aave Chan released a proposal to the community to withdraw its lending services from Polygons Proof of Stake (PoS) chain. On the same day, the liquidity pledge protocol Lido announced that Lido on the Polygon network will be officially deactivated in the next few months. The Lido community stated that the strategic refocus on Ethereum and the lack of scalability of Polygon POS are the reasons for deactivating Lido on the Polygon network.
From the perspective of AAVE, this proposal is to take AAVEs money and put it into other lending protocols to earn interest. As the largest application of Polygon POS cross-chain bridge funds, AAVE cannot benefit from such a proposal, but instead has to bear the risk of fund security. Lidos withdrawal may have nothing to do with this proposal. After all, Lidos proposal and vote on re-evaluating Polygon was released a month ago, but it happened to be released at this time.
If the AAVE withdrawal proposal is officially passed, the TVL on Polygon will drop to $765 million, which is no longer possible to achieve the $1 billion fund reserve mentioned in the Pre-PIP improvement proposal. Uniswap, the second largest platform in the ecosystem, has a TVL of about $390 million. If Uniswap also follows up with a similar plan to AAVE, the TVL on Polygon will drop sharply to around $370 million. Not only will the annual interest-bearing target of $70 million not be achieved, but all aspects of the entire ecosystem will be affected, such as the price of governance tokens, active users, etc. Perhaps the loss will be far more than $70 million.
What can really attract users and keep them interested is often reward distribution or incentive plans, such as the recently popular Hyperliquid. Polygon wants to reform in this regard, but it obviously has few cards to use. In terms of on-chain fees, Polygon only generates tens of thousands of dollars a day, and these revenues cannot arouse users interest. This is also the common dilemma of most old blockchains.
DeFi
2025 Main Theme Outlook: Make DeFi Great Again
The new interest rate cut cycle will allow DeFi to attract more capital injections, similar to the macro environment during the DeFi Summer from 2020 to 2021;
Many lending protocols such as AAVE and Hyperliquid have attracted widespread attention from the market, showing strong potential for recovery and explosion;
The recent listing trends of Binance and Coinbase are more inclined towards DeFi-related tokens.
Hyperliquid ecosystem is booming: Hypurr, a pump platform
As an order book DEX, Hyperliquids listing process is different from the permissionless form of Raydium and others. Hyperliquids listing process is a Dutch auction that lasts 31 hours.
Currently, Hypurr Fun only supports purchases through Telegram Bot. After entering the Bot, a pop-up message will be displayed to provide the wallet address. You can also obtain more information through the Wallet module. Currently, it only supports recharges from Hyperliquid L1 or Arbitrum. Please note that it only supports native USDC recharges (USDC.e is not supported).
Hypurr is still in its early stages and is still growing, so there may be more opportunities to mine gold. However, the tools are obviously very imperfect and cannot be compared with other mature pump ecosystems. In addition, the information is currently incomplete.
6 billion US dollars poured into New Cycle FTX, the most complete guide to Hyperliquid bull market gold rush
After the airdrop, the market was attracted by the rise of HYPE stand-alone coin. Hyperliquid has already realized the transformation from PerpDEX to high-performance trading public chain in the public eye. This is also the reason why the valuation ceiling of Hyperliquid continues to rise (from DEX valuation logic to public chain valuation logic). In addition, the blue-chip assets and new coins on Hyperliquid are also favored by the markets top funds.
When HyperEVM is launched, Hyperliquid will no longer be the current PerpDEX logic, but application + trading platform. By then, various EVM applications and ecosystems will flourish, and newer financial gameplays around perp and HLP will continue to emerge.
In-depth analysis of Hyperliquid: potential market opportunities and HYPEs bullish logic
Hyperliquid dominates the perpetual decentralized exchange space, accounting for more than 50% of trading volume in the past month. With lower fees and stronger incentives than CEX competitors, Hyperliquid has a great opportunity to attract more users and capital from CEX. The token generation event (TGE) and the rapid rise in HYPE prices have undoubtedly become the strongest marketing campaign. Its spot market may also continue to grow. More trading tools are being developed based on Hyperliquids open infrastructure and builder code.
Hyperliquid natively supports the creation of vaults. These strategies running on vaults are able to take advantage of the same advanced features as DEXs, such as efficient liquidation of ultra-leveraged accounts and high-throughput market-making strategies. Anyone can deposit money into a vault to receive a share of the profits, including DAOs, protocols, institutions, or individuals. The owner of the vault can receive 10% of the total profits. This primitive provides an ideal competitive scenario for AI agents to attract capital.
Hyperliquids revenue comes primarily from platform fees and ticker auctions.
It is estimated that HYPEs price range is from $41.93 (base case scenario, lowest multiple) to $651.48 (bull case scenario, highest multiple).
The main risks of Hyperliquid are the concentration of mainnet validators, the unrealized nature of the EVM ecosystem, and regulatory risks.
Coinw Research Institute: HyperLiquid in-depth research report
Introduces basic information about HyperLiquid, including its products, advantages, data, and ecosystem.
NFT
Pudgy Penguins CEO Interview: PENGU will fill the last vacancy in Solana ecosystem
Web3 AI
Counting the top ten Crypto+AI trends worth paying attention to
Agent-to-Agent Interaction, Decentralized Agentic Organizations, Agentic Multimedia Entertainment, Generative/Agentic Content Marketing, Next-Gen Art Tools/Platforms, Data Markets, Decentralized Compute, Compute Accounting Standards, Probabilistic Privacy Primitives, Agentic Intents and Next-Gen User Trading Interfaces.
Also recommended: AI Agent, from technical concept to scene implementation, opens a new narrative for Memecoin and A comprehensive comparison of the 8 most powerful AI Agent frameworks, who is the real leader in the field?
Hot Topics of the Week
In the past week, MicroStrategy (MSTR) was included in the Nasdaq 100 Index , and its stock price rose nearly 500% this year. It may strive to join the SP 500 Index next year; the US Financial Accounting Standards Board allows companies to report BTC at fair value on their balance sheets; the PENGU token economic model was announced; Pudgy Penguins started an airdrop feast ; He Yi: BNB Chain ecological projects will be the focus of Binance Alpha ( Binance Space Review : Binance Alpha is not equivalent to the main site, and the selected projects are not limited to the BNB Chain ecosystem);
In addition, in terms of policy and macro market, Powell: The Fed is currently not allowed to own Bitcoin and does not want to change the law; Trump: Congress must cancel the debt ceiling or extend the debt ceiling to 2029; The judge ruled that Coinbase can delist wBTC and rejected Sun Yuchens BiT Globals application for a temporary restraining order; The Hong Kong Securities and Futures Commission issued licenses to virtual asset trading platforms according to the rapid licensing procedure ;
In terms of opinions and voices, 10x Research predicts that BTC may rise to $120,000 by the time of Trumps inauguration; VanEcks top ten predictions for 2025 : The United States adopts BTC strategic reserves, and the bull market will reach a new high at the end of next year; Spartan Group: The alt season is coming, and the 12 months after the election is still the golden period of the crypto bull market ; Franklin Templeton Digital Assets calls AI agents interesting ; Elon Musk thanks CZ for his contribution to the acquisition of Twitter; Marc Andreessen: 30 founders in the a16z portfolio have had their bank accounts closed, and Solana ecosystem projects focus on the narrative of de-banking ;
In terms of institutions, large companies and top projects, FTX customers will receive compensation within 60 days after the bankruptcy plan takes effect on January 3 next year; Binance: A total of 135 million PENGU will be airdropped to compensate for the failure to update its market value and FDV data in a timely manner; OpenSea is suspected to have registered the OpenSea Foundation in the Cayman Islands; Fuel Network opens airdrops ; Vana mainnet is launched ; re-staking platform Kelp DAO announces KERNEL token economics ;
In terms of data, Bitcoin mining difficulty increased by 4.43% to 108.52 T, setting a new record; pump.fun became the first Solana protocol to have monthly revenue exceeding $100 million ;
On the security front, Azoria CEO confirmed that the account of the head of the DOGE department was hacked ; Vivek Ramaswamy has deleted the tweet DOGE and USUAL have reached a cooperation ; phishing ads impersonating Virtuals Protocol appeared in Google browsers… Well, its another week of ups and downs.
Attached is a portal to the “Weekly Editor’s Picks” series.
See you next time~
This article is sourced from the internet: Weekly Editors Picks (1214-1220)
An estimated 617 million people are currently using cryptocurrencies worldwide (about 7.51% of the total population). If this number reaches 8%, it could mark a turning point for BTC towards mainstream adoption – whether through stablecoins, decentralized finance, new financial services, or even simple speculation. With only 8% penetration in a few key regions, the awareness and usage base reflected in this number will form a network effect, stimulating more institutional and public interest. Historically, the 8% adoption threshold marks the transition from early adopters to early majority — a critical stage that will see cryptocurrency gain widespread acceptance by 2025. Review of Trump’s BTC Conference Speech Trump delivered a keynote speech at the 2024 BTC Conference in Nashville, advocating that the U.S. government include BTC as a strategic asset…
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