اختيارات المحررين الأسبوعية (0727-0802)
يُعد "اختيارات المحررين الأسبوعية" عمودًا وظيفيًا في Odaily Planet Daily. بالإضافة إلى تغطية قدر كبير من المعلومات في الوقت الفعلي كل أسبوع، ينشر Planet Daily أيضًا الكثير من محتوى التحليل المتعمق عالي الجودة، ولكن قد تكون مخفية في تدفق المعلومات والأخبار الساخنة، وتفوتك.
لذلك، سيقوم قسم التحرير لدينا كل يوم سبت باختيار بعض المقالات عالية الجودة التي تستحق قضاء الوقت في قراءتها وجمعها من المحتوى المنشور في الأيام السبعة الماضية، والتي تقدم إلهاماً جديداً لك في عالم التشفير من وجهات نظر تحليل البيانات وحكم الصناعة ومخرجات الرأي.
والآن تعالوا واقرأوا معنا:
الاستثمار وريادة الأعمال
لا يعني سوق الصعود تحقيق أرباح. كيف يمكننا تعظيم الأرباح في هذه الدورة؟
Unrealized gains are not gains. Avoid leverage. Reduce holdings gradually. Be prepared for the decline. Look for asymmetric investments. When in doubt, take the long view. Select investments rigorously. Keep your strategy simple. Be a big fish in a small pond. Without your private keys, you don’t own your crypto. Bet on the leaders. Be a team player. Compare altcoins to BTC. The trend is your friend. Don’t get too hung up on your top net worth.
ثلاث كلمات رئيسية لفهم سوق العملات المشفرة: المشاعر والسياسة والتوقعات
The article gives examples on the three elements one by one.
Look at the market rationally and do a good job of risk management.
The author’s views on funds, KOLs, exchanges, VCs, technology, marketing, BD, project parties, and retail investors.
The top-level narrative guides the revolution, the secondary narrative guides funds, the tertiary narrative has a wealth-creating effect, and the fourth-level narrative is nothing.
Upstream: The foundational technologies and infrastructure that enable blockchain adoption; including protocols and networks (L1/L2), RPC/node infrastructure, execution and consensus clients, execution environment, consensus mechanisms, data storage, zkVM, data availability, etc.
Midstream: Platforms built on the underlying blockchain infrastructure; including economic security, automated market makers (AMMs), yield derivatives, intent solvers, oracles, RaaS, staking and re-staking, shared sequencers, interoperability, decentralized identity (DID), lending markets, chain abstraction, data indexing, etc.
Downstream: Applications supported by upstream infrastructure; including centralized exchanges (CEX), decentralized exchange aggregators, order book decentralized exchanges, trading robots, games, centralized and decentralized finance (Ce-DeFi), entry and exit services, wallets, decentralized physical infrastructure (DePIN), social, gambling/betting, stablecoins, etc.
Upstream crypto infrastructure is becoming homogenized. Midstream is also becoming homogenized and eventually commoditized. Downstream crypto application space is still a long way from maturity. Downstream front-end is grabbing market share from midstream back-end applications. The flipping of front-end fat applications is inevitable.
Ten thousand words long article: Bitcoin valuation scenario in 2050
This analysis uses a simple equation based on the velocity of money, which covers three core factors: the total amount of domestic and international trade settled in Bitcoin (GDP); the supply of Bitcoin (BTC) in active circulation; and the transaction speed of BTC.
The conclusion is that the Bitcoin price scenarios in 2050 are: base scenario (US$2.91 million), bear market scenario (US$130,000), and bull market scenario (US$52.38 million).
بعد تحليل 581 منظمة مستقلة لامركزية، وجدت أربع معضلات رئيسية للمنظمات المستقلة اللامركزية
The paradox of centralization, the technological time bomb, the tug-of-war between democracy and efficiency, and the token dilemma.
يوصى أيضًا بـ: Web3 Job Market Semi-annual Report: Job Positions Surge After Bitcoin ETF Approval .
الإيثريوم والتوسع
أصبح المشترون أكثر مؤسسية، حلم الإيثريوم القديم وواقع جديد
Ethereum’s value lies in its flexibility and ability to support applications more complex than simple value transfer. Currently, the most popular applications on Ethereum include stablecoins (payment tokens pegged to the US dollar), decentralized finance (rebuilding traditional financial services such as lending on the blockchain), and tokenization (issuing financial assets on the blockchain).
In a post-ETF world, the most obvious beneficiaries will be real world assets (RWAs) and decentralized finance (DeFi) protocols, and we should expect ETH to become less volatile as the asset matures.
The article introduces the basic concepts and historical background of zero-knowledge proof; then focuses on the analysis of circuit-based zero-knowledge proof technology, including the design, application and optimization methods of models such as zkSNARK, Ben-Sasson, Pinocchio, Bulletproofs and Ligero.
In the computing environment, this article introduces ZKVM and ZKEVM, and discusses how they can improve transaction processing capabilities, protect privacy, and improve verification efficiency. The article also introduces the working mechanism and optimization methods of Zero Knowledge Rollup (ZK Rollup) as a Layer 2 expansion solution, as well as the latest progress in hardware acceleration, hybrid solutions, and dedicated ZK EVM.
Finally, this paper looks ahead to emerging concepts such as ZKCoprocessor, ZKML, ZKThreads, ZK Sharding, and ZK StateChannels, and explores their potential in blockchain scalability, interoperability, and privacy protection.
تعدد النظم البيئية
SOL Blink Decrypted: Technical secrets that even novices can understand
The biggest highlight of Blink is its ease of operation. Users only need to connect their wallet and perform simple settings to directly conduct on-chain activities such as NFT transactions on social media platforms such as Twitter. This seamless integration greatly reduces the threshold for user participation and improves the user experience.
SOL Blink’s strengths include: lower barriers to entry, seamless social media integration, viral potential, innovative business model;
The potential risks of SOL Blink include: mobile adaptation issues and scalability challenges.
The article also includes detailed instructions on how to use SOL Blink.
المخاوف الخفية وراء الازدهار: هل يكون سولانا بيتاً من ورق؟
False trading data, serious rug problems, MEV fee income is unsustainable, retail investors suffer losses, and fundamentals also face certain resistance.
I would also like to recommend a comprehensive research report: Gate Ventures: Detailed Explanation of Solanas Technical Architecture, Will It Have a Second Spring?
مناقشة حالة التطوير الحالية والآفاق المستقبلية لـ TON: إلى متى ستظل TON تحظى بشعبية؟
USDT plays an important role in the TON ecosystem, providing a stable digital dollar option that enables users to make fast and free payments around the world.
The Bitcoin trustless bridge is expected to go live this year. Its importance lies in introducing a trustless Bitcoin asset to TONs DeFi ecosystem, increasing the diversity of users and assets.
The TON Foundation plans to continue to increase TVL by rewarding liquidity providers and developers, introducing new DeFi products and use cases, and expanding community participation. The Foundation is also studying how to reduce the reliance of rewards on TVL to ensure the long-term stable development of the ecosystem.
إمكانات النمو المستقبلية لـ TON من منظور المطور (مع مشاريع ذات جودة عالية في الهاكاثون)
من الربع الأول إلى الربع الثاني من عام 2024، زاد عدد المطورين على بلوكتشين TON بسرعة. إن تدفق المواهب ليس سوى الخطوة الأولى، وهناك مشاريع عالية الجودة في الطريق. النظام البيئي بأكمله على وشك الازدهار. يجلب المطورون مشاريع جيدة، مما يجذب بدوره المزيد من الأموال إلى بلوكتشين TON. ومن المتوقع أن يزدهر النظام البيئي في ربع أو ربعين.
تعمل العديد من الفرق المتميزة وذات الخبرة على مسارات مختلفة، ليس فقط في DeFi أو DEX أو Yield Farming أو منتجات الإقراض، ولكن أيضًا في DApps ذات القيمة العملية. والأهم من ذلك، تلعب Telegram Stars دورًا رئيسيًا في النظام البيئي بأكمله.
Currently, some interesting projects are emerging. TON’s path to success may not follow past experience. Although DeFi is still relevant, TON’s killer application may be a combination of “game + finance”.
CGV Research: أكثر من مجرد ألعاب صغيرة، تحليل متعمق لـ "طموحات" TON في مسار الدفع
The explosion of DeFi in the TON ecosystem still lacks the following conditions: onboarding of assets such as BTC and ETH, more diversified liquidity staking products, and more secure wallet infrastructure.
The payment business on TON has more advantages than Tron. The TON Foundation is also actively promoting the application of USDT on TON. Payment will also serve as a key primitive to empower the Telegram Mini App and serve various types of Social Web3 use cases.
ويب3
دليل المبتدئين لتجريد الحسابات: إنشاء تجربة مستخدم تشفيرية بسيطة وآمنة وقوية
Account abstraction is a set of frameworks and standards that can greatly enhance the functionality of crypto wallets (accounts). Contract accounts integrate the unlimited functionality of smart contracts into wallets, greatly enhancing their functionality. These wallets can still hold funds, but are no longer dependent on a single private key.
On the EVM, we have proposals such as ERC-4337 and EIP-7702, which lay the foundation for AA.
تركيز جديد لمشاريع رأس المال الاستثماري والمطورين: وكيل Web3 x AI الجديد وتحليل المشاريع المحتملة
Compared to chat assistants, AI Agents are more capable of completing tasks autonomously.
Representative projects of Web3 x AI Agent include GaiaNet (without on-chain operation capabilities) and Spectral (with on-chain operation capabilities).
Other early AI projects include: Zotto, AgentLayer, Olas Network, Theoriq, AgentCoin, Giza, Olas Network.
أمان
الدليل الشامل لأمن Telegram ومنع السرقة
Common pitfalls: social engineering to obtain verification codes, fake software, and fake group verification for SafeGuard.
Preventive measures include: not displaying mobile phone numbers, enabling two-step authentication, setting accounts to prevent non-friends from adding them to unfamiliar groups, prohibiting non-friends from sending private messages, not placing large amounts of funds in Bots, and cleaning up unused groups and people.
المواضيع الساخنة لهذا الأسبوع
في الاسبوع الماضي، ترامب delivered a speech at the 2024 Bitcoin Conference: on his first day in office, he fired Gary Gensler and established a strategic Bitcoin reserve; the overall crypto market fell ; with the approval of the SEC, the Grayscale Bitcoin Mini Trust began trading;
بالإضافة إلى ذلك، فيما يتعلق بالسياسة والأسواق الكلية، the Harris campaign is building relationships with crypto companies such as Coinbase, Circle and Ripple; Federal Reserve Chairman Powell: A rate cut in September may be under consideration and the committees consensus is gradually approaching a rate cut; the SEC announced the Terraform compensation announcement : investors and creditors will be compensated first;
In terms of opinions and voices, ايلون ماسك : I do think Bitcoin and some other cryptocurrencies are valuable; Vitalik: In the next ten years, we must not only consider a layer of the network, but also really think about the impact on the world; Vitalik: The low point of cryptocurrency practicality has passed, and Polymarket has performed well; QCP Capital: ETH performed poorly after the launch of the Ethereum spot ETF, which may be affected by factors such as lack of pledge; US ETF experts: The SEC no longer considers tokens such as SOL as securities and does not increase the probability of its ETF approval ; Coinbase 2024 Q3 Outlook: The upward trend is obvious , and the correlation between cryptocurrencies has declined; Matrixport Investment Research: Optimistic about BTC Q4 ; Cantor Fitzgerald CEO announced a $2 billion Bitcoin financing business and spoke in support of Tether ;
In terms of institutions, large companies and leading projects, FTX has launched the next stage of the liquidation process. Customers must choose the Bahamas or US process plan before 4:00 on August 17; Polymarket has added an Olympic Games category ; كسوف mainnet is online; the new Shiba Inu Neiro multi-chain is launched;
In terms of data, Solanas total market value surpassed BNB and ranked fourth; in July, Raydium, pump.fun, and Jito became the main sources of Solanas fee income ; Bitget report: TON ecosystem users play an average of 5 T2E games, and about 86% of respondents said they are playing Hamster Kombat;
In terms of security, a bug in Google Chromes password manager caused the disappearance of passwords saved by about 15 million users. The problem has now been fixed; Compound was caught in a governance attack storm , and a giant whale hoarded coins and forced through a $24 million proposal… Well, it was another week of ups and downs.
مُرفَق هي بوابة إلى سلسلة "اختيارات المحرر الأسبوعية".
نراكم في المرة القادمة~
This article is sourced from the internet: Weekly Editors Picks (0727-0802)
Related: OKX Web3 Wallet: Minimize transaction costs and maximize transaction experience
Ulysses, the protagonist of Homers epic poem The Odyssey, said to his crew members during his adventure: We must take such risks and go to distant places to see if adventure and knowledge can be transformed into flowers and fruits. The evolution of Web3 wallets is like Ulysses sailing adventure, exploring tomorrows digital world through continuous updates and technological leaps. Most of the early versions of Web3 wallets were dedicated to asset management and trading functions. Later, with the development of on-chain applications such as DeFi, more complex functions such as cross-chain transactions, smart contract execution and DApp integration were gradually added. It is currently upgraded to a comprehensive platform with advanced functions such as smart transactions, MEV protection and real-time market data analysis, creating more open and inclusive financial…
相关文章
العربية 
English 
繁體中文 
简体中文 
Français 
Deutsch 
Русский 
Español 
日本語 
ไทย 
Tiếng Việt 
한국어 
Bahasa Indonesia 
हिन्दी 
اردو 
Türkçe