Weekly Editors Picks es una columna funcional de Odaily Planet Daily. Además de cubrir una gran cantidad de información en tiempo real cada semana, Planet Daily también publica una gran cantidad de contenido de análisis en profundidad de alta calidad, pero es posible que esté oculto en el flujo de información y las noticias de actualidad y que pase desapercibido.
Por eso, cada sábado, nuestro departamento editorial seleccionará algunos artículos de alta calidad que vale la pena dedicar tiempo a leer y recopilar del contenido publicado en los últimos 7 días, y le traerá nueva inspiración en el cripto El mundo desde la perspectiva del análisis de datos, el juicio de la industria y la opinión generada.
Ahora, ven y lee con nosotros:
Inversión y emprendimiento
The rhythmic signs of the four stages: rebirth, excitement, ecstasy, and disconnection.
Mercado FOMO sentiment is high, these indicators are worth paying attention to
One notable indicator is the True Retail Long percentage, which is abnormally low at just 40%, which is at the 20th percentile over the past 90 days. In addition, open interest (OI) is at the 99th percentile. This dynamic echoes the situation on November 7, when the True Retail Long percentage was even lower at the 12th percentile and the OI was also very high. Historically, when OI is high, low retail long positions tend to lead to short positions being squeezed out, resulting in large rallies.
In derivatives market leverage data, top traders continue to favor long positions, with the leverage spread between average longs and shorts once again exceeding +10, a strongly bullish indicator.
In addition, other factors need to be considered comprehensively, such as fundamentals, policies, etc.
The basic operations of Formula News are revealed – by writing scripts, renting servers, writing automatic trading programs, and then monitoring certain favorable events such as Binance listings and Upbit listings, it is often possible to reap considerable profits by being one step ahead.
Airdrop Guía de oportunidades e interacción
Be the first to interact, an article to review DePIN zero-cost projects
DAWN, Gradient Network, Rivalz Network, Nodepay, Nexus Network, Network 3, Uplink, BlockMesh Network, PinGo, Oasis AI, Functor Network, Teneo.
meme
Meme super cycle, which stocks are worth paying attention to?
The article is categorized into dog series, frog series, other animals, and AI, and compares in detail the rebound and current market value of representative Meme coins since Trump took office.
Murads personal experience and industry insights.
It is recommended to hold selected high-quality Memecoins for a long time. The key to investing in Memecoin lies in community strength and diamond hands. Centralized exchanges are still the key source of liquidity for Memecoin. Solana is the preferred platform for Memecoin, but multi-chain is the future trend.
Keep a steady mind, research the community, make diamond hands, and dont let anxiety distort your movements.
También recomendado: Support narrative, re-entrepreneurship, Litecoin concept, what is the Meme market rushing towards?
Ecosistema de Bitcoin
BTC LST represented by LBTC and SolvBTC.BBN has grown rapidly in recent months with the launch of Babylon, becoming another emerging force in the BTC-pegged asset market. The current BTC LST market size has reached 25.6K BTC.
Driven by the demand for interest-bearing underlying assets, the BTC liquidity staking and points derivatives market is gradually becoming a new growth point in the BTCFi field.
Core, BOB and Corn are representative growth cases in the BTCFi field in the second half of the year: Core focuses on the large-scale BTC LST assets in the growth period to leverage their strengths; Corn cooperates with Pendle to introduce point derivative gameplay to quickly seize the incremental market; BOB attracts liquidity by enriching the ecology and liquid staking services; the series of actions around interest-bearing in each ecology have greatly activated the liquidity of BTC assets.
With the gradual release of BTC liquidity in the future, the on-chain asset accumulation scale in the BTCFi ecosystem still has huge growth potential.
Ethereum y escalabilidad
Looking Ahead to 2024: A Year in Review of the Ethereum Ecosystem
At Devcon SEA, Ethereum Foundation researcher Josh Stark reviewed the Ethereum ecosystem this year.
Hack VC: Gains and losses on Ethereum’s modularization journey
Ethereum’s shift to a modular architecture has led to a drop in ETH prices due to reduced fees and token burns. The picture is different when the total market cap of Ethereum and its modular ecosystem are combined. In 2023, the value generated by Ethereum’s modular infrastructure tokens is comparable to Solana’s total market cap, at around $50 billion. But in 2024, they underperformed Solana overall. In addition, the gains from these tokens have primarily gone to the team and early investors, not to ETH token holders.
From a business strategy perspective, Ethereum’s modular transformation is about maintaining its ecosystem dominance. The value of a blockchain is reflected in the size of its ecosystem, and while Ethereum’s market share has fallen from 100% to 75% over the past nine years, it’s still quite significant (compare this to Amazon Web Services, the leader in Web2 cloud computing, which has fallen from nearly 100% to 35%).
In the long run, the biggest advantage of Ethereum’s modular strategy is that it enables the network to cope with future technological advances to avoid being eliminated. Through its Layer 2, Ethereum successfully survived the first major challenge of the Layer 1 blockchain, laying the foundation for its long-term resilience (although there are some trade-offs).
Why is Beam Chain a major boon for Layer 2?
BeamChain is just an upgrade of BeaconChain, which does not affect the execution of Ethereum chain. It is still a proposal, and it is still a long time before it is officially launched. It fully follows the roadmap of Ethereum. The emergence of BeamChain is entirely to cater to the plan of Ethereum roadmap and make a series of necessary preparations.
After SNARKs, the overall framework of Ethereum changed from storing and computing to verify all data to only verifying Proof proofs, which naturally achieved a major expansion. However, this expansion is the result of the ZK-ization of the underlying data structure logic, and is not the same as the expansion of layer 2. One is responsible for reducing operating costs, and the other is responsible for traffic and user application scenarios.
Multiecología
Under the vision of “Trump Promise”, is there still hope for TON’s growth?
If Telegram Wallet takes on the CEX experience, TONSpace and DEX can interact on PC and mobile terminals, and Telegrams MiniApp and Bot will also be the trading front end of DEX or CEX functions. These designs meet the optimization of trading experience, but the native interaction part on the back-end chain is obviously backward.
Para las transacciones en TON, la entrada del front-end debe existir en Telegram en grandes cantidades. DEX aún necesita aumentar la sofisticación de su negocio como Jupiter, Balancer, etc., para lograr un equilibrio para todos los usuarios, ya sean usuarios, proveedores de tokens, proveedores de liquidez o desarrolladores de plataformas. Cada rol requiere ciertas funciones refinadas para cooperar.
In this round, there is a need for practical help in ecological diversification, which requires the maturity of DEX and DeFi.
A punto de lanzarse oficialmente, un vistazo al ecosistema inicial de Unichain
The infrastructure is not yet perfect. For example, the gas cost of a cross-chain transfer is about 0.04 ETH (130 USD), and the gas cost of on-chain swaps is also relatively abstract. Later, the developer explained in the community that Unichain has not yet been officially launched.
Unichain, as an L2 design, is mainly positioned to promote more efficient DeFi interactions. Currently, the integration of the ecosystem is mainly on DEX, and subsequent infrastructure and applications will be integrated with the launch of the main network.
There is no innate meme culture on Uni. The memes on Unichain are most likely PVP, and the possibility of track-level alpha appearing is very small.
También recomendado: Detailed explanation of the winning projects in the seven tracks of the Solana Radar Hackathon y At the time when SUI reaches a new high, lets talk about the differences between the three major Move public chains from the users perspective .
DeFi
Nuevo artículo de Vitaliks: De los mercados de predicción a las finanzas de la información
Prediction markets as they exist today are an extremely useful tool for the world, with potential applications in social media, science, journalism, governance, and other fields. Información finance is a discipline that requires you to: start with a fact you want to know; and then deliberately design a market to extract that information from market participants in an optimal way.
Information finance will refine human judgment, the market is the engine, and other non-financial trust mechanisms are the steering wheel.
In addition to prediction markets, other use cases for information finance include personal tokens, advertising, scientific peer review, and public goods funding.
Many markets are likely to have a combination of AI and human involvement, especially if the volume for a particular problem suddenly goes from small to large.
En octubre, el sitio web de Polymarkets recibió 35 millones de visitas, el doble de la cantidad de visitas a sitios de apuestas populares como FanDuel. Sus predicciones para las elecciones estadounidenses fueron citadas con frecuencia por los principales medios de comunicación, como The Wall Street Journal y Bloomberg. Este crecimiento demuestra que Polymarket ha evolucionado desde un proyecto conocido en el espacio de las criptomonedas a una plataforma que puede llegar a un público general, lo que marca un hito largamente esperado en la adopción pública de la Web3.
Al 3 de noviembre, había 327.000 usuarios en total, y la mitad de los registrados mantenían posiciones activas. De estos usuarios activos, aproximadamente 80.000 se centran en los mercados relacionados con las elecciones estadounidenses, mientras que los 247.000 restantes incursionan en otras categorías de mercado. Esto sugiere que la participación significativa en los mercados no electorales refleja un interés continuo de los usuarios en la plataforma, lo que probablemente respalde el crecimiento y la relevancia continuos de la plataforma incluso después de que finalice el ciclo electoral.
Polymarket aún no ha confirmado sus planes de emitir un token. La empresa está explorando la posibilidad de introducir tokens para verificar los resultados de eventos del mundo real, pero no se ha tomado ninguna decisión oficial.
NFT, GameFi
The upgrades include: a new user interface; an optimized Profile page; XP retroactive rewards will be distributed to users, and the first season of XP events will be held; as users collect more and more XP, the true value of XP will become more and more prominent.
The challenges facing OpenSea are multi-dimensional. On the one hand, it needs to compete with Blur for market share and user resources. On the other hand, OpenSea needs to find an effective way to reignite consumers interest in NFT.
Revelación en profundidad: ¿Quién mató la vitalidad de los minijuegos de Telegram?
The MAU of 820 Telegram projects has dropped sharply, and the trend is unstoppable. Among the 820 projects, 249 projects showed an increase in October, while 491 projects fell.
The appeal of old projects is gradually weakening, and the growth momentum of new projects is insufficient. The entire ecosystem is in urgent need of new stimulation and direction. From top projects to small projects, none can avoid the impact of declining activity. Esta tendencia refleja que el ecosistema actual carece de lealtad del usuario y de fuerza impulsora de la innovación, y necesita urgentemente nuevas estrategias y narrativas para estimular el crecimiento y recuperar la confianza de los usuarios.
Web3 AI
The intersection of AI and cryptocurrency is reaching new heights, driven primarily by AI agents; momentum is strong and will likely see significant growth in the coming weeks and months.
The essential characteristic of AI agents is that they can plan and execute tasks autonomously, working towards a set goal without human intervention.
Traditional banking and payment methods usually require manual identity verification, making cryptocurrency a natural choice for the AI agent economy.
But current crypto AI agents are closer to demonstration than real-world application.
Temas de actualidad de la semana
In the past week, BTC has repeatedly hit new highs ( collection of opinions from all parties ); Musk transaction once swept the speculative market, affecting Dogecoin, Tesla and related funds;
In addition, in terms of policy and macro market, Powell : Will not leave the Federal Reserve due to Trumps request; Trump: Elon Musk and Vivek Ramaswamy will lead the government efficiency department ; Elon Musk: All actions of the government efficiency department will be announced online to achieve maximum transparency ; Elon Musks campaign organization spent $200 million to support Trumps campaign ; Trump proposed to pay Harriss $20 million campaign debt ; The U.S. Department of Justice accused Polymarket of allowing U.S. users to trade and launched an investigation into it; Gary Gensler delivered a review speech; Hong Kong Stock Exchange launched a series of virtual asset indexes; South Korean financial authorities investigated Upbits KYC violations;
In terms of opinions and voices, a16z crypto: In the new crypto regulatory environment, tokens are expected to become legal and compliant tools ; CZ: As Bitcoin continues to hit record highs, investors should properly manage risks ; Bitwise CEO: The rise in Bitcoin prices will not trigger concerns similar to overvaluation of stocks ; PlanB: Bitcoin is entering the vertical rise phase of the S curve, suggesting that the bull market has arrived ; Glassnode: If Bitcoin approaches $94,900 , it may show a slowdown in demand; CryptoQuant CEO: Bitcoin in the price discovery stage is more prone to sharp rises and falls ; Michael Saylor: Bitcoin will not pull back to $60,000, and will continue to rise, with $100,000 in sight ; Standard Chartered Bank analyst: It seems inevitable that SOL will hit a new high before the end of the year , and its performance may exceed Bitcoin; Snowden called for decentralization and questioned the potential impact of VC on Solana ; Bankless co-founder: Justin Drakes proposal may involve adding native zkEVM to Ethereum ; Solana co-founder Anatoly Yakovenko : Execution is the only moat, and commercialization is the key to success;
En términos de instituciones, grandes empresas y proyectos líderes, Tether launched Hadron, an asset tokenization platform; Justin Drake, a researcher at the Ethereum Foundation, proposed Beam Chain, the final design of Ethereum, at Devcon; ENS Labs plans to launch its L2 network Namechain by the end of next year; PYUSD uses LayerZero to simplify transfers between Ethereum and Solana; Dune acquires smlXL supported by a16z and launches a new product Dune Echo ; LTC has risen sharply in a short period of time since it positioned itself as a Meme coin , and many projects followed suit ; XION launched token airdrop query; Kombat de hámster : Season 2 is about to start, and plans to change the game mechanism and economic model; the founding team of the blockchain game Parallel announced that it will actively extend the token lock-up period by 10 years ; after McDonalds hinted that it would cooperate with Doodles , the floor price of Doodles rose by more than 50% in a single day;
According to data, on November 12, hedge funds attempted to profit from the spread of BTC basis trading , and the CME basis is currently close to 18%;
In terms of security, the official X account of the WIF community was suspected to have been stolen… Well, its another week of witnessing history.
Adjunto es un portal a la serie “Selecciones semanales del editor”.
Nos vemos la próxima vez~
This article is sourced from the internet: Weekly Editors Picks (1109-1115)
Related: From an investors perspective, how to understand the Alpha nature of the BTCFi track?
Written by: JiaYi 23,500 BTC, what level is it? As an investor who is optimistic about Bitcoin and related tracks in the long term, I have invested in multiple BTC track projects, such as Babylon, Bouncebit, Yala, Lorenzo and Solv, etc. In particular, Solv recently released a major update and launched SAL (Staking Abstraction Layer), which has shown good steady growth momentum in operations and community support. Currently, 23,500 BTC have been pledged on Solv. Except for Block.one and the long-defunct Mt.Gox, this number is second only to MicroStrategy (252,220 BTC) and Tesla (252,220 BTC), and higher than Marathon, Hut 8 and other mining companies. What is the main battlefield of BTCFi? In other words, what problem does BTCFi want to solve? This is also a must-answer question for the…
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