Weekly Editors Picks est une rubrique fonctionnelle d'Odaily Planet Daily. En plus de couvrir une grande quantité d'informations en temps réel chaque semaine, Planet Daily publie également de nombreux contenus d'analyse approfondis de haute qualité, mais ils peuvent être cachés dans le flux d'informations et les actualités chaudes, et vous échapper.
Par conséquent, chaque samedi, notre rédaction sélectionnera des articles de haute qualité qui méritent d'être lus et collectés à partir du contenu publié au cours des 7 derniers jours, et vous apportera une nouvelle inspiration dans le monde de la cryptographie du point de vue de l'analyse des données, du jugement de l'industrie et de la production d'opinions.
Maintenant, venez lire avec nous :
invest
Le trading d’arbitrage, la force motrice cachée derrière l’essor du marché des crypto-monnaies
In the cryptocurrency space, carry trades are often expressed as borrowing stablecoins to invest in DeFi. Although the returns are high, they also come with significant risks due to volatility. Carry trades can enhance market liquidity, but they can lead to sharp fluctuations and exacerbate market instability during crises. In the crypto market, this can trigger speculative bubbles. Therefore, risk management is critical for investors and businesses using this strategy.
Innovations such as yield tokenization and decentralized liquidity are shaping the future of arbitrage trading in cryptocurrencies. However, the potential rise of anti-arbitrage mechanisms poses challenges that require the development of more resilient financial products to address.
From the users perspective, the endless Meme and Ton mini-game projects have almost swallowed up the market. This is not just a problem for any CEX, but the entire market is going through a painful period of adjustment. Meme and Ton mini-games are like lighting a box of gorgeous fireworks. User flow, incremental funds, and attention are all immediate. The accounts look good for a while, but they are also accelerating the draining of market liquidity and overdrawing users trust in exchanges and Crypto.
The exchange is not a referee; it looks at the emotional value of the community and retail investors.
Alors que le marché se redresse, quels secteurs deviennent les nouvelles étoiles brillantes ?
Sui ecology, CZ released from prison, AI sector, modularization.
The first minute after the announcement is the highest point within 24 hours. The most stable strategy is to hold short positions for a long time after the contract goes online.
Entrepreneurship
L'évolution de la DeFi : pourquoi l'humanisation est plus importante que la croissance numérique ?
The community can be divided into three levels:
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1% are the developers, builders, and teams who are the creators.
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9% are users, authors, funds, researchers and angel investors who are keen to observe this field and make some comments. Although they are not part of the team, they are not novices who are just passing by.
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90% are random traders and speculators who usually dont read the documentation. They follow the headlines, buy and sell cryptocurrencies, but dont care to do in-depth research. They are not stupid, they just dont have an attachment to any investment. For them, fundamentals usually dont matter, they only focus on price action.
A small number of high-level contributors are often more valuable than thousands of fans or critics. These core members, who are closely connected by common intrinsic values (preferably on-chain), often have a more lasting impact despite the higher upfront investment required.
Engage your community directly and personally — 20 well-placed private messages can often produce more immediate results than a tweet to 20,000 followers. While this approach doesn’t scale easily, it’s essential in the early stages of building a vibrant and healthy community.
A strong community is not only a rich source of recruitment, but is also particularly suitable for attracting non-engineering talent. If your project is not attracting talent from the community, you may need to rethink how to better combine community building with recruitment efforts.
Most consumer apps can be divided into three categories: enrichment, social, and entertainment, as well as their intersections. User onboarding and retention are two key moments for a good app, especially retention. Therefore, design for the right community from the beginning. Innovation should be reflected in the user experience, not the technology itself. Make good use of existing modules.
Mème
Characteristics of top players: super diamond hands, 40% -45% winning rate, profit and loss ratio of more than 1:5.
PEPE a perdu son niveau de support clé, où est l'opportunité d'acheter au plus bas ?
Prices may fall further in the short term, but as the fourth quarter approaches, PEPE is expected to have a rebound opportunity.
For investors who are optimistic about the token in the long term, the current price trend may be a good opportunity to increase holdings, and emerging Pepe products such as Pepe Unchained will also become the focus of the market. Short-term investors should remain cautious and avoid high-risk operations under the pressure of the bear market.
Écosystème Bitcoin
Un aperçu des 10 principales entités détenant des Bitcoins
There are many Bitcoin Layer 2 projects, and even a phenomenon of inflation has appeared. The technical routes adopted by various projects are different. Well-known Bitcoin Layer 2 projects such as Stacks and Rootstock were established relatively early and have been exploring related technologies for a long time, but the projects currently lack more highlights.
As the Bitcoin basic protocol matures, projects such as Merlin, RGB++, and Babylon are making the Bitcoin ecosystem more capable of doing more, which also brings more possibilities for the development of Layer 2.
The narrowing of Layer 2 technical standards may be a trend of future development.
Également recommandé : BTC (Re)staking supply-side competition intensifies, and wrapped BTC scrambles to seize the WBTC market .
Ethereum et la mise à l'échelle
Ethereum’s 10-year power transition: 3 reshuffles, “midlife crisis” and de-Vitalikization
An introduction to all the high-ranking officials in Ethereum history.
BitMEX Alpha : retour sur Ethereum
There are three catalysts for ETHs potential rebound: EigenLayers $EIGEN token is about to start trading; gas has reached its highest level in 6 months; Vitalik Buterin is active again.
Comprendre Puffer UniFi AVS : des préconfs à la prochaine décennie d'Ethereum ?
Puffer UniFi AVS, as a pre-confirmation technology solution with innovative mechanism design, is the most critical step of Based Rollup+Preconfs at present:
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Pour les utilisateurs, Puffer UniFi AVS apporte une expérience de confirmation de transaction quasi instantanée, améliorant considérablement l'expérience utilisateur et jetant des bases solides pour la popularisation et l'adoption généralisée du Based Rollup ;
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Pour les fournisseurs de services de pré-confirmation, il renforce le mécanisme de récompense et de punition grâce à des mécanismes d’enregistrement et de pénalité en chaîne, améliorant ainsi l’efficacité et la crédibilité au sein de l’écosystème ;
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For L1 verification nodes, it opens up additional income channels, increases the attractiveness of participating in node verification, and further strengthens the economic incentives and legitimacy of the Ethereum mainnet.
Multi-ecology and cross-chain
Recommended: Singapore Breakpoint Review: 43 Solana Key Project Updates .
Sui is gaining popularity. Will it become the next Solana?
On-chain data: Sui is better than Solana in 2021; Social media influence: Sui lacks a celebrity spokesperson; Grasping the trend: Solana still occupies the main market of MEME; Capital boost: The two come from the same school; Marché performance: The market trends do have similar experiences.
Également recommandé : Sui sets off a meme trend, a quick article to introduce trading tools and popular tokens .
The core of TON and Telegram should always revolve around three pillars: social, payment, and finance (huge user base + seamless cross-platform functionality + powerful value transfer).
Areas to watch Promising areas include credit card cashback and gift card businesses, RWAs, Earn products, Launchpool type initiatives, or companies focused on offline QR code payment solutions.
DéFi
DeFi Renaissance in Progress: What changes have taken place in the fundamentals of the track?
There are multiple factors that point toward a DeFi resurgence.
On one hand, we are witnessing the emergence of multiple new DeFi primitives that are more secure, scalable, and mature than they were a few years ago. DeFi has proven its resilience and established itself as one of the few sectors in crypto with real-world use cases and real adoption.
On the other hand, the current monetary environment is also supporting the revival of DeFi. This is similar to the background of the last DeFi summer, and the current DeFi indicators suggest that we may be at the starting point of a larger upward trend.
Chercheur Messari : Aperçu des différents produits et fonctionnalités du marché des stablecoins
Key catalysts for AAVE to outperform other altcoins include stakers sharing protocol revenue, partnership with BlackRock, entry into Solana, leading position, and brand credibility.
Although AAVE has seen significant gains recently, its price remains undervalued.
GameFi, SocialFi
Delphi Digital Report: Web3 Game Funding Declines, But Activity Remains Strong
More than 50 games were launched in 2024, including notable profitable projects such as Xai, Pixels, and Notcoin.
Shooting games are still the mainstream genre in Web3.
Among MMORPGs, the most anticipated game is MapleStory Universe.
Mobile games such as King of Destiny and Matr1x Fire have grown rapidly, attracting hundreds of thousands of users. Matr1x Fire has exceeded 3.5 million downloads.
Ronin and the TON ecosystem are at the forefront of the Web3 game.
Top 100 des célébrités de Farcaster : créer un flux de haute qualité
Initially, Warpcast adopted an invitation system. Dan Romero checked Twitter private messages one by one and invited users to join. The founder manually onboarded the first 10,000 users, who were roughly divided into three categories: Coinbase, VCs such as a16z, and the Ethereum ecosystem. The freeloaders came and went, but Warpcast remained the same.
In contrast, Twitter is like public media, and Farcaster is like a circle of friends – Twitter influencers are generally encouraged to output Alpha information, project research, and industry insights, while Farcaster influencers prefer to talk about new products or ideas, life insights, and life thoughts.
Sujets d'actualité de la semaine
In the past week, Fortune: CZ was released early , and his lawyer said he was unwilling to be interviewed immediately; Ethereum Meme reappeared a hundred dogs barking, Hippo single-handedly rescued Solana, and the zoo market hit after three years;
In addition, in terms of policies and macro markets, Biden: The Fed is expected to continue to cut interest rates ; Harris promised to make the United States dominant in the blockchain field and reiterated support for digital assets; the U.S. SEC approved BlackRocks Bitcoin spot ETF option trading ; on September 21, the RMB exchange rate against the U.S. dollar approached the 7.0 mark , and the USDT over-the-counter exchange rate fell to 6.94; the Governor of the Bank of Japan: If trend inflation rises as predicted, it is appropriate to raise interest rates ; the Japanese Financial Services Agency plans to reform crypto game regulations, which may make it easier for companies to handle in-game crypto assets; foreign media: Former Apple design director confirmed that he is developing new equipment with OpenAI , and iPhone veterans have joined;
In terms of opinions and opinions, VanEck analysts: Harris presidency may be more beneficial to Bitcoin ; Bank of America: The current market reaction to the Feds 50 bp rate cut seems to be following the script of soft rate cut or panic rate cut; US congressmen criticized Gary Gensler as the most destructive and lawless chairman in the history of the SEC; Arthur Hayes : The accuracy rate of macroeconomic forecasts in recent years is only 25%, but crypto investments are still profitable; Vitalik: Reducing L1 slot time is worth discussing, but it needs to be done with caution to avoid damaging independent pledgers; Vitalik: The realization of the concepts of popup city and network states still requires solving governance and membership issues; Aave co-founder: There is no proposal to divest wBTC , and Sky may bear legal responsibility for forced divestiture;
Regarding institutions, large companies and leading projects, Circle CEO: IPO is being promoted and plans to move the headquarters to Wall Street next year; Binance launched pre-market trading services ; Blast launched the global deposit layer GDL, which supports deposits to any Blast address or DApp through multiple CEX and fiat currency deposit channels; Éthéna plans to cooperate with Securitize to launch a new stablecoin UStb, supported by BlackRock BUIDL; Jupiter is promoting the second major vote ( J4J#2 ) on the disposal of its token JUP to determine the disposal results of approximately 215 million JUP (approximately US$190 million); ether.fi Foundation: ETHFI airdrop in the third quarter is open for application; Pencils Protocol is open for airdrop application; LayerZero: The ZRO airdrop claim period has ended , and unclaimed tokens will be redistributed; Magic Eden will launch the ME token on Solana ; Stacks Foundation: Nakamoto activation is expected to take place on October 9; Combat de hamsters : 88.75% of HMSTR can be claimed on the first day, 2.3 million users were banned for cheating, and token distribution caused controversy; TERMINUS led the Mars Tide Meme coin outbreak ;
In terms of data, IntoTheBlock: USDT market value is nearly 120 billion US dollars, a record high ; Three Arrows Capital and Alameda Research need 3 years to sell all their unlocked WLD … Well, its another week of ups and downs.
Ci-joint is a portal to the “Weekly Editor’s Picks” series.
À la prochaine~
This article is sourced from the internet: Weekly Editors Picks (0921-0927)
The crypto markets 85% plunge on Monday caught most people off guard. Compared with the Mentougou incident and the US and German governments selling of coins some time ago, this plunge was more sudden. There was no obvious warning signal from the news, and the market sentiment became extremely panic. The panic greed index once fell to the freezing point of 17. Fortunately, the US stock market opened on Monday night and the trend was still stable. The expected decline did not occur. The BTC daily line closed steadily above 54,000 and slowly recovered throughout Tuesday, stabilizing at 56,000. Another day has passed. As various events and clues surface more clearly, we can better review the entire decline event. This article will also sort out and interpret this market crash.…
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