Weekly Editors Picks (1109-1115)
साप्ताहिक संपादकों की पसंद ओडेली प्लैनेट डेली का एक कार्यात्मक स्तंभ है। हर हफ़्ते बड़ी मात्रा में वास्तविक समय की जानकारी को कवर करने के अलावा, प्लैनेट डेली बहुत सारी उच्च-गुणवत्ता वाली गहन विश्लेषण सामग्री भी प्रकाशित करता है, लेकिन वे सूचना प्रवाह और गर्म समाचारों में छिपे हो सकते हैं, और आपके पास से गुज़र सकते हैं।
इसलिए, हर शनिवार को हमारा संपादकीय विभाग कुछ उच्च-गुणवत्ता वाले लेखों का चयन करेगा जो पढ़ने में समय बिताने लायक हैं और पिछले 7 दिनों में प्रकाशित सामग्री से संग्रह करेंगे, और आपको भविष्य में नई प्रेरणा देंगे। क्रिप्टो डेटा विश्लेषण, उद्योग निर्णय और राय आउटपुट के दृष्टिकोण से दुनिया को समझना।
अब आइए और हमारे साथ पढ़ें:
निवेश और उद्यमिता
तेजी के बाजार के चार चरणों की संक्षिप्त चर्चा: हम परमानंद काल में प्रवेश कर रहे हैं
The rhythmic signs of the four stages: rebirth, excitement, ecstasy, and disconnection.
बाज़ार 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.
Unveiling the secrets of “news व्यापार”: Buy the coin 2 seconds after it is listed and make tens of millions in 10 minutes?
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.
एयरड्रॉप अवसर और सहभागिता मार्गदर्शिका
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.
यह भी अनुशंसित: Support narrative, re-entrepreneurship, Litecoin concept, what is the Meme market rushing towards?
बिटकॉइन पारिस्थितिकी तंत्र
BeWater Research｜“रुचि” के साथ आगे बढ़ते हुए, BTCFi ने अपने पारिस्थितिक विकास के पीछे क्या किया?
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.
एथेरियम और स्केलिंग
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.
बहु-पारिस्थितिकी
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.
TON पर लेन-देन के लिए, टेलीग्राम में फ्रंट-एंड एंट्रेंस बड़ी संख्या में मौजूद होना चाहिए। DEX को अभी भी अपने व्यवसाय के परिष्कार को बढ़ाने की आवश्यकता है जैसे कि जुपिटर, बैलेंसर, आदि, सभी उपयोगकर्ताओं के लिए संतुलन प्राप्त करने के लिए, चाहे वे उपयोगकर्ता हों, टोकन प्रदाता, तरलता प्रदाता या प्लेटफ़ॉर्म डेवलपर हों। प्रत्येक भूमिका को सहयोग करने के लिए कुछ परिष्कृत कार्यों की आवश्यकता होती है।
In this round, there is a need for practical help in ecological diversification, which requires the maturity of DEX and DeFi.
About to be officially launched, a glimpse into Unichain’s early ecosystem
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.
यह भी अनुशंसित: Detailed explanation of the winning projects in the seven tracks of the Solana Radar Hackathon और 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 .
डेफी
विटालिक्स का नया लेख: पूर्वानुमान बाज़ारों से सूचना वित्त तक
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. Information 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.
अमेरिकी चुनाव के बाद पॉलीमार्केट और भविष्यवाणी बाजार का क्रेज कब तक चलेगा?
अक्टूबर में, पॉलीमार्केट की वेबसाइट पर 35 मिलियन विज़िट आए, जो फैनड्यूल जैसी लोकप्रिय जुआ साइटों पर आने वाले विज़िट से दोगुनी संख्या है। अमेरिकी चुनाव के लिए इसके पूर्वानुमानों को अक्सर द वॉल स्ट्रीट जर्नल और ब्लूमबर्ग जैसे मुख्यधारा के मीडिया द्वारा उद्धृत किया गया था। यह वृद्धि दर्शाती है कि पॉलीमार्केट क्रिप्टो स्पेस में एक प्रसिद्ध परियोजना से एक ऐसे प्लेटफ़ॉर्म में विकसित हुआ है जो मुख्यधारा के दर्शकों तक पहुँच सकता है, जो वेब3 के सार्वजनिक अपनाने में एक लंबे समय से प्रतीक्षित मील का पत्थर है।
3 नवंबर तक, कुल 327,000 उपयोगकर्ता थे, जिनमें से आधे पंजीकृत सक्रिय पदों पर बने हुए थे। इन सक्रिय उपयोगकर्ताओं में से, लगभग 80,000 उपयोगकर्ता अमेरिकी चुनाव से संबंधित बाजारों पर ध्यान केंद्रित करते हैं, जबकि शेष 247,000 उपयोगकर्ता अन्य बाजार श्रेणियों में काम करते हैं। इससे पता चलता है कि गैर-चुनावी बाजारों में महत्वपूर्ण भागीदारी प्लेटफ़ॉर्म में निरंतर उपयोगकर्ता रुचि को दर्शाती है, जो चुनाव चक्र समाप्त होने के बाद भी प्लेटफ़ॉर्म की निरंतर वृद्धि और प्रासंगिकता का समर्थन करने की संभावना है।
पॉलीमार्केट ने अभी तक टोकन जारी करने की अपनी योजना की पुष्टि नहीं की है। कंपनी वास्तविक दुनिया की घटनाओं के परिणामों की पुष्टि के लिए टोकन पेश करने की संभावना तलाश रही है, लेकिन कोई आधिकारिक निर्णय नहीं लिया गया है।
NFT, GameFi
ओपनसी 2.0 की मुख्य विशेषताएं क्या हैं? शुरुआती परीक्षणकर्ताओं ने नए संस्करण के विवरण का खुलासा किया
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.
गहन रहस्योद्घाटन: टेलीग्राम मिनी-गेम्स की जीवंतता को किसने ख़त्म कर दिया?
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. यह प्रवृत्ति दर्शाती है कि वर्तमान पारिस्थितिकी तंत्र में उपयोगकर्ता के प्रति दृढ़ता और नवाचार प्रेरक शक्ति का अभाव है, तथा विकास को प्रोत्साहित करने और उपयोगकर्ता का विश्वास पुनः प्राप्त करने के लिए नई रणनीतियों और आख्यानों की तत्काल आवश्यकता है।
वेब3 एआई
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.
सप्ताह के चर्चित विषय
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;
संस्थाओं, बड़ी कंपनियों और अग्रणी परियोजनाओं के संदर्भ में, 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 ; ज़िओन launched token airdrop query; हम्सटर कोम्बैट : 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.
जुड़ा हुआ एक पोर्टल है "साप्ताहिक संपादक की पसंद" श्रृंखला के लिए।
अगली बार मिलेंगे~
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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