週刊編集者のおすすめ (0713-0719)

Weekly Editors Picksは、Odaily Planet Dailyの機能的なコラムです。Planet Dailyは毎週大量のリアルタイム情報をカバーするだけでなく、高品質の詳細な分析コンテンツも多数公開していますが、情報の流れやホットなニュースに埋もれて、見逃してしまう可能性があります。

そのため、毎週土曜日、当編集部では過去 7 日間に公開されたコンテンツの中から、時間をかけて読んで収集する価値のある質の高い記事をいくつか選び、データ分析、業界判断、意見出力の観点から、暗号の世界に新たなインスピレーションをもたらします。

さあ、私たちと一緒に読んでください:

投資と起業

サイクルキャピタル：門頭溝の返済売り圧力の分析

Mentougou creditors will sell some BTC, but probably not all. Combined with the transfer of German government tokens, it can be clearly seen that the markets expectations for the decline in token sales precede the actual sale of tokens. During this period, the German government sold a total of 40,000 tokens to the market, about $2.4 billion. At the same time, the demand for BTC ETFs was not enough to provide sufficient support, and the market price fell.

If the compensation from Mentougou is sold out within a month, the selling pressure faced by the market will be similar to that of the German government, with the amount and time of selling being similar. According to the current demand for ETFs, it cannot provide sufficient support, and the price of BTC may fall further.

If the compensation in Mentougou lasts longer (2-3 months), the amount of BTC entering the market every day will not be particularly large, and it will not cause a one-time decline. However, due to the continued expectation of selling pressure, there may be a period of shocks to digest the selling pressure. This also means that it is difficult for the main rising wave to come in the short term.

At present, only 1,545 tokens of Mentougou have been transferred to the exchange, and the rest are still in Mentougous account. It can be considered that the actual selling pressure has not yet entered the market. When the BTC held by Mentougou is distributed to several exchange addresses on a large scale, it may cause a large panic drop, thus forming a plunge.

こちらもおすすめ: More than half of Mt.Gox creditors have been compensated, how will these assets be disposed of?

ベンチャーキャピタル市場の現状：熾烈な競争、特定分野へのリターンの集中

The venture capital industry faces a structural challenge: an excess of capital but few quality assets to invest in, which has led to unsustainable valuation increases and ultimately undermined equity value.

Electric Capital: 1,500 件を超えるプロジェクトを調査した結果、何がわかりましたか?

Electric Capital’s industry mapping

Quantitative Analysis: Is the Ethereum ETF Really Good for Altcoins?

The conclusion is no.

Buying altcoins to get leveraged exposure to ETH is a bad idea because you will be taking on a lot of additional risk that you may not be aware of. If you want leveraged exposure to ETH, it would make more sense to do a 2x ETH long strategy directly on, for example, Aave. In this case, you can achieve a 100% correlation and a beta of 2.

policy

サイクルキャピタル：米国選挙の資産価格への影響とトランプ貿易の主な論理

今後の選挙には3つの重要な瞬間があります。

• The two parties national conventions: The Republican National Convention on July 15-18, 2024, and the Democratic National Convention on August 19-22 will elect the partys presidential and vice presidential candidates, respectively.

• Second round of candidate debate: September 10, 2024.

• Presidential Election Day: November 5, 2024.

The election itself cannot be used as a reason for bullish trading. The simple logic that the Democratic Party needs U.S. stocks to keep rising in order to win the election does not hold true . In regular election years, the market faces downside risks around October due to increased volatility.

The main direction of trading the election results (Trump Trade) is to be long CPI, long US bond interest rates (long here is relative to the markets downward expectations, and its meaning is to create resistance to the downward trend of CPI and US bond interest rates rather than an absolute increase), short gold, and long US stocks, but the strength is not as great as the last time Trump was elected; long BTC (it is believed that BTC follows the US stock market more, and the divergence from the US stock market is not sustainable in the long run Trump is crypto-friendly).

SEC の説明: MATIC などの 5 つの主要トークンがなぜ証券とみなされるのか?

Each crypto-asset security was offered and sold as an investment contract since its initial offering or sale and was therefore considered a security. For each crypto-asset security, the issuer and promoter’s representations gave investors a reasonable expectation of profit from the management or entrepreneurial efforts of such issuer and promoter (and related third parties). This reasonable expectation exists whether the investor acquires the crypto-asset security through the initial offering, from prior investors, or through a crypto-asset brokerage platform, including the MetaMask Swaps platform.

エアドロップ 機会と交流ガイド

LayerZeroとZkSyncのエアドロップ後: エアドロップの将来について立ち止まり、見直し、再考する時が来た

The essence of the article mainly reviews the history of airdrops.

こちらもおすすめ: An article listing nearly 40 potential airdrop projects and interaction strategies .

ミーム

Solana vs Ethereum, which one is better for Meme?

In the meme craze in recent months, event-based memes, celebrity coins and PolitiFi are the main categories of memes. Among them, the three memes with representative targets on both Solana and Ethereum are GME, JENNER and FIGHT.

The article selects the above three groups of meme coins with the best performance on Solana and Ethereum, and conducts comparative analysis in terms of coin issuance efficiency, liquidity and duration: Solana has a first-mover advantage (time efficiency); Ethereum has better liquidity and lasts longer.

Although the 100x Golden Dog that everyone is shouting about is almost all born from Solana, if you enter the market late and are unwilling to join Solanas PvP, then give Ethereum a little patience, and perhaps you can also earn the same 100x.

イーサリアムとスケーリング

L3 Economic Dilemma: No Profitability Unless Monthly Transaction Volume Exceeds 50 Million

The main economic benefit of L3s is not in revenue generation, but in the value they provide to applications built on them. By drastically reducing transaction costs, L3s enable new applications and business models that may not be economically viable on more expensive L1 or L2 networks, and they allow applications to retain more value at a lower cost. New model opportunities in the future lie in prioritizing fees, using L3s native gas or staking tokens.

Multi-ecology and cross-chain

必読ガイド: TON エコシステムを活用して早期の利益を獲得する

詳細な議論: CEX が独自のチェーンの構築に熱心なのはなぜですか?

Purpose of protogenesis links: Exchanges such as Binance and Coinbase adapt to the rapidly changing market environment by building their own blockchain platforms, strengthening the ecosystem and diversifying revenue models.

Types of protogenesis links: Protogenesis links can be roughly divided into two categories. The first category is token-centric protogenesis links, such as Binance’s ecosystem, which enhances the value of exchanges and ecosystems through their own tokens. The second category is technology-centric protogenesis links, which focus on the performance and functionality of blockchain technology without relying on tokens.

Challenges of protogenesis links: Despite the significant advantages demonstrated by Binance and Coinbase, the development and use of protogenesis links still face huge challenges and regulatory risks. Huobi’s HECO Chain is an example that shows these difficulties and requires a lot of resources to attract initial users and products.

DeFi

注目に値する8つの潜在的なDeFiプロトコル

The article reviews and introduces dAppOS, Symbiotic, Elixir, Mitosis, Infinex, Hyperlane, Shogun, and Infinity Pool from the perspective of airdrops and returns.

ウェブスリー

VC and EigenLayer founder debate: Is Web3 data ownership a false proposition?

Kyle Samani, partner at Multicoin: So-called ownership is actually about exclusivity. It is more likely that legislation will be passed to force big tech companies to provide algorithm choices (similar to the way you choose a browser in Windows) rather than hoping that new networks based on shared open data that require many developers will take off, because the existing network effects are too strong. But even if I am wrong, and the Farcaster model does reach escape velocity to take off, the important attribute is not owning your data, but enabling third-party developers to build on it. Data can always be copied infinitely. Assets are scarce.

今週のホットトピック

In the past week, the German government address has been “cleared” ; the Mt.Gox trustee has repaid BTC and BCH to some creditors through designated exchanges;

After Trumps shooting, Trump-themed meme coin TRUMP soared , and Polymarket predicted that Trumps election probability continued to hit a new high. Analysts said that the market flocked to non-traditional safe-haven transactions such as Bitcoin ; People familiar with the matter: イーロン・マスク has donated to the super political action committee that helps Trumps election; Meta will lift the ban on Trumps Facebook and Instagram accounts; Trump: Senator JD Vance is the best candidate for vice presidential candidate ( character interpretation ); Biden: If there is a problem with his health, he will consider withdrawing from the election , and then tested positive for the new coronavirus ;

加えて、 in terms of opinions and voices, QCP Capital: Maintain 1つの medium-term bullish view, the crypto market is ready for a rebound, and Bitcoin will fluctuate between $61,000 and $71,000 in the short term ; Arthur Hayes: We need active crypto legislation , not campaign donations; Vitalik: Dont decide your political stance based on whether you support crypto ; Elon Musk denied WSJs report that he will donate $45 million a month to support Trumps campaign; Vitalik: There is an imbalance in infrastructure investment , with some types of infrastructure investing too much and other types underinvesting; Bitwise Chief Investment Officer: Ethereum will hit a new high by the end of the year ; The Wall Street Journal: The U.S. SEC plans to announce the effectiveness of the Ethereum ETF registration statement next Monday; Craig Wright (CSW) issued a public statement admitting that he is not Satoshi Nakamoto ; Sanctum founder: Understand the disappointment of deposit users, and there is absolutely no rat warehouse behavior;

In terms of institutions, large companies and leading projects, the fees of 9 spot Ethereum ETFs have been announced; Bloomberg Terminal has added some Ethereum ETFs to prepare for the opening of trading next week; FTX reached a settlement with the CFTC , and the latters $4 billion claim will be ranked after creditors and interest; issuers such as BlackRock BUIDL and Ondo are interested in participating in MakerDAOs $1 billion Treasury tokenization plan; Arthur Hayes Family Office Fund Maelstorm announced the launch of a Bitcoin developer funding program ; Maker launched a new executive vote, involving stability range parameter updates, Spark Proxy Spell and other changes; UXリンク released token economics, and the community airdropped 10% of tokens; Starknet plans to launch the STRK staking function in Q4; Sanctum will introduce dynamic airdrops into the airdrop details; TON Foundation plans to launch Bitcoin cross-chain bridge service TON Teleport BTC ;

In terms of data, Bitwise CIO: Since the launch of Bitcoin ETF, the amount of BTC purchased is more than twice the amount mined by miners; Reddit community survey results show that Mt. Gox creditors are not in a hurry to sell Bitcoin ; Messari released Solanas second quarter report: stablecoin market value, total economic value, daily paid active addresses increased, and Sanctum performed well;

On the security front, Indian crypto exchange WazirX was hacked , resulting in losses of more than $230 million; LI.FI was hit by a vulnerability and has now fully resumed operations ; FTX reminded users to beware of phishing emails and fake websites impersonating FTX debtors… Well, its been another week of ups and downs.

添付 ポータルです 「週刊編集者のおすすめ」シリーズ。

また次回お会いしましょう〜

This article is sourced from the internet: Weekly Editors Picks (0713-0719)

関連: SignalPlus ボラティリティ コラム (20240719): 冷水の盆地

破産したビットコイン取引所Mt.Goxは、過去24時間以内に債権者アカウントへの不正ログインの試みが複数回あったと報告し、債権者は残りの資産の安全性と通貨価格への売り圧力の可能性を懸念している。市場は、この事件が短期的な通貨価格に悪影響を及ぼすことを懸念している可能性がある。過去2日間のETF取引量の急激な減少と相まって、徐々に広がるリスク回避が資産の売りを引き起こし、BTC価格は$64,000を下回り、重要なサポートレベルを再びテストしている。出典：TradingView、Farside Investorsオプションに関しては、全体的なインプライドボラティリティレベルは昨日の急落以来比較的安定しているが、依然として最近の高値にある。注目すべき3つの変化がある。…