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
A bull market does not mean making money. How can we maximize profits in this cycle?
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.
暗号通貨市場を理解するための3つのキーワード：感情、政治、期待
The article gives examples on the three elements one by one.
Look at the market rationally and do a good job of risk management.
暗号資産業界に関する高度な知識の確立: セカンダリーファンドの謎を解き明かし、KOL スクリーニングの削減
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).
581のDAOを分析した結果、DAOの4つの大きなジレンマがわかりました。
The paradox of centralization, the technological time bomb, the tug-of-war between democracy and efficiency, and the token dilemma.
こちらもおすすめ: Web3 Job Market Semi-annual Report: Job Positions Surge After Bitcoin ETF Approval .
イーサリアムとスケーリング
Buyers are becoming more institutionalized, Ethereums old dream and new reality
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.
ArkStream Capital: 過去40年間のゼロ知識証明技術開発における画期的な出来事
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.
マルチエコロジー
パブリックチェーン収益ランキング：イーサリアムは年間1兆1000億2200万ドルを稼ぎ、オプティミズムは深刻な赤字
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.
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?
TONの現在の開発状況と将来の展望について議論します。TONはいつまで人気が続くのでしょうか？
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.
開発者視点から見たTONの今後の成長可能性（ハッカソン品質のプロジェクトあり）
From Q1 to Q2 2024, the number of developers on the TON blockchain increased rapidly. The influx of talent is just the first step, and high-quality projects are on the way. The entire ecosystem is about to prosper. Developers bring good projects, which in turn attracts more funds into the TON blockchain. The ecosystem is expected to prosper in one or two quarters.
Many excellent and experienced teams are working on various tracks, not only DeFi, DEX, Yield Farming or lending products, but also DApps with practical value. Most importantly, Telegram Stars plays a key role in the entire ecosystem.
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リサーチ：ミニゲームだけにとどまらない、決済分野におけるTONの「野望」の徹底分析
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.
ウェブスリー
アカウント抽象化の初心者向けガイド: シンプルで安全、かつ強力な暗号 UX の作成
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.
VCと開発者のための新たな焦点：新しい物語Web3 x AIエージェントと潜在的なプロジェクトの分析
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.
安全性
Telegramのセキュリティと盗難防止に関する究極のガイド
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.
今週のホットトピック
先週、 トランプ 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;
さらに、政策とマクロ市場の面では、 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, イーロン・マスク : 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 ; 日食 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;
セキュリティの面では、 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.
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 (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…
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