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。
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トレーダー スチュワートとの対話: このサイクルにおける 100x コインの特徴は何ですか?
The overall judgment framework is to buy and hold based on the fundamentals of a project and the appropriate price.
Valuation can actually be divided into two categories, one is conceptual and the other is business-based. The representative of the conceptual type is MEME, and its characteristic is that the ceiling can be very high as long as funds are willing to push it to that height. The business type relies on data, which is divided into the old track (benchmarking method) and the new track (there is no very accurate method, and pricing is determined by the leader).
It is actually very difficult to find Alpha in this round, because the characteristics of this cycle are little money, many tickets, and a large market, so there can only be local market conditions. So far, the sectors with relatively good local market conditions include MEME, Inscription, and Solana.
Mentally, no longer obsessed with value investing. Logically/thinking, no longer looking at what the market will use, but thinking about what the market will hype. In terms of action, either participate or not participate but also observe and accumulate samples.
We also recommend Dialogue with Trader Jason: Has fundamental analysis failed? そして Dialogue with Trader Raymond: He escaped from Wall Street and captured 60 times of SOL in the last cycle, and is now waiting for a big drop in the next three months to buy at the bottom .
The introduction covers areas such as fundamentals, news, financing, etc., helping users improve their market insight and data analysis capabilities.
起業家精神
What is the real moat of a crypto project?
There are three unique structural differences in crypto applications:
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Forkability: The forkability of applications means lower barriers to entry in the crypto market.
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Composability: Because applications and protocols are interoperable, switching costs for users are inherently lower.
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トークン-based user acquisition: Using token incentives as an effective user acquisition tool means that the customer acquisition cost (CAC) for crypto projects is structurally lower.
Together, these unique properties accelerate the laws of competition for crypto applications. Once an application turns on the “fee switch,” not only will there be countless other indistinguishable applications that offer a similar but cheaper user experience, but there may even be some applications that subsidize users through token subsidies and points.
Logically, without a moat, 99% of applications will inevitably fall into a price war and thus be unable to avoid commoditization. In the short to medium term, relying solely on liquidity may still be an ineffective moat. Instead, liquidity and TVL are more like prerequisites, while real defensibility may come from intangible assets such as brand, differentiation in user experience (UX), and most importantly, the ability to continuously launch new features and products.
過剰生産能力を抱えるインフラ部門で実際に儲けているのは誰でしょうか?
The article provides a detailed analysis of the performance of leading representatives in the oracle, cross-chain, storage, DA, and L2 sectors.
For infrastructure projects with huge current valuations, maintaining sky-high FDVs depends more on the imagination of their narratives. However, the current situation where the exaggerated valuations of infrastructure projects are inconsistent with their actual operating conditions will not only cause the market to fall into the bubble of the last round of bull market, but also bring hidden dangers of the tragedy of the commons to Crypto.
In-depth analysis of the impact of the EU Crypto-Asset 市場 市場構造に関する規制法
MiCA aims to establish a single regulatory framework that strengthens consumer and investor protection, ensures market integrity and financial stability, and promotes innovation and competitiveness.
It applies to crypto-asset issuers, crypto-asset service providers (CASPs), and stablecoin issuers; it does not apply to regulated crypto-assets and central bank digital currencies ( CBDCs ) .
The opportunities that MiCA brings to Swiss and European Web3 companies are: market access, investor confidence, and an innovative environment; the challenges are: compliance burden, regulatory uncertainty, and competition .
ビットコインエコシステム
BTCFi: 独自のモバイル ビットコイン バンクを構築する、貸付からステーキングまで包括的に説明
A large and comprehensive introductory report.
Multi-ecology and cross-chain
Ethereum is a gathering place for big players. Solana is still the main theme of the market. Arbitrum is the L2 that inherits the most Ethereum genes. Sui is catching up with Solana. BNB Chain user profile is similar to Ethereum. TON’s money-grabbing party failed to bring in funds. Base funds are mainly deposited in exchanges and other institutions.
Sui Chain DEX Aggregator Inventory: A Must-Have for Fighting Dogs and Brushing Interactions
The article introduces Hop Aggregator and DEX on Sui.
DeFi
DeFi のブレイクアウトの瞬間: Ether.fi、Aave、Sky、Lido の金融変革
This report aims to explore some of the most influential DeFi protocols from a financial perspective, including a brief technical overview of each protocol and a deep dive into their revenues, expenses, and token economics.
After years of liquidity bootstrapping and moat building, we are witnessing some protocols transition to sustainable profitability. For example, Aave has reached an inflection point, achieving profitability for several consecutive months and is rapidly developing a new, higher-margin lending product through GHO. ether.fi is still in its infancy, but has accumulated more than $6 billion in total locked value, ensuring it ranks among the top five DeFi protocols in terms of scale. The liquidity re-hypothecation leader has also learned from some of Lido’s shortcomings and launched a number of other ancillary products with higher interest rates to make the most of its billions of dollars in deposits.
Crypto Magic: A Deep Dive into Polymarket, SX Bet, Pred X, and Azuro Prediction Markets
The article introduces the order book tradable prediction market Polymarket, the single bet prediction platform SX Bet, the AI-based topic push prediction market Pred X, and the betting protocol Azuro supported by liquidity pools.
Although Polymarket has opened up free trading of conditional tokens themselves, it is difficult to implement a flexible betting mechanism. There is no expectation of high returns, and some ordinary players have lost their fun. Liquidity pool solutions such as Azuro are obviously still somewhat complicated and lack the ability to trade after betting.
Rather than a mechanism and technological innovation, the current popularity of the prediction market should be described as another mass adoption of crypto culture and a victory for the free market culture behind it, which is particularly valuable now that algorithmic authority is gradually monopolizing information.
Market efficiency is critical to the accuracy of prediction markets because without efficiency, there will be probability biases (bias bias, hedging bias, and timing bias).
For large events, adding a margin of error to the forecast can help account for bias, hedging, or time-induced deviations.
NFT, SocialFi
Compared with cryptocurrencies, the non-financial characteristics of NFTs can actually lower the psychological threshold of users. The low liquidity that has been criticized makes users psychologically classify this type of asset as a safer category, making it easier to accept.
NFT also has unique social and emotional value, and can represent personal identity and interests in social networks, thereby showing personal characteristics. This is a huge part of the digital lifestyle.
Over the past three years, StepN has accumulated the following experiences: verification of the Move-To-Earn model, the importance of anti-cheating systems and activation codes, the challenges of Web2 user guidance, and the real needs of Web3 social networking.
In terms of attracting user attention, we understand the scarcity of attention, the timeliness of information transmission, the incentive mechanism of zero investment, and the simplified mechanism to enhance understanding.
The HAUS System and FSL ID are new mechanisms of StepN. The HAUS system is a running shoe rental system launched by StepN Go, where Web3 users can rent running shoes to Web2 users through a revenue sharing plan. FSL ID allows Web2 users to enter the platform completely seamlessly through Email and FSL ID.
In order to motivate users to continue consuming, the following strategies can be adopted: building internal consensus, cooperating with big brands, and IP cooperation.
In the End-game stage, social sharing becomes an important means to promote user consumption. Projects can promote social sharing through: Show off mechanism and social media marketing.
SocialFi の「物語の失敗」、暗号化されたソーシャル ネットワーキングにはまだ未来があるのでしょうか?
Existing problems in the SocialFi track: hand-to-hand combat with traditional social giants, using short-handed attacks to defeat long-handed ones; no alternative value, and no Trojan Horse of its own; Fi for the sake of Fi, making Social a joke; unable to establish a closed loop of value, becoming a capital toy; a business model that is not pure enough and wavers from side to side.
The Fi chain of traditional social products: from free products to paid subscriptions to value-added services.
The SocialFi project’s breakthrough: from the fringe to the mainstream, from niche to the mainstream.
今週のホットトピック
In the past week, a US judge approved FTXs bankruptcy plan ( Ten Key Questions about FTXs Compensation); HBOs documentary revealed several reasons why it believed Peter Todd was Satoshi Nakamoto, including postings and spelling habits; former Bitcoin Core developer Peter Todd denied that he was Satoshi Nakamoto;
In addition, in terms of policies and macro markets, US prosecutors sued four companies and 14 people for suspected crypto market manipulation and false transactions , and the FBI created tokens for fishing enforcement; Gary Gensler : Cryptocurrency is unlikely to become a mainstream currency, and there is no need to create a special regulatory framework; OpenAI seeks to dismiss Musks lawsuit , calling it a roaring harassment campaign; Trump and Musk returned to the attempted assassination site to hold a campaign rally , and multiple related Meme coins rose;
In terms of opinions and voices, the founder of 10 T Holdings: Regardless of the outcome of the US election, Bitcoin is expected to rise to $100,000 ;
In terms of institutions, large companies and leading projects, 忠実度 plans to launch a blockchain-based money market fund; OKX becomes the first crypto trading platform to obtain a full operating license from the UAE ; Binance’s pre-market trading function is officially launched; Uniswap Labs launches Unichain ; Vitalik once again donates 100 ETH to the Tornado Cash developer legal defense fund ; Vitalik once again sells 10 billion MOODENGs and transfers 260.16 ETH to charity ; Vitalik sells coins becomes the engine of Meme growth ; Telegram launches the Gifts function , and limited edition gifts can be exchanged for NFTs based on the TON network; UniSat releases a fourth-quarter roadmap , including activating runes on FB, supporting CAT 20, updating PizzaSwap, etc.; Scroll is listed on Binance Launchpool ; CARV token airdrops are open for collection; Puffer announces PUFFER token economics : total supply of 1 billion, 7.5% Used for the first quarter airdrop; Trump family project WLFI proposed to build a custom market based on Aave V3 and will provide 7% of tokens to Aave DAO;
セキュリティの面では、 固有層 encountered a hacking and unlocking incident; a user lost 15,079 fwDETH worth more than 35 million US dollars due to a phishing attack 5 hours ago… Well, its another week of ups and downs.
添付 ポータルです 「Weekly Editor's Picks」シリーズに登場。
また次回お会いしましょう〜
This article is sourced from the internet: Weekly Editors Picks (1005-1011)
In the past half month, OP_NET and Arch, two smart contract implementations on the Bitcoin mainnet, have sparked a lot of discussion. The interesting thing is that the name OP_NET is very similar to the familiar OP_CAT, both starting with OP_, which is very confusing and makes people think that the two are similar. Therefore, I would like to mention OP_CAT at the beginning. First of all, OP_CAT is a Bitcoin opcode. Since last year, the community led by Udi Wertheimer, the founder of Quantum Cats or Great Wizard Taproot Wizards, has been calling for the revival of OP_CAT. It is called resurrection because OP_CAT is an existing Bitcoin opcode, but Satoshi Nakamoto removed it in 2010 because it could cause potential DoS attacks. CAT is the abbreviation of the…
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