Weekly Editors Picks는 Odaily Planet Daily의 기능적 칼럼입니다. Planet Daily는 매주 방대한 양의 실시간 정보를 다루는 것 외에도 많은 고품질 심층 분석 콘텐츠를 게시하지만 정보 흐름과 핫 뉴스에 숨겨져 있어 지나칠 수 있습니다.
따라서 저희 편집부는 매주 토요일마다 지난 7일간 게재된 콘텐츠 중에서 시간을 들여 읽고 수집할 만한 고품질 기사를 선정하여 데이터 분석, 업계 판단, 의견 산출의 관점에서 암호화폐 세계에 대한 새로운 영감을 제공해 드립니다.
이제 와서 우리와 함께 읽어보세요.
투자와 창업
미국 현물 ETF의 유입이 놀라운데, 왜 BTC는 급격히 상승하지 않을까요?
After the emergence of the Runes Protocol, the number of active addresses decreased and the number of transactions processed by the network increased. The initial driver of the decline in address activity was mainly due to the reduction in the use of inscriptions and Ordinals; Rune-related transactions have now basically replaced BRC-20 tokens as well as Ordinals and inscriptions, accounting for 57.2% of daily transactions. This indicates that collectors speculation may have shifted from inscriptions to the rune market.
Another divergence that has recently attracted attention is that despite the amazing inflows into US spot ETFs, prices have stagnated and moved sideways. ETF demand has diverged, and in addition to the selling pressure of GBTC when the market rebounded to new highs, more and more traditional market traders are adopting spot arbitrage strategies. Spot arbitrage trading structures may be an important source of ETF inflow demand, where ETFs are a tool to obtain long spot exposure. Organic buyers brought by non-arbitrage demand are needed to further stimulate positive price action.
Trading solely on hype trading, smart money moves, or technical analysis is a bad idea.
What do you think of the DWF controversy?
In this round of bull market, the sentiment of pursuing simple and high volatility has reached its extreme: DeFi has been labeled as too complicated, and the more complicated it is, the easier it is to lose money; NFT used to be the target with the highest space for storytelling and pie-in-the-sky, but so far there is not even a sign of a second outbreak in this round.
After the events of FTX, LUNA, and other elite market makers in the last cycle, the results were also very tragic. In such an environment, the controversial DWF has emerged in this round. DWF, which is known for its strong medicine, seems to be playing the role of a stimulant in this special era. It focuses on market making but also invests in many projects. Therefore, DWF often causes controversy due to its aggressive trading strategy, and is accused of market manipulation.
In fact, DWF gives you what you want in a very controversial way, such as $NOT $FlOKI $LADYS, etc., grasping the main emotions and power of users in this cycle. In the current market environment, it can be said to have the right time, place and people.
공중 투하
에어드롭 메커니즘 이해하기: 만족스러운 에어드롭을 설계하는 방법은?
Projects should consider intentions vs expectations, airdrop quantities, country eligibility, token distribution, Sybil handling, claiming vs direct to wallet, and unlock date/unlock schedule.
나 나
Hotcoin Research: 미국 대선이 암호화폐 시장에 미치는 영향은? 어떤 토큰이 인기를 끌까?
The key time points of this US election are: June 27 (first debate), July 15-18 (Republican National Convention), August 19-22 (Democratic National Convention), September 10 (second debate), November 5 (national general election), December 2024 (electoral vote), and January 20, 2025 (presidential inauguration day).
The popular tokens in this US presidential election are MEGA, TREMP, BODEN, PEOPLE, USA, and PEPE.
In addition, the Trump team accepts donations in eight cryptocurrencies: BTC, ETH, DOGE, SHIB, XRP, USDC, SOL, and 0x (ZRX).
밈 토큰 사다리 공개: 당신의 투자는 어떤 수준인가요?
An entertainment article:
또한 추천: Tracking Smart Money on the Chain: Top 10 Meme Coin PVP Master Addresses and Their Records .
이더리움과 스케일링
Galaxy Partners: MEV will play an important role in the blockchain market
Advantages of blockspace: strong net income margins; easy to generate network effects; blockspace scale continues to expand over time; exogenous demand multiplier effect of MEV.
Blockchain space weaknesses: low but improving gross margins; strong cyclicality.
In DA projects, factors such as security, customizability, interoperability, and cost are crucial.
The article further introduces Celestia, Eigen DA, TNA Protocol, Avail DA, and Near DA.
다중 생태학
Grayscale Research 보고서: 스마트 계약을 둘러싼 경쟁에서 수수료와 성장 측면에서 누가 앞서 나갈 것인가?
Different smart contract platforms adopt different strategies for fee income. Some platforms increase revenue by setting relatively high transaction fees, while others attract more transactions by lowering transaction fees.
Grayscale’s research shows that fee income can be seen as the main factor driving the growth of token value in this space.
How to kill two birds with one stone and maximize the benefits of Aptos ecosystem interaction?
As a public chain with a total financing of US$350 million, 4 of the top 5 protocols in the Aptos ecosystem TVL have not yet issued tokens.
The article further introduces several potential projects and how they interact: Aries Markets, Amnis Finance, LiquidSwap, and Cellana.
To kill two birds with one stone, you can: (1) mint stAPT and deposit it in Aries Markets, borrow APT, and exchange about half of the APT for amAPT through LiquidSwap, providing amAPT-APT pair liquidity on LiquidSwap; (2) deposit zUSDT/zUSDC in Aries Markets, borrow zUSDC/zUSDT, and exchange half of the borrowed stablecoins for another stablecoin on LiquidSwap to form a stablecoin pair LP and deposit it in Cellana.
LayerZero가 토큰을 발행하려 합니다. 어떤 커뮤니티 프로젝트가 에어드랍을 받을 기회가 있습니까?
Recently, LayerZero co-founder and CEO Bryan Pellegrino said that the final list of Sybil addresses will be released by the end of June, and the airdrop was previously planned for this month. The article also selected some projects:
Public chains: Manta Network, Astar Network, Core Chain, Sanko GameCorp, LIF3, Canto;
Infrastructure: Clusters, DappRadar;
DeFi Trading Cross-chain: Magpie Protocol, KelpDAO, ether.fi, StakeStone, Pendle, Equilibria Finance, Ethena, Prime Protocol, Extra Finance, dump.trade, Clearpool, Beethoven X, Olympus DAO, SpartaDEX, Maverick Protocol, GMX, Abracadabra, Balancer, Aura Finance, Beefy Finance, Beraplug, XEX Labs;
Games NFTs: Gh0stly Gh0sts , Beam, Battle, Kanpai Pandas, Utility Wen NFT, CryptoRasta, Heroes Empires, Honey Jar, Tiny Dinos, GnomeLand, OmniDoggos, Halls of Olympia;
Others: Omnichain 404, Tradable, SQUID Game.
디파이
Eigenlayer vs Symbiotic, 재스테이킹 전쟁 시작
Symbiotic features a permissionless and modular design, providing more flexibility and control. The main features are: multi-asset support, customizable parameters, immutable core contracts, and permissionless design.
Eigenlayer takes a more managed and integrated approach, focusing on leveraging the security of Ethereum ETH stakers to support a variety of dApps (AVS). Features: single asset focus, centralized management, dynamic markets, slashing, and governance.
As a user, you will receive both Symbiotic and Mellow points by depositing funds into Mellow.
Symbiotic is catching up to Eigenlayer. Karak needs to pick up the pace.
Web3
분산형 ID: 온체인 평판이 신뢰의 닻이 될 수 있을까?
In the crypto space, reputation comes in many forms, such as protocol trust, lending credit scores, and the track record of project founders. Only after all of these factors are taken into account can the system be adapted for many use cases, factoring in on-chain reputation into “offline activities” based on the publicly queryable nature of decentralized identities.
Blockchain analytics firms that have introduced reputation measures based on on-chain behavior include Chainalysis, and DeBank, which created the DeBank Credit Score. Another interesting attempt to create “verifiable proofs of verification” is being conducted by Ethos Network.
Developing a truly standardized and universal on-chain reputation system will face the following challenges: centralized solutions; crypto reputation can be manipulated/purchased; privacy must be preserved; and it must go beyond a single wallet attachment and have universal applicability.
Examples and real-world situations where on-chain identity could be helpful: open CVs, celebrities issuing tokens, meme developers, KOL sell-offs, loyalty programs.
이번 주의 핫 토픽
In the past week, the Feds dot plot suggests that there will be four interest rate cuts in 2025; the chairman of the US SEC: Ethereum ETF S 1 is expected to be approved this summer; 지우다 called himself the cryptocurrency president at the event; 지우다 met with top miners to ensure that the key Bitcoin industry remains in the United States; 엘론 머스크 withdrew the lawsuit against OpenAI and its co-founders Sam Altman and Greg Brockman;
In terms of opinions and voices, CryptoQuant: The second half of the bull market has just begun; Billionaire Bill Miller: Bitcoin is still seriously undervalued ; Wintermute CEO: Ethereum leaders are caught in a major contradiction; Uniswap founder : Ethereum L2 should not focus on immutability before L1 is ready; Solana co-founder: Increasing competition among block producers may be a potential solution to the MEV problem ; He Yi: Binance and Coinbase are not on the same track; Fortune: Terraform Labs has gone bankrupt and cannot pay the huge fine of US$4.47 billion to the US SEC;
In terms of institutions, large companies and leading projects, zkSync launched an 공중 투하 query and was caught in a rat trading scandal. ZKsync responded to the airdrop question : the airdrop address with 0 transactions is a test address and the tokens will be destroyed; Aethir started airdrops; The founder of Curve was finally liquidated , the liquidator made a profit, and the investors suffered losses. The founder of Curve: 93% of the CRV liquidation bad debts on the Curve lending platform have been repaid ; The Arbitrum community voted to pass the 200 million ARB game catalyst plan proposal; 친구.기술 will work with Conduit to develop Friendchain, using FRIEND as the Gas token;
In terms of security, a user claimed that 5 million yuan of assets were stolen from his OKX account . OKX fully compensated two users whose accounts were stolen. In the future, it will add mandatory Google Authenticator. OKX Star responded to the theft of 11.6 million US dollars from QuantMatter account: it has nothing in common with other cases and is still under in-depth investigation ; Loopring : some smart wallets were attacked by security vulnerabilities; ZKsync suffered a large-scale Sybil attack on the X platform, and a large number of robot accounts spread false information ; UwU Lend was attacked; Holograph contract was attacked, and hackers illegally minted 1 billion HLG tokens… Well, it was another week of ups and downs.
첨부된 포털입니다 "주간 편집자 추천" 시리즈
다음에 또 만나요~
This article is sourced from the internet: Weekly Editors Picks (0608-0614)
Related: a16z: Exploring 8 Challenges in Blockchain Mechanism Design
Original author: Tim Roughgarden, head of crypto research at a16z Original translation: 0x xz, Golden Finance Studying a field deeply teaches you to recognize that real-world problems are poor disguises of well-solved problems. For example, when I taught algorithm basics, students learned how to recognize problems that boiled down to shortest path calculations or linear programming. This kind of pattern matching works just as well in mechanism design, a kind of “inverse game theory” that uses incentives to achieve desired outcomes. The tools and lessons of mechanism design are particularly useful in auction theory, market design, and social choice theory. Crypto and web3 are rife with mechanism design problems. One might think that many problems can be solved by applying what is in the textbook, putting new spins on old…
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