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
GSR: 솔라나 ETF가 통과될까요? 가격에 어떤 영향을 미칠 가능성이 있나요?
The two key factors that determine the next spot ETF are the degree of decentralization and potential demand. After analysis, if the United States allows additional spot digital asset ETFs, Solana will be the next one.
The spot Solana ETF could see inflows of 2%, 5%, or 14% of Bitcoin respectively (pessimistic, neutral, optimistic). 
Referring to the impact of spot Bitcoin ETF on Bitcoin (increased 2.3 times), the conclusion is as follows:
또한 추천: LUCIDA: Revealing the Crypto Macro Analysis Methodology of Top Researchers , The Final Chapter of Smart Money Tracking on the Chain: A List of the Addresses of the Top 10 Eco-Coin Ambush Masters , Will it rise or fall in the next three months? Bankless predicts the trends of 16 tokens .
The article proposes a four-quadrant framework for evaluating governance tokens based on the reliability of token holders’ rights and control over economic value. It studies the tokens in each quadrant through sample cases, and finally provides builders and investors with advice on how to build and evaluate governance tokens.
Governance tokens can add value in two main ways: by helping applications manage the risks inherent in their business models and by providing utility to their holders in the form of tangible economic value (like GMX).
Whether a cryptocurrency project is brand new or mature, it’s not too late to identify shortcomings and make changes.
블록체인 공간 상용화 시대에 결국 '뚱뚱한 애플리케이션'이 등장할까?
Valuable order flow is more important than the quantity of order flow. Applications will account for the largest proportion of total value.
Looking ahead, applications should look to create new types of order flows, including: creating new assets (e.g. Pump and memecoins), building applications for new use cases (e.g. Worldcoin, ENS), creating vertically integrated better consumer experiences and supporting valuable transactions, such as Farcaster and Frames, Solana Blinks, Telegram and TG applications, or on-chain games.
공중 투하
Odaily interviews LuMao Studio: Uncovering the secrets of Web3’s “brush traffic” world
A story-based article, including the unique structure of LuMao Studio, and the competitive and cooperative relationship between LuMao Studio and the project owner
나 나
How to choose potential Meme coins based on TVL changes?
The Memecoin TVL pull-up theory holds that a major memecoin or a basket of major memecoins will serve as a leveraged bet for on-chain TVL.
Taking Base and TON as examples, TVL inflow = major memecoin performance. If you can predict that TVL will increase, you can hold a position in the major memecoin on that chain as a leveraged bet on the TVL prediction.
Predicting TVL growth can be divided into two categories: long-term and short-term. Long-term forecasts are essentially predicting where TVL will go over multiple months. Short-term approaches look at short-term catalysts like points programs or airdrops as the reason for TVL growth.
이더리움과 스케일링
L1과 L2가 밀집되어 있는 가운데, 주목할 만한 다른 L3 프로젝트는 무엇이 있을까?
The general idea of Layer 3 is to further scale Ethereum by creating highly customizable, cheap, fast, and interoperable chains with varying degrees of security and decentralization. Examples of Layer 3 frameworks include Arbitrum Orbit and zkSync Hyperchains. This article briefly introduces Degen Chain (DEGEN) and Sanko (DMT).
또한 추천: 2024 Ethereum Stakeholder Report: What issues do independent stakers care about?
다중 생태학
Blinks Fantasy: 기본 논리에서 시작하여 가장 유망한 응용 프로그램 시나리오 탐색
“Immediacy” and “promoting the purchase of valuable information” are the real battlefields for Blinks.
Blinks is effective in reaching new users, converting new users, and awakening old users.
Potential use cases include investment, consumption, community governance, decentralized social networking, blockchain games, etc.
또한 추천: 한 기사에서 Solana Blinks의 50개 이상의 혁신적인 사용 사례를 살펴보세요. .
Beginners Guide: How to Play TON Ecosystem
The article introduces wallets, cross-chain bridges, CEX, and some on-chain applications, and believes that the gameplay of the TG APP, transfers, transactions, games, etc. can all be completed in TG, which is a more mobile user-friendly environment compared to other public chains.
TON 생태계 게임 알파를 마스터하려면 다음 도구가 필요합니다.
This article includes how to configure the wallet, find popular TON ecosystem games, and how to open multiple game simulators.
디파이
Altcoins keep falling, it’s time to refocus on DeFi
There are three reasons for the sharp drop in the price of altcoins: insufficient growth on the demand side, excessive growth on the supply side, and a continuous wave of lifting of restrictions.
It is the right time to pay attention to DeFi because PMF products have emerged from the bubble period – from the business perspective: it has a mature business model and profit model, and the leading projects have a moat; from the supply side: low emissions, high circulation ratio, and a small scale of tokens to be released; from the valuation side: market attention and business data diverge, and the valuation level falls into the historical low range; from the policy side: the FIT 21 Act is conducive to the compliance of the Defi industry and may trigger potential mergers and acquisitions.
The article further analyzes Aave, Uniswap, Raydium, Lido, and GMX as examples.
이더리움 ETF 출시 후, RWA 추적은 폭발적으로 증가할까요?
Key sectors: Treasury, credit, real estate. Private RWAs remain largely untapped. Regulation and poor value accumulation are big risks.
또한 추천: RWA Narrative Renaissance: Who is on the cusp of the huge To B business?
GameFi, SocialFi
VC와 Builder 관점에서 블록체인 게임의 미래 개발 논의
If you have strong technical skills, first consider a decentralized full-chain casual game based on a social platform.
If you have strong operational capabilities, first consider centralized GameFi mini-games based on a social platform, with TON being the first choice.
It is not recommended to invest in/produce large-scale 3A blockchain games targeting Web3 users. This is a pitfall.
Farcasters total number of users has reached 540,000, and the number of daily active users has surged from 2k at the beginning of the year to 56k at present, an increase of more than 28 times.
Farcaster protocol data is stored in the hub on and off the chain. Developers can choose to run the hub node themselves or use third-party service providers like Neynar to obtain data. All of this data is permissionless. Based on this available data, developers can build various clients and applications, which greatly increases the richness and innovation space of the Farcaster ecosystem.
Users can track the progress of the ecosystem through the decaster website . The article also introduces some highlight projects: WrapCast, Jam, Clubcast, BountyCaster, AlfaFrens.
새로운 세대의 주목 상인을 위해 구축된 암호화폐 상품이 SocialFi에 더욱 가까워지고 있습니다.
Web3
관점: Web3에는 대량 수용이 아닌 대량 수용이 필요합니다.
Crypto has boundaries. All its features (privacy, decentralization) come from its core value – permissionlessness, which is not available to most people on the planet. We think there are no new users now because the market is about to reach its actual TAM extreme.
The existing market has never been a problem, but high-frequency users are. The essence of Crypto growth is the process of cultivating high-frequency and large users. What Crypto/Web3 needs to make clear is let them make money and admit merchants from all over the world to come here and try to make money, provided that they learn the rules of Crypto. The way they make money is to play games involving money flows (trading, staking, lending, etc.), and everything revolves around this logic.
Web3 미니 프로그램? MetaMask Snaps 설명
The number of available Snaps listed on the official website is actually not very large. As of June 2024, there are only 68 at most. Due to understandable security considerations, a basic Snaps cant do much. Most of its functions require corresponding permissions first, so Snaps need to apply for relevant permissions from users when installing. Available permissions include lifecycle, transaction, signature, CRON, etc. Compared with the prosperous Web3 ecosystem, the number of available Snaps is pitifully small.
According to the classification on the MetaMask official website, it can be roughly divided into 4 types: account management, interoperability, notifications and chat, and security.
For most of MetaMasks current users, Snaps is not really a necessary feature, and MetaMask may need to do more work on how to promote it more effectively. But no matter what, it is at least a product built by a group of passionate developers who want to solve real problems, rather than a scam launched by a group of financial experts.
이번 주의 핫 토픽
지난 주에, the US and German governments transferred Bitcoin ; Mt.Gox has officially started to compensate some creditors in the form of BTC and BCH ; Japanese creditors: have received compensation from Mt.Gox , and the number of tokens paid is 13% of the positions held that year; the market plummeted ; Bloomberg: Mt.Gox, the government, and miners’ selling pressure caused Bitcoin to fall , and the Fed’s potential policy shift will reverse market sentiment;
In addition, in terms of policy and macro markets, the SEC sued Consensys, accusing MetaMask of engaging in securities offerings and sales and acting as an unregistered broker; a U.S. judge dismissed the SECs allegations against Binance BNB secondary sales and Simple Earn, and approved other charges to proceed; the SEC has returned the S-1 form to the ETH spot ETF issuer and required it to be revised and resubmitted before July 8;
In terms of opinions and voices, Glassnode: Volatility continues to be compressed historically, and there may be greater fluctuations in the future ; Matrixport Investment Research: Summer consolidation plus market shipment, it is recommended to hold BTC options and wait for the US election to be realized ; Arthur Hayes: Looking back at the laws of the century-old economic cycle, Bitcoin is about to enter a macro turning point ; Galaxy Research Director: Mt. Goxs repayment will not have much impact on Bitcoin prices; Andrew Kang: We may see Bitcoins extreme correction to the $40,000 range; German lawmakers called on the government to stop selling Bitcoin , saying that this move may affect the stability of the crypto market; Casey: Runes and inscriptions will be programmable like Bitcoin; Vitalik Buterin: Crypto regulation has caused anarchy and tyranny, and honest crypto developers have been forced into a desperate situation; Vitalik published an article to explore ways to provide Ethereum users with faster transaction confirmation times 및 hand-picked the route Epoch and slot ; 비탈릭: Prediction markets and Community Notes are becoming the two flagship social cognitive technologies today; Justin Sun: This years goal is to achieve $1 billion in protocol revenue for TRON ; Starknet Founder: About 400 million STRKs are reserved for future airdrop rounds ; friend.tech: We have heard community feedback and FRIEND will not move out of Base; STIX founder: The reasonable off-market valuation of ENA in the locked state is 70% off;
In terms of institutions, large companies and leading projects, the high expenditure in the Polkadot Treasury operation report for the first half of 2024 has caused controversy (Polkado official response ); Telegram introduced the function of channel owners to publish paid photos and videos , which users can purchase with Stars; Blast launched a governance system and initiated the first proposal to enable points for BLAST holders; Blast announced the points distribution details for the second phase of the airdrop , and will distribute 10 billion BLAST; Lido launched the community staking module test network ; Notcoin plans to launch a trading robot function to support the buying and selling of tokens on Telegram; Ava Labs launched the Avalanche inter-chain token transfer ICTT solution ; ZKsync launched Elastic Chain ; marginfi will launch mrgnswap, allowing users to leverage long/short any Meme token ; Aevo announced the launch of the automatic trading Vault Aevo Strategies; WEL L3s unsmooth opening caused controversy;
From a data perspective, Vitalik Buterin’s net worth is estimated to be at least $830 million … Well, it’s been 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 (0629-0705)
관련: Magic Eden 공동 창립자와의 대화: 네이티브 비트코인 L2만 고려되며 다중 체인 시장 인센티브가 적용되어야 합니다.
원제: Zedd: 시장 승자를 향한 Magic Eden의 긴 행진을 풀어내다 원출처: Mabel Jiang, HODLong 원번역: Ladyfinger, Lucy, BlockBeats 이 기사는 청취자와 함께 Web3 커뮤니티의 발전을 탐구하는 것을 목표로 하는 팟캐스트 HODLong에서 편집되었습니다. 대화 게스트에는 프로젝트 운영자, 투자자, 다른 생태계 참여자 등이 포함되며, 특히 아시아의 Web3 커뮤니티에 초점을 맞춥니다. 이 에피소드에서는 HODLong의 진행자인 Mabel Jiang이 진행하는 Magic Eden의 공동 창립자인 Zedd를 인터뷰했습니다. Mabel Jiang은 Multicoin Capital의 파트너였으며 현재 STEPN, Gas Hero, FSL Ecosystem 및 MOOAR의 성장 책임자입니다. 암호화폐 분야에 진출하기 전 Zedd의 초기 경력은 Bain Company에서 기업 고객을 대상으로 컨설팅을 하는 것이었습니다. 그런 다음 2017년에 Zedd는 dYdX에 합류했고, 이것이 그의 출발점이 되었습니다…
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