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.
투자하다
10,000단어 리서치 보고서: 강세장은 아직 끝나지 않았는가? 주목할 만한 트랙과 타겟을 확인하세요
Meme is the track with the highest odds in this round, focusing on blue-chip stocks such as PEPE and WIF, and small and medium-sized stocks such as DOG and BOME.
AI/DePIN, riding on the momentum of AI development, focuses on computing power supply (Arweave/AO, io.net), algorithms (Bittensor), and AI economy (Artificial Superintelligence Alliance, ASI).
RWA, which is the only way for large-scale application of blockchain, focuses on Ondo Finance and Swarm Markets.
The Social sector is responsible for the user growth potential and ecosystem nurturing, with a focus on Ton and projects within the ecosystem, Farcaster, and UXLINK.
LSD and LSDFi, which serve as the landing points for incremental funds, focus on Lido/Rocket Pool, Ether.fi, EigenLayer, Renzo, StakeStone, Karak, and Pendle Finance.
In the BTC ecosystem, focus on the rune DOG.
Tao: represents investment philosophy and investment beliefs, that is, the direction, goals and values of investment. Including analysis of long-term market trends, macro conditions and fundamentals.
Law: represents the laws and rules of investment, including investment strategy, risk management, and asset allocation.
Technique: represents technical analysis, quantitative analysis, and trading psychology of investment.
Among them, the existence of technical indicators is to help us judge transactions after sufficient understanding and risk control, and cannot be used directly to make profits. After all, all technical indicators are lagging and cannot be 100% accurate. Only after we have sufficient understanding and risk control can we assist investment, otherwise it is gambling.
The article also introduces in detail the interpretation and application of MA and MACD indicators, the interpretation and application of Boll and RSI indicators, and flag-shaped consolidation variations.
Has BTC hit bottom? Nine on-chain indicators explain current market trends
At present, some indicators show that Bitcoin is almost at the bottom of its decline. Dont panic, continue to stock up on Bitcoin.
심층 분석: 채굴 비용은 BTC 가격의 하한선에 얼마나 많은 영향을 미칩니까?
When the BTC price was at $42,000, the profit margin of the main mining machine T 21 was negative, which means that buying BTC in the secondary market was more cost-effective than mining at this time.
Looking back at historical data, if you buy BTC near the mining cost line every time, it is equivalent to obtaining BTC at a lower cost than the miners. From a medium- to long-term perspective, the certainty of obtaining profits is greater than the uncertainty of taking risks.
Ethereum ETF is coming, which ecosystem tokens are worth paying attention to?
L2, DeFi, LSD, ETH-collateralized stablecoin protocols and re-staking.
Solana ETF가 곧 출시되나요? 어떤 토큰이 급등할 것으로 예상되나요?
JUP, JTO, IO, W, TNSR, PRCL, DRIFT, RAY, NEON, SLND.
Decoding a16z’s crypto portfolio: What are the returns of the top 25 coins?
a16zs portfolio contains about 50 cryptocurrencies. In the first half of the year, 11 of the top 25 cryptocurrencies showed net growth. If the losses caused by the decline in the prices of other currencies are subtracted, the total sales price is $3,158.82. Therefore, the total profit ($3,158.82 – $2,500) is $658.82, and the return on investment (ROI) is 26.35%, which is not as good as investing in Bitcoin or Ethereum.
또한 추천: Observations on the primary crypto market under the world economic landscape: DePIN, Intent and Abstraction may emerge as a new force , Graphical market status: adjustments are inevitable, and it is more difficult to discover 100x coins , 2024 first half performance review and investment philosophy sharing of 20 active investment institutions , The world under the ICO bubble: some have become Bitcoin tycoons, while others have a market value of only 70,000 .
창업가정신
A must-learn course for seed round founders: You are the one telling the story, not the PPT
In the early stages, VCs are looking for signals. Tell a compelling story instead of a PowerPoint presentation. A better option is to launch a half-baked product and find early users, and care about them. Here’s the problem: many founders raise millions and build something nobody needs because their core customer base is VCs who want to invest in them. They sell equity, not their own product.
All early-stage investing is a bet on the founder and his or her ability to scale the company. In a world where attention is scarce, capturing it is half the battle.
포인트 경제 탐구: 효과적인 포인트 프로그램을 설계하는 방법은?
Points programs in Web3 have developed a variety of complex mechanisms, many of which are used in combination. The most effective programs include behavioral (actions about user behavior and earning points), basic (points issuance schedule, timeline, airdrop size, etc.), and promotional (rewarding users with a higher relative share of points through specific, targeted behaviors), and some are beginning to experiment with planned rewards (other immediate benefits beyond the expectation of airdrops).
Although points programs perform well in the launch phase, teams should be aware of transparency issues, points fatigue, and product-market fit masking issues. Through timely communication, reasonable incentive mechanisms, and ensuring organic user participation, teams can maximize the effectiveness of points programs while avoiding potential negative effects.
CEX Listing Guide: A Must-Try Course for Founders
This guide is divided into five parts: token listing documents, business negotiations with CEX and market makers, community and social media promotion, media coverage, and other preparations.
KOL의 자기소개: 어떻게 암호화폐 KOL이 될 수 있을까?
If you think you really understand a concept, try writing it down. Youll find that its much harder to explain your ideas clearly on paper than to visualize them in your head.
The quality of your content on Twitter is important. While popular posts can be accidental, sustained follower growth requires insightful and unique content, which takes time and effort. Some posts will fail, but the ones that succeed will attract quality followers. Persistence is key.
In the long run, you need to stay motivated through curiosity.
The most popular commercialization models of crypto KOLs: paid posts, blog sponsorships, KOL private equity investments, advisory/ambassador positions, referrals, selling coins to fans.
또한 추천: Crypto Industry Trends in the First Half of 2024: Ethereum Dominates, and the Proportion of Asian and African 스타트업 Reaches a New High .
공중 투하 기회 및 상호 작용 가이드
공수작전의 물결이 물러가면서, 벌거벗고 수영하는 사람은 누구일까?
Starknet: There is a lot of user loss, but the network quality has not declined significantly; ZKsync: The proportion of real users is the highest and the network quality is good; LayerZero: The user loss is the largest and the network quality has dropped sharply; Blast: User confidence is insufficient and future development is worrying.
Airdrop Tutorial: Step-by-step guide to Sonic Odyssey missions
Early-stage potential projects that must be participated in this week: Movement, WORLD 3
How to make money from the AlienX Park airdrop event on the ALIENX mainnet?
Entry to Binance MVB, Interpretation of Blackwing Protocol Business and Interaction Methods
이더리움과 스케일링
In-depth analysis: How big is the scale of MEV on L2?
Analyzing the adoption of L2 after the Dencun upgrade, gas costs dropped 10 times, the activity on L2 surged (also affected by incentive programs and Sybil activities), and TVL on L2 continued to rise. However, as gas fees decreased, hidden MEV activities gradually increased.
Dencun upgraded L2: similar to Ethereum without Flashbots, but lacks a transaction pool, has a congested network, and has a surge in rollback rates (most likely due to automated trading activities such as MEV robots and Telegram robots).
In the past year, the atomic arbitrage MEV trading volume on six major L2s, including Arbitrum, OP Mainnet, Base, Zora, Scroll, and zkSync, exceeded $36 billion, accounting for 1% to 6% of all decentralized exchange (DEX) trading volume on each chain. These MEV trading volumes were initially concentrated on Arbitrum and OP Mainnet, but have recently gradually shifted to Base and zkSync.
The MEV solution for L2 networks may need to be different from the current Ethereum mechanism, mainly due to the unique characteristics of L2: such as shorter block generation time, lower-cost block space, and a relatively centralized governance structure.
다중 생태학
TON ecosystem is gaining momentum, why do most VCs just watch but not invest?
In the TON ecosystem with ready-made traffic, the rules of the game have also changed.
NotCoin, which is listed on Binance and OKX, did not seek VC financing; Catizen achieved $12 million in revenue without issuing any tokens. Most small game teams do not rely much on VC financial financing. VCs own liquidity problems may also constrain investment in the TON ecosystem. More than one investment institution said, In the future, it is not necessary for all invested projects in the TON ecosystem to issue tokens.
If crypto VCs view the TON ecosystem purely based on the inertia of token investment, it may no longer work.
The key choice for TON official ecosystem construction: traffic-driven rather than asset-driven
In the past, asset-driven development was the core of Web3 project development and operation. However, the TON team did not seem to follow this idea in the process of ecological construction, but chose Web2 projects, or the conventional method of traditional Internet projects – traffic-driven, to guide or support products and build an ecosystem. Its core narrative logic is to break the circle of potential rather than to accumulate asset capabilities.
This also brings a new requirement for developers. If they want to obtain official endorsement, or more bluntly, become a project that the official prefers, the core operating indicators in the cold start phase need to transition from asset-related, such as TVL, market value, number of coins held, etc., to traffic-driven, such as DAU, PV, UV, etc.
Blast’s narrative is perfect compatibility with EVM and perfect solution to killing two birds with one stone.
Due to the high-yield characteristics of Blast, in the long run it will inevitably draw funds from other Layer 2 and the Ethereum chain itself until the profit characteristics of the Blast chain are balanced with those of other chains.
The automatic profit-generating capability of the Blast chain provides fertile ground for the development of DeFi. DeFi projects built on Blast naturally have higher and more stable returns than DeFi projects on other chains, and will also develop faster.
Bankless: Why are we focusing on Base?
Base is positioned on the consumer chain and is deeply integrated with the Coinbase ecosystem (brand, cooperation, marketing, policy).
Base is not yet fully decentralized and does not issue its own tokens.
디파이
PENDLE: DeFi에서 심각하게 과소평가된 새로운 리더
Pendle aims to provide a maturity yield trading market for income-generating tokens. Pendle introduces the concept of principal and interest separation in the traditional financial market into the Defi field, dividing income-generating tokens into principal tokens and income tokens, and providing trading liquidity for both tokens.
Through Pendle, users can maximize asset utilization and realize multiple benefits, bringing new possibilities to the DeFi market. If there is an upward trend in the market in the future, and the price of each token recovers, causing YTs APY to rise accordingly, then Pendle will still usher in another explosive period.
재스테이킹 탐색: Symbiotic, Karak 및 EigenLayer 개요
Eigenlayer offers a more mature solution, as well as the most robust economic security + ecosystem. Symbiotic and Karak are still in a very early stage and still have a lot of room for development while providing multi-chain asset income opportunities.
소셜파이
가장 뜨거운 것부터 최악까지, Friend.Tech의 부흥과 몰락
At that time, everyones idea of FOMO for this product was actually very simple. You could make money by buying keys early, and quickly occupying the fan area of celebrity KOLs became the code to wealth. FT also had a points mechanism, which determined your points level based on your activity, creating the expectation of winning airdrops.
New product model, solid user data, endorsement from top VCs… In the last cycle when people were not arguing about high FDV and low liquidity, and did not regard VC as the opposite, Friend.Tech had these elements and indeed had a good hand.
But compared to other operations and direction choices, the product itself seems to be stagnant. The PUA of the V2 version is too strong, and after looking at several difficult public relations events, it is also playing with fire. SocialFi products such as FT have not found true product-market fit. They are more like short-term speculative products rather than real needs. Coupled with the bad operations in operation, the ending is reasonable.
Web3
DePIN: 이중 곡선의 중첩으로 분산된 가치 네트워크 구축
The DePIN track covers six sub-fields: computing, AI, wireless communications, sensors, energy, and services.
From the perspective of the supply chain, DePIN can be divided into:
-
Upstream: hardware manufacturers and supply-side users who are “miners”.
-
Midstream: project platform, blockchain responsible for data verification and token settlement, and on-chain layer 2 protocol serving DePIN; as well as modular service components for developing and managing the DePIN network (such as platform interface, data analysis and standardization services), SDK toolkit developed by DePIN, API interface, etc.
-
Downstream: Connecting with dApp applications and interfaces on the demand side.
When an organization, product or business reaches the peak of its traditional growth curve, it needs to introduce new innovations or changes to start a new growth curve to avoid stagnation or decline. DePINs business logic naturally points to hardware sales as the first curve of project development, and data value network monetization is superimposed on the first curve as the guiding ideology of the second curve of development; product research and development and operational capabilities are the key to ensuring the growth of the first curve; then how to start the growth of the second curve requires two capabilities, first the organizational capabilities of the decentralized system, and then the service capabilities on the demand side.
Corresponding to the DePIN ecosystem, the project party needs to ensure the smooth operation of the data value network on the premise of having the ability to organize a hardware network to undertake large-scale data transmission, so that the demand side can access smoothly and finally provide high-quality, standardized data services. Finally, the hyperbolic business double growth is completed, forming a positive cycle within the project ecosystem.
DePIN projects that have hardware supply chains and sales channels have greater growth potential; cross-chain interoperability can maximize the value of data; and data credibility is crucial to the development of AI.
이번 주의 핫 토픽
In the past week, Bitstamp: will complete the Mt.Gox compensation distribution work as soon as possible ; the US SEC 결론 its investigation into Paxos Trust Company and Binance USD (BUSD) stablecoin;
In addition, in terms of policy and macro market, Biden admitted that he made mistakes in the debate with Trump and stressed that he would not withdraw from the election ; Fed Chairman Powell will deliver a semi-annual monetary policy report, or urge patience on interest rate cuts ; Fed mouthpiece: unemployment rate shows that the US economy is getting closer to recession ; the US House of Representatives failed to overturn Bidens veto of SAB 121 ;
In terms of opinions and opinions, 10x Research: 비트코인 is likely to rebound to around $60,000 first, and then fall again to around $50,000; K 33 Research: The crypto market may face $4-7 billion in Bitcoin selling pressure in the middle of the year; Andrew Kang: More than 98% of altcoins have peaked in this cycle , and Bitcoin is transitioning to a super-cyclical asset; Coin Metrics: Mining profits are under pressure after halving, and Bitcoin mining companies are about to enter an era of integration; Presto Labs: The BCH selling pressure caused by Mt. Gox will be four times that of BTC; Binance CEO: In the next 12 months, we will focus on progress in areas such as regulation, institutionalization and mainstreaming of cryptocurrencies; Vitalik ETHCC speech highlights: advocate enhanced automated defense against 51% attacks ; Pacman: The prediction market will achieve higher capital efficiency and better price discovery, and is happy to support the construction of the Blast prediction market ;
기관, 대기업, 선도 프로젝트 측면에서는 the HashKey Chain mainnet will be launched in the fourth quarter; the liquidity aggregation investment strategy protocol Doubler has launched an airdrop activity ; the EOS network has launched a 250 million EOS staking reward plan ; DOGS has rapidly attracted fans and has supported the use of Telegram Stars to purchase points ; Jupiter has released 4 updates to optimize LFG , and Sanctum will adopt them when launching the token next week;
데이터 측면에서는 Grayscale survey : If the Ethereum spot ETF is approved, nearly 1/4 of potential American voters will be more interested in investing; 97% of ARB holders are currently at a loss; Galaxy Research Report: The net inflow of ETH ETF is expected to be US$1 billion per month;
In terms of security, DefiLlama co-founder: A series of projects using Square domain name services are at risk of website attacks, including Pendle, dYdX, etc.; Pendle: The website has been closed due to domain name hijacking, the protocol is not affected and user funds are safe ; Pendles domain name has been protected and website/application access has been restored ; Compound Labs: The website has been restored to security , users need to restart the browser to ensure access to the correct domain name… Well, its 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 (0706-0712)
관련: $10억 달러의 가치를 지닌 io.net이 Binance Launchpool에 상장되어 다음 큰 돈이 다가오고 있습니다.
원본 | Odaily Planet Daily 작성자 | 애셔 오늘 아침, 바이낸스는 55번째 신규 코인 채굴 프로젝트가 io.net(IO)이며, 6월 11일 베이징 시간 오후 8시에 IO/BTC, IO/USDT, IO/BNB, IO/FDUSD, IO/TRY 거래 시장을 출시한다고 발표했습니다. 이 소식이 나오자마자 주요 돈벌이 커뮤니티가 즉시 활성화되었습니다. 이어서, Odaily Planet Daily에서 io.net 프로젝트, IO 토큰 경제, 장외 거래를 이해하도록 안내해드리겠습니다. io.net 종합 분석 프로젝트 설명 이미지 출처: 공식 Twitter io.net은 칩을 중심으로 양면 시장을 구축한 분산 컴퓨팅 네트워크입니다. 공급 측은 전 세계에 분산된 칩(주로 GPU이지만 CPU와 Apple iGPU 등도 포함)의 컴퓨팅 파워이고, 수요 측은 AI 모델을 완성하고자 하는 인공지능 엔지니어입니다…
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