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
Mentougou creditors will sell some BTC, but probably not all. Combined with the transfer of German government tokens, it can be clearly seen that the markets expectations for the decline in token sales precede the actual sale of tokens. During this period, the German government sold a total of 40,000 tokens to the market, about $2.4 billion. At the same time, the demand for BTC ETFs was not enough to provide sufficient support, and the market price fell.
If the compensation from Mentougou is sold out within a month, the selling pressure faced by the market will be similar to that of the German government, with the amount and time of selling being similar. According to the current demand for ETFs, it cannot provide sufficient support, and the price of BTC may fall further.
If the compensation in Mentougou lasts longer (2-3 months), the amount of BTC entering the market every day will not be particularly large, and it will not cause a one-time decline. However, due to the continued expectation of selling pressure, there may be a period of shocks to digest the selling pressure. This also means that it is difficult for the main rising wave to come in the short term.
At present, only 1,545 tokens of Mentougou have been transferred to the exchange, and the rest are still in Mentougous account. It can be considered that the actual selling pressure has not yet entered the market. When the BTC held by Mentougou is distributed to several exchange addresses on a large scale, it may cause a large panic drop, thus forming a plunge.
또한 추천: More than half of Mt.Gox creditors have been compensated, how will these assets be disposed of?
벤처캐피탈 시장 현황: 치열한 경쟁, 특정 분야에 수익 집중
The venture capital industry faces a structural challenge: an excess of capital but few quality assets to invest in, which has led to unsustainable valuation increases and ultimately undermined equity value.
Electric Capital: 1,500개가 넘는 프로젝트를 연구한 후 무엇을 발견했습니까?
Electric Capital’s industry mapping
Quantitative Analysis: Is the Ethereum ETF Really Good for Altcoins?
The conclusion is no.
Buying altcoins to get leveraged exposure to ETH is a bad idea because you will be taking on a lot of additional risk that you may not be aware of. If you want leveraged exposure to ETH, it would make more sense to do a 2x ETH long strategy directly on, for example, Aave. In this case, you can achieve a 100% correlation and a beta of 2.
policy
Cycle Capital: The impact of the US election on asset prices and the main logic of Trump trade
There are three key moments in the future election:
-
The two parties national conventions: The Republican National Convention on July 15-18, 2024, and the Democratic National Convention on August 19-22 will elect the partys presidential and vice presidential candidates, respectively.
-
Second round of candidate debate: September 10, 2024.
-
Presidential Election Day: November 5, 2024.
The election itself cannot be used as a reason for bullish trading. The simple logic that the Democratic Party needs U.S. stocks to keep rising in order to win the election does not hold true . In regular election years, the market faces downside risks around October due to increased volatility.
The main direction of trading the election results (Trump Trade) is to be long CPI, long US bond interest rates (long here is relative to the markets downward expectations, and its meaning is to create resistance to the downward trend of CPI and US bond interest rates rather than an absolute increase), short gold, and long US stocks, but the strength is not as great as the last time Trump was elected; long BTC (it is believed that BTC follows the US stock market more, and the divergence from the US stock market is not sustainable in the long run Trump is crypto-friendly).
SEC 설명: MATIC 등 5대 주요 토큰이 증권으로 간주되는 이유는 무엇입니까?
Each crypto-asset security was offered and sold as an investment contract since its initial offering or sale and was therefore considered a security. For each crypto-asset security, the issuer and promoter’s representations gave investors a reasonable expectation of profit from the management or entrepreneurial efforts of such issuer and promoter (and related third parties). This reasonable expectation exists whether the investor acquires the crypto-asset security through the initial offering, from prior investors, or through a crypto-asset brokerage platform, including the MetaMask Swaps platform.
공중 투하 기회 및 상호 작용 가이드
LayerZero와 ZkSync 에어드롭 이후: 에어드롭의 미래를 잠시 멈추고 검토하고 재고할 때입니다.
The essence of the article mainly reviews the history of airdrops.
또한 추천: An article listing nearly 40 potential airdrop projects and interaction strategies .
나 나
In the meme craze in recent months, event-based memes, celebrity coins and PolitiFi are the main categories of memes. Among them, the three memes with representative targets on both Solana and Ethereum are GME, JENNER and FIGHT.
The article selects the above three groups of meme coins with the best performance on Solana and Ethereum, and conducts comparative analysis in terms of coin issuance efficiency, liquidity and duration: Solana has a first-mover advantage (time efficiency); Ethereum has better liquidity and lasts longer.
Although the 100x Golden Dog that everyone is shouting about is almost all born from Solana, if you enter the market late and are unwilling to join Solanas PvP, then give Ethereum a little patience, and perhaps you can also earn the same 100x.
이더리움과 스케일링
L3 Economic Dilemma: No Profitability Unless Monthly Transaction Volume Exceeds 50 Million
The main economic benefit of L3s is not in revenue generation, but in the value they provide to applications built on them. By drastically reducing transaction costs, L3s enable new applications and business models that may not be economically viable on more expensive L1 or L2 networks, and they allow applications to retain more value at a lower cost. New model opportunities in the future lie in prioritizing fees, using L3s native gas or staking tokens.
다중 생태 및 크로스 체인
필독 가이드: TON 생태계에서 놀고 초기 배당금을 획득하세요
심층 토론: CEX가 자체 체인을 구축하는 데 관심이 있는 이유는 무엇입니까?
Purpose of protogenesis links: Exchanges such as Binance and Coinbase adapt to the rapidly changing market environment by building their own blockchain platforms, strengthening the ecosystem and diversifying revenue models.
Types of protogenesis links: Protogenesis links can be roughly divided into two categories. The first category is token-centric protogenesis links, such as Binance’s ecosystem, which enhances the value of exchanges and ecosystems through their own tokens. The second category is technology-centric protogenesis links, which focus on the performance and functionality of blockchain technology without relying on tokens.
Challenges of protogenesis links: Despite the significant advantages demonstrated by Binance and Coinbase, the development and use of protogenesis links still face huge challenges and regulatory risks. Huobi’s HECO Chain is an example that shows these difficulties and requires a lot of resources to attract initial users and products.
디파이
The article reviews and introduces dAppOS, Symbiotic, Elixir, Mitosis, Infinex, Hyperlane, Shogun, and Infinity Pool from the perspective of airdrops and returns.
Web3
VC와 EigenLayer 창립자 간의 토론: Web3 데이터 소유권은 거짓 주장인가?
Kyle Samani, partner at Multicoin: So-called ownership is actually about exclusivity. It is more likely that legislation will be passed to force big tech companies to provide algorithm choices (similar to the way you choose a browser in Windows) rather than hoping that new networks based on shared open data that require many developers will take off, because the existing network effects are too strong. But even if I am wrong, and the Farcaster model does reach escape velocity to take off, the important attribute is not owning your data, but enabling third-party developers to build on it. Data can always be copied infinitely. Assets are scarce.
이번 주의 핫 토픽
In the past week, the German government address has been “cleared” ; the Mt.Gox trustee has repaid BTC and BCH to some creditors through designated exchanges;
After Trumps shooting, Trump-themed meme coin TRUMP soared , and Polymarket predicted that Trumps election probability continued to hit a new high. Analysts said that the market flocked to non-traditional safe-haven transactions such as Bitcoin ; People familiar with the matter: 엘론 머스크 has donated to the super political action committee that helps Trumps election; Meta will lift the ban on Trumps Facebook and Instagram accounts; Trump: Senator JD Vance is the best candidate for vice presidential candidate ( character interpretation ); Biden: If there is a problem with his health, he will consider withdrawing from the election , and then tested positive for the new coronavirus ;
게다가, in terms of opinions and voices, QCP Capital: Maintain ㅏ medium-term bullish view, the crypto market is ready for a rebound, and Bitcoin will fluctuate between $61,000 and $71,000 in the short term ; Arthur Hayes: We need active crypto legislation , not campaign donations; Vitalik: Dont decide your political stance based on whether you support crypto ; Elon Musk 거부됨 WSJs report that he will donate $45 million a month to support Trumps campaign; Vitalik: There is an imbalance in infrastructure investment , with some types of infrastructure investing too much and other types underinvesting; Bitwise Chief Investment Officer: Ethereum will hit a new high by the end of the year ; The Wall Street Journal: The U.S. SEC plans to announce the effectiveness of the Ethereum ETF registration statement next Monday; Craig Wright (CSW) issued a public statement admitting that he is not Satoshi Nakamoto ; Sanctum founder: Understand the disappointment of deposit users, and there is absolutely no rat warehouse behavior;
기관, 대기업, 선도 프로젝트 측면에서는 the fees of 9 spot Ethereum ETFs have been announced; Bloomberg Terminal has added some Ethereum ETFs to prepare for the opening of trading next week; FTX reached a settlement with the CFTC , and the latters $4 billion claim will be ranked after creditors and interest; issuers such as BlackRock BUIDL and Ondo are interested in participating in MakerDAOs $1 billion Treasury tokenization plan; Arthur Hayes Family Office Fund Maelstorm announced the launch of a Bitcoin developer funding program ; 만드는 사람 launched a new executive vote, involving stability range parameter updates, Spark Proxy Spell and other changes; UX링크 released token economics, and the community airdropped 10% of tokens; Starknet plans to launch the STRK staking function in Q4; Sanctum will introduce dynamic airdrops into the airdrop details; TON Foundation plans to launch Bitcoin cross-chain bridge service TON Teleport BTC ;
In terms of data, Bitwise CIO: Since the launch of Bitcoin ETF, the amount of BTC purchased is more than twice the amount mined by miners; Reddit community survey results show that Mt. Gox creditors are not in a hurry to sell Bitcoin ; Messari released Solanas second quarter report: stablecoin market value, total economic value, daily paid active addresses increased, and Sanctum performed well;
On the security front, Indian crypto exchange WazirX was hacked , resulting in losses of more than $230 million; LI.FI was hit by a vulnerability and has now fully resumed operations ; FTX reminded users to beware of phishing emails and fake websites impersonating FTX debtors… Well, its 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 (0713-0719)
Related: SignalPlus Volatility Column (20240719): A Basin of Cold Water
The bankrupt Bitcoin exchange Mt.Gox reported multiple unauthorized attempts to log into creditor accounts in the past 24 hours, causing creditors to worry about the safety of their remaining assets and possible selling pressure on the currency price. The market may be worried that the incident will have an adverse impact on the short-term currency price. Coupled with the sharp drop in ETF traffic in the past two days, the gradually spreading risk aversion has spawned a sell-off of assets, causing the BTC price to pull back below $64,000, testing the key support level again. Source: TradingView; Farside Investors In terms of options, the overall implied volatility level has been relatively stable since yesterdays sharp decline, but it is still at a recent high. There are three changes worth noting.…
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