주간 편집자 추천 (0817-0823)

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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

투자 논리를 재편하세요: 단순한 강세-약세 사고방식에 작별 인사를 하고 거시 유동성에 집중하세요

Rethinking the market context with a more nuanced quadrant model based on liquidity and token scarcity:

주간 편집자 추천 (0817-0823)

By plotting liquidity and scarcity, we can identify four key market states:

High scarcity high liquidity (e.g., 2021)
High scarcity low liquidity (e.g., 2019)
Low scarcity high liquidity (2025? Rancune predicts liquidity will increase over the next 6-18 months)
Low scarcity low liquidity (currently)

Whether the future of crypto is a return to fundamentals or continued hype will depend on how we invest and build in this space. The market is shifting toward fundamentals for long-term investing, while short-term trading is driven by narrative rotation and attention.

Strategy Testing 02 | OKX and AICoin Research Institute: Grid Strategy

Grid trading is a systematic trading strategy whose core principle is to divide multiple grids within a preset price range and implement counter-trend operations – buy when prices fall and sell when prices rise. This strategy reduces emotional interference by maintaining a balance between long and short positions, automating the execution of transactions, and accumulating profits through frequent small transactions. It emphasizes flexible adjustment of parameters to adapt to market changes, pays attention to risk control and fund management, and is particularly suitable for long-term operations in volatile markets. Although it performs well in sideways markets, it may miss big moves in trending markets. Successful implementation of grid trading requires flexible application of these principles based on specific assets and market environments, while carefully controlling risks and avoiding excessive leverage.

The article also compares the advantages, disadvantages and scope of application of the two strategies, spot and neutral contract grid, by model.

스테이블코인 APY 수익 가이드: 귀하의 암호화폐 자산으로 임대료를 지불하세요

The article sorts out some APY projects that have been discussed in the community recently, mainly stablecoins and derivative tokens. Among them, the TVL of DeFi projects is more than 50 million, and explains the corresponding sources of income. The main source of DeFi is the subsidy of the protocols own tokens, and CEXs financial management projects come from the cooperation between CEX and projects.

Among them are PayPal USD, USDC-Sui, Bybit-USDE, Aave GHO, Binance-TON.

Explore new revenue streams and take stock of 5 revenue strategies this week

Solayer, Mantra, Factor, Camelot, Beefy.

바이낸스 연구 보고서의 부의 코드를 공개합니다. 강조된 미발행 프로젝트는 무엇입니까?

주간 편집자 추천 (0817-0823)

공중 투하 기회 및 상호 작용 가이드

BTC Ecosystem Fractal Testnet is online. How to interact with it without any effort?

Inventory of 11 BTC ecological projects worth interacting with recently (with detailed tutorials)

Binance Labs five investment projects in August

나 나

다양한 체인의 Memecoin 발행 플랫폼 개요: 어디에서 돈을 벌 수 있나요?

Solana——Pump.fun: From attention economy to asset issuance innovation; MakeNow.Meme: Optimization of market making model; Moonshot: Backed by DEX Screener’s natural traffic.

Base——Ape.Store: an extremely similar replica; Rug.fun: a horse racing game; Trugly.meme: from MemeX to Meme 404; Bibobibo: barrage-style social networking.

BNB Chain——Four.meme: The origin of Four; Flap: Advanced PVP.

Tron——Sun.pump: emerged strongly and became popular in one week.

Aptos—— Uptos: platform currency = Mememcoin.

Avalanche—— BellumExchange: Defi Version of Memecoin issuance platform.

Fractal Bitcoin – Satspump.fun.

As platforms become increasingly diverse, liquidity is once again being divided.

온체인 게임에 필수: 보모 수준 체인 스위핑 도구 가이드

The line-viewing tools include Ave.ai and dextools. The monitoring tools include GMGN.AI, BullX, and iCrypto.

The author often uses GMGN.AI Bot and Pepe boost, which cover various functions such as on-chain dynamic monitoring, trading, sniping, etc.

The real truth about pump.fun: 1.4% graduation rate, only 3% of users earn more than $1,000

Since early August, pump.fun has introduced new rules, launched a free token creation function, and provided financial incentives for token creators who successfully completed the joint curve. Under the new rules, the cost of token creation has shifted from the creator to the first buyer of the token, and the creator who successfully completes the joint curve will receive a reward of 0.5 SOL (approximately $80), that is, the migration fee is adjusted to 1.5 SOL.

A total of 1.8 million tokens have been deployed through pump.fun, but the graduation rate (i.e., a market value of more than $69,000 that can be successfully launched on Raydium) is only 1.4%. The developer who deployed the most tokens on pump.fun created up to 3,357 tokens, but only 16 tokens successfully graduated. A total of 10 developer addresses created more than 1,000 tokens, of which the fifth-largest address created a total of 1,915 tokens, but none of them graduated.

The probability of a market value of tens of millions of dollars is only one in a hundred thousand.

The percentage of new tokens created through pump.fun is steadily increasing.

pump.fun has 2.43 million users, with daily active users ranging from 50,000 to 70,000.

Only 3% of users on pump.fun make more than $1,000 in profit.

비트코인 생태계

3분 안에 BTC 생태계의 최근 주요 변화를 빠르게 검토하고 차이점을 확인하고, 차이점을 메우세요.

The Fractal Bitcoin mainnet was launched on September 1; Babylon Bitcoin mainnet staking was launched on August 23; RGB ecological projects began to become active; the first batch of stablecoins on the Lightning Network were launched; the Atomicals virtual machine Beta version was released; runes are still the main transaction type on the Bitcoin network.

이더 리움

비관론이 확산되는 가운데, 이더리움의 전환점은 어디일까?

Ignas sorts out the two housing forecasts for Ethereum prices, as well as the changes in fundamentals that are worth paying attention to (Pectra upgrade).

다중 생태 및 크로스 체인

ArkStream Capital: 애플리케이션 체인의 미래는 밝으며 애플리케이션에 대한 기회가 도래했습니다.

The development of application chains is the result of the combined effect of many factors, including the maturity of infrastructure, intensified competition for block space, and the increasing demand for customized token economic models.
Although dApps and application chains have similarities in business forms, they each have their own advantages and limitations. If you emphasize synergy with the ecosystem, dApps may be more suitable, while if you pursue autonomy and independence, application chains are a better choice.
The development of Cosmos and Polkadot is limited, both due to technical challenges and more due to the high threshold of economic mechanism design and application chain.
The core of application chain development lies in building its own application barriers, making full use of low-cost transactions to promote high-frequency on-chain transactions, and then obtaining traffic and accumulating users. Although technical support and enhancement are important, they are only auxiliary factors, not core elements.
Future application chains will be able to solve existing liquidity fragmentation and interoperability problems through technologies such as aggregation layers, super chains or chain abstraction.
Although the market value or fully diluted valuation of the application chain has received a certain bonus, the real key lies in the product quality and user experience of the application itself.

주간 편집자 추천 (0817-0823)

List of application chain projects

SOL 및 ADA의 실제 TPS 지표에 대한 심층 분석

Solana’s maximum theoretical TPS is 10,000; ADA’s maximum theoretical TPS is 18.

Solana’s current real TPS is 739; ADA’s current real TPS is 0.4.

The author further breaks down how TPS is actually calculated and the factors that affect its display, and advises ADA to pay attention to L1 expansion.

TVL increased 7 times, data review of TON DeFi development in the second quarter

The launch of USDT-TON has increased TON’s TVL by 7 times in Q2 2024, and its average daily active addresses (DAA) have surpassed Ethereum.

DEX protocols have once again gained TVL dominance, which was previously dominated by liquidity staking protocols. This shift stems from the surge in TVL in liquidity pools on STON.fi and DeDust, especially the USDT-TON trading pair pool.

Small protocols showed strong TVL growth in Q2 2024.

This quarter, TON introduced two projects with alternative trade execution models and new derivatives DEXs – the liquidity DEX ION and the jetTON DEX aggregator DEX Diamonds.

TON implements EVM functions through TON Application Chain (TAC).

TonFura aims to improve the overall performance and scalability of applications on the web, providing powerful tools for developers.

세파이 디파이

$1의 신화: 스테이블코인이 은행 폭주라는 저주에서 벗어날 수 있을까?

When a bank or stablecoin issuer holds your money, it has the right to invest it and keep the profits. This gives the issuer an incentive to take risks: if the venture is successful, they can make a lot of money; if the investment fails, it is other peoples money that is lost. In this case, a run may occur.

The banking industry responds to investment risks through prudential and capital supervision, and relies on liquidity supervision, the lender of last resort system and deposit insurance to prevent bank runs.

In the field of stablecoins, issuers should invest funds in relatively safe and highly liquid projects, and they should hold a certain amount of their own capital. In this way, even if the investment project suffers losses, the issuer still has enough funds to repay depositors.

DEX 메커니즘에 대한 심층적 논의: LP 손실은 생각보다 큽니다

The steady upward trend in DEX usage compared to CEX can be interpreted as the result of DEXs continued improvement and significant progress in usability. But recently, a problem has arisen in AMM DEXs, namely that LPs have lost more funds than expected, and the entities that cause LP losses are external participants such as arbitrageurs. As the value generated within the protocol is continuously extracted by external entities, the value flowing to protocol operating participants decreases. Therefore, risks in liquidity provision, such as LVR (rebalancing loss), have become an important topic, and DEXs that can eliminate such risks and quickly adopt newly developed technologies have once again attracted attention. Attempts to mitigate LP profitability risks include: AMM COW Protocol, which captures MEV, and Bunni V2, which out-of-range Hooks.

Liquidity provision (LPing) and profit distribution mechanisms are very important as unique values of DEX. LPing is not only a basic condition for providing a smooth trading environment, but also a passive income generation path provided by LPing, which can also serve as a channel for CEX liquidity to flow into the chain, providing more motivation for market participants to contact DEX. At the same time, the profit distribution mechanism may become the starting point of a self-sustaining economic system or token economy, in which participants contribute and are rewarded according to token incentives in decentralized protocols, which may be the most ideal way to maximize the utility of blockchain and cryptocurrency.

Aave, the core pillar of decentralized finance, is it undervalued?

Aave Protocol metrics continue to grow and have surpassed the highs of the previous cycle, and its excellent earnings quality highlights product-market fit. Despite the strong recovery in fundamentals, Aaves P/E ratio is at its lowest level in three years.

Aaves moat mainly consists of the following four aspects: a good record of protocol security management, two-way network effects, excellent DAO management, and multi-chain ecosystem positioning.

The redesigned token economics will drive value accumulation and eliminate slashing risk. Aave is about to launch V4 and its token economics upgrade, which will further consolidate its market position and bring more attractive risk-adjusted returns to investors. Aaves revenue can grow in a variety of ways: Aave V4; growth is positively correlated with the growth of BTC and ETH as asset classes; growth is linked to stablecoin supply.

게임파이

ServerFi가 GameFi의 생명선이 될 것인가?

ServerFi aims to establish an imaginary community of interests with three core propositions: number of gamers, server value, and contribution-return ratio, in order to achieve the effect of de-Ponzi scheme, but it is also difficult to implement.

Web3, AI

The Meme coin of the same name has skyrocketed 7 times. What exactly is the d/acc proposed by Vitalik?

d/acc is more cautious about the potential threats of AI, believing that the concentration of power may lead to the abuse of AI, so it emphasizes decentralization and diversified participation, so that more people can monitor and influence the development of AI. d/acc believes that through decentralized technology and an open and transparent decision-making process, the risk of AI being controlled by a few people and used to harm humanity can be reduced.

e/acc are more optimistic about the potential threats of AI, believing that the development of AI is an inevitable trend. As long as the development is accelerated, super intelligence can be achieved early and various challenges facing mankind can be solved. e/acc pay less attention to the risks that AI may bring, and are more inclined to believe that technological progress will ultimately benefit mankind.

What can former Google CEO Schmidt’s leaked speech teach us about the crypto industry?

Schmidt seems to have summed up a process law of technological innovation triggering technological and economic changes. First, there is pure efficiency innovation, replacing key components without modifying the structure. Then structural innovation begins, from centralization to decentralization, from centralization to decentralization. Then this structural innovation triggers organizational innovation, bringing huge productivity improvements.

According to Schmidt’s thinking, blockchain and Web3 should represent the right direction. Even if they represent the right direction, it will take time to achieve success. If Schmidt is right, then the application of blockchain and Web3 should explode earlier than AI.

The innovation of blockchain should still start from solving users’ problems. The final outcome is still the token economy.

안전

TonBit 보고서: 2024 TON 생태계 파노라마 관찰 및 보안 연구 보고서

For developers, the key security practices of the TON ecosystem include: access control, verifying message input, checking gas usage, timestamp dependency, integer overflow, rounding error, denial of service, and business logic.

For users, beware of common scams: friends in need of help, phishing sites, investment scams, fake surveys, fake job opportunities, classified ad scams, pump and dumps, romance scams

To avoid online scams and keep your Telegram account safe, follow these basic steps:

1. Enable two-step verification for Telegram: Go to Settings > Privacy and Security > Two-step verification to add an extra layer of security to your account.

2. Verify the contact: Be wary of unsolicited messages, especially those requesting personal information or funds. Confirm the sender’s identity through other means.

3. Check your Telegram account activity regularly: Go to Settings > Devices > Active sessions to check if there are any unknown devices or sessions in your account.

4. Report suspicious activity: If you encounter fraudulent activity, please report it to Telegram.

5. Avoid get-rich-quick schemes: Be wary of these schemes, even if they are recommended by friends or family, they may also be victims.

6. Do not transfer cryptocurrencies to unknown wallets: Before transferring cryptocurrencies, always verify the identity of the recipient to avoid being scammed.

이번 주의 핫 토픽

지난 주에, FTXs restructuring plan has received preliminary support from creditors; Mt.Gox: repaid creditors according to the compensation plan on August 21; Xs public shareholder list: Binance, a16z and other crypto and AI-related companies participated in the investment ;

In addition, in terms of policy and macro market, the Federal Reserve may cut interest rates by 92 basis points this year ; Trump: If elected, he will consider letting Elon Musk serve as a cabinet or advisor ; the US SEC rejected the request to dismiss the lawsuit by Hex founder Richard Heart; 러시아 제국 plans to build two cryptocurrency exchanges to support foreign economic activities;

In terms of opinions and opinions, Economic Daily: Be cautious about virtual currency investment ; Bitwise CIO: Institutions are still increasing their holdings of Bitcoin ETFs in Q2 and most of them are diamond hands, and hedge funds are important participants; Into The Cryptoverse founder: Bitcoins market share will not return to 70% , and other cryptocurrencies such as Ethereum still have room for development; Greeks.live: The market trend is still weak, but the risk of a sharp drop has been lifted , and market confidence has recovered; Analyst: The US dollar may have been overly weak ; 1confirmation founder: In the early stages of entrepreneurship, there is a negative correlation between financing scale and project success ; Binance CEO: The companys financial situation is good and IPO is not considered for the time being . He Yi is a key member of the management; Binance will recruit 1,000 people this year, and compliance expenses will exceed US$200 million;

In terms of institutions, large companies and top projects, Franklin Templeton submitted an S-1 application for a new crypto index ETF ; Delphi Digital launched an institutional accelerator to expand the exposure of crypto protocols to institutions; Sony plans to launch Ethereum Layer 2 network Soneium; Grayscale AVAX Trust pushed AVAX up 10%; Offchain Labs released the Arbitrum technology roadmap , focusing on Stylus, decentralized sorting, ZK proof, etc.; ME Foundation officially launched $ME tokens and was adopted as an ecosystem token by Magic Eden; Babylon launched the first mainnet Bitcoin staking , reaching the staking limit of 1,000 BTC in 3 hours; Grass: Before the airdrop, users need to ensure that the wallet has been associated with the account ; Basenames is officially launched;

데이터에 따르면, 40 funds around the world hold more than 1.07 million BTC ; BlackRocks on-chain asset value exceeds Grayscale , becoming the worlds largest digital asset management company; Analysis: After the Cancun upgrade, ETH burning volume decreased by 84% compared with before the upgrade, and Ethereum revenue decreased by 69% ; The largest holder of WIF has made a profit of more than 68 million US dollars and is buying more and going long on WIF;

On the security front, Jupiter: Malicious Chrome plug-in Bull Checker discovered, users need to delete it immediately… 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 (0817-0823)

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