Weekly Editors Picks — функциональная колонка Odaily Planet Daily. Помимо освещения большого объема информации в режиме реального времени каждую неделю, Planet Daily также публикует много высококачественного глубокого аналитического контента, но он может быть скрыт в информационном потоке и горячих новостях и пройти мимо вас.
Поэтому каждую субботу наш редакционный отдел будет отбирать из контента, опубликованного за последние 7 дней, несколько высококачественных статей, на чтение и сбор которых стоит потратить время, и которые подарят вам новое вдохновение в мире криптовалют с точки зрения анализа данных, отраслевых суждений и мнений.
А теперь приходите и читайте вместе с нами:
Инвестиции и предпринимательство
Токены как продукты: как сделать токены востребованными среди людей
Tokens predict the market to some extent, reflecting the collective interest of the crowd in a project moving in a particular direction, and the expected probability of this happening. The mechanism of getting people to buy into a project based on their belief that the project will meet a need in the future is at the heart of venture capital.
Tokens have an unfortunate drawback, which is that as market attention changes, capital will flow with it. One way teams can solve this problem is through narrative surfing, which is to constantly associate their projects with the latest and hottest cryptocurrency value propositions to attract liquidity; another way is to use memes; in addition, excessive financialization of decision-making should be avoided.
Electric Capital: The future is multi-chain, don’t ignore the influence of crypto social and NFT
The future is multi-chain; the developer share in the United States is decreasing; Bitcoin Layer 2 and Base developers are growing; don’t ignore the influence of crypto social and NFT.
раздача по воздуху
Interview with Trusta Labs: The Chaos and Order of Аирдропс
As more and more users (including witches) pour in, the airdrop market is already in a state of too many people and too little resources and is still continuing to intensify. There is a mismatch between users high expectations and the chips that the project can provide.
LayerZeros experiment had some problems in planning and execution. LayerZero failed to clarify the token economic model and airdrop share planning in advance, and the effectiveness of the three major links of self-exposure, screening, and reporting is also questionable. Another recent high-profile airdrop project, zkSync, can completely use LayerZeros list and implement strict witch screening in a relatively gentle way, thereby avoiding stirring up community sentiment again after the trademark issue caused public outrage.
If you want to design a reasonable airdrop, the project team needs to have a top-down design idea for the airdrop and adhere to basic principles such as data-driven, transparent rules, and fairness and inclusiveness.
Для обычных пользователей эффект от раздачи монет постепенно сходит на нет.
Мем
Institutional Meme coin holdings tripled; perpetual swaps saw huge volumes; retail investors showed high flexibility and resilience.
Торговец мем-монетами: Десять купленных вами мем-монет могут быть выпущены мной
Operating a mature Meme project is like putting an elephant in a refrigerator, which only requires three steps: preheating the issuance of coins, market value management, and community maintenance. This mature operating matrix involves the entire crypto industry chain.
Whether they succeed in getting rich or are blocked by Meme, the real active people behind each project are always the grassroots users of the coin circle. The success of Meme coins is never just led by the project owners, but also comes from the carnival of the communitys collective consciousness. The interconnection established by the Meme community is more decentralized. Speculation is also growing wildly in it.
Roaring Kitty is once again a hot topic, here are the top ten memes related to it
GME, AMC, Kitty, Superstonk, WSB, DFV, Keith Gill, Ryan Cohen, Melvin.
Ethereum и масштабирование
Кто зарабатывает больше всего на Уровне 2, имея возможность зарабатывать миллионы долларов в месяц?
Coinbase’s Base generated more than $6 million in cumulative on-chain profits in May, followed by Blast’s $1.5 million and Optimism’s $1.4 million.
Мультиэкология
Exploring the Base chain ecosystem: Besides Meme, what other projects are worth paying attention to?
With the mission of bringing more users onto the chain, Base has become a consumer-facing on-chain application hub in less than a year through branding and marketing activities focused on the community, creators, and developers.
Base has recently seen a surge in users and transaction volume due to market factors such as EIP-4844 lowering aggregation fees and the Meme craze, coupled with internal factors such as the growth of the Farcaster community and the increase in on-chain applications.
Unlike other blockchain ecosystems that focus primarily on DeFi and infrastructure, Base provides consumer-oriented applications similar to traditional Web2 services. This is driven by its unique community and brand, and brings more applications on-chain.
Currently, the Base ecosystem is growing fastest in social and community applications centered on Farcaster. However, new categories of on-chain applications, including content, games, and commerce, are emerging, showing broad potential for user expansion.
We also recommend Market value increased by US$2 billion in one week, reviewing NOTs large-scale wealth creation action .
DeFi
Paradigm invented a new mechanism, MEV tax, which will change the existing DeFi landscape
MEV tax is a novel mechanism that allows applications to capture the MEV they generate themselves instead of leaking it to block proposers. This mechanism takes advantage of competitive priority sorting during block construction, where transactions are sorted in descending order of priority fees, and transactions with higher priority are packaged in blocks first.
Появление налогового механизма MEV может оказать влияние на существующую экосистему DeFi: changing the traditional MEV distribution method; improving the revenue and user experience of applications; solving some problems in DeFi – such as optimizing DEX routing, reducing AMM losses to arbitrage, and reducing MEV leakage of wallet users.
GameFi, SocialFi
О блокчейн-играх: я провел опрос, поговорил с 62 игроками и пришел к 7 выводам
1. В настоящее время количество игр на блокчейне, в которые играют игроки Web3, невелико, в основном менее 5;
2. Основным каналом для игроков Web3 по получению информации об играх на блокчейне является Twitter;
3. 90% игроков Web3 тратят не более 2 часов в день на игры на блокчейне, а 57,5% из них тратят на игры на блокчейне менее 1 часа;
4. Популярность игры является основным фактором, определяющим для игроков решение об участии в блокчейн-игре;
5. 30,6% людей играют в блокчейн-игры из-за геймификации, Fi и других факторов зарабатывания денег. 29% людей играют в блокчейн-игры из-за игрового и насыщенного игрового процесса, что сопоставимо;
6. 38,7% людей отказались от блокчейн-игр из-за исчезновения геймификации или потери привлекательности зарабатывания денег, а 38,7% людей отказались от блокчейн-игр из-за исчезновения игрового процесса или отсутствия удовольствия;
7. Among the highly anticipated blockchain games, the top 5 blockchain games most mentioned by players are: Xterio Ecological Blockchain Games, MATR1X, Space Nation, Pixels, and BAC Games.
SocialFi functional layering: transaction priority or social priority?
The existing SocialFi stack consists of four core layers: the discovery layer – where users discover items they want to buy; the execution layer – where assets are bought and sold; the liquidity layer – where assets are stored and aggregated; and the asset issuance layer – where assets are created.
In SocialFi, most applications choose between two verticalization approaches – the transaction-first approach: first build a trading platform or market where users can trade attention assets (such as Memes), and then evolve into a social/discovery platform; the social/discovery-first approach: first build a social platform, and then gradually add financial elements, making consumers/attention merchants key stakeholders of the platform.
The most successful apps will be those that take a firm stand and are vertically integrated by design, create liquid markets for new types of assets, or otherwise inspire new consumer behaviors.
Веб3
On May 7, four new social apps briefly entered the top 15 protocols by fee generation: Fantasy Top, Friend Tech, Pumpdotfun, YOLO Games. And there is one consumer app that blends speculative and social elements better than the others: Polymarket. The author is also bullish on Farcaster.
In the GameFi space, the top 3 Web3 games that are “most worthwhile” to play for early participants are Nyan Heroes, Metalcore, and Shrapnel.
At the same time, don’t get sucked into excessive bullishness — despite Brave being one of the most successful consumer apps, its BAT token is still trading at 2017 prices.
Безопасность
Recommended Crypto Self-Protection Manual, Learn These Tricks to Save Millions of Dollars .
Горячие темы недели
За последнюю неделю, Nvidia’s market value exceeded $3 trillion, surpassing Apple;
In addition, in terms of policy and macro markets, Biden vetoed the resolution to repeal the SECs crypto asset accounting standard SAB 121; the chairman of the U.S. SEC adjusted his crypto view : from all tokens are securities to tokens lack proper disclosure; Gary Gensler: The start time of Ethereum spot ETF trading depends on the issuers response speed to inquiries; the Hong Kong Securities and Futures Commission updated the list of virtual asset trading platforms, and 11 platforms were deemed to be licensed; Чехия has begun serving his sentence in a federal prison in California; MicroStrategy and its founder Michael Saylor reached a $40 million settlement agreement to end their tax evasion lawsuit allegations; the Shenzhen Financial Bureau issued a Risk Warning on Virtual Currency Trading Speculation; a post-00 college student issued a dog coin and withdrew liquidity in seconds , and was sentenced to 4 years and 6 months for fraud and fined 30,000 yuan;
In terms of opinions and voices, the Wall Street Journal: Roaring Kitty may be removed from the stock trading platform ETrade ; 10x Research: short on ETH, long on BTC ; Standard Chartered Bank: Bitcoin is expected to reach $100,000 before the US election; Arthur Hayes: The wave of interest rate cuts by central banks is coming, and now is the best time to invest in Bitcoin and altcoins; Bitfinex: The Bitcoin bull market cycle may peak in the fourth quarter and hit a peak of $120,000; Vitalik: It is ugly for celebrities to issue Meme coins to make money. If they have characteristics such as public welfare goals, they can get more respect; Uniswap founder: I have no opinion on meme coins or celebrity coins , and it is cool to create a market for memes; Uniswap founder: I agree with the view of Solana co-founder that the uncertainty of DAs long-term value is one of the biggest problems facing Ethereum; Shima Capital founder is suspected of being involved in secret asset transfers, which has caused a crisis of trust;
In terms of institutions, large companies and leading projects, Ark Investment withdrew from the Ethereum spot ETF competition, and 21 Shares said it would continue to move forward; Robinhood announced that it would acquire Bitstamp ; Coinbase launched a smart wallet , which will reduce the number of transaction signatures; Старкнет entered the Bitcoin extension layer and established a million-dollar fund to support related research; io.net launched Binance Launchpool; ТАЙКО opened the first phase of airdrop applications; Ultiverse opened ULTI airdrop приложения; Святилище announced the token economy and airdrop details; Matter Labs abandoned the ZK trademark application; Blast : DApps must allocate all Gold and Points to users before June 25 in order to be counted in the airdrop;
In terms of data, the value of Trumps cryptocurrency holdings exceeded $20 million, doubling in a week; the total value of Roaring Kittys GEM stock and option positions was approximately $586 million;
In terms of security, Japanese crypto exchange DMM Bitcoin was hacked and 4502.9 BTC was stolen, with a loss of US$305 million; Velocore was suspected of being attacked on zkSync and Linea chains, and all liquidity was exhausted. Velocore: The root cause of the attack has been identified , and measures have been taken to prevent attacks by imitators, and it is willing to provide a 10% white hat bounty to hackers; Cosine commented on the suspension of Linea chain after Velocore was hacked: Such decisions are understandable in the early stages, but become less likely as time goes by; A user suffered a loss of US$1 million due to the malicious plug-in Aggr causing web cookies to be held hostage by hackers… Well, its another week of ups and downs.
Прикрепил это портал для Серия «Выбор редактора недели».
Увидимся в следующий раз~
This article is sourced from the internet: Weekly Editors Picks (0601-0607)
В 5:00 утра по пекинскому времени 24 мая Комиссия по ценным бумагам и биржам США одобрила 19 форм b-4 нескольких спотовых ETF Ethereum, включая BlackRock, Fidelity и Grayscale. Однако, несмотря на одобрение формы, эмитентам ETF необходимо сделать заявление о регистрации S-1 действительным, прежде чем они смогут начать торговлю. В опубликованном ранее отчете Galaxy Digital прогнозировалось, что спотовый ETF Ethereum может быть размещен на бирже в июле или августе. Джеймс Сейфарт, аналитик ETF в Bloomberg, недавно заявил, что спотовый ETF Ethereum также может быть размещен в середине июня. Спотовый ETF Ethereum превратился из непопулярного с уровнем одобрения всего 7% в уровень одобрения 75% за одну ночь, а цена ETH неоднократно прорывалась через…
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