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Weekly Editors Picks (1116-1122)

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Haftalık Editör Seçimleri, Odaily Planet Daily'nin işlevsel bir köşesidir. Planet Daily her hafta büyük miktarda gerçek zamanlı bilgiyi kapsamanın yanı sıra, çok sayıda yüksek kaliteli derinlemesine analiz içeriği de yayınlar, ancak bunlar bilgi akışında ve sıcak haberlerde gizlenmiş olabilir ve sizi geçebilir.

Bu nedenle, her cumartesi, editöryal departmanımız, son 7 günde yayınlanan içeriklerden okumaya ve toplamaya değer, yüksek kaliteli makaleleri seçecek ve size yeni ilham kaynağı olacak. kripto Dünyayı veri analizi, endüstri yargısı ve görüş çıktısı perspektiflerinden ele alıyoruz.

Hadi gelin birlikte okuyalım:

Weekly Editors Picks (1116-1122)

Yatırım ve Girişimcilik

Is an old VC who has gone through three cycles of value investment facing this round of meme anxiety?

The polarization of the industry is getting more and more serious. On the one hand, the industry has grown in size, and TradFi has integrated a large amount of Crypto assets into Wall Street through compliant means such as ETFs. This part of liquidity has been taken away, and it is difficult to convert it into our on-site funds; on the other hand, the strong expansion of populist capitalism has further compressed the attention economy, and the entire financialization process has become more simple and crude. The most Crypto Native way has become direct speculation on Memes, which is also an area that TradFi cannot reach. Whoever finds the breakthrough point will win.

The problem with VC Jeton lies in the vicious cycle of the industry’s liquidity supply chain. A healthy ecosystem is one in which everyone who plays on the chain is willing to buy coins and is even more willing to preach.

Meme has become the most important track-level opportunity in the industry that cannot be ignored or missed. What it does is to tokenize thoughts and emotions into products and capitalize them. Token is the product itself, so the product community and the coin community are combined into one, and the two form a synergy.

CEX will change its listing strategy based on market expectations, thereby guiding the market trend. However, our industry will inevitably fall into the chaos of homogeneous competition due to the low cost of asset issuance and liquidity premium. Everyone will kesinliklenitely become numb and tired of this chaos. This is the power of the cycle.

$15 billion conspiracy: Where will MicroStrategy send its Bitcoin?

MicroStrategy has increased its Bitcoin holdings by selling bonds and stocks, so it has a thick safety cushion. Its nearest debt repayment date is in 2027, and the only soft threat is the Bitcoin whale.

Take a quick look at the top 15 listed companies’ BTC holdings profits to see which one has increased nearly 30 times?

Weekly Editors Picks (1116-1122)

Crypto Dopamine Effect: Integration of AI Agents, Social Finance and Young Generation Applications

Permissionless and standardized financial and application infrastructure, coupled with the free flow of capital and enthusiasm for novelty, provide an excellent experimental platform for new applications of superintelligence. The article also introduces ai16z , Interface and Hyperliquid.

Buy the rumor series: Expectations for improved regulatory environment rise, which cryptocurrency will benefit most directly?

The author believes that the ETH Staking sector will be the sector with the greatest direct benefits, and Lido, as a leading project, may also be able to escape the current price dilemma.

meme

Meme Training Manual: Which early buyer characteristics are effective conditions for rising prices?

It is difficult to find insider information, so we should pay attention to the tokens with few independent addresses in the early stage and whose funds come from Coinbase and Bybit.

Meme Training Manual: What time is the prime time for Meme God Plate?

The frequency of Golden Dog trains starts to increase significantly after 21:00 Beijing time, and 3-6 a.m. is the prime time. Even if you miss it, there is still a window to get on the train.

Meme profit strategy: If you can’t win in PVP, try to be a passive LP to increase your returns

In the meme market, where ticaret volatility is extremely high and price sensitivity is extremely low, positioning yourself as a passive LP is an excellent strategy to maximize returns. This article uses BUCK as an example to explain the process steps in detail.

Desci becomes the new favorite of Meme, an article lists 8 popular token projects

Representative Desci Meme tokens include platform-type Desci Meme coins: $RIF $URO, protocol-type Desci Meme coins (Bio ecosystem related – VITA, RSC, ATH, GROW, bio/acc), and donation-type Desci Meme coins (SciHub).

Is selling MEME culture a secret to wealth or a bubble trap?

Meme coins are the perfect tool to measure the value of a community, they are a tokenized expression of culture.

From speculation to investment, is Meme no longer just PVP?

Meme is the unstoppable tokenized community.

The value of many Memecoin projects that we once thought had returned to zero has been rediscovered, and their value may be discovered in the future with the expectation of being Listed on CEX. Many memecoins that truly represent a community culture have been issued, returning to the most original cultural value of Memecoin.

We have seen signs that the gears of the Meme SuperCycle are slowly starting to turn, and meme culture has moved beyond PVP and opened a new chapter.

Introducing a Meme rush method for slow people: How to ambush the next skyrocketing coin after a big drop?

For users who cannot sit on the chain for a long time, are slow to play the internal market, do not want to rush blindly, often miss the super high increase golden dog, dare not chase high due to the large market value, and dare not put too much due to the small market value – you can wait for the once popular concept Meme to plummet, and then gradually build a position. The author believes that WORM, degenai, OPK, and BITCAT are worth ambush.

Three other practical articles are recommended: Step-by-step Tutorial: How Meme Newbies Can Follow Smart Money , A Hundred Times Overnight? How to Use GMGN to Play with Meme Madeni Paras (Beginners Guide) , Ve Capture the DeSci Craze, Step-by-Step Tutorial on How to Use Pump.Science .

Bitcoin Ekosistemi

When will the bull market wind blow to the Bitcoin ecosystem?

The leading exchanges are still supporting the development of the Bitcoin ecosystem. Rune surpasses BRC-20 and becomes the first asset protocol in the BTC ecosystem.

According to past experience, the bull-bear cycle of the Bitcoin ecosystem is 3 to 6 months. Now, half a year has passed since the last bull market. Although there have been some hot ecological projects that have attracted short-term attention during this period, they have never formed a large-scale effect.

Ethereum

10 ETHGlobal Bangkok Hackathon Finalists

Çoklu ekoloji

What are the hype targets of the Base ecosystem that is quietly brewing a hundredfold opportunity?

DeFi

a16z crypto partner: The future of stablecoins from 250 years of banking history

Stablecoins offer users an experience similar to bank deposits and paper money – convenient and reliable store of value, medium of exchange, and lending – but in an unbundled, “self-custodial” form.

To understand the richness and limitations of stablecoin designs, it is useful to draw on the history of banking: what works, what doesn’t, and why. Like many products in cryptocurrencies, stablecoins may quickly repeat banking history, starting with simple paper money and gradually expanding the money supply through complex loan mechanisms.

The authors further evaluate fiat-backed stablecoins, asset-backed stablecoins, and strategy-backed synthetic dollars (which, despite their increased awareness, do not meet the definition of a stablecoin for transactions or storage of value).

Stablecoins must first consolidate around a clear, well-understood, and easily redeemable bank note, much like the way Federal Reserve bank notes gained recognition in the 19th and early 20th centuries. Over time, we can expect the number of asset-backed stablecoins issued by decentralized overcollateralized lending institutions to increase, just as banks increase the M2 money supply through deposit lending. Finally, we can expect DeFi to continue to grow, not only by creating more SBSDs for investors, but also by improving the quality and quantity of asset-backed stablecoins.

A Deep Dive into Existing Stablecoin Models: How to End the Currency Civil War?

Stablecoins are created when issuers make loans and are destroyed through repayments by borrowers. Centralized issuers like Tether and Circle mint tokenized USD, which are essentially digital IOUs issued based on USD deposits made by borrowers. Since their debt is backed by various forms of collateral, stablecoin issuers effectively act as crypto banks.

The existing model of stablecoins suffers from problems of fragmentation, counterparty risk, and a race to the bottom in yields.

The future of stablecoins may be divided into three areas: payments, yields, and the middle layer (everything in between). A balanced power structure between these three parts may end the currency civil war and bring much-needed stability to the ecosystem.

Rather than a zero-sum game, this balance will provide a solid foundation for the next generation of DeFi applications and pave the way for further innovation.

Web3 Yapay Zeka

DeSci: How to use on-chain Meme to challenge the existing scientific research system?

At present, the economic volume available in the DeSci market is not enough to support the expenditure of scientific research funds. DeSci is still in the early stages of its market value dream, and hot speculation is the real need.

OpenAI promotes AI Agent craze, an article sorts out the development trajectory of Crypto AI Agent

There are currently two paths for the development of AI Agent in the Crypto field: top-down, developed by AI concept projects and more infrastructure-oriented; bottom-up, led by the AI Meme craze and dominated by free developers.

The most natural starting point for on-chain AI Agents is DeFi, but first AI must gain financial autonomy.

ai 16 z has improved the fairness of DAO investment and encryption proposals to a certain extent. I believe that the integration of AI Agent and DAO will greatly change the future market landscape.

More autonomous on-chain AI Agents will be jointly owned by the community.

Emniyet

Anonymous coder working for the crypto industry may be a North Korean hacker

Fake job applicants are testing cryptocurrencys acceptance of anonymity.

The United Nations says 4,000 North Koreans have tried to infiltrate the tech sector by getting jobs.

In addition to wasting a lot of time, these fake applicants also undermine a major pillar of the core philosophy of cryptocurrency. Anonymity and pseudonymity are important values in cryptocurrency. Project teams tend to refuse background checks and work at the speed of startups, which makes them a prime target for illegal recruitment schemes.

Haftanın Sıcak Konuları

In the past week, BTC has repeatedly hit new all-time highs; Meme remains popular, and new sectors and hot targets have emerged one after another;

Ayrıca politika ve makro piyasalar açısından, Gary Gensler may announce his resignation after Thanksgiving; Source: Trumps Crypto Advisory Committee will establish the previously promised Bitcoin reserves; WSJ: Trump met with Coinbase CEO to discuss personnel appointments; Trump nominated Howard Lutnick as Secretary of Commerce ; People familiar with the matter: Trumps team is considering establishing the first crypto-related position in the White House ; Bridgewater: Trump may prefer a Fed chairman who is more tolerant of inflation ; Musk: AGI will appear by 2026 at the latest , and the Optimus robot will enter the Next Level by then; Elon Musk and Vivek Ramaswamy will launch the Dogecast podcast for the U.S. governments Department of Efficiency;

In terms of opinions and voices, CZ: Countries will compete to establish strategic reserves of Bitcoin ; Crypto trader Cobie: It is more reasonable for the market value of Bitcoin to reach 5 to 10 times that of gold. It has become an interstellar digital gold that is more scarce than gold; Matrixport: Stablecoin inflows hit a new high, indicating that cryptocurrency demand is strong ; Matrixport: Bitcoin futures hit a new high for the year , and spot buying boosted the rally; Galaxy Research Director: Bitcoin ETF options will reduce volatility and increase the investor base of BTC; On November 19, Binance clarified: Reward-based BFUSD assets are not stablecoins and have not yet been launched; ZachXBT: Will not help investigate Meme coins, Meme players are not worthy of help ; Jupiter founder Meow introduces Jupuary and the ultimate vision ; Vitalik: Many people in the Ethereum ecosystem like Moodeng ; Litecoin : There is no connection with the project using Lesters name or likeness on Solana;

In terms of institutions, companies and projects, MicroStrategy completed the issuance of $3 billion convertible notes; Trump Media Technology Group may consider launching a crypto payment platform ; ME token economics announced: total supply of 1 billion, TGE initial application accounts for 12.5% ( interpretation ); Aptos officially announced the launch of Meme coin issuance platform emojicoin.fun; STEPN (GMT) project launched the BurnGMT website ; uppercase and lowercase eliza vs ELIZA caused controversy, and the plot reversed many times; Vitalik cross-bridged 32 ETH to Base and minted 400 Oracle Patron NFTs (issued by prediction market Truemarkets );

According to data, the first-day trading volume of BlackRock Bitcoin ETF options reached US$1.9 billion ; the report: 98% of the NFT series launched in 2024 have failed , and only 0.2% have achieved profitability;

In terms of security, the on-chain trading terminal DEXX was attacked and most users funds were transferred; the founder of DEXX said: he would pay to compensate for the losses and there would be no RUG ; Pump Science: the API key permissions were tampered with , the problem has been fixed, and it will be back online after the test is completed; Cosine: the lending project polterfinance lost $12 million due to the empty market problem; a user suffered an AI poisoning attack and his wallet was stolen; Sui: the wrong upgrade code caused the network to crash , which was fixed within 2.5 hours… Well, it was another week of ups and downs.

Ekli bir portaldır “Haftalık Editörün Seçtikleri” dizisine.

Bir dahaki sefere görüşmek üzere~

This article is sourced from the internet: Weekly Editors Picks (1116-1122)

Related: Airdrop Weekly Report | 4 new EIGEN token claimable projects; Ethena Season 2 airdrop open for claiming (9.30-10.6)

Original | Odaily Planet Daily ( @OdailyChina ) Author: Golem ( @web3_golem ) Odaily Planet Daily has reviewed the airdrop projects that can be claimed from September 30 to October 6, and also compiled important information about this weeks airdrops. For detailed information, see the text. Puffer Finance Project and air investment qualification introduction Puffer Finance is a liquidity staking protocol based on EigenLayer. On September 30, the project announced that it would distribute 100% of the 4,978,693.376 EIGEN tokens it received from EigenLayer to the community. At the same time, in order to compensate for the airdrop collection problems that users encountered during the EIGEN airdrop due to inaccurate zkLink Nova data, Puffer not only fully compensated users for the EIGEN airdrop, but also issued an additional 50% of…

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