icon_install_ios_web icon_install_ios_web icon_install_android_web

Lựa chọn của biên tập viên hàng tuần (0601-0607)

Phân tích6 tháng trước发布 6086cf...
105 0

Weekly Editors Picks là một chuyên mục chức năng của Odaily Planet Daily. Ngoài việc đưa tin về một lượng lớn thông tin thời gian thực hàng tuần, Planet Daily còn xuất bản nhiều nội dung phân tích chuyên sâu chất lượng cao, nhưng chúng có thể ẩn trong luồng thông tin và tin tức nóng hổi, và trôi qua trước mắt bạn.

Do đó, vào mỗi thứ Bảy, ban biên tập của chúng tôi sẽ chọn lọc một số bài viết chất lượng cao, đáng để bạn dành thời gian đọc và sưu tầm từ nội dung đã xuất bản trong 7 ngày qua, đồng thời mang đến cho bạn nguồn cảm hứng mới trong thế giới tiền điện tử từ góc nhìn phân tích dữ liệu, đánh giá của ngành và ý kiến đầu ra.

Bây giờ, hãy đến và đọc cùng chúng tôi:

Lựa chọn của biên tập viên hàng tuần (0601-0607)

Đầu tư và Khởi nghiệp

Token như một sản phẩm: Làm thế nào để tạo ra Token mà mọi người muốn

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.

airdrop

Interview with Trusta Labs: The Chaos and Order of AirdropS

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.

Đối với người dùng bình thường, hiệu ứng tạo ra của cải từ airdrop dường như đang dần biến mất.

Ảnh chế

Bybit Report: The practical significance and enlightenment of institutional and retail investors investing in Meme coins

Institutional Meme coin holdings tripled; perpetual swaps saw huge volumes; retail investors showed high flexibility and resilience.

Người giao dịch tiền meme: Mười đồng meme bạn mua có thể đều do tôi phát hành

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 và khả năng mở rộng

Với hàng triệu đô la kiếm được mỗi tháng, ai kiếm được nhiều tiền nhất ở Lớp 2?

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.

Đa sinh thái

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.

Lựa chọn của biên tập viên hàng tuần (0601-0607)

Chúng tôi cũng khuyên bạn nên 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.

Sự ra đời của cơ chế thuế MEV có thể tác động đến hệ sinh thái DeFi hiện tại: 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

Về trò chơi blockchain: Tôi đã tiến hành một cuộc khảo sát, nói chuyện với 62 người chơi và đưa ra 7 kết luận

1. Currently, the number of blockchain games played by Web3 players is not large, basically less than 5;

2. The main channel for Web3 players to obtain blockchain game information is Twitter;

3. 90% of Web3 players spend no more than 2 hours a day playing blockchain games, and 57.5% of them spend less than 1 hour on blockchain games;

4. Game popularity is the main factor for players to decide whether to enter a blockchain game;

5. 30.6% of people play blockchain games because of gamification and Fi and other money-making factors as attractions. 29% of people play blockchain games because of game-like and rich gameplay, which is comparable;

6. 38.7% of people gave up on a blockchain game because of the disappearance of gamification or no longer having the appeal of making money, and 38.7% of people gave up on a blockchain game because of the disappearance of gameplay or not fun;

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.

Web3

Looking for bull market catalysts: Taking over from Meme, these consumer applications are worth paying attention to

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.

Sự an toàn

Recommended Crypto Self-Protection Manual, Learn These Tricks to Save Millions of Dollars .

Chủ đề nóng của tuần

Trong tuần qua, 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; CZ 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 ; 10 lần 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; Starknet entered the Bitcoin extension layer and established a million-dollar fund to support related research; io.net launched Binance Launchpool; TAIKO opened the first phase of airdrop applications; Ultiverse opened ULTI airdrop ứng dụng; Thánh đường 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.

Đính kèm là một cổng thông tin đến loạt bài “Lựa chọn của biên tập viên hàng tuần”.

Hẹn gặp lại lần sau nhé~

This article is sourced from the internet: Weekly Editors Picks (0601-0607)

Related: Ethereum spot ETF was approved but did not see a big surge. What do industry insiders think?

At 5:00 a.m. Beijing time on May 24, the U.S. Securities and Exchange Commission approved the 19 b-4 forms of multiple Ethereum spot ETFs, including those from BlackRock, Fidelity, and Grayscale. However, although the form has been approved, ETF issuers need to make the S-1 registration statement effective before they can begin trading. A Galaxy Digital report released earlier predicted that the Ethereum spot ETF may be listed on the exchange in July or August. James Seyffart, an ETF analyst at Bloomberg, recently said that it is also possible for the Ethereum spot ETF to be listed in mid-June. Ethereum spot ETF went from being unpopular and having an approval rate of only 7% to an approval rate of 75% overnight, and the price of ETH has repeatedly broken through…

© 版权声明

相关文章