《每週編輯精選》是Odaily星球日報的功能欄位。星球日報除了每週報道大量即時資訊外，還發布大量優質深度分析內容，但它們可能隱藏在資訊流和熱點新聞中，與你擦肩而過。
因此，每週六，我們編輯部都會從近7天發布的內容中精選出一些值得花時間閱讀和收藏的優質文章，為您帶來新的啟發。 加密貨幣 從數據分析、產業判斷、觀點輸出的角度看世界。
現在，請和我們一起閱讀：
投資創業
The rhythmic signs of the four stages: rebirth, excitement, ecstasy, and disconnection.
市場 FOMO sentiment is high, these indicators are worth paying attention to
One notable indicator is the True Retail Long percentage, which is abnormally low at just 40%, which is at the 20th percentile over the past 90 days. In addition, open interest (OI) is at the 99th percentile. This dynamic echoes the situation on November 7, when the True Retail Long percentage was even lower at the 12th percentile and the OI was also very high. Historically, when OI is high, low retail long positions tend to lead to short positions being squeezed out, resulting in large rallies.
In derivatives market leverage data, top traders continue to favor long positions, with the leverage spread between average longs and shorts once again exceeding +10, a strongly bullish indicator.
In addition, other factors need to be considered comprehensively, such as fundamentals, policies, etc.
Unveiling the secrets of “news 貿易”: Buy the coin 2 seconds after it is listed and make tens of millions in 10 minutes?
The basic operations of Formula News are revealed – by writing scripts, renting servers, writing automatic trading programs, and then monitoring certain favorable events such as Binance listings and Upbit listings, it is often possible to reap considerable profits by being one step ahead.
空投 機會和互動指南
Be the first to interact, an article to review DePIN zero-cost projects
DAWN, Gradient Network, Rivalz Network, Nodepay, Nexus Network, Network 3, Uplink, BlockMesh Network, PinGo, Oasis AI, Functor Network, Teneo.
迷因
Meme super cycle, which stocks are worth paying attention to?
The article is categorized into dog series, frog series, other animals, and AI, and compares in detail the rebound and current market value of representative Meme coins since Trump took office.
Murads personal experience and industry insights.
It is recommended to hold selected high-quality Memecoins for a long time. The key to investing in Memecoin lies in community strength and diamond hands. Centralized exchanges are still the key source of liquidity for Memecoin. Solana is the preferred platform for Memecoin, but multi-chain is the future trend.
Keep a steady mind, research the community, make diamond hands, and dont let anxiety distort your movements.
也推薦： Support narrative, re-entrepreneurship, Litecoin concept, what is the Meme market rushing towards?
比特幣生態系統
BeWater Research｜隨著「利益」的腳步，BTCFi生態成長的背後做了什麼？
BTC LST represented by LBTC and SolvBTC.BBN has grown rapidly in recent months with the launch of Babylon, becoming another emerging force in the BTC-pegged asset market. The current BTC LST market size has reached 25.6K BTC.
Driven by the demand for interest-bearing underlying assets, the BTC liquidity staking and points derivatives market is gradually becoming a new growth point in the BTCFi field.
Core, BOB and Corn are representative growth cases in the BTCFi field in the second half of the year: Core focuses on the large-scale BTC LST assets in the growth period to leverage their strengths; Corn cooperates with Pendle to introduce point derivative gameplay to quickly seize the incremental market; BOB attracts liquidity by enriching the ecology and liquid staking services; the series of actions around interest-bearing in each ecology have greatly activated the liquidity of BTC assets.
With the gradual release of BTC liquidity in the future, the on-chain asset accumulation scale in the BTCFi ecosystem still has huge growth potential.
以太坊和擴容
Looking Ahead to 2024: A Year in Review of the Ethereum Ecosystem
At Devcon SEA, Ethereum Foundation researcher Josh Stark reviewed the Ethereum ecosystem this year.
Hack VC: Gains and losses on Ethereum’s modularization journey
Ethereum’s shift to a modular architecture has led to a drop in ETH prices due to reduced fees and token burns. The picture is different when the total market cap of Ethereum and its modular ecosystem are combined. In 2023, the value generated by Ethereum’s modular infrastructure tokens is comparable to Solana’s total market cap, at around $50 billion. But in 2024, they underperformed Solana overall. In addition, the gains from these tokens have primarily gone to the team and early investors, not to ETH token holders.
From a business strategy perspective, Ethereum’s modular transformation is about maintaining its ecosystem dominance. The value of a blockchain is reflected in the size of its ecosystem, and while Ethereum’s market share has fallen from 100% to 75% over the past nine years, it’s still quite significant (compare this to Amazon Web Services, the leader in Web2 cloud computing, which has fallen from nearly 100% to 35%).
In the long run, the biggest advantage of Ethereum’s modular strategy is that it enables the network to cope with future technological advances to avoid being eliminated. Through its Layer 2, Ethereum successfully survived the first major challenge of the Layer 1 blockchain, laying the foundation for its long-term resilience (although there are some trade-offs).
Why is Beam Chain a major boon for Layer 2?
BeamChain is just an upgrade of BeaconChain, which does not affect the execution of Ethereum chain. It is still a proposal, and it is still a long time before it is officially launched. It fully follows the roadmap of Ethereum. The emergence of BeamChain is entirely to cater to the plan of Ethereum roadmap and make a series of necessary preparations.
After SNARKs, the overall framework of Ethereum changed from storing and computing to verify all data to only verifying Proof proofs, which naturally achieved a major expansion. However, this expansion is the result of the ZK-ization of the underlying data structure logic, and is not the same as the expansion of layer 2. One is responsible for reducing operating costs, and the other is responsible for traffic and user application scenarios.
多元生態
Under the vision of “Trump Promise”, is there still hope for TON’s growth?
If Telegram Wallet takes on the CEX experience, TONSpace and DEX can interact on PC and mobile terminals, and Telegrams MiniApp and Bot will also be the trading front end of DEX or CEX functions. These designs meet the optimization of trading experience, but the native interaction part on the back-end chain is obviously backward.
對於TON上的交易，前端入口必須大量存在於Telegram。 DEX還需要像Jupiter、Balancer等增加業務的複雜度，以實現所有用戶的平衡，無論他們是用戶、代幣提供者、流動性提供者還是平台開發人員。每個角色都需要一定的精細化功能來配合。
In this round, there is a need for practical help in ecological diversification, which requires the maturity of DEX and DeFi.
The infrastructure is not yet perfect. For example, the gas cost of a cross-chain transfer is about 0.04 ETH (130 USD), and the gas cost of on-chain swaps is also relatively abstract. Later, the developer explained in the community that Unichain has not yet been officially launched.
Unichain作為L2設計，主要定位是促進更有效率的DeFi互動。目前生態的整合主要集中在DEX上，後續基礎設施和應用將隨著主網的上線整合。
There is no innate meme culture on Uni. The memes on Unichain are most likely PVP, and the possibility of track-level alpha appearing is very small.
也推薦： Detailed explanation of the winning projects in the seven tracks of the Solana Radar Hackathon 和 At the time when SUI reaches a new high, lets talk about the differences between the three major Move public chains from the users perspective .
去中心化金融
Prediction markets as they exist today are an extremely useful tool for the world, with potential applications in social media, science, journalism, governance, and other fields. 資訊 finance is a discipline that requires you to: start with a fact you want to know; and then deliberately design a market to extract that information from market participants in an optimal way.
Information finance will refine human judgment, the market is the engine, and other non-financial trust mechanisms are the steering wheel.
In addition to prediction markets, other use cases for information finance include personal tokens, advertising, scientific peer review, and public goods funding.
Many markets are likely to have a combination of AI and human involvement, especially if the volume for a particular problem suddenly goes from small to large.
美國大選後，Polymarket和預測市場熱潮還會持續多久？
10月份，Polymarkets網站的訪問量達到了3500萬次，是FanDuel等熱門賭博網站訪問量的兩倍。其對美國大選的預測經常被《華爾街日報》、彭博社等主流媒體引用。這一增長表明 Polymarket 已從加密領域的知名項目發展成為可以接觸主流受眾的平台，標誌著公眾採用 Web3 的一個期待已久的里程碑。
截至11月3日，共有327,000名用戶，其中一半註冊用戶保持活躍狀態。這些活躍用戶中，約8萬名用戶關注與美國大選相關的市場，其餘24.7萬名用戶則涉足其他市場類別。這表明，對非選舉市場的大量參與反映了用戶對該平台的持續興趣，即使在選舉週期結束後，這也可能支持該平台的持續成長和相關性。
Polymarket 尚未確認其發行代幣的計劃。該公司正在探索引入代幣來驗證現實世界事件結果的可能性，但尚未做出正式決定。
NFT, GameFi
OpenSea 2.0有哪些亮點？早期測試人員透露了新版本的詳細信息
The upgrades include: a new user interface; an optimized Profile page; XP retroactive rewards will be distributed to users, and the first season of XP events will be held; as users collect more and more XP, the true value of XP will become more and more prominent.
The challenges facing OpenSea are multi-dimensional. On the one hand, it needs to compete with Blur for market share and user resources. On the other hand, OpenSea needs to find an effective way to reignite consumers interest in NFT.
The MAU of 820 Telegram projects has dropped sharply, and the trend is unstoppable. Among the 820 projects, 249 projects showed an increase in October, while 491 projects fell.
The appeal of old projects is gradually weakening, and the growth momentum of new projects is insufficient. The entire ecosystem is in urgent need of new stimulation and direction. From top projects to small projects, none can avoid the impact of declining activity. 這一趨勢反映出當前生態系統缺乏用戶黏性和創新驅動力，迫切需要新的策略和敘事來刺激成長並重新獲得用戶信任。
Web3 AI
The intersection of AI and cryptocurrency is reaching new heights, driven primarily by AI agents; momentum is strong and will likely see significant growth in the coming weeks and months.
The essential characteristic of AI agents is that they can plan and execute tasks autonomously, working towards a set goal without human intervention.
Traditional banking and payment methods usually require manual identity verification, making cryptocurrency a natural choice for the AI agent economy.
But current crypto AI agents are closer to demonstration than real-world application.
本週熱門話題
In the past week, BTC has repeatedly hit new highs ( collection of opinions from all parties ); Musk transaction once swept the speculative market, affecting Dogecoin, Tesla and related funds;
In addition, in terms of policy and macro market, Powell : Will not leave the Federal Reserve due to Trumps request; Trump: Elon Musk and Vivek Ramaswamy will lead the government efficiency department ; Elon Musk: All actions of the government efficiency department will be announced online to achieve maximum transparency ; Elon Musks campaign organization spent $200 million to support Trumps campaign ; Trump proposed to pay Harriss $20 million campaign debt ; The U.S. Department of Justice accused Polymarket of allowing U.S. users to trade and launched an investigation into it; Gary Gensler delivered a review speech; Hong Kong Stock Exchange launched a series of virtual asset indexes; South Korean financial authorities investigated Upbits KYC violations;
In terms of opinions and voices, a16z crypto: In the new crypto regulatory environment, tokens are expected to become legal and compliant tools ; CZ: As Bitcoin continues to hit record highs, investors should properly manage risks ; Bitwise CEO: The rise in Bitcoin prices will not trigger concerns similar to overvaluation of stocks ; PlanB: Bitcoin is entering the vertical rise phase of the S curve, suggesting that the bull market has arrived ; Glassnode: If Bitcoin approaches $94,900 , it may show a slowdown in demand; CryptoQuant CEO: Bitcoin in the price discovery stage is more prone to sharp rises and falls ; Michael Saylor: Bitcoin will not pull back to $60,000, and will continue to rise, with $100,000 in sight ; Standard Chartered Bank analyst: It seems inevitable that SOL will hit a new high before the end of the year , and its performance may exceed Bitcoin; Snowden called for decentralization and questioned the potential impact of VC on Solana ; Bankless co-founder: Justin Drakes proposal may involve adding native zkEVM to Ethereum ;索拉納聯合創辦人 Anatoly Yakovenko : Execution is the only moat, and commercialization is the key to success;
從機構、大公司、龍頭專案來看， Tether launched Hadron, an asset tokenization platform; Justin Drake, a researcher at the Ethereum Foundation, proposed Beam Chain, the final design of Ethereum, at Devcon; ENS Labs plans to launch its L2 network Namechain by the end of next year; PYUSD uses LayerZero to simplify transfers between Ethereum and Solana; Dune acquires smlXL supported by a16z and launches a new product Dune Echo ; LTC has risen sharply in a short period of time since it positioned itself as a Meme coin , and many projects followed suit ; 西安 launched token airdrop query; 倉鼠格鬥 : Season 2 is about to start, and plans to change the game mechanism and economic model; the founding team of the blockchain game Parallel announced that it will actively extend the token lock-up period by 10 years ; after McDonalds hinted that it would cooperate with Doodles , the floor price of Doodles rose by more than 50% in a single day;
According to data, on November 12, hedge funds attempted to profit from the spread of BTC basis trading , and the CME basis is currently close to 18%;
In terms of security, the official X account of the 無線IF community was suspected to have been stolen… Well, its another week of witnessing history.
隨附的 是一個入口網站 到「每週編輯精選」系列。
下次見~
This article is sourced from the internet: Weekly Editors Picks (1109-1115)
Related: From an investors perspective, how to understand the Alpha nature of the BTCFi track?
Written by: JiaYi 23,500 BTC, what level is it? As an investor who is optimistic about Bitcoin and related tracks in the long term, I have invested in multiple BTC track projects, such as Babylon, Bouncebit, Yala, Lorenzo and Solv, etc. In particular, Solv recently released a major update and launched SAL (Staking Abstraction Layer), which has shown good steady growth momentum in operations and community support. Currently, 23,500 BTC have been pledged on Solv. Except for Block.one and the long-defunct Mt.Gox, this number is second only to MicroStrategy (252,220 BTC) and Tesla (252,220 BTC), and higher than Marathon, Hut 8 and other mining companies. What is the main battlefield of BTCFi? In other words, what problem does BTCFi want to solve? This is also a must-answer question for the…
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