"Weekly Editor's Picks" is a "functional" column of Odaily Planet Daily. Based on the extensive coverage of real-time information each week, the Planet Daily also publishes many high-quality in-depth analysis articles, but they may be hidden among the information flow and trending news, passing you by.
Therefore, our editorial team will select some quality articles worth spending time reading and saving from the content published in the past 7 days every Saturday, providing you with new insights from the perspectives of data analysis, industry judgment, and opinion output, as you navigate the crypto world.
Now, let's read together:
Investment and Entrepreneurship
How does an old VC who has crossed three market cycles face this round of Meme anxiety?
The polarization in the industry is becoming increasingly severe. On one hand, the industry scale is growing, with TradFi integrating a large amount of Crypto assets into Wall Street through compliant means like ETFs, which has siphoned off liquidity that is hard to convert back into our on-site funds; on the other hand, the strong expansion of populist capitalism and the further compression of the attention economy have made the entire financialization process increasingly simple and crude, with the most Crypto Native approach becoming direct speculation on Memes, a realm that TradFi cannot touch. Only those who find the breakthrough point can win.
The issue with VC Tokens lies in the vicious cycle of the industry's liquidity supply chain, while a healthy ecosystem is one where all participants are willing to buy tokens and are also willing to evangelize.
Meme has become the most unavoidable and absent track-level opportunity in the industry, as it tokenizes thoughts and emotions into products and capital. The token itself is the product, so the product community and the trading community merge into one, forming a synergy.
CEX will change its listing strategy based on market expectations, thus guiding the market direction, while our industry will inevitably fall into a homogenized competitive chaos due to the low cost of asset issuance and liquidity premiums, which everyone will become numb to and weary of. This is the power of cycles.
The $15 billion conspiracy: Where will MicroStrategy send Bitcoin?
MicroStrategy is increasing its Bitcoin holdings through bonds and stock sales, with a thick safety cushion; its next debt repayment date is in 2027, and the only soft threat is Bitcoin whales.
Quick look at the Top 15 BTC holdings profits of listed companies, who has grown nearly 30 times?
With permissionless and standardized financial and application infrastructure, combined with the free flow of capital and enthusiasm for novelty, a great experimental platform for new applications of superintelligence is provided. The article also introduces ai16z, Interface, and Hyperliquid.
The author believes that the ETH Staking sector will be the one with the most direct benefits, and Lido, as a leading project, may also escape its current price predicament.
Meme
With insider traces hard to find, attention should be paid to tokens with few early independent addresses and whose address funds come from Coinbase and Bybit.
Meme Cultivation Manual: What are the golden times for Meme god coins?
After 9 PM Beijing time, the frequency of the Golden Dog starts to significantly increase, with 3-6 AM being the golden period. Even if you miss it, there are still opportunities to get in.
Meme Profit Strategy: If PVP doesn't work, try being a passive LP to enhance returns
In the meme market, trading volatility is in high demand, and sensitivity to price is extremely low. Positioning oneself as a passive LP is an excellent strategy to maximize returns. The article elaborates on the process using BUCK as an example.
Desci becomes the new darling of Meme, a summary of 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).
Selling MEME culture: Is it a wealth code or a bubble trap?
Meme coins are a perfect tool for measuring community value; they are a tokenized expression of culture.
From "speculation" to "investment," is Meme no longer just PVP?
Meme is an unstoppable tokenized community.
Many Memecoin projects that we once thought had "gone to zero" are being rediscovered, and their value may be unearthed in the expectation of being "Listed on CEX" in the future. Additionally, many memecoins that truly represent a community culture are being issued, returning to the original cultural value of Memecoins.
We have already seen signs that the gears of the Meme SuperCycle are slowly starting to turn, as Meme culture steps out of PVP and opens a new chapter.
Targeting users who cannot sit on-chain for long, are slow in playing internal markets, do not want to blindly rush in, often miss out on high surges, are too afraid to chase high market caps, or do not dare to invest too much in low market caps—one can gradually build a position after a significant drop in previously popular concept Memes. The author believes WORM, degenai, OPK, and BITCAT are worth ambushing.
Also recommended are three practical articles: "Step-by-step guide: How Meme novices can follow smart money," "A hundred times overnight? How to use GMGN to play with Meme coins (beginner's guide)," and "Capturing the DeSci craze, a step-by-step guide on how to use Pump.Science."
Bitcoin Ecosystem
When will the wind of the bull market blow into the Bitcoin ecosystem?
Top exchanges are still supporting the development of the Bitcoin ecosystem. Rune has surpassed BRC-20 to become the number one asset protocol in the BTC ecosystem.
Based on past experience, the cycle of bull and bear markets in the Bitcoin ecosystem is 3 to 6 months. Now, it has been half a year since the last bull market, and although there have been ecological hot projects that attracted short-term attention, a large-scale effect has yet to form.
Ethereum
Reviewing 10 ETHGlobal Bangkok hackathon final projects
Multi-Ecosystem
The Base ecosystem quietly brewing hundredfold opportunities, what are the speculative targets?
DeFi
a16z crypto partner: Looking at the future of stablecoins from 250 years of banking history
Stablecoins provide users with an experience similar to bank deposits and paper currency—convenient and reliable value storage, exchange medium, and loans—but appear in a non-collateralized "self-custody" form.
To understand the richness and limitations of stablecoin design, one can draw on the history of banking: which methods were effective, which were not, and why. Like many products in cryptocurrency, stablecoins may quickly replicate banking history, starting from simple paper currency and gradually expanding the money supply through complex loan mechanisms.
The author further evaluates fiat-backed stablecoins, asset-backed stablecoins, and strategy-backed synthetic dollars (despite increased awareness, they do not meet the definition of stablecoins used for trading or storing value).
Stablecoins must first be integrated around a clear, easily understandable, and easily redeemable bank note, similar to how 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 over-collateralized lending institutions to increase, just as banks increase M2 money supply through deposit loans. 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.
In-depth exploration of existing stablecoin models: How to end the currency civil war?
Stablecoins are created when the issuer provides loans and are destroyed through the borrower's repayments. Centralized issuers like Tether and Circle mint tokenized USD, which are essentially digital IOUs based on the USD deposits made by borrowers. Since their debts are backed by various forms of collateral, stablecoin issuers effectively act as crypto banks.
The existing models of stablecoins face issues of fragmentation, counterparty risk, and a race to the bottom in yields.
The future landscape of stablecoins may be divided into three areas: payments, yields, and intermediaries (everything in between). The balance of power among these three parts could end the "currency civil war" and bring much-needed stability to the ecosystem.
Rather than engaging in zero-sum games, this balance will provide a solid foundation for the next generation of DeFi applications and pave the way for further innovation.
Web3 & AI
DeSci: How can on-chain Memes challenge the existing scientific research system?
Currently, the economic scale available in the DeSci market is insufficient to support research funding expenditures; DeSci is still in the early stages of the "market cap dream," with hype being a necessity.
OpenAI drives the AI Agent frenzy, a summary of the development trajectory of Crypto AI Agents
The development of AI Agents in the Crypto field currently has two paths: top-down, developed by AI conceptual projects, leaning more towards infrastructure; and bottom-up, led by the AI Meme craze, driven by independent developers.
The most natural starting point for on-chain AI Agents is DeFi, but first, AI needs to gain financial autonomy.
ai16z has, to some extent, improved the fairness of DAO investments and crypto proposals, and the integration of AI Agents and DAOs is expected to significantly change the future market landscape.
More autonomous on-chain AI Agents will be collectively owned by the community.
Security
Anonymous coders working in the crypto industry may be North Korean hackers
Fake job applicants are testing the cryptocurrency's acceptance of anonymity.
The United Nations reports that 4,000 North Koreans have attempted to infiltrate the tech industry through employment.
In addition to wasting a lot of time, these fake applicants have also damaged a major pillar of the core concept of cryptocurrency. Anonymity and pseudonymity are important values in cryptocurrency. Project teams tend to reject background checks and work at the speed of startups, making them prime targets for illegal recruitment schemes.
Weekly Hot Topics Recap
In the past week, BTC has repeatedly set new historical highs; the popularity of Memes remains strong, with new sectors and hot targets emerging one after another;
Additionally, in terms of policy and macro markets, Gary Gensler may announce his resignation after Thanksgiving; sources say Trump's "Crypto Advisory Committee" will establish the previously promised Bitcoin reserves; WSJ: Trump meets with Coinbase CEO to discuss personnel appointments; Trump nominates Howard Lutnick as Secretary of Commerce; insiders say Trump's team is considering establishing the first crypto-related position in the White House; Bridgewater: Trump may prefer a Federal Reserve Chair candidate more tolerant of inflation; Musk: AGI will appear by 2026 at the latest, and the Optimus robot will reach the Next Level by then; Elon Musk and Vivek Ramaswamy will launch the “Dogecast” podcast for the U.S. government's efficiency department;
In terms of opinions and voices, CZ: Countries will compete to establish Bitcoin strategic reserves; crypto trader Cobie: A Bitcoin market cap of 5-10 times that of gold is more reasonable, as it has become a more scarce interstellar digital gold; Matrixport: Stablecoin inflows hit a record high, indicating strong demand for cryptocurrencies; Matrixport: Bitcoin futures hit an annual high, with spot buying driving the surge; Galaxy's research director: Bitcoin ETF options will reduce volatility and increase the BTC investor base; On November 19, Binance clarified: “Reward-type” BFUSD assets are not stablecoins and have not yet been launched; ZachXBT: Will not assist in investigating Memecoins, as Meme players are not worth helping; Jupiter founder Meow introduces Jupuary and the ultimate vision; Vitalik: Many people in the Ethereum ecosystem like Moodeng; Litecoin: Has no association with projects using the Lester name or likeness on Solana;
In terms of institutions, companies, and projects, MicroStrategy completes a $3 billion convertible note issuance; Trump's media technology group may consider launching a crypto payment platform; ME token economics announced: total supply of 1 billion, with an initial claim ratio of 12.5% for TGE (interpretation); Aptos officially announces Meme coin issuance platform emojicoin.fun is online; STEPN (GMT) project team launches BurnGMT website; eliza vs ELIZA controversy, with multiple plot twists; Vitalik bridges 32 ETH to Base and mints 400 Oracle Patron NFTs (issued by prediction market Truemarkets);
In terms of data, BlackRock's Bitcoin ETF options traded $1.9 billion on the first day; report: 98% of NFT series launched in 2024 have failed, with only 0.2% achieving profitability;
In terms of security, the on-chain trading terminal DEXX was attacked, with most user funds being transferred; DEXX founder: Will compensate for losses, there is no RUG; Pump Science: API key permissions were tampered with, the issue has been fixed and will be relaunched after testing; Cosine: The lending project polterfinance was stolen $12 million due to "empty market" issues; a user suffered an AI poisoning attack, and their wallet was stolen; Sui: An erroneous upgrade code caused network downtime, which has been fixed within 2.5 hours… well, it has been another eventful week.
Attached is the portal to the Weekly Editor's Picks series.
See you next time~
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