Happy New Year! The "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 hot 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
The AI sector is shining, with a surge in financing numbers in Q4 2024.
On-chain Data Interpretation: When Will the New Round of Altcoin Season Start?
Condition 1 for Altcoin Season: Evaluation of Capital Overflow Conditions (indicating the possibility of capital overflow);
Condition 2 for Altcoin Season: Capital Inflow of Mainstream Assets (indicating overall sentiment and risk appetite);
Condition 3 for Altcoin Season: Positive Momentum of Dispersed Altcoin Market Capitalization (indicating liquidity tilt).
When all conditions are met, it is highly likely that the altcoin season is coming.
Currently, Condition 2 is met, but Conditions 1 and 3 are not; thus, we can consider that the foundation for starting the altcoin season is present, but liquidity is still concentrated in mainstream assets (especially BTC), and there hasn't been much overflow of funds into altcoins.
Delphi CEO: My 20 Favorite Crypto Projects for 2024
HyperLiquid, Polymarket, Farcaster, Ethena, Gunzilla, Lighthouse.One, Pump.Fun, Truth Terminal, GOAT, VIRTUAL, MetaDAO, MetaLeX, Sandwich, 9dcc, DeBridge, Echo, Legion, Kaito, Grass, Ostium, Moonwalk Fitness.
Sabi Brother's trading strategy is characterized by a distinct focus: not on narrative valuation, but on on-chain monitoring and strict profit-taking and stop-loss rules. He emphasizes that by setting clear profit-taking and stop-loss strategies, trading can be freed from the interference of subjective emotions. At the same time, he points out that trading logic needs continuous optimization. Initially, he focused on the trading behaviors of smart money on-chain, then expanded his focus to team trading behaviors (conspiracy groups), and finally to the key address behaviors of individual tokens. Through in-depth analysis of these on-chain activities, he continuously improves the accuracy of trading decisions.
Summarizing his successful experience: data-driven and continuous optimization, patience and discipline, building cognitive and cash flow pillars.
Also recommended: 《redphone: 25 Predictions for 25 Years and 23 Most Promising Coins》《Top 10 Crypto VCs 2025 Outlook: Stablecoins Generally Optimistic》《Dragonfly Partner: Six Predictions for the Crypto Industry in 2025》。
Airdrop Opportunities and Interaction Guide
Treasure List: 15 Airdrop Opportunities for 2025
Jupiter, Optimism, Ethena, Blast, Starknet, Grass, Arkham Exchange, Saga, Sei, zksync, EigenLayer, Magic Eden, Puffer Finance, Hyperliquid, Aptos.
Treasure List: Potential Large Market Cap Airdrop Opportunities in Q1 2025
Pump.fun, Linea, Monad, Berachain, Story Protocol, Babylon, Polymarket, Particle Network, Lombard, DuckChain.
Meme
Ecological Competition and Evolution of Memecoin Issuance Platforms
Also recommended: 《This Week's Continued Focus on ai16z Series, DRUGS, New Focus on METAV, fxn》《Review of Meme 2024 Annual Figures: Scammers, Big Players, Influencers…》。
Ethereum
Five Major Upgrades for Ethereum in 2025: What Directions Will They Optimize?
The article introduces EIP-3074, EIP-7251, EIP-7002, ERC-7683, and ERC-7841.
Multi-Ecosystem
From Developer Ecosystem to Supply Chain: Solana's "AI Ecological Conspiracy"
From the infrastructure "various DePin projects" that choose Solana for its high throughput and response speed providing computing power and datasets, to the basic tools for AI Agents "Solana Agent Kit, Zerepy, ElizaOS, arc, etc.", to integrated tools "griffain, etc." that are already prepared. Developers of AI Agents only need to unleash their imagination and find potential use cases for users. Infrastructure, supply side, and usage scenario pathways complete a full supply chain closed loop, which is Solana's conspiracy and will be the most efficient output method for Crypto AI.
Review of the Most Popular Projects in the Sui Ecosystem for 2024
The most popular projects based on community attention are Walrus, Sui Name Service, DeepBook, Cetus, Suilend, NAVI, Aftermath Finance, Scallop, Turbos, Tradeport. The most popular projects based on data indicators are Wave Wallet, BIRDS, FanTV, Aylab, Fomo, Walrus, SuiLink, NAVI, Scallop, Cetus.
Also recommended: 《With the Mainnet Launch Approaching, A Look at 22 Ecological Projects Set to Join Abstract Chain》。
CeFi & DeFi
2024 Annual Derivatives Exchange Report: Reshaping the Landscape and Analyzing Key Differences
Binance leads the market with an average daily mainstream contract trading volume of $40 billion, consolidating its industry leadership with strong liquidity and a broad user base.
OKX ranks second with an average daily mainstream contract trading volume of $19 billion, establishing a solid foundation for the platform's sustainable development through its leading asset reserve proof mechanism.
Bybit holds the second position in the global exchange spot market with an average daily spot trading volume of $2.3 billion, while experiencing over $8 billion in capital inflow in 2024.
Crypto.com finds breakthroughs in specific areas, gaining market share through innovative features and user experiences.
Deribit dominates the options track, holding 82.2% of the Bitcoin options market share, establishing its leadership in the professional derivatives field.
Hyperliquid, as a leading on-chain exchange, promotes the industry towards transparency and efficiency with decentralized perpetual contracts and margin trading.
The Spring Breeze and Obstacles of the New Narrative of PayFi
PayFi has many advantages, such as improving capital efficiency, and serves as a central hub tightly connecting traditional financial institutions, merchant networks, DeFi, and RWA.
The marginal improvements brought by PayFi to cross-border payments and subscription billing are most evident, making it the most likely area for early adoption.
DeFi Taxation? Insights into Everything in the On-chain Goblet of Fire
Regulations consider that DeFi trading has significant similarities with the securities trading process (determining that DeFi brokers provide services that facilitate trading and have the ability to obtain customer information). DeFi brokers are required to submit information reports to the IRS, assist clients in accurately reporting taxes, and ensure compliance (KYC, anti-money laundering, etc.).
Choosing to accept broker recognition or decentralizing the project, the higher the degree of decentralization, the lower the likelihood of being recognized as a broker. The ideal future for DeFi is: decentralized front-end, non-upgradable contracts, on-chain autonomy, and token functionalization to build its own network.
Also recommended: 《CoinW Research Institute: Hyperliquid User Operation Guide》《Overview of Hyperliquid: Product Status, Economic Model, and Valuation》《Explaining Why I Remain Bullish on HYPE Based on Trading Volume, Fees, and Revenue》。
Web3 & AI
Eliza (market share about 60%, market cap around $900 million when the original author wrote, approximately $1.4 billion at the time of publication) will continue to dominate market share. Eliza's value lies in its first-mover advantage and accelerated adoption by developers, as evidenced by 193 contributors, 1,800 forks, and over 6,000 stars on GitHub, making it one of the most popular software repositories on GitHub.
G.A.M.E (market share about 20%, market cap around $300 million when the original author wrote, approximately $257 million at the time of publication) has developed smoothly so far and is experiencing rapid adoption. As announced earlier by Virtuals Protocol, there are over 200 projects built on G.A.M.E, with daily request counts exceeding 150,000 and a weekly growth rate of over 200%. G.A.M.E will continue to benefit from the explosion of VIRTUAL and may become one of the biggest winners in the ecosystem.
Rig (market share about 15%, market cap around $160 million when the original author wrote, approximately $279 million at the time of publication) features a modular design that is very appealing and easy to operate, expected to dominate the Solana ecosystem (RUST).
Zerepy (market share about 5%, market cap around $300 million when the original author wrote, approximately $424 million at the time of publication) is a more niche application specific to a fervent ZEREBRO community, and its recent collaboration with the ai16z community may generate some synergistic effects.
Proactively Layout Future Narratives: What Should Be Focused on in the AI Agent Track in 2025?
Do not limit yourself to a single ecosystem. Be flexible, seek true value, and avoid getting caught up in factional struggles. A successful agent needs to possess two core elements: uniqueness and practicality. Additionally, if the team can master "the art of attracting attention," it will be an extra bonus: creating an engaging backstory or brand image around the agent; rapidly and continuously launching new features to maintain innovation; actively listening to and meeting the needs and expectations of the community.
Current market narratives and functions of the most attention-grabbing agents include: acquiring and providing Alpha information, investing in DAOs, on-chain trading, developer tools, TEE.
Emerging narratives worth paying attention to in 2025 include: DeFi agents, NSFW agents, robots, data-driven agents, gamification of agents, collective intelligence, and infrastructure development.
A Review of Popular AI Agent Launchpad Platforms
VVAIFU, HAT, ALCH, MAX, VIRTUAL, CLANKER.
Market Cap Reaches $5 Billion: Analysis of Current Popular Narratives in the VIRTUAL Ecosystem
There is a noticeable increase in projects with strong backgrounds, and "AI + other fields" has become a new hotspot, while AI development tools and frameworks are not the mainstream narrative.
Overview of Popular Memes Driven by AI Agents and DeSci
AI Agents focus on the trend of value investment in blockchain + AI, aligning with market technological development expectations and having stronger potential for breakout; while DeSci benefits from discussions between CZ and Vitalik, Binance Labs' investment in BIO Protocol, and various promotions of DeSci projects like AmionChain led by a16z. In an environment of insufficient market innovation, although AI and DeSci are not concepts that emerged in 2024, after a year of development, AI Agents and DeSci will still be major points of speculation in this bull market.
Emerging Narratives: A Glimpse into the Present and Future of DePIN
DePIN creates a "resource sharing + economic incentive" bilateral market by linking hardware with blockchain. A complete DePIN network consists of project parties, off-chain physical devices, suppliers, and demanders, with a basic operational model divided into five steps: off-chain hardware devices, proof, identity verification, reward distribution, and demand matching.
Current DePIN projects are divided into two directions: one focuses on the intermediate layer of DePIN; the other focuses on expanding the demand side of DePIN.
Trends in DePIN development include: integration with Web2 application scenarios, lowering hardware thresholds, financialization, and mutual nourishment between DePIN and AI.
When examining potential projects, attention should be paid to the following factors: hardware and token economic design.
Also recommended: 《2024 Review of Popular AI Agent Projects: Transitioning from Meme to Infrastructure Tokens》《Comparative Analysis of Griffain and Neur: Who is the Best Solana AI Assistant?》《Virtuals Official Annual Summary: From Ecological Construction to Creating a Digital Nation for AI Agents》《Interview with Virtuals Co-founder: Professional Applications and Infrastructure for the Agency Economy are Two Major Directions for Future Unicorns》《ai16z Ecosystem Explosion: A Review of Related Concept Projects》《Solana AI Hackathon Becomes a "Golden Dog" Manufacturing Machine: A Look at Noteworthy Launched Token Projects》。
Weekly Hotspot Recap
In the past week, in terms of policy and macro markets, the U.S. Treasury and IRS finalized tax reporting requirements for specific cryptocurrency brokers; the central bank released the China Financial Stability Report (2024), mentioning compliance progress for cryptocurrency in Hong Kong; Do Kwon stated in a hearing at the Manhattan federal court that he pleads not guilty to fraud charges in the U.S.;
In terms of opinions and statements, Bill Hughes: The tax reporting requirements for specific cryptocurrency brokers in the U.S. may face challenges in court and Congress; Donald Trump's son met with Michael Saylor at Mar-a-Lago and mentioned Bitcoin; Alex Thorn: Three potential options for addressing the IRS broker rules are no front-end, non-upgradable contracts, or no-fee DeFi applications; Hong Kong Legislative Council member Wu Jiezhuang: It is possible to pilot the inclusion of Bitcoin into Hong Kong's foreign exchange fund assets; Federal Reserve's Daly: Cryptocurrency should not be confused with gold, and it is far from becoming "currency"; Globalt Investments executive: They will consider increasing their Bitcoin holdings, but the portfolio share may not exceed 5%; Trader Peter Brandt: Bitcoin may be shifting to a “Hump Slump Bump Dump Pump” model; Axel Adler: The net inflow and reserve ratio of Bitcoin exchanges indicate that the market is in an accumulation phase; CoinShares: Bitcoin's price could reach $150,000 or $80,000 in 2025; Galaxy Digital: Bitcoin may reach 20% of gold's market cap in 2025; Standard Chartered: MicroStrategy's BTC purchases next year should exceed the purchases in 2024; Satoshi Action Fund co-founder: At least 13 states are drafting "strategic Bitcoin reserve" bills; Dragonfly partner: Dislikes Multicoin co-founder Kyle Samani, but based on performance, he is the best investor in the industry; Animoca Brands: Decentralized esports will be one of the trends in blockchain gaming in 2025; Musk released a controversy over crypto trading taxes, mentioning a project that surged over 100% in a short time; ai16z founder: AI Pool operates autonomously, and ai16z has no control over it; DWF Labs partner: They are improving the development of AI agent trading, which has been integrated into the DWF trading system; Multicoin co-founder: Next year, Helium, Hivemapper, and io.net's total revenue is expected to exceed $100 million;
In terms of institutions, large companies, and leading projects, ai16z: Eliza V2 is in the early development stage, focusing on improving architecture, scalability, and plugin management; Frax community approved the proposal “to support frxUSD stablecoin by BlackRock's BUIDL”; AI architecture protocol arc released official documentation;
In terms of data, VanEck research director: VanEck holds 9% of its Bitcoin ETF circulating shares; In December, the U.S. Ethereum spot ETF saw a net inflow of $2.1 billion, marking its best-performing month… well, it’s a week of bidding farewell to the old and welcoming the new.
Attached is the Weekly Editor's Picks series.
See you next time~
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