"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
Is the Four-Year Cycle Theory Outdated? Survival Rules in the New Normal of Crypto
Four completely different gameplay cycles are simultaneously operating in the Crypto field: Bitcoin Super Cycle: retail investors exit, a decade-long slow bull may become a certainty; MEME Attention Short Wave Cycle: from slum paradise to professional harvesting ground; Technical Narrative Leap Long Cycle: bottom fishing in Death Valley, starting with 10 times in 3 years; Innovative Small Hotspot Short Cycle: 1-3 month window period, brewing the main rising narrative.
Six Indicators Explained: What Will Bitcoin's Price Reach by the End of This Year?
BTC is expected to reach between $210,000 and $230,000 by the end of 2025, but given the market environment breaking traditional cycle theories, accuracy has decreased.
Bitcoin Hits New Historical High, Are Long-Term Holders Starting to Sell?
Long-term holders have only shown slight selling behavior, far from the scale seen at previous cycle peaks. BTC still has room for price increases.
Overnight, like a reverse merger, US public companies on the brink of delisting began to use this shell to "hold coins."
"MicroStrategy Clone" Illustrated: Who Are the Coin Hoarding Doubling Stocks?
The gameplay has become more generalized: borrowing coins to trade stocks, borrowing stocks to support coins. The story can be replicated, but value cannot be faked.
How I Made $1 Million on HyperEVM
The article shares the author's detailed configuration of earning over a million dollars in the HyperEVM ecosystem through capital efficiency and Delta-neutral strategies. The author studied 65 native protocols and recommends operations such as cross-chain through HyperUnit, staking HYPE, providing liquidity, and hedging to cover multiple protocols to accumulate points while earning over 19% annualized returns. Additional strategies include purchasing .hl domain names, NFTs, and stablecoin operations, with a focus on @hyperunit and @prjx_hl, believing that early participation can yield high airdrop returns.
Also recommended: 《Dialogue with Pima: From Meme Coins to Launch Platforms, the Investment Logic Behind All-In Culture》《Is There Really Someone Who Turned 3000 into A8? How to Participate in Hyperliquid's Wealth Effect?》.
Airdrop Opportunities and Interaction Guide
Times Have Changed, Retail Investors Shift to "Mouth-Driven"
The airdrop community has given rise to a new term: "Mouth-Driven" — relying on posting and writing reviews to easily obtain project token airdrops. Projects gain popularity, KOLs harvest massive tokens, while "interactive retail investors" struggle.
Farcaster Pro's "Golden Shovel" Debut Recoups Costs, What Other Airdrops Are on the Way?
Farcaster is regaining community attention with its new business model, exploring sustainable development paths for decentralized social through a combination strategy of "subscription + mini app + wallet component + multi-chain support." The "Golden Shovel" attribute of Farcaster Pro is reflected in three aspects:
The scarcity of identity for the first 10,000 subscribers: limited NFTs lock in early rights;
Ecological returns: high yields and governance rights from community airdrops;
Promoting the sustainable development of the protocol, laying the groundwork for potential future Farcaster airdrops, and accumulating future ecological appreciation possibilities.
Also recommended: 《Latest "Big Airdrop": Cookie's First Collaborative Project Spark Scoring Strategy》《Infinex, which raised 60 million, joins Mouth-Driven, a quick guide to the four major module rules and interaction methods》《This Week's Featured Interaction Projects: River Tweet Scoring, ZkCloud Social Tasks, Infinit Badge Collection》。
Ethereum and Scaling
Ethereum's Next Move: Scaling, Upgrading, Moving Towards the Aggregation Era
Scale L1, bring back Rollup, integrate everything, and launch as soon as possible.
Multi-Ecosystem and Cross-Chain
Four Highlights from the Solana Conference, What’s Next for SOL?
The Solana Accelerate conference raised four unresolved questions: slow promotion of the Firedancer client; Kraken frequently supports Solana, likely to become its main exchange; Solana Mobile launched the SKR token, raising compliance questions; rising voices questioning Trump on-site may affect the political prospects of the crypto industry.
BNB Chain's Popularity Rises Again: A Review of 10 Recently Active Projects
$B (BUILDon), $B2 (B² Network), $KOGE (48 Club), $RWA (Allo), $MERL (Merlin Chain), $SKYAI (SKYAI), $BANK (Lorenzo Protocol), $AIOT (OKZOO), $CZPizza / $PizzaCZ.
Virtuals Ecosystem Sees General Surge, A Review of Potential Targets Worth Attention
Recently, the market capitalization of Virtuals rebounded, with frequent dynamics and a warming AI agent market. The article reviews related projects that performed well in Virtuals, including those with significant growth and potential alpha, such as AInalyst, AXR, VIRGEN, Magnus, Kosher Capital, Neurodex, Solace, Agent YP, Gigabrain, MusicByVirtuals, DappLooker, Signal V2, VIRGEN, BasisOS, etc.
CeFi & DeFi
Annualized 393%: An In-Depth Analysis of Pendle YT Leverage Point Strategy's Real Yield and Risks
The article uses sUSDe as an example to explain how to measure the yield and risk of the YT leverage point strategy. In fact, Point is the core purpose for YT holders to purchase YT and the source of excess returns.
Also recommended: 《Lazy Investment Strategy | How to Efficiently Capture Huma Phase II Airdrop; SOL-based PT Circular Loan (May 27)》
Web3 & AI
AI Agent Framework Track Tracking: Who's Booming, Who's Silent?
Virtuals is far ahead, ai16z has missed deadlines, swarms are silent, Zerebro is out.
Also recommended: 《AI Agent Weekly | Cookie Launches InfoFi Phase One; Virtuals' New Project AXR Market Cap Surpasses $25 Million (5.19-5.27)》。
Security
A Security Guide for Crypto Users: Start by Understanding How You Might Be Hacked
The article outlines vulnerabilities in cryptocurrency for individual users, covering a range of common vulnerabilities, practical case analyses, and daily precautions users need to be aware of. Most crypto attacks still begin with non-technical methods targeting individuals, which also gives us opportunities for prevention.
Weekly Hotspot Review
In the past week, James Wynn's personal story+sequel on-chain operations attracted attention; James Wynn responded to doubts: $80 million is insignificant, and $1 billion trades were done with 40x leverage reported; Trump Media denied reports of raising $3 billion to invest in cryptocurrency, later announcing a Bitcoin treasury plan of about $2.5 billion; Circle applied for a listing on the NYSE, with the code "CRCL" (progress interpretation); Circle froze Solana addresses involved in the Libra scandal, amounting to approximately $58 million USDC; Trump posted a picture on the Truth platform featuring PEPE and his own image; Trump made further comments on tariffs, causing BTC to drop below $104,000 reported;
In addition, regarding policies and the macro market, Trump's tariff order was ruled invalid by the U.S. International Trade Court; the SEC is reviewing the proposal for listing and trading Nasdaq Bitcoin index options; Trump used the presidential seal at a TRUMP dinner, which may violate federal law; Musk officially announced he will leave the Trump administration, clarifying that he did not sign an xAI agreement with Telegram;
In terms of opinions and statements, BlackRock suggested a portfolio allocation of 2% to Bitcoin; Donald Trump Jr.: We ventured into cryptocurrency because we experienced "de-banking", predicting Bitcoin may break $17,000, stating he was inspired by Michael Saylor to enter crypto; QCP Capital: Trump's media company may trigger more entities to emulate the strategy, providing new structural buying pressure for the market; Solana founder: Cryptocurrency founders should reflect quarterly in advance to cope with extreme market conditions; The ETF Store president reviewed the one-year anniversary of Ethereum spot ETF approval: the SEC had "no choice" at that time; Vitalik Buterin: Ethereum needs to have sufficient resilience and privacy;
Regarding institutions, large companies, and leading projects, MetaPlanet issued $50 million in interest-free ordinary bonds to increase Bitcoin purchases; SOL Strategies submitted a $1 billion fundraising prospectus to ramp up investments in the Solana ecosystem; Paris Saint-Germain Football Club announced it has included Bitcoin in its financial reserves; MetaMask now natively supports the Solana network, unifying the multi-chain wallet experience; Jupiter co-founder: plans to increase contract opening limits by four times to allow users to build larger positions; Huma Finance has opened HUMA airdrop claims; Farcaster launched Pro membership on the platform, with the first 10,000 subscribers receiving limited edition NFTs; MOVE token claims are now open on the Movement Network; CCXT is embroiled in a "code commission" scandal;
In terms of data, analysis: four key indicators show Bitcoin has not yet peaked, and the price in this cycle may break $200,000; analysis: 99% of Bitcoin UTXOs are in profit, and the market may soon enter a frenzy; analysis: institutional funds are starting to prefer Ethereum, with derivatives trading indicators showing a bullish tendency for ETH; Solana Meme market has cooled, with mainstream launch platform token graduation rates all below 1%;
In terms of security, Cetus released a report on the theft incident, confirming that the cause of the theft was a neglected vulnerability in the open-source library used by the smart contract, and will advance the LP compensation plan and strengthen security audits, promoting an asset recovery plan through community voting, aiming for 100% user compensation…… Well, it has been another eventful week.
Attached is the portal for the "Weekly Editor's Picks" series.
See you next time~
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