"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
Trapped in Price Belief: The Psychological Black Hole of 90% of Crypto Investors
Participants in the crypto market come from different time points and have different understandings of token issuance based on their evolutionary tendencies, leading to vastly different emotional interpretations and expectations of the same event.
When many people share a common belief, this "collective fiction" temporarily becomes reality due to everyone's joint actions. In the cryptocurrency field, these shared beliefs drive market development.
In cryptocurrency, price is the narrative, a leading indicator that creates reflexivity. Therefore, always know: what stage you are in; what "reality" you are participating in; and what understanding you hold when you believe the token will rise.
The clearer your understanding of your psychological foundation, the better results you can create for your holdings.
The Moment of Truth in the Crypto Industry: Revenue is the Only PMF Validator
The crypto industry should return to its commercial essence, reshaping its product logic to create products that truly meet user needs and can continuously generate revenue.
The four key points for building a revenue model are: a fee-oriented business logic, a strong user retention mechanism, tracking real business metrics, and a revenue-driven repurchase mechanism.
The Inside Story of Web3 Marketing: Is Kaito More Effective than Traditional KOLs?
KOL marketing will not disappear, but it needs real voices, not accounts that shout 24/7 for pay.
If entrepreneurs want to achieve growth, they should not only focus on X and should not overlook Telegram and Substack.
Policy
Since the new president of South Korea took office, the process of legalizing stablecoins has advanced, moving from a lack of regulation to regulatory dominance; a three-pronged approach of ETFs, pensions, and regulation has formed a regulatory moat; the regulatory attitude has shifted, with the central bank cautiously accepting, and the division of payment roles emerging.
Driven by both user-native and institutional reforms, the policy dividends with a green light may reshape the market landscape, and institutional dividends will also constitute long-term competitiveness.
Also recommended: Web3 Lawyer's Comprehensive Interpretation of "Stablecoin Regulations": How is Hong Kong Doing from Regulatory Framework to Market Significance?.
Airdrop Opportunities and Interaction Guide
Interaction Tutorial | 8 New Projects Worth Paying Attention to Recently
Felix, Resupply, Meridian, Vest, Plastic Labs, cap, Wunder, Yupp.
Also recommended: Sapien, which raised $15.5 million, lands on Cookie Snaps; the second wave of "mouth-to-mouth" opportunities is here.
Meme
Path to finding "smart money" addresses:
- Batch find addresses with high profits among multiple "Golden Dog" tokens;
- Analyze the transaction data of each address in the results, such as single transaction amount, PNL, win rate, address balance, entry timing, etc., to filter for "diamond hands";
- Finally, follow, track, and copy the filtered results.
Ethereum and Scalability
Ten Thousand Word Research Report: Bullish on Ethereum, the New Oil of the Digital Age
ETH is digital oil, powering the Ethereum economy and accumulating value through its utility, scarcity, and yield.
ETH is a censorship-resistant store of value, serving as a settlement, security, and collateral asset in the digital economy.
Programmatic issuance + destruction = predictable scarcity.
ETH provides native yield: validator staking makes staked ETH a productive, yield-generating digital commodity.
ETH is undervalued: the lag of ETH behind BTC is a temporary mispricing rather than a structural weakness, creating a rare asymmetric investment opportunity.
ETH has trillion-dollar potential: the short-term target is $8,000; in the long term, conservatively, as a reserve currency/commodity asset, ETH could exceed $80,000.
Multi-Ecosystem
A Quick Overview of Popular Projects in the Hyperliquid Ecosystem
The article mainly introduces HyperSwap, Kittenswap, Unit, Felix, HypurrFi, HyperLend, Drip.Trade.
CeFi & DeFi
The stablecoin ecosystem has entered a new phase, with value increasingly flowing to developers building applications and infrastructure.
This marks a key maturation of the market; the focus will shift from the currency itself to the programmable systems that make the currency work.
The future of stablecoins belongs to those who create applications, infrastructure, and experiences, unlocking their full potential. As this shift accelerates, we can expect more innovations in how value is created, distributed, and acquired throughout the ecosystem.
The future will not only be defined by stablecoins but by the ecosystems formed around them.
The Great Retreat of Crypto U-Cards: The Payment Predicament Under Compliance Pressure
As the industry develops, U-Cards are no longer a necessity. More U-Card projects are collapsing, making the difficulty of this business increasingly apparent.
Systemic dilemmas include uncontrollable upstream and high costs, compliance risks, and a lack of initiative in the payment field.
Infini Exits, U-Cards Decline? Insights into the Endgame and Solutions for Crypto Payments
The true state of U-Card business is heavy compliance investment, low returns, and high risks. Even though U-Cards heavily rely on traditional financial infrastructures like Visa and Master, it is not an easy business to profit from, but the user demand it meets is real.
What crypto users truly need is to complete the "on-chain to off-chain" two-way circulation, achieving a closed loop of asset flow. The author predicts that the on-chain stablecoin clearing and settlement network is the real "future occurrence."
Also recommended: Lazy Financial Management Guide | Sonic Season 2 Airdrop Starts; Hyperliquid Ecosystem "Seed" Projects Begin Mining (June 18).
Web3 & AI
AI + DeFi Ready to Take Off, Can AI + Stablecoins Be Done?
The article mainly introduces the AI stablecoin layer Maitrix addressing the issue of "uneven resource distribution," and the AI and computing power economic layer GAIB AiFi, as well as the RWA-supported yield-generating synthetic stablecoin USDAI.
Weekly Hot Topics Recap
In the past week, KOGE and ZKJ crashed, and Binance Alpha adjusted its rules; SRM plans to rename itself to Tron Inc and signed a $100 million equity financing agreement, launching the TRX treasury strategy; Sun Yuchen's father gained control of Tron Inc. through a PIPE transaction involving $100 million in TRX tokens; Liu Qiangdong expressed hope to apply for stablecoin licenses in major currency countries worldwide to facilitate currency exchange between global enterprises and reduce payment costs by 90% (JD's entry into stablecoins interpretation); An Israeli hacker organization attacked an Iranian crypto exchange, burning $90 million in crypto assets and planning to release the source code of Nobitex; the PumpFun X account and the founder's account were frozen by the X platform, later unfrozen (impact on the token issuance process); GMGN-related X accounts were unfrozen, while the official ElizaOS account remains banned status; the founder of ElizaOS accused X of extortion for demanding a high licensing fee to unfreeze the account and stated that he is considering whether to take legal action (X has recently batch banned accounts of crypto companies interpretation);
In addition, regarding policies and the macro market, the GENIUS Act was approved in the Senate, marking a historic step in stablecoin legislation; Trump released the T1 phone; Musk plans to transform X into a "super app": exploring the introduction of credit or debit cards; the Ministry of Public Security released 20 anti-fraud keywords including "virtual currency": "virtual currency investment and financial management" are all scams;
In terms of opinions and voices, analysis: Trump's support for cryptocurrency has become a key factor for his 2024 re-election; Trump's second son denied that he would hold a position in a new company going public through a "shell" on Tron; Arthur Hayes: the U.S. Treasury is the key institution driving the future of Bitcoin, not the Federal Reserve; Musk thanked ZachXBT for the suggestion to add filtering mechanisms to the X platform and XChat; the Economic Daily published an article stating that stablecoins still face uncertainties, with the core issue being their high dependence on the liquidity and credit safety of pegged assets;
Regarding institutions, large companies, and leading projects, crypto prime broker FalconX is reported to be preparing for an IPO within the year (interpretation); Bitcoin mining company Bitdeer announced the issuance of $300 million in convertible preferred notes; ConsenSys founder: LINEA will be the first to launch a token, and multiple protocols will issue tokens; Plasma: the deposit limit will no longer increase, having reached a total quota of $1 billion; Infini announced the cessation of Infini Card services and will automatically refund card opening fees, the reason being that the compliance costs for to C cards are extremely high, with thin profits, and the company will embrace decentralization in the future;
In terms of data, the Trump family profited $57.7 million from cryptocurrency businesses;
In terms of security, Slow Mist's Yu Xian: attackers scammed crypto users through WeChat account theft, emphasizing the need to enhance account security measures… 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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