"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 seven 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
Biological Traps in Trading: Why Small Wins Are More Reliable Than 100x?
Take profits early and stop dreaming of diamond hands. The market doesn't care about your beliefs; it cares about supply and demand. Always take profits when you are in the green, at least a little each time.
Record your victories. Take screenshots of each win, create a folder, and look at it when you're feeling down. Your brain needs evidence to prove you are a winner, not just an abstract memory of that moment you made money.
Control leverage and set realistic daily goals. Small wins mean you must also control losses.
Trading is a marathon, not a sprint. Most traders aim to be right, while winners aim to make money; there is a huge difference between the two. Getting rich slowly is boring and not cool at all.
Don't try to prove you're smart; prove you're disciplined.
Crypto Gamblers Portrait: The Bait of Luck, Prisoners of Candlesticks
In the high-leverage contract market, so-called investments often quickly devolve into behavioral addiction. The principal is no longer capital for appreciation but chips to keep the game running. The random fluctuations of the market, the high-speed UI/UX of exchanges, and the emotional amplification of social media together create a closed system.
How Does War Affect Bitcoin? A Deep Dive into Five Years of Price Trajectories
The persistence of war has provided Bitcoin with new narrative support, reinforcing its position as an alternative financial tool.
The war value of digital assets has not disappeared but is being reconstructed in context. The real turning point lies in monetary policy. When the Federal Reserve opens the interest rate cut channel, a ceasefire agreement will become an accelerator for capital inflow. Bitcoin's relative stability in geopolitical crises may enhance its status in the eyes of institutional investors.
The moment a ceasefire agreement is signed is often the best window to observe capital logic.
Hyperliquid, a New Player in the Coin-Stock Race
Eye medicine digital technology company Eyenovia (stock code: EYEN) announced it has signed a securities purchase agreement for a $50 million PIPE "public equity private placement" to qualified institutional investors, aimed at establishing its first cryptocurrency reserve plan, targeting Hyperliquid's native token HYPE, with the $50 million investment amount far exceeding the company's $20 million market value.
With cash flow running dry and failures in new product trials, Eyenovia is facing delisting. However, the HYPE reserve strategy has given Eyenovia a "lifeline," and after the news broke, Eyenovia's stock price surged 134% in a single day.
Eyenovia stated that this transaction is only open to institutional investors, and the company will issue 15.4 million shares of convertible preferred stock and 30.8 million common stock warrants, both with a conversion price and exercise price of $3.25 per share. If all warrants are fully exercised, Eyenovia could raise up to $150 million. Although it cannot guarantee that all warrants will be exercised, if the transaction goes smoothly, Eyenovia could acquire and pledge over 1 million HYPE.
Its HyperStrategy concept views the native token $HYPE on Hyperliquid as a high-volatility digital asset similar to BTC. The difference is that HYPE does not exist as a narrative of digital gold but participates in the entire protocol ecosystem as an on-chain economic engine with intrinsic cash flow. This structure transforms holding tokens from merely "static holding" into a configurable, manageable, and dividend-paying on-chain asset operation model.
Circle Soars 7x, Should We Go Long on Coinbase?
Don't go long on Coinbase just because you are bullish on Circle, as USDC-related revenue accounts for only a small portion of Coinbase's total revenue. Although Coinbase is a vast ecosystem covering compliant exchanges, USDC, on-chain products, and more, all its businesses are currently under competitive pressure, and the situation is not optimistic; investors should be cautious in pricing it.
US Crypto Frenzy Escalates, "Altcoin Summer" Market is About to Erupt
How Long Can the "Mouth Economy" Last? Where is the Next Stop for Crypto Marketing?
The "mouth economy" is at the forefront, becoming a battleground for retail investors and project parties. However, this "mouth economy" craze is currently facing severe challenges: rampant low-quality content, widespread click fraud, and users' growing fatigue with "reward-driven" tactics, leading to a continuous decline in conversion rates.
Whoever can provide the largest reward pool, the most refined incentive alignment mechanism, and achieve real user conversion will stand out in this InfoFi cycle.
Also recommended: What Are the Hottest Crypto Concepts in US Stocks? and How to Capture Crypto Market Sentiment and Trading Signals in Real Time with Grok.
Policies and Stablecoins
Rule-makers are not necessarily innovators, but they often act as accelerators.
For stablecoin issuers, compliance giants are welcoming spring, while offshore players face challenges. Traditional financial institutions are actively embracing stablecoins, laying out a digital blueprint. Tech and internet giants are entering the payment and RWA space, expanding application boundaries.
Which Web2 Businesses Are More Suitable for Rapidly Introducing Stablecoins?
What we truly pursue is the large-scale application of stablecoins—enabling real business scenarios to achieve the large-scale use of stablecoins.
The article provides detailed guidelines for To C fintech banks, payroll service providers, and card issuers—how to use stablecoins, rather than just telling stories.
The Era of "Stablecoin as a Service" Has Begun! Can Paxos Labs Shake Up the USDT/USDC Duopoly?
The established stablecoin issuer has announced the establishment of Paxos Labs, aimed at helping institutions issue branded stablecoins, deploy tokenized yield strategies, and manage tokenized assets.
With the launch of Paxos Labs, the "Battle of the Hundreds of Coins" is gearing up, whether traditional institutions, crypto projects, or financial banks will join the stablecoin battlefield, seeking to earn "coin issuance profits" and expand their "business territory," similar to listed companies like Strategy and Metaplanet that hoard coins.
The risks and challenges of SaaS services include distribution, yield, and application scenarios.
Airdrop Opportunities and Interaction Guide
A Summary of Seven Early Airdrop Opportunities in the Solana Ecosystem
Titan, Hylo, Pyra, Exponent, Ranger Finance, Loopscale, Ping Network.
Seven New Projects Worth Watching Recently
Pengu Clash, VIBES, Upside, Yieldoor, Pango, Ultraviolet, Solid.xyz.
Also recommended: 《Treasure List: A Review of 60+ Potential Airdrop Projects for the Second Half of 2025》《OpenLedger Launches on Two "Mouth Economy" Platforms, Unlocking New Interaction Opportunities》《This Week's Featured Interaction Projects: Recall and Anoma on "Mouth Economy" Platforms; Kite AI Testnet》《A Step-by-Step Guide to Participating in the Latest TG Mini Game by Fat Penguin, Pengu Clash》《Interaction Tutorial | Seize the Last Testnet Mining Opportunity Before the Nexus Mainnet》。
Bitcoin Ecosystem
A Brief History of Mining in Iran: We Sit in the Dark Just to Keep Bitcoin Miners Running
On the day the U.S. bombed Iran's nuclear facilities, the Bitcoin hash rate across the network reportedly experienced a sharp decline. Alex Thorn, head of research at Galaxy, stated that Iran might be mining, and mining sites may have been attacked.
The article reveals and accuses the corruption in the history of Bitcoin mining in Iran from the perspective of the Iranian opposition organization NCRI.
CeFi
Metaplanet, Japan's Tax-Free Bitcoin
Metaplanet is referred to as the "Japanese version of MicroStrategy," but public data shows its Bitcoin reserves are only 11,111 coins, far below MicroStrategy's 590,000 coins.
mNAV is an indicator that measures a company's valuation relative to the value of its Bitcoin assets. A higher value means investors are willing to pay a higher premium for the company's Bitcoin exposure. For every $1 of Bitcoin held by Metaplanet, the stock market pays an additional premium of about $9.35, while MicroStrategy only receives $1.10. In other words, participants in the Japanese stock market are more willing to buy Metaplanet shares than those in the U.S. stock market for MicroStrategy.
Buying Metaplanet is equivalent to buying tax-free BTC. Metaplanet's Bitcoin reserves are seen as a hedging tool, capable of hedging against the risk of yen depreciation and providing value preservation in a domestic inflationary environment. This macro hedging demand further increases its market premium. Additionally, the investor structure in Japan's capital market is primarily retail investors.
Also recommended: 《Lazy Investment Guide | USDC Deposits Yield 17%+; Don't Miss the SyrupUSDC Limited Incentive Pool (June 24)》。
Web3 & AI
Security
$50 Million OTC Crypto Scam: Well-Known Tokens Involved, VCs and Whales Can't Escape the Disaster
Engaging in unregulated over-the-counter (OTC) trading through informal channels (such as Telegram, Discord, etc.) carries significant risks.
Weekly Hotspot Recap
In the past week, Trump: Successfully completed attacks on three Iranian nuclear facilities; U.S. Congresswoman AOC: Trump's unauthorized bombing of Iran could constitute impeachment; Trump calls to "Make Iran Great Again," BTC falls below 100,000 amid geopolitical conflict; Iran wants the U.S. to pay a "direct" price, estimating the war will last two years; Trump mediates, Israel and Palestine ceasefire, the Federal Reserve hints at interest rate cuts, crypto market rebounds overnight; Crypto journalist: OKX may consider an IPO in the U.S., having returned to the U.S. market in April; The U.S. plans to allow cryptocurrencies as collateral for "GSE" residential mortgages, raising concerns about a potential subprime mortgage crisis;
Additionally, in terms of policy and macro markets, Federal Reserve Governor Bowman hinted that they may support a rate cut in July; Trump again calls on Powell to cut rates by at least 2 to 3 percentage points; Federal Reserve's Hamrick: Due to the Fed seeking clear guidance, interest rate policy may remain unchanged for a considerable time; Powell dismissed the possibility of a rate cut in July; White House digital asset policy advisor: The U.S. is working on building strategic BTC reserve infrastructure; Hong Kong's Financial Secretary: Embracing the development of digital assets, currently reviewing eight applications for virtual asset trading platform licenses; Caixin: Hong Kong's tokenized ETFs will enjoy stamp duty exemptions; Hong Kong Cyberport launches a pilot funding program for blockchain and digital assets, focusing on payments and stablecoins; Yu Weiwen: Hong Kong has set relatively strict standards for stablecoin issuers, expecting to issue only a few licenses in the first phase; Japan's Financial Services Agency is considering including crypto assets in the "Financial Instruments and Exchange Act," which may promote separate taxation and Bitcoin ETFs;
In terms of opinions and voices, Morgan Stanley: Offshore RMB stablecoins will validate practical use cases for cross-border settlements; Arthur Hayes: The crypto market's weakness will eventually pass, and Bitcoin's safe-haven attributes will be recognized; Analysis: Global liquidity recovery and increased expectations for Fed rate cuts, BTC may see a breakthrough in Q4; Coinbase CEO: Buying more Bitcoin every week; Yi Lihua: Believes ETH can outperform BTC, with investment success or failure being the responsibility of oneself and the team; Matrixport: Ethereum's price is mainly driven by futures market positions, lacking fundamental support; CZ: Several other companies are preparing to reserve BNB vaults, none of which are related to Binance; Polygon Labs CEO Marc Boiron and Aave community core member Marc Zeller bet on the market performance of POL and KAT in six months;
In terms of institutions, large companies, and leading projects, Anthony Pompliano announced a $1 billion merger plan to create a Bitcoin-native financial company ProCap Financial; Nasdaq-listed Eyenovia announced the completion of a $50 million private placement, and purchased over 1 million HYPE tokens; WLFI claims significant news is about to be released, hinting at token transfer initiation (Interpretation); Ledger announced it will gradually phase out its once flagship product, Ledger Nano S, causing controversy; Across is embroiled in a governance scandal; OneKey's founder questions Resupply's blame-shifting behavior, calling for Curve to return user losses caused by vulnerabilities;
In terms of data, ETH staking volume exceeds 35 million coins, setting a new historical high; Market news: Polymarket's financing amount is nearly $200 million, with a valuation exceeding $1 billion;
In terms of security, Coin responded to the SparkKitty virus infection: It was implanted with a risky SDK, but the related functions were never activated, and user data has always been secure; ZachXBT: A New York scammer impersonated Coinbase customer service to steal over $4 million, most of which was squandered on gambling… Well, it has been another eventful week.
Attached is the portal to the Weekly Editor's Picks series.
See you next time~
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
