"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 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
Since the beginning of the year, there have been two significant divergence points in the comparison between Bitcoin and the US Dollar Index ($DXY): April 9 (after the 90-day tariff suspension period ended); July 1 (when the "Too Big to Fail Act" was passed).
Regardless of whether a trade agreement is announced, the market results are astonishingly consistent: bond yields rise, Bitcoin surges, the dollar falls, and gold rises.
Family offices, hedge funds, and other institutional capital can no longer ignore Bitcoin.
Risk assets may continue to rise in the short term.
Crypto VC Transformation in Progress: From Fundraising Dilemmas to New Token Paradigms
Trading will slow down in 2025, but the pace of capital deployment will remain the same as in 2024; M&A activity in the crypto industry has continued to improve over the past two years, benefiting liquidity and exit opportunities.
Looking ahead: tokens will become the main investment vehicle; Fintech VCs and Crypto VCs will accelerate their integration; "Liquid Venture" will emerge.
A Comprehensive Journey: Building a CEX-DEX Arbitrage Bot from 0 to 1
A very complete investment strategy journey, experience record, and thought-sharing.
Why is the stock market willing to pay $2 for a cryptocurrency worth $1? Because the Bitcoin held by companies is more valuable and can perform many operations that retail investors cannot; many institutions that cannot directly hold or buy coins are willing to pay a premium to invest indirectly through these "crypto vault-type companies"; retail investors follow suit.
For retail investors, the simplest and laziest way is to buy the entire US stock market index—essentially choosing to trust the market.
Insight into Bitcoin's "National-Level Holding Game": Who is Hoarding Coins? Who is Liquidating?
Slow is Fast: Hold Steady with the "Three Treasures of the Crypto World" and Surpass 90% of Traders
Bitcoin, stablecoins, platform tokens.
A new "altcoin logic" has quietly formed: only coins with fundamentals, a clear story, and that can be embraced by institutions are likely to navigate through the fog of valuation reconstruction in the upcoming cycle and become true winners.
Insight into the Sector Rotation Pattern After Ethereum's Surge
The rise of ETH is not only a confirmation of the trend but also the starting point for the next phase. Market rotation always unfolds along this path: BTC leads → ETH follows → High market cap coins catch up → Ultimately leading to a comprehensive altcoin season.
ETH Surges Nearly 12% in a Single Day, Which Altcoins Typically Follow?
ETH ecosystem infrastructure tokens: LINK, UNI, MKR, 1INCH, CRV; ETH ecosystem meme coins: MOODENG, DOGE, PEPE; ETH transmission sector tokens: AERO, BRETT, TOSHI; WLD, ENS; also refer to the Coinbase 50 Index and Grayscale's Quarterly Selected Tokens.
Will Altcoin Season Come? Bankless is Bullish on These 6 Tokens
Bankless is bullish on Euler (EUL), Pudgy Penguins (PENGU), Spark (SPK), Lido (LDO), Aave (AAVE), Maple Finance (SYRUP), and bearish on Derive (DRV), Movement (MOVE).
WLFI Unlocking is Imminent, What is the Valuation?
The current off-market price has reached $1.
Also recommended: "What Crypto VCs are Behind the Crypto Reserve Strategies of Public Companies?" and "Uncovering Hyperliquid Founder Jeff Yan: Quietly Building a Crypto Empire with a 10-Person Team".
Airdrop Opportunities and Interaction Guide
Bitcoin Ecosystem Debuts on Cookie Snaps, Can BOB Drive a Wave of BTC Sector Enthusiasm?
CeFi & DeFi
Re-Staking Sector Cools Down: Transformations and Breakthroughs of Leading Projects
The two leading projects in the re-staking sector have chosen to transform: Ether.fi announced its transformation into a new type of crypto bank (neobank), planning to launch cash cards and staking services for US users; Eigen Labs announced layoffs of about 25%, restructuring resources to focus entirely on the new product EigenCloud.
The transformations of Ether.fi and EigenLayer, though differing in paths, essentially point to two solutions of the same logic: making "re-staking" shift from a terminal narrative to a "starting module," transforming from an end goal into a means of building more complex application systems.
Re-staking is not dead, but its "single-thread growth model" may be hard to continue. It will only have the ability to continuously attract users and capital when embedded in a more scalable application narrative. The mechanism design of the re-staking sector igniting market enthusiasm with "secondary income" is now seeking new footholds and vitality within a more complex application landscape.
Hyperliquid and Phantom's Win-Win Situation: One Hits New Highs, the Other Profits Passively
The mainstream wallet application Phantom in the Solana ecosystem announced a partnership with the decentralized exchange Hyperliquid, allowing Phantom users to trade perpetual contracts directly within the wallet with up to 40x leverage on over 100 tokens supported by Hyperliquid.
As a result, Hyperliquid reached a new price high after accessing the Solana ecosystem; Phantom profited passively through "rebates"; users enjoyed better liquidity and lower fees.
This is almost the future of chain abstraction we once envisioned—products will no longer be limited by their native stack, complex technologies and concepts will be hidden behind the scenes, and users will directly enjoy convenient services in an unobtrusive manner.
As two leading players in different sectors, Phantom and Hyperliquid provide a great example through their collaboration, which may offer some insights for future collaborative innovations in the industry.
Why is Raydium the Biggest Beneficiary of Letsbonk.fun's Rise?
Value flow: Letsbonk.fun → LaunchLab → Raydium.
The so-called "tokenization" of the Shanghai Malu grape asset on-chain project is essentially a traditional financing reconstruction with NFT digital collectibles as a compliant shell and SPV equity structure as the core—yield rights tokens are castrated, governance rights remain with centralized entities, and consumption-type NFTs only serve as pre-sale cards.
This "de-financialization" survival strategy born under regulatory pressure, while breaking through in the name of technology, falls into deep dilemmas of rights fragmentation, liquidity suppression, and lack of producer empowerment, presenting three essential contradictions: the dilemma of technological toolization, regulatory arbitrage logic, and the cost of local compromise.
Also recommended: "Lazy Investment Strategy｜Katana, Agora Double Benefits; Huma 2.0 Reopens (July 16)".
Web3 & AI
AI Agent Weekly Report | ElizaOS V2 Launching Soon; MAMO Weekly Increase Over 100% (7.7-7.13)
Weekly Hot Topics Recap
In the past week, Bitcoin first broke $120,000, and ancient Bitcoin whales made their first transfers; ETH continued to rise, breaking 3600 USDT on July 18, with SharpLink Gaming following suit; the passage of three major crypto bills in the US ignited the market, with XRP surging 18% in a single day to reach a historic high; Trump plans to allow US retirement funds to invest in crypto (interpretation);
Additionally, in terms of policy and macro markets, SEC Chairman Paul Atkins: is considering introducing a cryptocurrency innovation exemption policy to promote the tokenization process; Trump issued tariff letters to 24 trade partners in four batches; Trump denied drafting a letter to fire Fed Chair Powell; Trump: We should reach a 1% interest rate level;
In terms of opinions and statements, JPMorgan CEO: manipulating the Fed often leads to adverse consequences; GameStop CEO: buying BTC to hedge against inflation, will not imitate Strategy; Varys venture capital director and Multicoin co-founder bet on whether ETH can break $10,000 by the end of 2026; Wintermute founder: there is almost no ETH available for sale on Wintermute's OTC platform; James Wynn: Bitcoin may reach a short-term peak this month, with the next 1-2 months being altcoin season; trader Eugene has gradually taken profits on ETH, stating that the current market trend has met expectations, having previously bet on a breakout this week; Yi Lihua: altcoin season is expected to start after interest rate cuts are confirmed in August or September; analysts: ETH's strength may indicate BTC's market share has peaked, with market funds flowing into Ethereum and altcoins; the Bank for International Settlements warns: the rapid expansion of stablecoins may threaten monetary sovereignty; CICC: the necessity of blockchain stablecoins in the current payment system is low domestically, and there are advantages to internet layout of stablecoins; CZ comments on Buffett refusing to invest in BTC: no one can judge everything correctly;
Regarding institutions, large companies, and leading projects, BlackRock's iShares submitted a staking application for an Ethereum ETF; JPMorgan and Citigroup are considering issuing stablecoins, with traditional finance accelerating its layout in crypto payments; after buying 10,000 ETH from the Ethereum Foundation, SharpLink continued to increase its holdings, reaching a total of 270,000 coins on July 14, surpassing the Ethereum Foundation to become the largest holder; Nasdaq-listed company Thumzup board approved a $250 million investment in cryptocurrency; Trend Research reduces ETH leverage; FTX/Alameda Staking address transferred 189,800 SOL to Bitgo Custody, valued at $31.17 million; Binance Wallet partnered with Four.Meme to launch a new TGE model based on Bonding Curve mechanism; PUMP's public sale reached its limit in 12 minutes, selling 12.5% of tokens, raising $500 million, which differs from the previously announced 15% share, possibly due to the exchange's public sale system not syncing successfully; Boundless mainnet Beta version is now online, completing tasks to obtain a token sale whitelist; Backpack has now opened a channel for selling FTX claims;
In terms of security, BigONE exchange suffered a supply chain attack, with losses exceeding $27 million, and hackers have exchanged stolen assets for BTC, TRX, and other tokens; Infini hacker stole over $10 million in asset profits and sold 1,770 ETH within an hour; JD Coin Chain Technology: JD stablecoin has not been issued, all trading platforms JD-HKD/USD are counterfeit… 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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