"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
Hong Kong Stock RWA Tokenization Wave: Decoding the On-Chain Migration of Listed Companies
Also recommended: 《DAT In-Depth Research Report: From On-Chain Hoarding to Equity Flywheel - A New Paradigm of Financial Innovation》《Earn 220 Times in Two Weeks: The Secret to Hyperliquid's Market-Making Robots》《Foreigners on Stage: An Alternative Business Model in the Crypto Circle》。
Policy and Stablecoins
The Federal Reserve Cuts Interest Rates, Making Stablecoin Business Harder
The turning point of the high-interest era has arrived. The previous high-interest cycle opened an unprecedented profit window for stablecoin issuers. Now, with inflation falling, growth stagnating, and monetary policy shifting, the golden phase of the stablecoin industry is also coming to an end.
Hyperliquid Stablecoin War: In-Depth Analysis of Ecology, Technology, Market, and Regulation
The biggest challenge for the USDH project does not come from external market competition, but from the deadly combination of internal platform risks and aggressive financial innovation.
Also recommended: 《SEC New Regulations Take Effect, Crypto ETP Enters 75-Day Fast Track》。
Airdrop Opportunities and Interaction Guides
A Step-by-Step Guide to Interacting with OpenSea's Final Reward Task Before Token Launch
Meme
Bottom Rebound Over 4 Times, What Changes Has Pump.fun Made?
Pump is not static; it is continuously adding features: 98% of revenue is recycled for buybacks; integrated with bubblemaps for clearer token discovery; loyalty airdrops to retain users; redefining Memes as applications for viral dissemination.
Latest updates and insights: Revenue is compounding; weekly buybacks; mind share and market sentiment are rising; live gambling themes are still in their early stages.
Long on Pump, Short on Humanity: A Great Scholar's Discourse on Pump Fun's 8 Billion Market Cap
Pump is right because he understood earlier than anyone that this generation of young people is the "PVP Generation";
Pump is mass media driven by the values of the PVP Generation, equivalent to Truth Social and Bluesky;
The game of live coins is no different from other coins, understood from the perspective of the track and ecology;
The reason Pump must do live coins is to seize Taker traffic from trading platforms;
The fundamental reason I am a Pump maxi is a deep understanding of the darkness of human nature and the inevitability of the world heading towards chaos.
Which is More Profitable for Live Streaming, Pump.fun or Twitch?
Pump provides income opportunities that were previously only available to the top 1% of creators on Twitch.
How Does Pump.fun Live Streaming Reshape the Trading Scene in Two Minutes?
In a scene of congestion and volatility, prioritize reading Creator fees, position concentration, and external traffic signals, and be less swayed by bullet comments.
Also recommended: 《Genius Trading, Momentary Excitement: The Live Streaming Illusion Created by Pump.fun》《A Summary of the Latest Popular Projects in Pump.fun's Live Streaming Section》。
Bitcoin
Who Will Own the Most Bitcoin in 2025?
Satoshi Nakamoto is the largest Bitcoin holder, owning about 1.1 million bitcoins, worth approximately $128 billion at today's prices.
Coinbase holds nearly 1 million bitcoins in total. BlackRock, Binance, and Strategy hold over 600,000, 450,000, and 200,000 bitcoins, respectively.
The U.S. government holds 198,000 bitcoins, which were seized from the Silk Road market, James Zhong, and the Bitfinex hacking incident.
There are multiple unknown Bitcoin billionaire wallets, most of which have been inactive since the initial inflow of bitcoins.
Ethereum and Scalability
Why Does Base Want to Issue Tokens?
Not only can it more effectively solidify funds on Base, avoiding becoming a "transit station," but it also helps convert short-term speculators into a long-term community of interests, while providing more certain long-term incentives for quality developers, promoting the landing of more infrastructure and innovative applications.
Multi-Ecosystem and Cross-Chain
Kyle Samani's Latest Podcast: SOL "Big Brother" Reveals the Story Behind Forward Industries
The "Invisible Champion" of Solana DEX: How Prop AMM Quietly Captured the Market
CeFi & DeFi
From Stablecoins to DeFi, How Far Has On-Chain Yield Development Come?
This report systematically breaks down the five major sources of on-chain yield: interest rate transmission of tokenized cash, staking and re-staking rewards, lending interest spreads, AMM fees, and structured design.
Providing RLUSD in Ethereum AAVE V3 can yield a relatively stable 11% APR. Providing GHO stablecoin in Avalanche AAVE V3 can yield a relatively stable 11.8% APR.
Five Common Arbitrage Strategies in Prediction Markets (Easy to Understand Version)
Cross-market arbitrage, time arbitrage (buying early and late), event handling arbitrage, liquidity arbitrage, semantic/oracle arbitrage.
Also recommended: 《Aave<“State of the Nation”>: What is the Future Strategy of the King of Lending?》《New Infrastructure for Prediction Markets: A Review of Third-Party Ecosystem Projects on Polymarket》《From Stablecoins to DeFi, How Far Has On-Chain Yield Development Come?》。
Web 3 & AI
RWA Entry Battle: A Comprehensive Guide to Web 3 Wallets Betting on Tokenized US Stocks
Don't Miss the Wealth Train of Web 3 AI: 11 Potential Projects Recommended
Weekly Hot Topics Review
In the past week, the Federal Reserve cut interest rates by 25 basis points as expected (Interpretation); Binance is negotiating with the U.S. Department of Justice, possibly to remove key oversight requirements from its $4.3 billion settlement agreement; BNB broke 1000 USDT, setting a new historical high (Interpretation); USDT market capitalization surpassed $170 billion, reaching a new high; Total market capitalization of stablecoins exceeded $290 billion, also a new high; PUMP surged past $0.008994 setting a new historical high; STBL skyrocketed (Interpretation); Polymarket may issue tokens; Base has changed its stance to explore token issuance; Consensys founder: MetaMask will issue tokens, and it will happen faster than you expect (Interpretation);
In addition, regarding policies and the macro market, the Federal Reserve's September meeting agenda has been finalized: Milan's nomination was approved, and Cook's dismissal was rejected; The SEC Chairman has abolished the aggressive enforcement agenda, promising to issue violation notices before taking enforcement actions against companies; the SEC plans to comprehensively reform the information disclosure rules for listed companies, while Trump calls for "quarterly reports to be changed to semi-annual reports"; Hong Kong's Cyberport has launched a pilot project for stablecoins and digital assets; France may prohibit crypto companies licensed in other EU countries from operating domestically; regulatory agencies in France, Austria, and Italy urge the EU to strengthen coordination on cryptocurrency regulation;
In terms of opinions and voices, Matrixport: The Federal Reserve may start cutting rates, easing expectations are likely to drive the continuation of the bull market; Bitwise CIO believes that SEC's general listing rules will pave the way for the rapid approval of crypto ETPs; the Chicago Options Exchange announced that Dogecoin ETF has been listed; CryptoQuant analysts: ETH is in one of its strongest cycles; Pantera: The narratives for Bitcoin and Ethereum have been shaped, with Solana having greater upside potential; Circle executives: About 90% of USDC's asset reserves are managed by BlackRock; Bernstein: Tether's launch of U.S. compliant stablecoins faces liquidity and distribution challenges; Coinbase CEO: There will be no fees for listing tokens, all evaluated according to uniform standards; CZ: Has engaged with about 50 potential DAT teams, only supporting a few strong companies; OKX CEO: In the coming weeks, top DApp infrastructure will be introduced for X Layer; Metaplanet CEO: Short selling and using issued stocks to cover is illegal, considering stock buybacks if mNAV falls below 1; Kyle Samani: Forward Industries intends to deploy funds to Solana DeFi protocols; 1 confirmation founder: If operated properly, BASE is expected to become one of the top five tokens by market capitalization; Jia Yueting: The "crypto flywheel" CXC 10 will operate independently, Faraday Future's value will not be diluted; STBL responds to rumors of "market maker sell-offs": No abnormal selling activity has been observed, and related transactions may be user arbitrage behavior;
In terms of institutions, large companies, and leading projects, Bitcoin treasury company DDC collaborates with Wintermute to obtain OTC liquidity in the spot and derivatives markets; the Ethereum Foundation has released an end-to-end privacy roadmap covering writing, reading, and proving; the Ethereum Foundation will establish a DAI team to promote on-chain AI development; Tether's new stablecoin USAT is planned to be launched by the end of the year; MetaMask has launched the stablecoin mUSD; the Ethena Foundation: ENA fee switch is about to be activated; Chow Tai Fook strategically invests in Gao Ying Securities to explore the Hong Kong digital asset market; Circle invests in HYPE tokens and considers becoming a validator; Native Markets has been selected for the Hyperliquid stablecoin USDH token symbol and will launch the first improvement proposal; Polkadot DAO has set the total supply cap of DOT to 2.1 billion; Wormhole has released the W token 2.0 upgrade, with revenue contributions going to the W reserve; Polymarket has launched a public company earnings forecast section; Curve Finance founder has released a Yield Basis proposal to allocate sustainable returns to CRV holders; Trust Wallet has released a token economics Litepaper, aiming to enhance TWT holder returns through pre-airdrop and Trust Alpha before TGE; WLFI has proposed 100% fee buyback and burn; Figure and DefiLlama are embroiled in a “RWA data falsification” dispute; Mirror will gradually shut down within a month, with content and subscribers automatically migrating to Paragraph; JuCoin platform token JU plummeted early in the morning, with the platform responding that it was "affected by the overall market environment and external liquidity"; SBF's X account appears to have unusual activity, with FTT breaking 1 USDT;
In terms of data, Bank of America: 84% of U.S. investors have a cryptocurrency allocation of 0; pump.fun's market share on the Solana ecosystem token issuance platform has risen to 90.6%; there are only 9 live concept tokens with a market cap exceeding $1 million on Pump.fun, with the leading token down 80%; Pump.fun live concept tokens collectively plummeted, with the leading token's market cap only at $5 million;
In terms of security, Monero has once again been attacked and experienced a block reorganization; the Yala protocol is suspected to have been hacked, with the stablecoin YU having depegged; Yala: the protocol was attacked unsuccessfully, YU briefly depegged, but user assets were not affected; Yala: has located the stolen assets and is cooperating with law enforcement to recover them…… Well, it has been another eventful week.
Attached is the Weekly Editor's Picks series.
See you next time~
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