"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

Federal Reserve vs. Treasury: The Currency War Behind Bitcoin's Plunge

What we are witnessing is a direct conflict between two competing monetary systems:

• Old Order — centered around JPMorgan, Wall Street, and the Federal Reserve.
• New Order — centered around government bonds, stablecoins, and a digital framework anchored by Bitcoin.

BlackRock's Large Transfer to Coinbase is Not a Short-Term Dump Signal

BlackRock's large transfer is actually a lagging indicator. The sell-off has already occurred in the ETF. On-chain transfers by market makers often reflect this as well.

The real selling pressure does not appear when retail investors see on-chain transfers; it occurs when market makers take on ETF sell orders (which is a buy for them) while simultaneously hedging sales in the external market. Since redemption circulation usually has a 1-day delay, the actual selling pressure may appear a day earlier.

Exclusive Reveal of Exchange User Acquisition Rules: $50 to Buy a New User

Odaily interviews the Paid Ads department of a certain exchange.

Also recommended:

Coinbase Ventures' Strategy for 2026

Forbes' 2026 Crypto Trend Predictions: Where to Go After Reduced Volatility?

A Review of 15 Established Altcoins: Which Have the Potential for Violent Upsurge?

Survival Guide for the Crypto Winter: Focusing on the Counter-Cyclical Value of Platform Tokens

7 Ways for Crypto Veterans to Print Money in a Bear Market

Dragonfly Partner's Heartfelt Article: Reject Cynicism, Embrace Index Thinking

Is Peter Thiel's Invested Infinex Worth Participating in Its Public Offering?

Prediction Markets

The Evolution of Prediction Markets: The iPhone Era Returns

Within a decade, Polymarket's model will consume most of the traditional financial system. The reason is not that its fees are lower or its experience is better, but because compressing all markets into a single primitive and rebuilding from the ground up is far more efficient than maintaining countless specialized market structures.

The dominoes will fall in the following order:

1. DraftKings — Sports betting is essentially just a prediction market with lower odds.
2. CBOE — Options are essentially complex binary bets on price levels.
3. Insurance — Just a prediction market that can only go long.
4. Credit Markets — Essentially pricing bankruptcy probabilities, just with a few more layers of structure.

These industries will resist and regulate, but ultimately have to yield because they will eventually realize — they are not facing a better product, but a superior set of physical rules.

What we are truly witnessing now is a complete reconstruction of how markets operate. You no longer bet on prices, interest rates, or volatility, but on events, the correlations between events, and most importantly, the probabilities of events occurring.

Is the Prediction Market the Next ByteDance? How to Layout? Dissecting the Billion-Dollar Valuation Model

The ultimate form of prediction markets can be roughly divided into five levels:

A: Event Derivatives Exchange

B: Parametric Insurance Infrastructure

C: Decision & Governance "Truth Layer"

D: AI Probability Data & World Prediction OS

E: Prediction-native Social Media

The higher you go, the more abstract the narrative becomes, and the greater the imaginative space for valuation.

From the perspective of "business maturity," Polymarket is far from ByteDance in 2016-2017.

The author also introduces four types of layout methods at the end.

OKX Ventures Research Report: Understanding the "Prediction Market" Landscape in One Article

A comprehensive report.

Also recommended:

Hunting Polymarket Bots: When Order Rewards Become a Lethal Bait

The Mystery of Polymarket's "Sports Prediction God" Falling to Zero After Earning $4 Million

Losing $720,000 on Hyperliquid: The "Zeroing" of Boxing Champion Andrew Tate

Airdrop Opportunities and Interaction Guide

Popular Interaction Collection | Push Chain Testnet Tasks; Pi Squared New Points Task (November 26)

Monad Mainnet Launch: Overview of Ecological Hot Project Profit Opportunities

Bitcoin

Has the Bitcoin Four-Year Cycle Failed?

The previously singular halving rhythm has now been disrupted by various forces: the structural impact of ETFs and institutional funds; fragmented narratives and accelerated hot topic rotations; and reinforced reflexivity.

Miners Amid Bitcoin's Plunge: Who is Profiting? Who is Holding On?

With the current Bitcoin price below $90,000, miners are in trouble. Over the past two months, the 7-day average income of miners has dropped 35% from $60 million to $40 million.

Overall, there are two coexisting breakeven scenarios in the mining industry: The first is large industrial mining companies that have efficient mining machines, cheap electricity, and light capital balance sheets; their daily cash flow will only turn negative when Bitcoin's price drops from $86,000 to $50,000. The second is the remaining group of miners, who will struggle to maintain breakeven once depreciation, impairment, and stock option expenses are accounted for.

Ethereum

Overview of ETHGlobal Buenos Aires Hackathon Final Projects

Multi-Ecosystem and Cross-Chain

SOL's Latest Proposal Aims to Reduce Inflation Rate; What Are the Opponents Thinking?

Recently, the Solana community proposed a new proposal called SIMD-0411 (translated as double suppression of the inflation rate, which can be understood as not reaching deflation but reducing the inflation rate), which is currently in the governance discussion phase and will soon enter voting.

Also recommended:

Solana x402 Hackathon Concludes: Five Innovative Projects Stand Out

TGE Tonight: A Quick Overview of Ecological Projects Mentioned on Monad's Official First Day

CeFi & DeFi

DAT Leaders Collectively Discounted; Which Has True Bottom-Fishing Value?

The three main reasons for the discount on DAT are — insufficient liquidity, operational expenses, and potential risks. In the future, only a few companies will be able to operate excellently and achieve premium trading.

SocialFi

The Technical Foundations, Application Traps, and Future Evolution of Decentralized Social

The upper limit of the industry is determined by three dimensions of decentralized social protocols in the underlying product structure: identity systems, data storage, and search recommendation mechanisms.

The traps encountered during the emergence of SocialFi application products include: functional replication, lack of niche strong users, misuse of token incentives, continuation of application forms, and being driven by resources and narratives.

The future of SocialFi will be based on social users with payment and trading needs.

Security

Can Funds Mistakenly Transferred to Other Chains Be Recovered?

Funds can be recovered under certain conditions, such as the contract deployer on the target chain having relevant nonces that have not been used, the contract that locks the funds having a withdrawal function, or the ability to deploy a withdrawal function through various means (such as upgradable contracts or using proxies like Clones).

Therefore, before transferring, be sure to double-check!

Can the 40 Billion Bitcoin Taken by Qian Zhimin Be Returned to China?

A multi-perspective legal article.

Weekly Hot Topics Recap

In the past week, the market saw a slight rebound; Upbit was hacked (Interpretation), and the CEO publicly apologized: confirming a loss of 44.5 billion won, fully compensating affected users; S&P gave Tether the worst rating;

Additionally, in terms of policy and macro markets, U.S. Treasury Secretary Janet Yellen stated that the government shutdown caused a permanent hit of $11 billion to U.S. GDP; Federal Reserve Governor Michelle Bowman expressed intent to shift the Fed's balance sheet more towards U.S. Treasuries; the Japanese Financial Services Agency plans to require cryptocurrency exchanges to hold reserve funds to address losses from hacking or security vulnerabilities; South Korean financial regulators urged Bithumb to suspend Tether Market services; South Korea tightens crypto regulations again: the crypto "travel rule" extends to transactions below 1 million won; Xinhua News Agency forwarded a notice from the WeChat Security Center: warning against pyramid schemes and scams disguised as blockchain virtual currencies and stablecoins;

In terms of opinions and statements, BlackRock executives stated that clients invest in Bitcoin mainly for "digital gold" considerations, not for global payment scenarios; Delphi Digital reported that institutional crypto demand has decreased by 90% from the peak data of $5.5 billion in August, with capital in a wait-and-see state; Nakamoto CEO pointed out that MSCI's removal of digital asset reserve companies highlights industry discrimination and conflicts of interest, calling for regulatory intervention; Michael Saylor remarked that volatility is a gift from Satoshi to believers…… and plans to destroy the private key of over 17,000 BTC, viewing it as "heritage"…… 99% of global funds are forcibly allocated to stocks and credit, making it impossible to buy Bitcoin even if one wants to; Arca's Chief Investment Officer stated that there is no need to sell BTC unless BTC drops to a level where selling becomes irrelevant; 10x Research noted that Web3 is shifting from speculation to fundamentals-driven; trader Eugene published an article titled "Surrendering to the Market": licking wounds and observing again; the author of "Rich Dad Poor Dad" sold 2.25 million dollars' worth of Bitcoin at a price of $90,000, facing significant criticism; Berachain co-founder clarified the special refund rights of the Nova fund: it was fabricated by a malicious former employee, and the Nova fund still locks tokens for Berachain holders and LPs; Pump members stated that Lookonchain's information regarding PUMP cashing out is completely incorrect; Infinex's founder mentioned that restarting the ICO is not to "make everyone money," but to replace outdated models with high FDV and low circulation; YZiLabs criticized the BNC board for chaotic execution and disordered communication, demanding the introduction of new directors to "save the market"; CEA Industries (BNC) announced the appointment of new board members;

Regarding institutions, large companies, and leading projects, Grayscale's Dogecoin ETF was listed; JPMorgan launched structured notes linked to BlackRock's Bitcoin ETF, matching the BTC four-year halving cycle; VanEck updated the S-1 application document for the BNB ETF, removing the staking option; Alt5 Sigma, related to the Trump family's crypto project, fired its CEO and COO; WLFI Reserve Company ALT5 Sigma will violate SEC regulations for failing to timely disclose executive suspensions; Binance Wallet launched an entry for Ondo tokenized stocks and ETF trading; Robinhood will launch a new derivatives exchange to promote the development of prediction markets; Monad mainnet launched, initially locking 50.6% of the total MON tokens; Irys launched airdrop claims; vooi released a token model: airdrops and community token sales account for 10.53%; MegaETH pre-deposit started with ups and downs; 60% of the airdrop was taken away, and aPriori faced a trust crisis;

In terms of data, Strategy suspended Bitcoin purchases, ending six consecutive weeks of accumulation, with stock prices down about 70% from peak; Jump Crypto became the largest on-chain holding entity of USD1, holding 26.16 million coins;

In terms of security, Cardano suffered a temporary chain split due to a code vulnerability, and the FBI has intervened in the investigation; security agencies reported that up to 15% to 20% of crypto companies have North Korean agents lurking; SlowMist's Yu Xian noted that the Monad airdrop claim page may have vulnerabilities, allowing hackers to change user claim addresses (link)…… 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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