"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 pieces, 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
People live in a state of "universal economic anxiety." Too many still regard BTC as a risk asset, believing it will only rise when macro conditions are stable and the Nasdaq surges. It is this narrative conflict that suppresses prices. Crypto is a prisoner of macro bubbles. The next wave of funds is likely to come from institutions. They will buy tokens with "dividend-like" attributes (fee switches, real earnings), projects with clear PMF (stablecoin issuers, prediction markets), and targets with clear regulations.
Quantum risk is real. Prediction markets have just begun. Airdrops and memes still have opportunities. Tokenization/RWA will dominate crypto growth. Institutions urgently need privacy. The 4-year cycle no longer applies.
Vanguard Enters with $700 Million, Has MSTR Hit Bottom?
In the past few months, Strategy's stock price has continuously fallen from a high of $457, with a decline of nearly 200%. Doubts surrounding Strategy have also intensified. From high leverage and refinancing capabilities to the transmission mechanism of Bitcoin price fluctuations to stock prices, almost all negative logic has been revisited. Especially after mNAV fell below 1, the voices predicting MSTR's decline have been incessant.
When almost everyone is extremely bearish and the news is all negative, Vanguard, the Louisiana State Employees’ Retirement System (LASERS), actively managed funds, and several asset management firms have gradually bought in.
While choosing to go long on MSTR may not necessarily be the right decision for institutions and individuals, their presence is worth serious observation. Because the structural bottom of the market often does not emerge after emotions improve, but rather at a moment when emotions are still extreme, yet someone has chosen to act in the opposite direction.
"Lucky Big Players" Hunting Quantitative Robots
Trader "a4385" meticulously planned a hunt for quantitative robots, raking in $280,000 in 48 hours. The article details their "money printing operation" and calculates the associated costs.
New Algorithm Exposed: Likes Are Almost Worthless, This Behavior's Value Increased 150 Times
Algorithmic logic change: from manual definitions to AI automatic judgments.
For creators, this means two things: First, techniques like "best posting time" and "golden tags" have become less valuable. Because the model no longer looks at these fixed features; it considers each user's personal preferences. Second, whether your content can be promoted increasingly depends on "how the people who see your content will react." This reaction is quantified into 15 behavioral predictions. Positive behaviors include likes, replies, shares, quoted shares, clicking on posts, clicking on the author's homepage, watching more than half of the video, expanding images, sharing, staying for a certain duration, and following the author; negative behaviors include clicking "not interested," blocking the author, muting the author, and reporting. Each behavior corresponds to a predicted probability. The algorithm scores them based on their weights.
The algorithm does not care about the quality of the post itself; it only cares about your behavior.
Creators have several actionable items: reply to comments, avoid being blocked, place external links in the comment section, avoid spamming, and there is no longer a "best posting time."
What Exactly is the New Media According to a16z? New Media is a Shift of Power
Media has transformed from institutional assets to personal capital.
The endpoint of new media is not view counts but agency. Agency means others are willing to act with you, trust your judgment, and pay for your concepts.
New media addresses "the right to disseminate," while ICM addresses "the right to price."
Also recommended: "2026 Disruptive Script: Four Tech Tycoons Predict Copper Prices Soar, Oil Crashes, and New Crypto Assets Rise."
Policies and Stablecoins
Why Must Banks Block Stablecoin Yields?
The main contradiction surrounding CLARITY has focused on "interest-bearing stablecoins." Specifically, the GENIUS Act passed last year explicitly prohibited interest-bearing stablecoins to gain support from the banking industry, but the act only stipulates that stablecoin issuers cannot pay holders "any form of interest or yield," without restricting third parties from providing yields or rewards. The banking industry is very dissatisfied with this "workaround" and is attempting to overturn it in CLARITY, banning all types of interest-bearing paths, which has met strong opposition from parts of the cryptocurrency community represented by Coinbase.
The real concern of the banking industry regarding stablecoins is that — as a new medium of exchange, stablecoins can directly compete with transaction-based deposits, transforming the structure of deposits — funds may still remain in the banking system, but the banks' costs will significantly increase (the interest margin will be compressed), while income from transaction fees will also be greatly reduced.
"Crypto President" Trump's Report Card: How Many Promises Did He Fulfill in His First Year?
Unprecedentedly, the president also issued meme coins;
"New officials take office with three fires," layoffs, hiring, and excluding dissent;
"Creating history with decrees," establishing a BTC strategic reserve and promoting the legislation of three major crypto bills;
Wielding tariffs, causing the market to surge and plummet, making the crypto market a stage for insider trading;
Family wealth skyrocketing, pardoning Binance founder CZ.
Airdrop Opportunities and Interaction Guides
Ultimate Interaction List for 2026 Projects (Including 182 Projects with Strategies)
Popular Interaction Collection | Moonbirds New Badge Task; Konnex Launches Points Task (January 22)
Interaction Tutorial | Perle Labs, which raised $17.5 million, Launches First Season Points Activity
How to Make Money in a Sluggish Market? Complete Guide to Hedging on Perp DEX Dual Platforms
Ethereum and Scalability
At the beginning of the month, Grayscale announced that its Grayscale Ethereum Staking ETF (ETHE) has distributed the earnings obtained through staking to existing shareholders for the period from October 6, 2025, to December 31, 2025, marking the first distribution of staking earnings to holders by a spot crypto asset trading product in the U.S.
The ETF's distribution of earnings is not an isolated event but the first step for Ethereum Staking to enter a broader capital perspective, which will drive the effectiveness and popularity of institutional Ethereum staking and earnings distribution in practical terms. It also signifies that Ethereum ETFs are no longer just shadow assets following price fluctuations but are genuine financial products capable of generating cash flow.
Multi-Ecosystem
Delphi Digital: Solana is About to Enter the Most Aggressive Technical Upgrade Cycle in History
Solana's roadmap aims to transform it into an environment that reaches exchange-level capabilities, allowing the native on-chain centralized limit order book (CLOB) to compete with centralized exchanges (CEX) in terms of latency, liquidity depth, and fairness.
The 2026 roadmap may represent the most aggressive upgrade cycle in the network's history, comprehensively overhauling consensus mechanisms and infrastructure to become a decentralized Nasdaq.
The article further elaborates on the following upgrades: Alpenglow, Firedancer, DoubleZero, BAM, and Harmonic, Raiku.
CeFi & DeFi
The Rise and Future of Perp DEX: A Structural Revolution in On-Chain Derivatives
SocialFi
Tiger Research: If I Were the Founder of Kaito, How Would I Decide in the Face of InfoFi's Changes?
The policy adjustments on the X platform destroyed the InfoFi ecosystem within just three days, completely exposing the structural fragility of Web3 projects' excessive reliance on centralized platforms.
InfoFi projects currently face five choices: complete shutdown, transformation into a bounty funding platform, adopting a Korean-style sponsorship model, multi-platform expansion, or evolving into an MCN-style KOL management model.
Future models will be more refined and controllable, shifting from "permissionless scaling" to "audited high-quality collaborations."
Establishing a fair incentive compensation system and revalidating the intrinsic value of tokens remains a gap the industry must bridge.
Weekly Hot Topics Recap
In the past week, the NYSE plans to launch 24/7 stock tokenization trading (analysis of bullish and bearish crypto businesses);
Additionally, in terms of policy and the macro market, the battle for the Federal Reserve Chair has taken a sudden turn: Hassert hinted at stepping down, and Walsh's chances have soared; Trump's crypto advisor urges swift passage of the market structure bill: "Compromise must be made"; the Hong Kong Securities and Futures Professional Association: Hong Kong has completed the preliminary regulatory infrastructure for virtual assets;
In terms of opinions and voices, Tiger Research: policy catalysts and liquidity expansion, Bitcoin's Q1 2026 valuation is locked at $185,500; analysis: Wall Street bets on Trump's TACO trade again, with prediction markets showing only a 17% probability of tariffs being imposed on Europe; Vitalik Buterin: We need more and better DAOs, not just treasuries controlled by token voting;
Regarding institutions, large companies, and leading projects, Pump.fun officially announced the launch of investment department Pump Fund, which will invest $3 million in 12 new tokens issued through the platform; Genius released new point rules (interpretation); Solana Mobile launched the ecosystem's native asset SKR (interpretation); Bubblemaps: the average airdrop amount for SKR tokens is $1,400, with a total of 60,000 addresses having claimed it;
In terms of data, Bitcoin fell to $91,900, and the crypto market experienced a "flash crash" on Monday morning; on January 21, BTC fell below 88,000 USDT; spot gold rose above $4,950 per ounce, setting a new historical high… Well, it was another rollercoaster week.
Attached is the portal for the "Weekly Editor's Picks" series.
See you next time~
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