"Weekly Editor's Picks" is a "functional" section of Odaily Planet Daily. Based on a vast array of real-time news coverage each week, the Planet Daily also publishes many high-quality in-depth analysis pieces, but they may be hidden among the information flow and hot news, passing you by.
Therefore, our editorial team will select some quality articles from the past 7 days every Saturday that are worth spending time reading and saving, providing you with new insights from perspectives such as data analysis, industry judgment, and opinion output as you navigate the crypto world.
Now, let's read together:
Macroeconomic Situation
14 Days of Hormuz Blockade: Among the World's 7 Major Economies, Who Will Collapse First?
The Strait of Hormuz is not just a chokepoint for oil; it is a bearing wall for the U.S. global security framework. Removing it means that pressures won't remain in the Middle East. They will spread—piercing through energy markets, through the commitments of allies, through the military power that supports every security guarantee from Seoul to Taipei to Tallinn that the U.S. makes.
This crisis is no longer just a problem of supply math; rather, it is about whether the U.S. can reopen the strait with actual military means before the reserves of its allies run dry—and what the cost of this attempt will be.
South Korea and Japan face a 30-40 day LNG shortage, India a 20-30 day LPG cut-off, while Europe drifts into crisis over time, and U.S. political exposure is much greater than physical exposure. China, on the other hand, is the largest structurally beneficial outlier.
Ray Dalio: If the U.S. Loses Hormuz, It Will Be More Than Just a Military Loss
If Iran retains control over Hormuz (even if only as a bargaining chip), this war will essentially be seen as a failure for the U.S. And the significance of this failure extends far beyond the gains and losses of a military operation.
Dalio leans towards believing that the U.S. will lose, and Iran will win.
Investment and Entrepreneurship
4 Classic Bottom-Fishing Indicators Fail, 3 New Indicators Point to Bottom-Fishing Timing?
The article presents 4 representative bottom-fishing indicators in the industry and combines data and real-life "implicit indicators" to construct new "bottom-fishing indicators," pointing out that BTC still has downward space.
3 major indicators may reveal the bottom area of the bear market: CVDD iron bottom, NUPL negative value, stablecoin exchange inflows.
The pre-market for coins and stocks has significant theoretical differences and price disparities, generating genuine demand for liquidity bridges. Perhaps a pre-market price difference market can be built to meet trading and speculation demands after acquiring enough pre-market tokens or equity capital.
Considering that current market liquidity remains below a million dollars, the primary business model of this platform may still revolve around trading fees or LP fees, as well as the realization of platform's own investment quota price differences.
The Truth Behind "Tokens Are Dead": The Money Hasn't Left, It's Just Changed Tracks
In 2025, over 80% of tokens' issuance prices broke, meanwhile crypto IPO financing surged 48 times to $14.6 billion, and M&A reached a five-year high of $42.5 billion. This is not only a matter of market sentiment, but a systematic migration of capital structures, with a batch of IPOs such as Kraken, Ledger, and Animoca set for 2026.
Tokens and equities share similar upward potential, but their risk structures are vastly different: tokens peak faster (within 30 days) and face larger volatility; equities maintain robust upward momentum over a longer timeframe. Equities enjoy higher valuation premiums than tokens: this premium can be attributed to institutional entry barriers, index inclusion potential, and richer trading strategies supported by equities.
Price-to-sales ratios (P/S) provide a useful benchmark for evaluating companies, but valuation dispersion reflects the importance of other factors, including regulatory moats, revenue diversification, shareholder value, and sector sentiment.
M&A activities reached a five-year high with a speeding up of integration: obtaining capabilities has proven faster than building them, and regulatory compliance is driving strategic M&A.
The author believes that many RWA projects fundamentally misunderstood the nature of the project; the token economic models have been designed incorrectly.
RWA projects should concentrate resources on one thing—finding genuinely good RWA assets, which must meet four criteria: attractive APY, synchronicity, stability, and security.
The role of the token should be: only by holding the token can better assets, higher yield ratios, and preferential quotas be unlocked.
In these five years, the total amount of payments circulated through Tally's infrastructure exceeded $1 billion; they helped operate systems that protected over $80 billion in value; over 1 million people have accessed the platform; hundreds of organizations have achieved self-governance through Tally; tens of millions of token holder addresses have cast proposal votes here. More hardcore is that they have never experienced a major security incident.
Unfortunately, at least for now, there is still no sustainable business model supported by VCs focused on decentralized protocol governance tools.
Web3 & AI
In the Wave of OpenClaw, CEXs Compete for AI Agent Trading Access
This wave is no longer just a collective round of AI PR releases by exchanges, but several leading platforms are starting to repackage capabilities originally scattered across pages and APIs—such as market conditions, addresses, audits, wallets, order placement, and risk control—into modules that Agents can call.
In short, the difference is: previously, most products only made AI more articulate; now leading exchanges are starting to enable AI to actually invoke things.
Comparatively, Binance has secured information and skill distribution entry points first, OKX is closest to closing the trading execution loop, Bitget currently exposes the deepest business depth, Gate seems to be building a platform base, while Bybit remains at the event and communication level, temporarily not entering this round of real product competition.
Encountering OpenClaw Founders at the Hackathon: Can Lobsters Do These Things?
The UK AI Agent Hackathon 2026, initiated by the Blockchain Association of Imperial College London, is taking place in London. The author has filtered out 6 interesting projects covering directions from agriculture to biosecurity, from urban governance to DeFi protection. OpenClaw x Web3 has three major landing directions: the identity and sovereignty of Agents, direct fund management, intelligence and public supervision, but security is the biggest constraint.
Racing 22 Agents on Hyperliquid, What Did I Discover? (Includes All Strategy Code)
"Fewer trades" combined with "higher conviction" always equals "better results." Agents that attempt to maintain high win rates through "safe" trading all ended up losing—because each trade with a small profit target still incurs trading fees and market risks.
Hyperfeed is a real-time tracking system that can show all traders currently making money with assets on Hyperliquid. It’s not based on historical rankings or other lagging indicators, but on the trading behaviors that the entire exchange is currently profiting from. Agents trading based on real-time Hyperfeed data outperform all purely technical strategies.
When Agents consistently incur losses, they attempt "self-repair." Common repair actions include relaxing entry conditions, increasing leverage, and removing risk protection mechanisms, but the result accelerates losses every time.
The author has open-sourced all strategy codes while continuing to run and optimize these agents.
I Investigated 5 Crypto AI Projects Funded for Millions and Discovered...
Under the anxiety of crypto VCs, some Crypto+AI projects can secure million-dollar funding with just a white paper and a product without PMF.
Also recommended: 《Jensen Huang's GTC Speech Full Text: The Era of Reasoning Has Arrived, Lobsters Are The New Operating System》《Making $100,000 in 10 Days: OpenClaw’s Practical Experience in the Prediction Market》.
Prediction Market
Election prediction markets are the holy grail scenario, but future markets go far beyond that. Prediction markets are becoming a new information infrastructure. Behind their rise is a dissatisfaction with traditional information systems. The essence of prediction markets is to incentivize real information with money. Ordinary people, rather than institutions, make up the core liquidity of the market.
Kalshi has chosen an unconventional path of regulation-first, growth-later. Kalshi emphasizes itself as an exchange, not just an online entertainment platform. Its core long-term goal is to improve the efficiency of social decision-making, rather than merely functioning as a trading platform.
Policy and Stablecoins
Airdrop Opportunities and Interaction Guide
Now is the Best Time to Interact with Polymarket (Includes Exclusive Tutorial)
Polymarket provides concentrated liquidity subsidies of up to $2 million for the NCAA "March Madness" event, offering ordinary users a relatively low-risk, high-efficiency opportunity to obtain LP rewards.
Meme
Pump.fun Enters the $1 Billion Club Solo, The Post-Meme Era's "Oligopoly Game"
On March 8, Pump.fun's total revenue surpassed $1 billion, making it the first platform on Solana to reach this milestone and firmly sits as the most prominent money printer in the Meme sector.
Meme hasn't disappeared; it's just that business is increasingly consolidating towards the top, and the differentiation between blockchains and platforms is becoming more pronounced.
CeFi & DeFi
Dialogue with Hyperliquid Founder Jeff Yan: Moving Finance on-chain Before AI Takes Over the World
Jeff reviewed the wealth effect and responsibility shift brought by TGE (Token Generation Event) and explained Hyperliquid's core design philosophy of "no internal market, no discretion," as well as why it insists on automatically repurchasing and burning protocol fees rather than timing operations artificially.
He emphasized that Hyperliquid is not a "crypto company," but a "financial protocol" upgrading financial infrastructure with encryption technology, aiming to "housing all of finance"—to allow all financial activities to occur within a composable, permissionless, transparent on-chain system. In an era of accelerating AI development, if the financial system does not upgrade to an on-chain, programmable, open architecture, there will be no place for humans in the financial world of the future.
It's Not Just Prediction Markets Profiting from the U.S.-Iran War
Including Hyperliquid, 24/7 operating perp DEXs are also "reaping war profits": the trading volume of commodity contracts on the platform has surged, and traditional asset derivatives such as gold, oil, and silver have experienced an unprecedented liquidity explosion.
Vida attributes the reasons to stringent KYC and poor user experiences on domestic U.S. exchanges.
Despite the potential risks of "eventually being scrutinized for compliance," in the "money never sleeps" era, people still need perp DEXs.
This Week's Hot Topics
In the past week, the Trump administration has initiated the release program for U.S. oil reserves; Iran was reported to consider allowing some oil tankers to pass through the Strait of Hormuz, provided that oil transport must be settled in RMB;
Additionally, concerning policy and macro markets, the SEC approved Nasdaq to pilot tokenized stock trading; the U.S. SEC chairman rolled out a "cryptocurrency asset regulatory framework," clearly delineating digital commodities from digital securities; the U.S. Court of Appeals supported Nevada's ban, prohibiting Kalshi from offering sports prediction contracts;
On the viewpoints and voices side, Trump stated: once the Iran war ends, oil prices will plummet; former British Prime Minister called Bitcoin a "Ponzi scheme", arguing that its value relies on market confidence; DWF partner: institutional funds are shifting to allocate BTC, ETH, and RWA, while the traditional altcoin season is disappearing; DeFiance Capital founder: Going long on crypto assets and shorting stock trading might just be starting, as USDC supply has returned to historical highs; Vitalik interpreted the Ethereum Foundation's mission statement: Ethereum should become a "technological safe haven"; Vitalik: we should reassess the separation architecture of Ethereum's beacon chain and execution clients; OKX Star clarified misunderstandings about the "wallet vulnerability": advised users to avoid installing software or plugins from unknown sources;
On the institutional side, major companies and leading projects, Kraken has suspended its IPO plans; Stripe has jointly launched a payment public chain Tempo that has gone live, supporting AI automatic payment protocols; Circle launched open-source AI development tools Circle Skills, supporting integration of stablecoins like USDC and EURC; Kalshi emulates Buffett to launch the $1 Billion Perfect Prediction Challenge for the NCAA "March Madness"; Polkadot upgraded its issuance model, setting the maximum supply of DOT at 2.1 billion; Sky Protocol proposal intends to allocate about $70 million in USDS startup funds to expand the Sky Agent Network;
In the AI field, Tencent has become a sponsor of the OpenClaw community; the 315 Gala exposed AI large models being "poisoned", indicating that "brainwashing" AI has become an industry chain;
In terms of data, Trump's associated company American Bitcoin's holdings increased to 6,899 BTC, surpassing Galaxy; BlackRock's digital asset head said that only the Bitcoin ETF among the top 20 global ETFs is in the red, and 90% of investors buy more as prices fall; Bernstein: over 60% of Bitcoins have not been moved for a year, long-term "believers" reinforce the property store of value; Daily Line Returns with Eight Straight Gains: ETH broke $2,300, with giant whales continuously bottom-fishing; on March 19, spot gold and silver plummeted within the day, both hitting new lows since February 6; Polymarket earned millions in fees in just 70 days collecting $10 million in fees;
In terms of security, Venus Protocol was attacked by flash loans, leading to large-scale liquidations... well, it's been another up and down week.
Attached is the portal to the "Weekly Editor's Picks" series.
See you next time~
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