Weekly Editors Picks is a functional column of Odaily Planet Daily. In addition to covering a large amount of real-time information every week, Planet Daily also publishes a lot of high-quality in-depth analysis content, but they may be hidden in the information flow and hot news, and pass you by.
Therefore, every Saturday, our editorial department will select some high-quality articles that are worth spending time reading and collecting from the content published in the past 7 days, and bring new inspiration to you in the crypto world from the perspectives of data analysis, industry judgment, and opinion output.
Now, come and read with us:
Investment and Entrepreneurship
Every quarter, large investment firms with more than $100 million in assets under management must file 13F filings with the U.S. Securities and Exchange Commission (SEC) to disclose their holdings of U.S. stocks and stock-related assets, such as ETFs, REITs (real estate investment trusts), options, and convertible bonds. These data only reflect the allocation of institutions in U.S. stocks and related assets.
The author further introduces 14 representatives of the pioneers and concludes that: At present, the market size and liquidity of Bitcoin are large enough to accommodate these institutional investors; as new investment tools continue to be launched, these institutions will have more ways to gain Bitcoin exposure, and institutional adoption will accelerate.
As Bitcoin prices continue to fall, will MicroStrategy go bankrupt and be liquidated?
Strategy The leverage ratio is not high, the debt term is long, and there is no obvious debt repayment pressure in the short term;
The premise of a financial crisis is that the value of Bitcoin has been at an extremely low level for a long time, and the probability of occurrence is low;
Founder Michael Saylor holds 46.8% of the voting rights, which allows him to avoid early redemption clauses in preferred stock debt and maintain a firm grip on the companys operational direction.
U-based financial management strategy for lazy people (February 24)
This column covers the relatively low-risk (systemic risk can never be ruled out) income strategies based on stablecoins (and their derivative tokens) in the current market, aiming to help users who hope to gradually increase the scale of funds through U-based financial management to find more ideal interest-earning opportunities.
This issue introduces CEX and on-chain base interest rates, Pendle zone gameplay, ecological incentives (opportunities and volatility coexist) and blind mining opportunities (it is recommended to kill two birds with one stone).
Cryptocurrency Contract Trading Tutorial: Mastering Strategies and Avoiding Common Mistakes
Risk management is crucial - use stop-loss orders reasonably, control positions, and increase leverage cautiously to avoid margin calls and ensure the safety of funds.
Strategies vary depending on experience - beginners are advised to learn trend trading and breakout trading first, while advanced traders can try advanced strategies such as scalping, arbitrage, and funding rate trading.
Continuous learning and trading discipline - the market changes rapidly, and keeping information updated, optimizing strategies, and controlling emotions are the keys to long-term stable profits.
BitMEX Alpha: Best options strategies after massive sell-off
The article presents five effective strategies for post-sell-off scenarios, complete with examples, profit and loss analysis, and situational guidance.
If you are concerned about another decline, buy a protective put option.
If you think Bitcoin will go sideways, sell covered calls.
If a rebound is expected, choose the bull call spread.
If large volatility is expected, choose a long straddle.
If you think the market is overreacting, choose to sell a put spread.
Revealing the dealers shipping routine: Dont let yourself become a leek
The article summarizes typical delivery routines including one-sided liquidity pool, false repurchase benefits, spot control contract harvesting, and high-interest pledge.
Nearly 30 million tokens were produced in two years. Cryptocurrency is a huge coin factory
Exchanges and VCs, as the most criticized participants in this bull market, are looking for opportunities to exit or are forced to leave.
This bull market is indeed hellish. There are almost no surprising crypto constructions, but conspiracy groups can be seen everywhere. Except for a few smart and lucky people, most of the money has flowed to the various stakeholders of the assembly line coin issuance.
Regulatory policies
Web3 lawyers interpret the Hong Kong SFC roadmap, the virtual asset market may usher in new changes
The Hong Kong SFC roadmap starts from the five pillars required for the development of Hong Kongs virtual asset market - access, safeguards, products, infrastructure, and relationships - and proposes 12 major measures to convey to investors and institutions the overall development and regulatory direction of Hong Kong in the next few years.
Airdrop Opportunities and Interaction Guide
Attention Returns to DeFi? A List of Pre-TGE Projects Worth Ambush
Infinex, Babylon, Lombard, Particle, Symbiotic, KelpDAO, HOT, Meteora, OpenSea, Polymarket.
Review of Kaito: Earning 50,000 U in 2 months, what to do next?
Kaito officially allocated a portion of the chips to the cooperative projects to incentivize the Yapper Leaderboard and Yapper Launchpad users of these projects. In addition, Kaito also reserved 7.5% for long-term creator incentives.
Based on the three dimensions of project fundamentals, whether team members play the game, and whether the list is popular, the author believes that Initia is a deterministic opportunity. Opportunities can be seized by expressing real ideas, paying attention to ecological projects, and strengthening interactions.
Also recommended: This weeks featured interactive projects: Somnia interacts with the Humanity Protocol testnet, Fogos early identity .
Ethereum
Citadel Securities, the largest market maker on Wall Street, is shorting ETH?
The author speculates that the holder of the $3.1 billion Ethereum short assets may be Bridgewater Fund or Citadel Securities.
Citadel Securities is one of the largest market makers on the New York Stock Exchange, with daily trading volume accounting for nearly 35% of US stock trading volume. Citadels name is always closely associated with shorting. As a top hedge fund, it is possible to hedge risks by holding a large amount of ETH spot on one hand and shorting ETH on the other. This also indirectly confirms the widely circulated rumor of ETH big change of dealers. The giants on Wall Street are gradually building positions and becoming new crypto dealers.
Pectra upgrade takes the first step, what updates will Ethereum have?
The article introduces the role of each improvement proposal that will be introduced. The upgrade is divided into three key areas: improving Ethereum accounts; improving the user experience of Ethereum validators; and expanding the processing capacity of data blobs.
Lido V3: Born for Institutional Ethereum Staking
Lido V3 introduces modular innovation stVaults, which adds great flexibility to institutional stakers by enabling customizable stake settings, allowing users to choose node operators and verification infrastructure. Stakers can customize Ethereum staking strategies to meet their needs and optimize rewards based on priority, giving full play to the liquidity, security and integration advantages of stETH.
In a more relaxed regulatory environment, institutional interest in Ethereum staking will further increase.
Also recommended: Quickly read the key points of the Ethereum Foundation AMA: L1 income and value accumulation, Pectra upgrade, L2, etc. The Elegy of Ethereums Leftists .
DeFi
Interpretation of the famous investment company ARK Invest——Research report on stablecoin protocols
ARK Invests report pointed out that the rise of stablecoin protocols will profoundly change the cryptocurrency market, pushing it into a new era of income rights revolution.
The transformation is mainly reflected in the following three key shifts: securitization of income rights - integrating the essence of DeFi with traditional finance, upgrading capital efficiency - the efficiency advantage of stablecoin protocols, and accelerating the institutionalization process - stablecoin protocols have become the new favorite of institutional investors.
An inventory of 6 Launchpad platform newcomers: What innovative gameplay are there?
The article briefly introduces Time.fun, Super Exchange, top.fun, Monsters.fun, Nad.fun, and NetMind XYZ.
The average return rate is 400%, counting three high-yield crypto IDO platforms
Echo, Legion, and Buidlpad represent different paths in the IDO field: Echo focuses on elite trust, Legion innovates reputation mechanisms, and Buidlpad pursues open compliance.
P is not moving, let’s take a look at these 6 popular DeFi arbitrage tools
Launching high APY DeFi arbitrage has almost become one of the strategies of new public chains recently. According to Deflama data, in addition to Sonic, emerging high-performance public chains focusing on DeFi such as Berachain, Sei, and Soneium have achieved an increase in TVL in the overall market decline in the past week, and this is inseparable from the high annual interest rate accumulation strategy. In addition, interest-bearing products of protocols such as Pendle and Morpho are also being sought after.
How to earn more in Berachain through DeFi?
Berachain, which adopts a unique PoL (Proof of Liquidity) mechanism, is becoming a new DeFi capital gathering place.
Users can combine LP+Infrared staking (APR over 180%); if they want to hold BERA for a long time, they can also stake BERA on Dolomite, Kodiak, Memeswap, and WeBera.
In a cold market, how can we earn stable income through Hyperliquid HLP vault?
The article introduces the Hyperliquid HLP vault, which shows its low volatility, high Sharpe ratio and negative correlation with Bitcoin. The combination strategy can significantly improve returns. HLPs volatility converges with the growth of TVL, and the Sharpe ratio increases. It may become a high-quality use case for HyperEVM in the future.
Web3 AI
Consensus loses focus on AI issues, looking into the DeepSeek moment of AI+Crypto in 2025
Web3 AI urgently need a native paradigm, especially Web3, to play a more critical and core role in exploring how AI can serve human needs, to open up its own new value positioning. For example, to create a future where everyone can obtain knowledge and tools, so that AI can serve their unique needs and goals.
Reconstruct the Agent concept from AI tool to AI civilization and form an AI socialized meta-operating system similar to iOS and Android.
OKX Ventures Research Report: Disassembling 10+ Projects to Help You Understand the AI Agent Landscape ( Part 1 ) ( Part 2 )
A complete research report on AI Agent.
Technology drivers and infrastructure form the core of the AI agent project, ensuring efficient operation and supporting large-scale expansion through advanced programming languages and innovative algorithms. At the same time, the high-performance blockchain platform provides excellent transaction processing capabilities and multi-chain compatibility, enabling AI agents to interact seamlessly on different chains, promoting the continuous optimization and upgrading of the technical foundation.
Payment and transaction infrastructure is a key pillar of the development of the AI agent ecosystem. The stablecoin payment system ensures transaction stability and liquidity, and improves the interaction efficiency between AI agents and users. The decentralized autonomous trading system achieves more efficient and secure automated transactions by eliminating human intermediaries. In addition, innovative reward and governance mechanisms such as Proof of Contribution and Proof of Cooperation promote AI agent collaboration and resource sharing, and ensure the long-term healthy development of the ecosystem through a sound governance system.
Understand GambleFAI in one article: What are the advantages of autonomous gambling agents?
GambleFAI three major trends:
Market consolidation around fundamentals: Profitable AI Agents are taking center stage, similar to real business models.
Machine learning models provide much-needed utility: AI enhances the prediction accuracy of agents, increasing potential rewards.
Bittensor subnets and Allora machine learning models drive innovation: This infrastructure provides predictive capabilities, supports specialization and product-market fit.
Delphi Digital explains ElizaOS v2: New architecture, new possibilities
The architectural upgrade of ElizaOS v2 brings stronger capabilities to AI agents: modular core framework, unified abstraction layer, and event-driven architecture.
These improvements significantly enhance AIs flexibility, mission planning capabilities, and ability to perform complex tasks.
Another highlight of v2 is the introduction of Hierarchical Task Networks (HTNs), which allow AI to decompose high-level goals into a series of structured steps and dynamically adjust plans when the environment changes.
The full autonomy of AI still faces some technical challenges: multi-agent collaboration and language expansion.
Safety
Hot Topics of the Week
In the past week, on February 25, BTC fell below $90,000 ; on February 28, BTC fell below $80,000 ; Bybit published an open letter : expressing deep gratitude to the crypto industry for working together to deal with security threats; Bybit: deposits and withdrawals have fully returned to normal levels , and the ETH shortfall has been fully made up ; Infini suffered an insider attack and lost $50 million , and the founder promised to pay for it; Infini founder: withdrawals have been fully responded to , and product consumption and withdrawals are currently normal; Infini founder responded to the $50 million funding gap : I will bear $25 million to solve the withdrawal demand, and the rest will be solved off-chain;
In addition, in terms of policy and macro markets, the SEC has suspended litigation and settlements with a number of crypto companies;
In terms of opinions and voices, Michael Saylor: If necessary, it is recommended to sell one kidney but keep Bitcoin; Arthur Hayes: If Trump cannot pass the budget to raise the debt ceiling, Bitcoin will fall back to $70,000-75,000 ; Trumps second son : It is recommended that newcomers enter the market with a small amount and continue to learn DeFi; Dragonfly GM: Capacity expansion is still a topic that the industry continues to pay attention to, and functional differentiation is another important direction; Vitalik: Consider migrating Ethereum to Poseidon hash to optimize zk-prover friendliness; CZ: No tokens of the donation address will be retained and community suggestions will be sought; CZ said that this is the first time using DEX , and his experience can be improved a lot; CZ announced his investment portfolio : BTC only accounts for 1.32%; Bybit officials explained that the liquidation data is greater than other CEXs : because the platform API announced the full amount of liquidation data; Jupiters founder announced three long-term strategies , and the 280 million JUP held by individuals will be locked until 2030; Kanye West announced his withdrawal from Twitter; SBF Tweeting again after two years, talking about the experience of firing an employee;
In terms of institutions, large companies and leading projects, Citadel Securities, the largest market maker of the New York Stock Exchange, intends to make markets for Bitcoin and cryptocurrencies ; BitMEX is seeking to be sold; Aya Miyaguchi was promoted from executive director of EF to chairman; Binance Pre Market launched a daily limit mechanism test ; Uniswap integrated Robinhood, and MoonPay launched a fiat currency withdrawal function; MetaMask released a new roadmap, including the introduction of smart contract accounts, support for Bitcoin and Solana networks, etc.; pump.fun may launch its own Swap platform ; time.fun : The current demand has exceeded the platforms processing capacity, and product updates may be completed in the next few weeks; Babylon has opened airdrop registration ; Meteora: It will continue to improve the existing points system and will review bad actors and wash traders;
According to the data, SOL will usher in a large amount of unlocking on March 1, and VC’s unrealized profits will reach hundreds of millions of dollars;
In terms of security, mETH Protocol: cmETH withdrawals have been resumed and user funds are not affected... Well, its another week of ups and downs.
Attached is a portal to the “Weekly Editor’s Picks” series.
See you next time~
