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
Dialogue with trader Jason: How to obtain Alpha by trading Beta targets?
Since founding his own fund, Jason has been adhering to the penetration rate logic, What I buy is called institutional penetration rate. So in 2023, he only did one thing, which was to buy GBTC. Because GBTC was discounted to Bitcoin at that time, they outperformed Bitcoin at that stage. After the ETF was passed and the discount was restored, Jason began to think that after institutions bought the Bitcoin ETF, they would want to have some configurations that made them more excited. He chose MSTR among Crypto-related stocks because the logic was simple and it was easy to build consensus.
In Jasons definition, big money is from sovereign funds to insurance companies, university funds, endowment funds and various hedge funds. The penetration rate of Crypto by these people to date may be less than one thousandth. What big money cares about is nothing more than simplicity and liquidity. Judging from this, the top of the bull market is around $150,000.
For small currencies, see whether they have good, high-growth founders.
The way to keep improving in trading is: practice, iteration, and review.
Dialogue with trader Timo: After $Trump, does Ai Agent still have a chance?
Timos strategy for trading AI targets on the chain can be summarized as playing the second stage, that is, looking for Alpha with a potential return of more than ten times and a relatively high upper limit, while doing a good job of position management, and investing no more than 15% in a single coin. So far, the winning rate of this strategy is over 90%.
There are four aspects of fundamental analysis: narrative, which is essentially the positioning of the product; control of funds, which is whether there is a strong market maker; product and technology; and team background.
Timo also recommended three books: Fooled by Randomness, The Crowd and Built to Last - which helped Timo, who was investing in Web2 at the time, understand what an evergreen company is.
The Ultimate Guide to Web3 VC: Which VC Should You Follow to Make Money?
The author rates VCs based on the results of listing on the Shanghai Stock Exchange and concludes that: T0- level VCs include YZi Labs (formerly Binance Labs), Continue Captial, IOSG Ventures, and Bain Capital; T1 -level VCs include Multicoin, Pantera, 1Confirmation , Smrti Lab, and Zonff Partners; and believes that it is more cost-effective to follow these VCs and invest in the primary market.
Mint Ventures will identify high-quality projects with solid fundamentals from thousands of listed crypto projects, track their recent business performance and market share, analyze their competitive advantages, evaluate their challenges and potential risks, and provide a certain reference for their valuation, covering the lending track (Aave, Morpho, Kamino, MakerDao) and the liquidity staking track (Lido, Jito).
Replay MyShell: You abandoned the community, we came to your rescue
In the past month, Shell has given at least two opportunities, with a very high degree of certainty, which has really made retail investors taste the sweetness: the first was the public offering of Cake in conjunction with Binance Wallet. The second was the gap between the launch of the contract and the spot on Binance.
The next highlight of SHELL is: it is expected to become a golden shovel.
Trumps conspiracy: deliberately creating an economic recession
Trump is trying to deliberately create an economic recession in order to force the Federal Reserve to cut interest rates and reduce the interest expenses of the US government. This strategy may increase downward pressure on the economy in the short term, but its long-term goal is to break the US economys long-term dependence on government spending, promote the private sector to become the dominant force in growth, and reshape the US economic growth model.
Losses across the board: the “capital hunting ground” behind the KOL round of financing
The ideal win-win situation has gradually turned into a one-sided harvesting game.
High valuation, long lock-up period and low return have gradually become the three major features of KOL rounds. The goal of many project parties is no longer long-term construction, but short-term cashing out. It is a mess, and KOLs are gradually lost in this game, and even harvested in reverse.
a16z: Where does the value of crypto assets come from? Detailed explanation of the 7 types of tokens
The article introduces the definitions, examples and frameworks of network tokens, security tokens, company-backed tokens, utility tokens, collectible tokens, asset-backed tokens and Memecoin, and is more oriented towards project parties and token designers.
Airdrop Opportunities and Interaction Guide
OKX Friends Episode 8｜Dialogue with Fengmi, the Taoism and Art of Airdrops
Fengmi believes that the key to getting airdrops is losing Gas, which can be broken down into two points: whether the consumed Gas increases the weight; whether the consumed Gas increases the on-chain portrait.
The core idea of screening high-quality airdrop projects: First look at the track, quickly determine the positioning, then look at the project highlights, and finally look at institutional investment, find the projects alpha, analyze the projects market activity ideas, especially from the perspective of the project party. Explore from multiple angles and dimensions. Why I want to invest in this project must be very clear.
Fengmi further shared how to create a high-quality account and control the cost of hair pulling. The core of hair pulling in the future is high-quality account. Real interaction + natural capital flow + long-term activity is the optimal strategy. Hair pulling is no longer just pile up volume, but a test of strategy + execution + information gap.
Three leverage strategies to help you efficiently capture Sonics June airdrop
In June, Sonic will distribute 190.5 million S tokens, of which 25% are immediately available and 75% will be released gradually in the form of tradable NFTs. There are two ways to qualify: Points (for network participants) and Gems (for builders), both of which may bring returns far beyond speculative airdrops.
The article shares three efficient strategies: Silo revolving loan, Euler Finance + Rings Protocol combination strategy, and Shadow LP.
At the same time, to hedge the risk, a short position of 1x capital can be opened on HyperliquidX or Vertex. If the price falls, the profit from the short position will offset the capital loss of the airdrop strategy. Sometimes these perpetual positions can also earn (or pay) funding rates.
Also recommended: Eight popular testnet interactive projects in March (with interactive guide) .
Meme
In-depth analysis of the ultimate beneficiaries of the involution era in the crypto industry
As a hub of traffic and capital, exchanges have avoided the contradiction between VC coins and Meme coins and satisfied the trading mentality of retail investors by accurately deploying Meme assets (controlling liquidity, market pricing and front-end strategies). Now, involution pre-market trading has become a new battlefield.
Ethereum and Scaling
In-depth analysis of this years most anticipated Ethereum Prague upgrade
The advancement of account abstraction will lower the threshold for users to use crypto applications. The improvement of the staking mechanism will further consolidate the security and stability of the Ethereum PoS network. The improvement of data availability and throughput will provide a broader space for the increasingly prosperous second-layer ecosystem.
Ethereum will become more efficient, more user-friendly, and more resilient.
The exact time for the upgrade is expected to be released on the Sepolia testnet on March 5 and on the Ethereum mainnet on April 8.
Additional reading: Ethereum Pectra Upgrade Guide: From Account Abstraction to Staking Changes, Key Points You Need to Know .
Multi-ecology and cross-chain
The crossroads of the crypto market: political compliance or free and open source?
DeFi projects face the following choices: open source or closed source? Ethereum or Solana? Solana is closed source and pragmatic, pursuing efficiency and value chain integration, which is conducive to rapid expansion; while Ethereum is open source and free, with a diverse ecosystem, but the direction of development needs to be considered more, and the underlying culture of the chain will profoundly affect the product path.
Vitalik believes that this is no longer the era of infra, but the era of application, so these stories cannot be abstract freedom, openness, anti-censorship, etc., but require some clear application chain answers.
CeFi DeFi
Ripple: A sophisticated experiment in high-end financial populism
Ripple is simpler than stablecoins. Its business process is that foreign currency is exchanged for XRP through local banks or payment institutions at CEX, XRP is transferred to the CEX of the receiving country, and then XRP is exchanged for local currency. In other words, Ripple recreates a foreign exchange market using XRP as a bridge currency. Ripple actually provides a very clever, efficient, and capital-saving cross-border payment solution.
There are two key elements in Ripples development path: bank BD and CEX market depth. Unlike Tether, which directly relies on the global liquidity of the US dollar to promote the expansion of US dollar hegemony, Ripples ecosystem relies entirely on self-built networks and alliances to maintain. The bottleneck of this payment business is obvious. Therefore, Ripple also needs to think about how to break through this bottleneck. Based on its own corporate customer advantages, Ripple has chosen three business lines for expansion - Payment, Custody, and Stablecoin.
Ripple makes a profit by selling coins.
On-Demand Liquidity (ODL) is the core of Ripples cross-border payment solution. As long as the liquidity of XRP is guaranteed, all parties do not need pre-funding and can use XRP when exchanging currencies. Based on this, ODL provides Ripple with continuous liquidity support for monetization. After all, the largest holder of XRP is Ripple itself. Moreover, as a bridge currency for cross-border payments, XRP should obviously not be defined as a security but as a currency.
Ripples business logic is a brilliant financial populism experiment. It attracts the participation of mainstream financial institutions by packaging the pain points of cross-border payments, and at the same time, it takes advantage of the cognitive bias of Crypto retail to amplify the strategic significance of its business. This also makes Ripples business operations deviate from the simple business-driven profit path of traditional Fintech companies and enter a high-risk and high-return field that relies more on market narratives and capital logic.
Wall Street Journal: Tether and Circle’s life-and-death battle
The story behind USDT and Circle.
Additional reading: Unveiling the History of Tethers Rise: Undercurrents and Trading Techniques in the Crypto Market .
Tiger Research: New trends in Bitcoin lending through Vield and Coinbase
Bitcoin-backed loans still face significant challenges such as high cryptocurrency volatility, forced liquidations, and regulatory uncertainty.
The Asian market shows great growth potential in the field of Bitcoin lending, but the key to success lies in clear policy regulations, widespread institutional adoption, and effective risk management.
Also recommended: U-Based Financial Management Strategy More Suitable for Lazy People (Second Issue) .
Web3 AI
As the wealth effect heats up, how to find the trump card of AI Agent on BNB Chain?
The weekly ranking of BNB Chain Meme’s liquidity support plan has been announced, and Binance resources may be prioritized to AI Agent projects.
The screening criteria include: technology differentiation, resource support, and on-chain data. Based on this standard, SirenCoin, ANDY, and Tagger are favored.
Safety
Don’t ignore every “!” of OKX Web3 wallet
An introduction to the security capabilities of the OKX Web3 wallet, covering malicious token detection, authorization and DApp detection (transferring to black addresses, incorrect authorization to EOA accounts, transfers to similar addresses, ETHSign signature risks, HexData hijacking on the TRON chain, purchasing malicious tokens, Solana changing account Owner), private key protection, and anti-MEV sandwich attacks.
Hot Topics of the Week
In the past week, Trump instructed the presidential working group to promote the strategic reserve of cryptocurrencies including XRP, SOL and ADA , and added that BTC and ETH will also become the core of the reserve, driving the market rebound ; Trump signed an executive order to establish the US strategic Bitcoin reserve ( interpretation ); Trumps executive order established two types of digital asset holding mechanisms ; the White House Cryptocurrency Summit was held ( current content summary and Michael Saylors speech ); Trump: Extend the promotion of stablecoin legislation to August ;
In addition, in terms of policies and macro markets, Trump: Tariffs will be imposed on imported agricultural products from April 2; Sources: US sovereign wealth fund funds will come from tariffs ; The White House revokes the DeFi broker rules ( interpretation ); The International Monetary Fund (IMF) intends to strengthen restrictions on the Salvadoran governments purchase of Bitcoin ; The President of El Salvador: Will not stop increasing Bitcoin holdings due to the IMF agreement;
In terms of opinions and voices, CryptoQuant CEO: The crypto market is gradually becoming a tool for the United States to pursue national interests ; Gemini co-founder: XRP, SOL and ADA are not suitable for strategic reserves , only BTC meets the standards; Ripple executives have lobbied Trump to add SOL to the crypto strategic reserve to make XRP more legitimate. Solana founder Toly said: Decentralized reserves should avoid government control and be more market-driven; Cardano founder: I am not aware of ADA being included in the US crypto reserve assets ; Arthur Hayes: I firmly believe that we are still in a bull market cycle , and the most extreme price of Bitcoin will be $70,000; Trader Eugene: Looking to the future, I still think that the market trend is gone ; Trader Eugene: There is no expected return on current reserve asset speculation , and the market has entered a slow cut stage; CryptoQuant CEO: Ethereum has internal problems , and the team may no longer trust the leadership;
In terms of institutions, large companies and top projects, Reddit co-founder Alexis Ohanian participated in the bidding for TikTok and planned to online it; Ethereum Pectra upgrade was activated on the Sepolia test network, and then problems occurred ; Solana ecosystem hotly discussed SIMD-228 proposal ( interpretation ); Aaves new proposal to change the economic model ( interpretation ); BOB officially launched the BitVM bridge on the public test network; RedStone airdrop angered the public ;
According to data from f2pool: When the price of Bitcoin is $80,000, the 30 W/T mining platform is at the break-even point ;
In terms of security, Jupiter Lianchuang Meow suspected that X account was hacked; Hong Kong SAR Legislative Council member Wu Jiezhuang: Hong Kong does not have an official currency ... Well, its another week of witnessing history.
Attached is a portal to the “Weekly Editor’s Picks” series.
See you next time~
