Weekly Editors Picks (0405-0411)

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郝方舟
1 days ago
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High-quality in-depth analysis articles and a weekly cram session on hot topics.

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:

Weekly Editors Picks (0405-0411)

Investment and Entrepreneurship

Dialogue with Arthur Hayes and Ethena founder: Tariffs are just an excuse for the central bank to print money, now is a good buying opportunity

“Expectations of looser monetary policy around the world make me more optimistic about the market outlook.”

Stablecoins are not for Americans, they are for people who want a dollar bank account but can’t get one.

One of the biggest opportunities in the current cycle is how to bring institutional money onto the chain.

The advantage of cryptocurrencies and Bitcoin is that their price movements can be explained by a very simple logic - we only need to pay attention to whether the supply of fiat currencies around the world is increasing, such as the US dollar, euro and pound.

There will be more fiscal and monetary stimulus measures from countries around the world to counter the tariffs imposed by Trump on different countries.

If market conditions require it, the Fed will not hesitate to step in and adjust policy. If a similar crisis occurs in the future, such as tariff issues causing market volatility, certain stocks plummeting 40%, or certain large traders on the verge of bankruptcy, the Fed may take immediate action without waiting for a formal meeting.

The central bank of every country will print money because they feel the need to offset the negative impact of these tariffs, whether its because of inflation or some companies in the United States are not doing well or companies in Europe cant sell as many goods, these are just excuses for central banks and finance ministries to print money.

How to get rich in the age of populism?

Maximize your human capital: Find a high-paying job and work hard. Your career is your best hedge against inflation these days.

Shift assets away from traditional finance and toward uncorrelated alternative assets. The stock market could remain flat or decline for decades.

Hoard gold for stability and hold Bitcoin for appreciation. In an era of deglobalization and financial repression, both will outperform.

Reflexivity under market fragmentation: Why does this cycle only talk about breadth and not depth?

In subjective trading, the most correct position is often an empty position. Do nothing. There are five opportunities a year when there is free money on the ground. Pick it up and then continue to do nothing.

This is excess return.

Full text of CZ’s fireside chat: HODL strategy is challenged, and the rules of survival in market fluctuations

BNB Chain will further invest in infrastructure, Dapp, and DeFi.

If you are new to the cryptocurrency world, don’t put too much money into it. Investing a small amount at first will make the results more acceptable. You can consider investing in batches, using the DCA (constant investment) method, and choosing some mainstream currencies instead of going all-in. Also, keep a calm mindset. Once you enter the circle, you must accept its fluctuations and not be affected by short-term ups and downs.

CZ also recommended this book, “The Nvidia Way”, which talks about Nvidia’s entrepreneurial journey.

From Treasure to Sharpnel, Web3 startups burn through funding and enter a cold winter

From the blockchain game ecosystem Treasure DAO to the Web3 social application Phaver, to the encrypted shooting game Shrapnel, these projects were once regarded as pioneers of innovation, but now they have left the market in disgrace. Their failure not only exposed the sharp deterioration of the market environment, but also revealed the deep fragility of encrypted projects in technology and business models.

From zero to $12 billion, Paradigm co-founder Matt Huang and his X-Men Academy

The instinct to spot talent is at the heart of Paradigm. Huang has high standards for excellence, yet maintains a disarming humility. Huang invested in ByteDance in 2012, and has made 10,000 times the profit, and still holds a majority stake. Sequoia is the place with the highest standards that Huang has ever experienced.

Huang and Elsam founded Paradigm in June 2018 based on two theses: first, that crypto would be one of the most important technological and economic shifts in the coming decades; and second, that the space lacked the kind of investors they, as entrepreneurs, wished they had — investors who were deeply “crypto-native.”

Huang believes crypto will evolve through three key phases: first as currency, then as a financial system, and finally as an internet platform. Each phase builds on the previous and enables the next. “Currency is upstream of the rest of crypto,” he explains. “Buying your first bitcoin or setting up your first wallet is often the first step to using other crypto apps. It’s like getting your AOL account and connecting to the internet for the first time.” The second phase — building a whole new financial system — is accelerating. The third phase — as an internet platform — is still the most rudimentary and hardest to understand. Huang believes stablecoins are the next killer app.

Most investment research is about collecting and analyzing existing information. We try to invent something new. Through mathematical exploration, the team discovered a way to effectively concentrate liquidity within a specific price range - allowing traders to concentrate capital where it is actually needed. This innovation became Uniswap v3, increasing capital efficiency by up to 4,000 times.

Bear markets actually provide clearer signals than bull markets. Companies emerge from these periods smaller and more focused.

Also recommended: Discord Roles Acquisition Guide: How to Become a Core User in the Eyes of the Project Owner? The Era of Crypto Chaos Begins, Listen to These 13 Reference Suggestions .

Airdrop Opportunities and Interaction Guide

Actuarial Backpack Points Activity: What is the most critical factor in scoring points?

For non-washing users, how to improve the profit and loss ratio (profit and loss amount/trading amount) is a key factor. Each point is worth $0.5. Wash trading is actually profitable, and for users who imitate real users to trade, they should carefully control the amount of losses, and even consider double-number hedging transactions.

Also recommended: With $13.5 million in financing, how can ordinary users invest in Beamable for free? Interactive Tutorial | BIGCOIN, a mining blockchain game that has a market value of over $10 million in two days .

Ethereum and Scaling

Vitaliks speech in Hong Kong: Building Ethereum L1 into the core of the world computer

DeFi

Understand the yield stable currency LDUSDT launched by Binance in one article. How is it different from BFUSD?

LDUSDT is a income-based margin asset designed specifically for futures trading launched by Binance. The official specifically points out that it is not a stablecoin. Users can exchange their USDT simple income elastic product assets for LDUSDT.

LDUSDT has two functions. It can be used as trading margin and earn income at the same time. Binance allows users to use LDUSDT as the trading margin of perpetual contracts (U-based contracts). At the same time, users holding LDUSDT can continue to obtain real-time annualized returns from Binances guaranteed principal and profitable coins current product.

The usage of LDUSD and BFUSD is very similar, but the income structure is different. BFUSD is based on hedging strategies and staking, while the income of LDUSDT comes from the annualized income of Simple Earn shared by Binance and users, which includes part of the platform fees, lending income, or returns on some low-risk investments.

BFUSD is more like an investment tool, creating additional value for users through Binances proactive actions. It is an additional buff for traders to gain profits from frequent trading in a bull market, while LDUSDT is a door that opens the channel between Simple Earn and futures trading, and is a product that encourages conservative users to trade in a bear market.

Synthetix stablecoin sUSD plunged 14% after depegging, is it a bargain hunting opportunity or a risk warning?

This depegging is a temporary side effect caused by Synthetixs 420 Fund Pool mechanism upgrade. In the short term, the price of sUSD may continue to fluctuate in the 5-10% discount range, but with sufficient reserves in the treasury, the possibility of a full collapse is low. In the long run, as the new mechanism is implemented, sUSD is expected to regain its foothold in the Synthetix ecosystem.

Crossing the bull and bear markets, the most comprehensive stablecoin financial management strategy in 2025

Weekly Editors Picks (0405-0411)

Also recommended: The Lazy Mans Financial Management Guide | DWFs Falcon confirms that it will issue coins; Backpack arbitrage and earn points at the same time (April 7) and Solana in the Bear Market Survival: A Guide to Making Money with 11 DeFi Protocols .

Hot Topics of the Week

In the past week, the tariff war started ( special topic ), major global financial markets plummeted , and the crypto market rose slightly after Trumps reversal speech; CNBC s announcement of tariff suspension was a mistake;

In addition, in terms of policy and macro markets, the U.S. SEC issued new regulations to define compliant stablecoins and exempt some regulatory obligations; the New Hampshire House of Representatives passed the Bitcoin Reserve Act; the IRS DeFi broker rules are now officially repealed ; the EU seeks to form a united front to fight back against Trumps tariffs ; EU diplomats: The EU is considering suspending countermeasures against U.S. tariffs scheduled for April 15 for 90 days; Bank of Japan Governor Kazuo Ueda: If the economy improves as expected, interest rates will continue to rise ;

In terms of opinions and opinions, the former U.S. Treasury Secretary said that the tariff policy may trigger a serious financial crisis in the United States ; the U.S. Presidents adviser said that as long as you dont sell, you wont lose money ; the unexpected decline in the U.S. CPI in March reflects that the impact of the price increase at the beginning of the year has gradually subsided; Bloomberg analysts said that Bitcoin may fall to $10,000 , and the market needs to undergo a thorough reset; trader Eugene said that global trade tariffs may be bearish for risky assets in the long term and will fade out of the crypto market in the short term ; Arthur Hayes said that ETH will return to its all-time high , and Circles IPO is not worth investing in; Matrixport said that the market may not be close to a rebound yet , and it is waiting for the Treasury or the Federal Reserve to send clear signals; He Yi said that for ordinary users, the exchange is a wallet ; TON Foundation said that it plans to empower 500 million Telegram users by 2028 and promote the on-chain of RWA assets; Sun Yuchen said that TRON has more than 298 million users worldwide and is expected to exceed 300 million users within 10 days; Trump family crypto project WLFI denied selling ETH ;

In terms of institutions, large companies and leading projects, Tether plans to invest 10 billion to build a peer-to-peer version of ChatGPT ; Boshi HashKey Ethereum ETF is approved to participate in staking activities; Etherscan adds an internal transaction decoder function; Pump.fun reopens the live broadcast function and strengthens the content review policy; Wayfinder suspends airdrop collection to solve problems related to transaction failures and MEV;

In terms of data, on April 2, Solana TVL hit a new high in terms of SOL , DEX was active, but the SOL price was still under pressure; spot gold rose to $3,217.97 per ounce, setting a new record high ;

On the security front, Solayer core developer: Morpho front-end (Bundler 3) security vulnerability has been fixed ... Well, its another week of ups and downs.

Attached is a portal to the “Weekly Editor’s Picks” series.

See you next time~

Original article, author:郝方舟。Reprint/Content Collaboration/For Reporting, Please Contact report@odaily.email;Illegal reprinting must be punished by law.

ODAILY reminds readers to establish correct monetary and investment concepts, rationally view blockchain, and effectively improve risk awareness; We can actively report and report any illegal or criminal clues discovered to relevant departments.

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