"Weekly Editor's 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, let's read together:
Investment and entrepreneurship.
Follow Trump, start the Easy mode for this bull market.
Rather than spending so much effort tracking various tracks for alpha, it may be the most cost-effective way to research 'Trump' as an alpha—coins benefiting from Trump's policies include BTC, DOGE, PEPE, WIF, PNUT, while companies benefiting from Trump include COIN, MSTR, and Western concept public chains include SOL, XRP, UNI, BASE.
AICoin x Bitget Research Institute: Analyzing key indicators of the bull market, how to bottom fish and escape the top.
OBV (On-Balance Volume) combines trading volume with price changes, providing a unique perspective for interpreting market trends—a signal for potential trend reversals.
OBV has the following classic uses: confirming trends, escaping tops and bottoms, determining main force behavior; it is also often used in conjunction with moving averages for market predictions, combining price moving averages to find key breakout points, and pairing with volume moving averages to identify institutional entry.
Reviewing market data from the past four years, at what stage are we in the bull market?
Funding rates are in a safe zone, trading volume hits a historic high indicating risk, and the market share of altcoins is approaching the first startup point of 2021.
Vertical field entrepreneurs are 'scarce', and there is also a hierarchy of disdain among DeSci track entrepreneurs.
Currently, there are as many as 32 projects in the DeSci track, but it is rare to find a project with an outstanding Founder or Co-Founder. It can be said that if we rank these DeSci entrepreneurs, it would form a hierarchy of disdain among DeSci founders: Highly vertical entrepreneurs > top elites from crypto/other industries > financial practitioners > serial entrepreneurs from other industries.
The article further introduces leading figures from the first and second tiers: Tyler Golato, Alok Tayi, Simone Fantaccini; Brian Armstrong, Paul Kohlhaas, Laura Minquini, Vincent Weisser.
Recommended: (Interview with the founder of MicroStrategy: Bitcoin will reshape the global wealth landscape)(What is Pantera's founder thinking today after buying 2% of BTC at a minimum of $65 ten years ago?) and macro-oriented Ray Dalio's new article (Coming soon: Changes in the US and global order under the Trump administration).
Airdrop opportunities and interaction guide.
Step-by-step guide to claiming the Story Odyssey badge.
Meme
Data truth: 2/3 of the Memecoins promoted by KOLs have gone to zero, with only 1% of tokens increasing tenfold.
This article analyzes the performance of over 1500 tokens promoted by 377 Twitter influencers and concludes:
76% of Twitter influencers have promoted 'dead' Memecoins;
Of the Memecoins promoted by influencers, 2/3 have 'died';
86% of Memecoins promoted by influencers saw a 90% drop in value within 3 months;
Only 1% of Memecoins promoted by influencers achieved a tenfold increase.
KOL data review: Who are the early discoverers of blue-chip Memecoins?
Meme cultivation manual: 48 days 24 times follow-up system welcomes a new upgrade | Produced by Nanzhi
There is no need to evaluate loss-making tokens; as long as the overall address is continuously profitable in the long term, it can serve as a follow-up target.
AI Meme: The biggest windfall in 2024, a historical replay from DeFi Summer to AI Winter.
CHILLGUY increased 12 times in a day, but most people did not benefit from the wealth created by Moonshot.
CHILLGUY is just a special case among Moonshot listings, the 'short-term listing effect' of Moonshot is enhanced, but only arbitrage bots can profit, while the 'medium-to-long-term wealth effect' still does not exist.
Detailed analysis of Clanker: The 'Meme Machine' on Base
Clanker combines three elements: AI Agent, meme platform, and Web3 social, with transaction fees and revenue-sharing models different from pump.fun.
The 'application-type meme' on Base is divided into two types: one is memes doing applications, and the other is applications doing memes. The first type includes representatives like: Degen, Higher (Aethernet); the second type includes representatives like: Farcaster, Virtuals (LUNA), clanker (LUM).
Can Clanker reshape the glory of EVM ecosystem Memes? Analyzing Base ecosystem AI Agent token issuance applications.
Breakout candidates in the Clanker system: CLANKER, LUM, ANON.
Clanker system small-cap coins: BLONDE, 33 BITS, BUG.
Clanker lowers the token issuance threshold again, and the Meme craze in Ethereum and Base ecosystems will continue.
This week's Memecoins bottom-fishing list: Increased holdings in FRED's top positions and favorable news released by ai16z system.
The author assesses that FRED and ai16z systems (ai16z, ELIZA, degenai) have presented a second chance to get in.
Also recommended: (From beginner to catching 'Golden Dog', how can Meme newcomers leverage GMGN to sweep the chain?)(Interview with the founder of Pump.Science: What’s next for DeSci + meme after $RIF and $URO)(Is the BNB Chain season coming? A look at noteworthy projects and Memes).
Ethereum
These signals indicate that ETH may soon launch an offensive to break through $4000.
ETH/BTC exchange rate has changed again.
Ethereum plus its top three Meme coins have performed due to Solana.
Institutions are strongly supporting Ethereum.
Ethereum DAPP trading volume has grown within the month.
Ethereum spot ETF welcomes staking expectations, which coins will benefit?
Directly benefits ETH, indirectly benefits the staking sector and the higher-level re-staking sector.
However, even after the Ethereum spot ETF confirms that staking functionality can be introduced, this part of the business may still find it difficult to flow to stETH, rETH, eETH and other crypto world-native liquid staking tokens (LST) or liquidity re-staking tokens (LRT). ETF issuers may choose to acquire staking service providers like Bitwise or directly opt for platforms with good reputations like Coinbase.
Interview with Vitalik: The world should not fall into the power kingdom dominated by AI.
(Periscope) Full interview, focusing on the two technologies of AI and Crypto.
Multiple ecosystems and cross-chain
Explore the Base ecosystem with this toolkit collection.
DeFi
Stablecoin track observation: How is a multi-trillion-dollar market formed?
8 major opportunities related to stablecoins.
Regulated stablecoin market stack.
The crypto market is not key in the competition for stablecoins; distribution and real adoption are crucial.
Stablecoin adoption primarily manifests in three areas: crypto-native, fully banked, and unbanked worlds.
From traditional DeFi to AgentFi: Exploring the future of decentralized finance.
AgentFi has three characteristics: self-custody, personalization, peer-to-peer.
The article focuses on the AO ecosystem and its DEX leaders Permaswap and FusionFi Protocol.
GameFi
The AI wave is sweeping the blockchain gaming sector, summarizing the top AI + GameFi projects.
Web3 & AI
Overview of the AI Agent track landscape: AI Meme, issuance platforms, and infrastructure.
Detailed analysis of AI agents: Is there a correlation between attention and price trends?
The integration of decentralized technologies has transformed AI agents from mere tools into autonomous entities capable of executing complex financial operations.
Key advancements include: achieving higher autonomy through blockchain integration, expanding usability in the DeFi ecosystem, and seamless user experiences to drive accelerated adoption.
In the field of AI agents, the relationship between attention and market cap does not seem to be completely symmetric. 'Intelligent interaction'—interactions from accounts with financial influence—may be a more accurate indicator of market potential.
Key metrics to assess AI agents include intelligent interaction, dominance in niche areas, and cash flow potential.
From Memecoins to AI alignment: A quick overview of Truth Terminal's cross-industry cooperation and latest developments.
A new infrastructure called 'Loria' will integrate the core technologies of Truth Terminal, Fi, and S.A.N, aiming to make every model stronger. Moreover, the 'IO' infrastructure created by the team behind Fi will also be open to Truth Terminal and S.A.N, granting these virtual characters digital images and voice capabilities.
Through this system, these three AI models can not only communicate with each other but also interact with humans, establishing closer connections. Each agent has a unique and potentially conflicting personality, and this interaction may create a brand new media form.
Security
pump.science private key leaked, fake coin market cap once soared to tens of millions of dollars.
Attackers used the private key to issue fraudulent URO tokens on pump.fun, and community members mistakenly believed this was an officially issued token. The official pump.science did not take any remedial or compensatory measures for users who were misled and ended up holding the fraudulent URO tokens.
Weekly hot topics recap.
In the past week, WSJ: Cantor Fitzgerald reached an agreement to invest in Tether; Trump's nominated Secretary of Commerce's company is negotiating with Tether to launch a $2 billion Bitcoin lending project; foreign media: The Trump administration is considering letting the CFTC lead digital asset regulation; court ruling that “OFAC sanctions on Tornado Cash” are illegal;
Additionally, in terms of policy and macro markets, US SEC potential new chair candidate Mark Uyeda advocates for establishing a regulatory sandbox in the crypto space; US Congressman French Hill: Hester Peirce may become the new acting chair of the SEC; former CFTC chair is expected to become the first 'crypto czar', claiming that Crypto is a 'key priority' for the Trump administration; Korean Financial Services Commission: Market volatility is increasing, and they will closely monitor abnormal cryptocurrency trading; Hong Kong plans to offer tax breaks for cryptocurrencies to hedge funds and ultra-wealthy family offices; Russia approves crypto tax laws, categorizing digital currencies as property and exempting mining operations from VAT; Elon Musk confirms X is preparing to launch remittance features in its X Payments service; Elon Musk's net worth approaches $350 billion, setting a new historical record;
In terms of opinions and statements, Fundstrat executives: Currently, the 'kimchi premium' in South Korea is about 0%, and Bitcoin may still have room to rise; Bloomberg: Bitcoin's upward momentum has stalled temporarily after approaching the $100,000 level, and may experience short-term consolidation; VanEck reiterates its prediction that Bitcoin will rise to $180,000 in the current cycle: the next phase of the bull market 'has only just begun'; Arthur Hayes: Bitcoin is expected to reach $250,000 by the end of 2025; top trader Eugene: Ideally, Bitcoin should not drop below $85,000; Placeholder partner: One should not have overly high expectations for the bull market; preserving profits is key; Vitalik: Crypto is a secure underlying layer, and Crypto + DeAI may save the world; this year is the best time for meaningful applications; QCP Capital: Changes in ETH/BTC exchange rates indicate that the market is turning towards ETH, influenced by news of the appointment of the US Treasury Secretary; Ordinals founder: Besides the Lightning Network, all other Bitcoin L2s are 'castles in the air'; Murad: Chinese cryptocurrency investors should join the big cycle of Memecoins; Bankless co-founder: Updates from Base ecosystem such as Clanker may lead the Meme coin craze in the Ethereum ecosystem; Farcaster founder: We want to create a hundred Clanker opportunities; Ansem: Top tokens in the Virtual ecosystem are very likely to be listed on Coinbase; Movement CEO angrily denounces Scroll's seven deadly sins; Scroll co-founder: Admits airdrop design was poor and will make up for it in Session 2; Telegram founder: Received a donation of 1% of MAJOR from Major founders, and will not sell these tokens for the next 10 years;
In terms of institutions, large companies, and leading projects, Bitcoin mining company MARA bought 5771 BTC through convertible bonds; Ethereum Foundation invested tens of millions of dollars in zkVM; blockchain game Axie Infinity's developer Sky Mavis announced a 21% layoff; Sun Yuchen invested $30 million in Trump's family crypto project WLFI, becoming its largest investor; chaos ensues, pump.fun shuts down live streaming; WalletConnect has launched an airdrop query page, allowing users to claim and stake WCT; Lnfi Network announced token economics, with 10% of tokens pre-mined and airdropped before TGE; EigenLayer's governance system EigenGov plans to establish a council network, with EIGEN holders having the right to veto council decisions;
In terms of data, on November 25, pump.fun's 24H revenue exceeded that of Solana, Circle, and Ethereum; SecondLane listed 1% equity of Pump.fun for $15 million; Currently, 90.8% of ETH holders are in profit, the highest level since June;
In terms of security, cosine: Solana and Tron chain phishing can change the owner with a single signature without the private key; ZKasino misappropriated user assets to long ETH on-chain; DEXX attackers have exchanged various tokens for SOL but have not withdrawn; ... Well, it has been another eventful week.
Appendix (Weekly editor's selection) series portal.
See you next time~
