Happy New Year! 'Weekly Editor's Picks' is a 'functional' column of Odaily Planet Daily. Based on covering a large amount of instant news weekly, the Planet Daily also publishes many quality in-depth analysis content, but they may be hidden in the information flow and hot news, brushing past you.
Therefore, our editorial department will select some quality articles worth spending time on from the content published in the past 7 days every Saturday, bringing new inspiration to you in the crypto world from perspectives like data analysis, industry judgment, and opinion output.
Now, let's read together:
Investment and entrepreneurship
Annual performance of crypto narratives: AI and Meme increased over 20 times, while L2 dropped 20.7% at the bottom.
2024 Crypto Investment and Financing Changes: Decoupling of primary and secondary markets, VC projects losing dominance
The AI sector is showing its brilliance, with a surge in financing numbers in Q4 2024.
On-chain data interpretation: When will the new round of altcoin season start?
Condition 1 for the altcoin season: Evaluation of capital outflow conditions (representing the possibility of capital outflow);
Condition 2 for the altcoin season: Capital inflow of mainstream assets (representing overall sentiment and risk appetite);
Condition 3 for the altcoin season: Positive momentum in the market cap dispersion of altcoins (representing liquidity bias).
When conditions are met simultaneously, it is likely that the altcoin season is about to arrive.
Current condition 2 is met, but conditions 1 and 3 are not met; therefore, we can consider that the foundation for initiating the altcoin season is there, but liquidity is still concentrated on mainstream assets (especially BTC), and on-site funds have not overflowed much into altcoins.
Delphi CEO: My top 20 favorite crypto projects for 2024.
HyperLiquid, Polymarket, Farcaster, Ethena, Gunzilla, Lighthouse.One, Pump.Fun, Truth Terminal and GOAT, VIRTUAL, MetaDAO and MetaLeX, Sandwich, 9 dcc, DeBridge, Echo and Legion, Kaito, Grass, Ostium, Moonwalk Fitness.
Dialogue with trader Satoshi: Buying $MOODENG for a 5000x profit, how to capture Alpha through token insider analysis?
Satoshi's trading strategies have distinct characteristics: focusing not on narrative valuation but on on-chain monitoring and strict take-profit and stop-loss rules. He emphasizes that by setting clear take-profit and stop-loss strategies, trading can escape the interference of subjective emotions. At the same time, he points out that trading logic needs continuous optimization. Initially, he focused on the trading behaviors of smart money on-chain, then expanded his focus to team trading behaviors (conspiracy groups), and later to the key main address behaviors of individual tokens. Through in-depth analysis of these on-chain activities, he continuously improves the accuracy of trading decisions.
Summarize their successful experiences: data-driven and continuous optimization, patience and discipline, building cognitive and cash flow pillars.
Also recommended: (redphone: 25 predictions for 25 years and 23 most promising coins) (Top ten crypto VCs 2025 outlook: stablecoins are generally favored) (Dragonfly partner: Six major predictions for the crypto industry in 2025).
Airdrop opportunities and interaction guide
Treasure list: Review of 15 new airdrop opportunities in 2025.
Jupiter, Optimism, Ethena, Blast, Starknet, Grass, Arkham Exchange, Saga, Sei, zksync, EigenLayer, Magic Eden, Puffer Finance, Hyperliquid, Aptos.
Treasure list: Reviewing potential large market cap airdrop opportunities in Q1 2025.
Pump.fun, Linea, Monad, Berachain, Story Protocol, Babylon, Polymarket, Particle Network, Lombard, DuckChain.
Meme
The ecological competition and evolution of Memecoin issuance platforms.
Also recommended: (This week continues to pay attention to ai16z series, DRUGS, newly added focus on METAV, fxn) (Reviewing Meme 2024 Annual Figures: Scammers, Big Shots, Sales Kings...).
Ethereum
What are the five major upgrades of Ethereum in 2025, and in which directions will they be optimized?
The article introduces EIP-3074, EIP-7251, EIP-7002, ERC-7683, and ERC-7841.
Multi-ecosystem
From developer ecology to supply chain, Solana's 'AI ecological sunny strategy.'
From the infrastructure 'various DePin projects' chosen for their high throughput and response speed, providing computing power and data sets, AI Agent basic tools 'Solana Agent Kit, Zerepy, ElizaOS, arc, etc.', to integrated tools 'griffain, etc.', everything is ready. Developers of AI Agents just need to use their imagination to find potential use cases for users. Infrastructure, supply side, usage scenario pathways, a complete supply chain closed loop is completed, this is Solana's sunny strategy, and will be the most efficient output method for Crypto AI.
Review of the most popular projects in the Sui ecosystem in 2024
The most popular projects according to community interest are Walrus, Sui Name Service, DeepBook, Cetus, Suilend, NAVI, Aftermath Finance, Scallop, Turbos, Tradeport. The most popular projects according to data indicators are Wave Wallet, BIRDS, FanTV, Aylab, Fomo, Walrus, SuiLink, NAVI, Scallop, Cetus.
Also recommended: (With the mainnet launch imminent, a look at the 22 ecological projects that will soon settle in Abstract Chain).
CeFi DeFi
2024 Annual Derivatives Exchange Report: Reshaping the competitive landscape and key differences analysis.
Binance leads the market with an average daily trading volume of $40 billion in mainstream contracts, solidifying its industry leadership with its strong liquidity and extensive user base.
OKX ranks second with an average daily trading volume of $19 billion in mainstream contracts, laying a solid foundation for the platform's sustainable development through a leading asset reserve proof mechanism.
Bybit holds the second position in the global exchange spot market with an average daily trading volume of $2.3 billion, while having over $8 billion in capital inflow in 2024.
Crypto.com finds a breakthrough in specific areas, winning market share through innovative features and user experience.
Deribit dominates the options track, holding 82.2% of the Bitcoin options market share, establishing its leadership in the professional derivatives field.
Hyperliquid, as a leading on-chain exchange, promotes the industry's development towards transparency and efficiency with decentralized perpetual contracts and margin trading.
The spring breeze and obstacles of the new narrative of PayFi.
PayFi has many advantages such as improving capital efficiency, and acts as a central hub tightly connecting traditional financial institutions, merchant networks, DeFi, and RWA.
PayFi's marginal improvements in cross-border payments and subscription billing are most apparent, making it the most likely area to lead.
DeFi taxation? Insights into everything in the on-chain wizarding world
Regulations consider that DeFi trading has many similarities with securities trading processes (determining DeFi brokers as providing services to facilitate trading and having the capability to obtain customer information), DeFi brokers need to submit information reports to the IRS, assist clients in accurately reporting taxes, and ensure compliance (KYC, anti-money laundering, etc.).
Choose to accept broker designation or decentralize the project. The higher the degree of decentralization, the lower the probability of being recognized as a broker. The perfect export of DeFi in the future is: decentralized front-end, non-upgradable contracts, on-chain autonomy, and token functionalization to build their own network.
Also recommended: (CoinW Research Institute: Hyperliquid user operation guide) (Overview of Hyperliquid: product status, economic model, and valuation) (Telling you why I'm bullish on HYPE in the long term based on trading volume, fees, and revenue).
Web3 AI
Horizontal comparison of the four major AI frameworks: adoption status, strengths and weaknesses, and growth potential fully analyzed.
Eliza (market share about 60%, market cap about $900 million when the original author wrote, about $1.4 billion at the time of publication) will continue to dominate market share. Eliza's value lies in its first-mover advantage and accelerated adoption by developers, evidenced by 193 contributors on Github, 1800 forks, and over 6000 stars, making it one of the most popular software libraries on Github.
G.A.M.E (market share about 20%, market cap about $300 million when the original author wrote, about $257 million at the time of publication) has been developing very smoothly so far, and is experiencing rapid adoption. As per the earlier announcement from Virtuals Protocol, there are over 200 projects built on G.A.M.E, with daily request counts exceeding 150,000 and a weekly growth rate of over 200%. G.A.M.E will continue to benefit from the explosion of VIRTUAL and may become one of the biggest winners in the ecosystem.
Rig (market share about 15%, market cap about $160 million when the original author wrote, about $279 million at the time of publication) has a very eye-catching and easy-to-operate modular design, expected to dominate in the Solana ecosystem (RUST).
Zerepy (market share about 5%, market cap about $300 million when the original author wrote, about $424 million at the time of publication) is a more niche application, specific to a fanatic ZEREBRO community, its recent cooperation with the ai16z community may generate some synergistic effects.
Pre-emptively layout future narratives, what should be focused on in the AI Agent track in 2025?
Do not limit yourself to a single ecosystem. Be flexible, seek real value instead of getting caught in factional struggles. A successful agent needs two core elements: uniqueness and practicality. Additionally, if the team can master 'the art of attracting attention,' it will be an extra plus: create compelling background stories or brand images around the agent; rapidly and continuously launch new features to maintain innovation; actively listen to and meet the needs and expectations of the community.
The most concerned narratives and functions of agents currently in the market include: acquiring and providing Alpha information, investing in DAOs, on-chain trading, developer tools, TEE.
Emerging narratives worth paying attention to in 2025 include: DeFi agents, NSFW agents, robots, data-driven agents, gamification of agents, collective intelligence, and infrastructure construction.
A recap of popular AI Agent Launchpad platforms.
VVAIFU, HAT, ALCH, MAX, VIRTUAL, CLANKER.
Market cap reaches $5 billion, analysis of the current popular narrative in the VIRTUAL ecosystem.
Strong background projects are clearly increasing, and 'AI + other fields' has become a new hot spot. AI development tools and frameworks are not the mainstream narrative.
Overview of popular Memes driven by AI Agent and DeSci.
AI Agents focus on the trend outlook of value investment in blockchain + AI, aligning with market technology development expectations and having stronger potential to break out; whereas DeSci benefits from discussions between CZ and Vitalik, investments by Binance Labs in BIO Protocol, and various promotions of DeSci projects like AmionChain led by a16z. In the context of insufficient market innovation, although AI and DeSci are not concepts that appeared in 2024, after a year of development, AI Agent and DeSci will still be the main points of speculation in this bull market.
The rising narrative, exploring the present and future of DePIN.
DePIN links hardware and blockchain to create a 'resource sharing + economic incentive' bilateral market. A complete DePIN network consists of project parties, off-chain physical devices, suppliers, and demanders, with its basic operational model divided into five steps: off-chain hardware devices, proof, identity verification, reward distribution, and demand matching.
Current DePIN projects are divided into two directions, one focusing on the middle layer of DePIN; the other focusing on the expansion of DePIN's demand side.
DePIN development trends include: integration with Web2 application scenarios, reduced hardware thresholds, financialization, DePIN and AI mutual nourishment.
When examining potential projects, the following factors should be considered: hardware and token economic design.
Also recommended: (2024 AI Agent popular project review: from Meme to infrastructure token transformation) (Comparative analysis of Griffain and Neur: who is the best Solana AI assistant?) (Virtuals official annual summary: from ecological construction to creating a digital kingdom for AI agents) (Dialogue with Virtuals co-founder: professional applications and agent economic infrastructure are two major directions to create unicorns in the future) (ai16z ecological explosion, a summary of related concept projects) (Solana AI hackathon becomes a 'Golden Dog' factory, a look at noteworthy projects that have issued tokens).
Weekly hot topics recap
In the past week, in terms of policy and the macro market, the U.S. Treasury and IRS finalized tax reporting requirements for specific cryptocurrency brokers; the central bank released the (China Financial Stability Report (2024)), mentioning progress on cryptocurrency compliance in Hong Kong; Do Kwon stated he pleads not guilty to fraud charges in a hearing at the Manhattan Federal Court;
In terms of opinions and voices, Bill Hughes: The U.S. tax reporting requirements for specific cryptocurrency brokers may face challenges in court and Congress; Trump's son met with Michael Saylor at Mar-a-Lago and mentioned Bitcoin; Alex Thorn: Front-end-free, non-upgradable or no-fee DeFi applications are three potential options to cope with U.S. IRS broker rules; Hong Kong Legislative Council member Wu Jiezhuang: Bitcoin can be tested first in Hong Kong's foreign exchange fund assets; Federal Reserve's Daly: Cryptocurrencies should not be equated with gold, and are far from becoming 'currency'; Globalt Investments executive: Will consider increasing Bitcoin holdings, but the portfolio may not exceed 5%; trader Peter Brandt: Bitcoin may be shifting to 'Hump Slump Bump Dump Pump' model; Axel Adler: Bitcoin exchange net inflow and reserve ratio indicate the market is in an accumulation phase; CoinShares: Bitcoin price could reach $150,000 or $80,000 by 2025; Galaxy Digital: Bitcoin may reach 20% of gold market cap by 2025; Standard Chartered: MicroStrategy's purchase volume of BTC next year should exceed that of 2024; Satoshi Action Fund co-founder: At least 13 states are drafting 'strategic Bitcoin reserve' bills; Dragonfly partner: Dislike Multicoin co-founder Kyle Samani, but he is the best investor in the industry based on performance; Animoca Brands: Decentralized esports will be one of the trends in blockchain games by 2025; Musk releases a dispute over crypto trading tax issues, mentioning projects that surged over 100% in a short time; ai16z founder: AI Pool operates autonomously, ai16z has no control over it; DWF Labs partner: Working to improve the development of AI agent trading, already integrated into DWF's trading system; Multicoin co-founder: Next year's total revenue for Helium, Hivemapper, and io.net is expected to exceed $100 million;
Regarding institutions, large companies, and top projects, ai16z: Eliza V2 is in the early development stage, focusing on improving architecture, scalability, and plugin management; the Frax community approved a proposal 'to support the frxUSD stablecoin by BUIDL from BlackRock'; the AI architecture protocol arc released official documentation;
Data shows that VanEck's research director: VanEck holds 9% of its Bitcoin ETF circulating shares; in December, the net inflow for the U.S. Ethereum spot ETF was $2.1 billion, marking its best-performing month... Hmm, it is a week for bidding farewell to the old and welcoming the new.
Attached (Weekly Editor's Picks) series portals.
See you next time~
