"Weekly Editor's Picks" is a functional column of Odaily Planet Daily. In addition to covering a large amount of timely information each week, Planet Daily also publishes many high-quality in-depth analysis content, but they may be hidden in the information flow and hot news, brushing past you.
Therefore, our editorial team will select some quality articles worth spending time reading and collecting from the content published in the past 7 days every Saturday, bringing new insights to those in the crypto world from the perspectives of data analysis, industry judgment, and opinion output.
Now, let's read together:
Investment and entrepreneurship
Is a value investing old VC, spanning three cycle rounds, anxious about this round of Meme?
The polarization in the industry is becoming more severe. On one hand, the industry's scale is increasing, with TradFi integrating a large number of Crypto assets into Wall Street through compliant means like ETFs, which drains liquidity and is difficult to convert into our on-site funds; on the other hand, the strong expansion of populist capitalism compresses attention economy, making the entire financialization process increasingly simple and crude, with the most Crypto Native approaches turning into direct speculation on Meme, a field untouched by TradFi. Whoever finds the breakthrough point will win.
The problem with VC Tokens lies in the vicious cycle of the industry's liquidity supply chain, while a healthy ecosystem is one where all participants on the chain are willing to buy coins and are also willing to preach.
Meme has become the most undeniable and absent track-level opportunity in the industry, tokenizing thoughts and emotions into products and capital. The token itself is the product, merging the product community and the trading community into one, creating synergy between the two.
CEX will change its listing strategy based on market expectations, guiding the market direction; our industry will inevitably fall into a homogenized competition chaos due to the low cost of asset issuance and liquidity premiums, which will numb and bore everyone. This is the power of cycles.
150 billion dollar conspiracy: Where will MicroStrategy send Bitcoin?
MicroStrategy is increasing its Bitcoin holdings through bonds and stock sales, with a substantial safety cushion; its recent debt repayment date is in 2027, and the only soft threat is Bitcoin whales.
A quick look at the top 15 BTC holdings profits of listed companies, see who has grown nearly 30 times?
The crypto dopamine effect: The fusion of AI agents, social finance, and applications for the younger generation.
The lack of permission and standardized financial and application infrastructure, combined with the free flow of capital and enthusiasm for novelty, provides an excellent experimental platform for new applications of superintelligence. The article also introduces ai16z, Interface, and Hyperliquid.
Buy the rumor series: Expectations for improved regulatory environments heat up, which type of cryptocurrency benefits the most directly?
The author believes that the ETH Staking sector will be the one with the highest direct returns, and Lido, as a leading project, may also escape the current price predicament.
Meme
Meme cultivation manual: What characteristics of early buyers are effective conditions for rising?
The traces of the insider are hard to find; attention should be paid to tokens with few early independent addresses and funding sources from Coinbase and Bybit.
Meme cultivation manual: What are the golden times for Meme god coins?
After 9 PM Beijing time, the frequency of golden dogs begins to rise significantly, with 3-6 AM being the golden period. Even if you miss it, there are still windows to get in.
Meme profit strategy: If PVP can't win, try being a passive LP to increase returns.
In the meme market, demand for trading volatility is extremely high, with very low sensitivity to price, positioning oneself as a passive LP is an excellent strategy for maximizing returns. The article elaborates on the process steps using BUCK as an example.
Desci has become the new favorite of Meme, with an article reviewing 8 major hot token projects.
Representative Desci Meme tokens include platform-type Desci Meme coins: $RIF $URO, protocol-type Desci Meme coins (Bio-ecology related—VITA, RSC, ATH, GROW, bio/acc), and donation-type Desci Meme coins (SciHub).
Selling MEME culture, is it a wealth code or a bubble trap?
Meme coins are a perfect tool for measuring community value; they are a tokenized expression of culture.
"Speculation" becomes "investment", is Meme no longer just PVP?
Meme is an unstoppable tokenized community.
Many Memecoin projects that seemed to have 'zeroed out' in the past have been rediscovered, and their value may be unearthed with the expectation of being 'Listed on CEX' in the future. Moreover, many memecoins that truly represent a community culture have been issued, returning to the original cultural value of Memecoin.
We have seen signs that the gears of the Meme SuperCycle are slowly starting to turn, as Meme culture moves out of PVP and opens a new chapter.
Introducing a slow-hand method for Meme: How to ambush the next skyrocketing coin after a big drop?
For users who cannot sit on-chain for long periods, play slow with internal trading, do not want to invest blindly, often miss out on high-rising 'golden dogs', are hesitant to chase high due to large market caps, and do not dare to invest too much due to small market caps—one can gradually build positions after the once-popular concept of Meme crashes. The author believes WORM, degenai, OPK, and BITCAT are worth ambushing.
Also recommended are three practical articles: (Step-by-step guide: How do Meme novices copy smart money) (A hundred-fold overnight? How to play with Meme coins using GMGN (beginner's edition)) (Capturing the DeSci craze, a step-by-step guide on how to use Pump.Science).
Bitcoin ecology
When will the wind of the bull market blow into the Bitcoin ecosystem?
Leading exchanges continue to support the development of the Bitcoin ecosystem. Rune surpasses BRC-20, becoming the first asset protocol in the BTC ecosystem.
According to past experience, the cycle of Bitcoin's bull and bear markets lasts 3 to 6 months; it has now been half a year since the last bull market. Although there have been short-term hotspots in the ecosystem during this time, no large-scale effects have formed.
Ethereum
Reviewing 10 ETHGlobal Bangkok hackathon finalist projects.
Multi-ecosystem
The Base ecosystem, quietly brewing a hundred-fold opportunity, what are the speculative targets?
DeFi
a16z crypto partner: Looking at the future of stablecoins from 250 years of banking history.
Stablecoins provide users with an experience similar to bank deposits and paper currency—convenient and reliable value storage, exchange mediums, and loans—but appear in an unbound 'self-custody' form.
To understand the richness and limitations of stablecoin design, we can draw on the history of banking: which methods were effective, which were ineffective, and why. Like many products in cryptocurrency, stablecoins may quickly replicate the history of banking, starting with simple paper notes and gradually expanding the money supply through complex lending mechanisms.
The author further evaluates fiat-backed stablecoins, asset-backed stablecoins, and strategy-backed synthetic dollars (despite improved recognition, they do not meet the definition of stablecoins for trading or storing value).
Stablecoins must first integrate around a clear, easy-to-understand, and easily convertible bank note, just as Federal Reserve notes gained recognition in the 19th and early 20th centuries. Over time, we can expect the number of asset-backed stablecoins issued by decentralized over-collateralized lending institutions to increase, just as banks increase M2 money supply through deposit lending. Finally, we can expect DeFi to continue to grow, not only by creating more SBSDs for investors but also by improving the quality and quantity of asset-backed stablecoins.
In-depth exploration of existing stablecoin models: How to end the currency civil war?
Stablecoins are created when the issuer issues loans and are destroyed through repayments by borrowers. Centralized issuers like Tether and Circle mint tokenized dollars (Tokenized USD), which are essentially digital IOUs based on the dollar deposits made by borrowers. Since their debts are supported by various forms of collateral, stablecoin issuers essentially act as crypto banks.
The existing models of stablecoins face issues of fragmentation, counterparty risk, and bottom-fishing competition in yields.
The future landscape of stablecoins may be divided into three areas: payments, yields, and intermediaries (everything in between). The power balance among these three parts may end the 'currency civil war' and bring much-needed stability to the ecosystem.
Rather than engaging in zero-sum games, this balance will provide a solid foundation for the next generation of DeFi applications and pave the way for further innovation.
Web3 AI
DeSci: How to use on-chain Meme to challenge the existing scientific research system?
Currently, the economic scale available in the DeSci market is insufficient to support research funding expenditures; DeSci is still in the early stage of the 'market cap dream', and hype is the immediate demand.
OpenAI drives a frenzy for AI Agents, summarizing the development trajectory of Crypto AI Agents.
The development of AI Agents in the Crypto field currently has two paths: top-down, developed by AI concept projects, leaning more towards infrastructure; bottom-up, led by the AI Meme craze, driven by independent developers.
The most natural starting point for on-chain AI Agents is DeFi, but first, AI needs to gain financial autonomy.
ai 16 z has somewhat improved the fairness of DAO investments and crypto proposals, believing that the integration of AI Agents and DAOs will largely change the future market landscape.
More autonomous on-chain AI Agents will be collectively owned by the community.
Security
Anonymous coders working for the crypto industry could be North Korean hackers.
Fake applicants are testing the acceptance of anonymity in cryptocurrency.
The United Nations reports that 4,000 North Koreans have attempted to infiltrate the tech industry through employment.
Besides wasting a lot of time, these fake applicants have also caused damage to a major pillar of cryptocurrency's core philosophy. Anonymity and pseudonymity are important values in cryptocurrency. Project teams tend to refuse background checks and work at the pace of startups, making them prime targets for illegal hiring schemes.
Weekly hot topics recap
In the past week, BTC has repeatedly set new historical highs; Meme's popularity remains unabated, with new sectors and hot targets emerging one after another.
Additionally, regarding policies and the macro market, Gary Gensler may announce his resignation after Thanksgiving; sources say Trump's 'Crypto Advisory Council' will establish the previously promised Bitcoin reserves; WSJ: Trump met with Coinbase CEO to discuss personnel appointments; Trump nominated Howard Lutnick as Secretary of Commerce; insiders say Trump's team is considering establishing the first crypto-related position in the White House; Bridgewater: Trump may prefer a Federal Reserve Chair who is more tolerant of inflation; Musk: AGI will appear by 2026 at the latest, and the Optimus robot will reach the Next Level by then; Elon Musk and Vivek Ramaswamy will launch a 'Dogecast' podcast for the efficiency department of the U.S. government.
In terms of opinions and statements, CZ: Countries will compete to establish Bitcoin strategic reserves; crypto trader Cobie: It is more reasonable for Bitcoin's market cap to reach 5 to 10 times that of gold, as it has become rarer than gold; Matrixport: Stablecoin inflows hit a new high, indicating strong demand for cryptocurrency; Matrixport: Bitcoin futures hit an annual high, with spot buying driving the rise; Galaxy Research Director: Bitcoin ETF options will reduce volatility and increase the BTC investor base; On November 19, Binance clarified: 'Reward-type' BFUSD assets are not stablecoins and have not yet been launched; ZachXBT: Will not help investigate Meme coins, Meme players are not worth helping; Jupiter founder Meow introduced Jupuary and its ultimate vision; Vitalik: Many people in the Ethereum ecosystem like Moodeng; Litecoin: No connection with projects using the name or likeness of Lester on Solana.
In terms of institutions, companies, and projects, MicroStrategy completed a $3 billion convertible note issuance; Trump's media technology group may consider launching a crypto payment platform; ME token economics published: total supply of 1 billion coins, initial claim ratio of 12.5% during TGE (interpretation); Aptos officially announced the launch of Meme coin issuance platform emojicoin.fun; STEPN (GMT) project party launched the BurnGMT website; the controversy between eliza vs ELIZA due to case sensitivity, with the plot reversing multiple times; Vitalik bridged 32 ETH to Base and minted 400 Oracle Patron NFTs (issued by the prediction market Truemarkets);
In data, the first-day trading volume of BlackRock's Bitcoin ETF options reached $1.9 billion; report: 98% of NFT series launched in 2024 have failed, with only 0.2% making a profit.
On the security front, the on-chain trading terminal DEXX encountered attacks, with most user funds being transferred; DEXX founder: Will compensate for losses, no RUG; Pump Science: API key permissions were tampered with, the issue has been fixed, and will be back online after testing is completed; Cosine: The lending project polterfinance was stolen of $12 million due to 'empty market' issues; a user suffered AI poisoning attacks, leading to wallet theft; Sui: A wrong upgrade code caused network downtime, which has been fixed within 2.5 hours... Hmm, another eventful week.
Attached (Weekly Editor's Picks) series portal.
See you next time~
