'Weekly Editor's Picks' is a 'functional' column of Odaily Planet Daily. On the basis of covering a large amount of real-time information every week, the Planet Daily also publishes many high-quality in-depth analysis content, but they may be hidden in the information flow and hot news, passing by you unnoticed.
Therefore, our editorial team will select some high-quality articles worth spending time reading and collecting from the content published in the past 7 days every Saturday, bringing you new insights from the perspectives of data analysis, industry judgment, and opinion output.
Now, let’s read together:
Investment and entrepreneurship
Is an old VC who has crossed three cycles anxious about this round of Meme?
The polarization of the industry is becoming more severe. On one hand, the industry size is growing, TradFi integrates a large amount of Crypto assets into Wall Street through compliant means like ETFs, and this part of liquidity is being taken away, making it difficult to convert it back into our on-site funds; on the other hand, the strong expansion of populist capitalism, the further compression of attention economy, and the entire financialization process becoming increasingly simplistic and brutal, the most Crypto Native way has become directly speculating on Memes, which is also a field that TradFi cannot touch. Whoever finds the breakthrough point will emerge victorious.
The problem with VC Tokens lies in the vicious cycle of industry liquidity supply chains, while a healthy ecosystem is one where everything played on-chain are willing buyers, and even more willing to preach.
Meme has become an industry opportunity that cannot be ignored or absent, it tokenizes thoughts and emotions into products and capital. The token itself is the product, so the product community and the speculative community merge into one, forming a synergy.
CEX will change its listing strategy based on market expectations, thereby guiding the market direction, while our industry will inevitably fall into homogeneous competition chaos due to the low asset issuance costs and liquidity premiums, and everyone will become numb and weary of this chaos. This is the power of cycles.
15 billion USD conspiracy: Where will MicroStrategy send Bitcoin?
MicroStrategy is increasing its Bitcoin holdings through bonds and stock sales, with a thick cushion, and its recent debt repayment date is in 2027, with the only soft threat being Bitcoin whales.
Quick glance at the top 15 BTC holdings profit 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
Permissionless 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 improvements in the regulatory environment are rising, which cryptocurrency stands to benefit the most?
The author believes the ETH Staking sector will be the one with the highest direct returns, and Lido, as the leading project, may also escape the current price predicament.
Meme
Meme cultivation manual: What early buyer characteristics are effective conditions for price increases?
Inside tracking is hard to find, focus on tokens with few early independent addresses and funds coming from Coinbase and Bybit.
Meme cultivation manual: When is the golden time for Meme god coins?
After 9 PM Beijing time, the frequency of golden dogs starts to increase significantly, with 3-6 AM being the golden period. Even if you miss it, there are still chances to get in.
Meme profit strategy: If you can't beat PVP, try being a passive LP to boost returns
In the meme market, the demand for trading volatility is extremely high, and the sensitivity to price is very low, positioning oneself as a passive LP is an excellent strategy to maximize returns. The article elaborates on the process steps using BUCK as an example.
Desci becomes the new darling of Memes, an article reviews 8 popular 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), donation-type Desci Meme coins (SciHub).
Selling MEME culture, is it a key to wealth or a bubble trap?
Meme coins are a perfect tool for measuring community value, they are a tokenized expression of culture.
Speculation turns into investment, is Meme no longer just PVP?
Meme is an unstoppable tokenized community.
Many Memecoin projects that we once thought had 'gone to zero' are being rediscovered, their value may be unearthed in the future with the expectation of being 'Listed on CEX', and many true memecoins that represent a kind of community culture are being 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, and Meme culture has emerged from PVP, opening a new chapter.
Introducing a slow-hand Memecoin ambush method: How to ambush the next skyrocketing coin after a big drop?
For users who cannot sit on-chain for long periods, play slowly in internal trading, do not want to rush blindly, often miss the extremely high-gain Memecoins, feel scared to chase high market caps, and do not dare to invest too much in low market caps—can gradually build positions after the once-popular concept Meme crashes. The author believes WORM, degenai, OPK, BITCAT are worth ambushing.
Also recommend three practical articles: (Step-by-step tutorial: How can Memecoin newbies follow smart money) (One night hundred times? How to use GMGN to play with Memecoins (Beginner's edition)) (Capture the DeSci boom, step-by-step guide on how to use Pump.Science).
Bitcoin ecosystem
When will the winds of the bull market reach the Bitcoin ecosystem?
Top exchanges are still supporting the development of the Bitcoin ecosystem. Rune surpasses BRC-20, becoming the first asset protocol of the BTC ecosystem.
Based on past experience, the cycle of bull and bear in the Bitcoin ecosystem is 3 to 6 months. Now, half a year has passed since the last bull market. Although there have been short-term projects attracting attention during this period, no large-scale effects have formed.
Ethereum
Reviewing 10 projects from the ETHGlobal Bangkok hackathon finals
Multi-ecosystem
Which speculative targets are quietly brewing a hundredfold opportunity in the Base ecosystem?
DeFi
a16z crypto partner: Looking at the future of stablecoins from 250 years of banking history
Stablecoins provide users with experiences similar to bank deposits and paper currency—convenient and reliable value storage, exchange medium, and loans—but appear in the form of unbound 'self-custody'.
To understand the richness and limitations of stablecoin design, we can draw parallels from the history of banking: which methods have been effective, which have not, and why. Like many products in cryptocurrencies, stablecoins may quickly replicate the history of banking, starting from simple paper currency and gradually expanding the money supply through complex loan mechanisms.
The author further assesses fiat-backed stablecoins, asset-backed stablecoins, and strategically supported synthetic dollars (although there has been an increase in awareness, they do not meet the definition of stablecoins used for trading or storing value).
Stablecoins must first integrate around a clear, easy-to-understand, and easily redeemable bank note, just as the federal reserve bank notes won 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 expand the M2 money supply through deposit loans. 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 borrower repayments. Centralized issuers like Tether and Circle mint tokenized dollars (Tokenized USD), which are essentially digital IOUs based on the borrower's deposited dollar deposits. As their debts are supported by various forms of collateral, stablecoin issuers effectively act as crypto banks.
The existing models of stablecoins face issues of fragmentation, counterparty risk, and bottom-fishing yield competition.
The future landscape of stablecoins may be divided into three areas: payment, yield, and intermediate layer (everything in between). The balance of power among these three parts may end the 'currency civil war' and bring much-needed stability to the ecosystem.
Instead of engaging in a zero-sum game, this balance will provide a solid foundation for the next-generation DeFi applications and pave the way for further innovation.
Web3 AI
DeSci: How can on-chain Memes challenge the existing scientific research system?
Currently, the economic volume available in the DeSci market is not sufficient to support research funding expenditures, and DeSci is still in the early stage of 'market cap dreams', with hype being a necessity.
OpenAI drives the frenzy of AI Agents, one article sorts out 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 conceptual projects, more infrastructure-oriented; bottom-up, led by the AI Meme frenzy, led by free developers.
The most natural starting point for on-chain AI Agents is DeFi, but first, AI must gain financial autonomy.
ai 16 z has raised the fairness of DAO investments and crypto proposals to some extent, believing that the integration of AI Agents and DAOs will greatly change the market landscape in the future.
More autonomous on-chain AI Agents will be owned collectively by the community.
Security
Anonymous coders working for the crypto industry could be North Korean hackers
Fake applicants are testing the acceptance of cryptocurrencies for anonymity.
The United Nations states that 4,000 North Koreans have attempted to infiltrate the tech industry through employment.
In addition to wasting a lot of time, these fake applicants have also harmed a major pillar of the core principles of cryptocurrency. Anonymity and pseudonymity are important values in cryptocurrency. Project teams tend to reject background checks and work at the speed of startups, making them prime targets for illegal recruitment schemes.
One-week hot topics recap
In the past week, BTC has repeatedly set new historical highs; Meme's popularity remains unabated, with new sectors and popular assets rising one after another;
In addition, regarding policies and the macro market, Gary Gensler may announce his resignation after Thanksgiving; sources say Trump's 'Crypto Advisory Committee' will establish the promised Bitcoin reserves; WSJ: Trump met with Coinbase CEO to discuss personnel appointments; Trump nominated Howard Lutnick as Secretary of Commerce; insiders: Trump's team is considering establishing the first crypto-related position in the White House; Bridgewater: Trump may favor a Federal Reserve chair candidate 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 the 'Dogecast' podcast for the U.S. Government Efficiency Department;
In terms of opinions and voices, CZ: Countries will compete to establish Bitcoin strategic reserves; crypto trader Cobie: A Bitcoin market cap reaching 5 to 10 times that of gold is more reasonable, it has become rarer than gold as interstellar digital gold; Matrixport: Stablecoin inflows hit a new high, indicating strong demand for cryptocurrency; Matrixport: Bitcoin futures hit annual highs, spot buying drives the rise; Galaxy research director: Bitcoin ETF options will reduce volatility and increase the base of BTC investors; On November 19, Binance clarified: the 'reward type' BFUSD asset is not a stablecoin and has not yet been launched; ZachXBT: Will not assist in investigating Memecoins, Meme players are not worth helping; Jupyter founder Meow introduced Jupuary and its ultimate vision; Vitalik: Many people in the Ethereum ecosystem like Moodeng; Litecoin: There is 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 USD convertible note issuance; Trump's media technology group may consider launching a crypto payment platform; ME token economics published: total supply of 1 billion, initial allocation of TGE 12.5% (interpretation); Aptos announces Meme coin issuance platform emojicoin.fun is online; STEPN (GMT) project team launched the BurnGMT website; the controversy over upper and lower case eliza vs ELIZA, with the plot reversing multiple times; Vitalik cross-bridged 32 ETH to Base and minted 400 Oracle Patron NFTs (Truemarkets issuance);
Data shows that BlackRock's Bitcoin ETF options had a trading volume of 1.9 billion USD on the first day; 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 was attacked, with most user funds 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 USD due to 'empty market' issues; A user encountered an AI poisoning attack, and their wallet was stolen; Sui: An erroneous upgrade code caused network downtime, which has been fixed within 2.5 hours... Well, it was another tumultuous week.
Attached (Weekly Editor’s Picks) series portal.
See you next time~
