Weekly Editors' Picks (1001-1014)

"Weekly Editor's Picks" is a "functional" column of Odaily.On the basis of covering a large amount of real-time information every week, a lot of high-quality in-depth analysis content will also be released, but they may be hidden in the information flow and hot news, and pass you by.

"Weekly Editor's Picks" is a "functional" column of Odaily.Now, come and read with us:

Now, come and read with us:

invest

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invest

Taking history as a mirror to know the ups and downs: the melody review and prospect of the changes in the blockchain track

Rollup, DID, GameFi and other popular tracks that have been discussed recently, such as DeFi derivatives, NFT liquidity, decentralized middleware, cross-chain basic protocols, blockchain security, mobile blockchain application products, DAO, etc. There will also be some outstanding projects standing out on the track.

Must-read "Nanny-Level Tutorial": How to use Dune to analyze blockchain data

World Cup (official cooperation with L1 Algorand, fan coins represented by Chiliz), Cosmos 2.0 (DeFi chain Berachain), decentralized stable coins (GHO, crvUSD, USK, Silk), DeFi×NFT (BendDAO, SudoSwap, NFTFi, Arcade ), L2, new L1. The author also lists some noteworthy upcoming news and financing.

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start a business

DeFi

Talking about the Web3 marketing ideas in the bear market: How should emerging projects allocate limited marketing resources?A bear market presents a great marketing opportunity. We must first define growth indicators according to the type of project, and then use existing resources (core team, users, SEO) to promote growth. Regarding user acquisition, we should double our bets on Web3 native growth channels (airdrops, bounties), and invest in content at the same time. Build communities with specific goals.》、《First recommend two data-oriented DeFi market inventory: "》。

14 indicators to see the changes in the blue-chip DeFi market in the past 90 days

Research by JZL Quantitative Institution: Wintermute — DeFi’s leading market-making giant that has “fallen from the altar”

Wintermute provides liquidity on almost all leading centralized exchanges, decentralized exchanges, and OTC channels, with an average daily transaction size of approximately US$5 billion. Its business includes market maker, OTC, platform business, and investment.

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Crypto head quantification agency

The article introduces the rapid development, basic principles and ecosystem of Lightning Network. Projects worthy of attention in Bitcoin DeFi include Uprets, Taro, RGB, Kollider, Portal, RSK, StacksLiquid Network (Blockstream).

NFT, GameFi and Metaverse

Smart contracts based on payment networks would be another potential killer feature. Over 1 billion USDTs that have been silent on OmniLayer will definitely be activated. After a certain period of accumulation, the number of Omni-USDTs issued on the Bitcoin network may exceed the sum of USDTs issued on all other chains, promoting Bitcoin DeFi and The blockchain industry is moving to a new level, attracting more developers, communities and investors, as well as traditional businesses, to invest in Bitcoin DeFi research, innovation and construction, more complex needs are met, and richer applications are released , larger assets enter the encryption field, and more valuable innovations are integrated into the real world.

NFT, GameFi and Metaverse

In the NFT market in Q3, competition has intensified, the number of new buyers and sellers has decreased, and the risk of fraud has increased, but the entry of large companies has also injected vitality.

Web 3.0

The sports world is still expected to become one of the most active NFT vertical markets. It is expected that Sorare will benefit from the enthusiasm of the World Cup. The NFT on the Flow chain also shows signs of steady development due to the cooperation between the NBA and the NFL.

ZONFF Research: What are we talking about when we talk about Web3 data?

Ethereum and scaling

The article first compares the differences between Web3 data and Web2 data, and then introduces the trend of decentralized storage data and the development of the decentralized data market.

Ethereum and scaling

Q3 State of Ethereum Report: Current Status, Highlights, and Future Outlook

A new direction for Ethereum? This article understands the positioning, advantages and implementation methods of Layer3

New ecology and cross-chain

From a technical point of view, it is not feasible for L3 to do general expansion, but parallel and specific expansion can be carried out through fractal methods. Starkware also proposed their L3 solution (using the concept of recursion), and its vision for L3 is custom functions, custom scalability, and custom security.

New ecology and cross-chain

1. Amber Group: Deciphering DAG-based architecture design

2. The report explains in detail the working principle of DAG and its application in the field of encryption, and divides L1 using DAG technology into:

Use DAG to process transactions, but its ledger is fully ordered (for example: Fantom using DAG technology and based on Gossip protocol);

While the ledger is in a causal order, it uses a DAG structure to store events and transactions (for example: UTXO-based Avalanche X-Chain, transaction-based IOTA that uses proof-of-work, smart contract Sui that uses proof-of-stake).

Causal ordering of transactions seems to have advantages over total ordering in terms of speed and throughput. However, the lack of causal ordering creates problems when trying to create applications that require strict chronological ordering, and many projects fail to properly run smart contracts on their DAG architectures.

Foresight Ventures: Application chain > application on the chain?

The transformation of on-chain applications into application chains is the general trend, which can bring better sovereignty, token value capture, and experience improvement within the chain.

However, dozens of additional chains can create liquidity fragmentation and interoperability problems. To solve this problem, either through the Fork infrastructure to a different chain, or access to a trusted interoperability protocol.

The popularity of the application chain means that the blockchain may have embarked on the road of "fragmentation" of applications in the Web2 era, but it still does not change the general direction of decentralization and openness and transparency.

Re-interpretation of Layerzero: a protocol layer product that is often mistaken for a cross-chain bridge

Overview of 71 cross-chain bridges: ecological status, technical solutions, trends and opportunities

DAO

Four trends in the development of cross-chain bridges: NFT cross-chain, cross-chain aggregation, cross-chain capital pool participation in DeFi ecology, and cross-chain focusing on specific ecology (such as Layer 2, non-EVM chain).

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The problems encountered by PandaDAO include but are not limited to: core developers’ distraction, fomo market hotspots, numerical presets and logic loopholes in contract repurchases, DAO members’ reluctance to pay for their own decisions, sponsor’s role biased towards founders, multiple interests Difficult to balance, mistrust between the community and the team, the community thinks its voice is too small, and the overall market environment.

hot spots of the week

secondary titlehot spots of the weekIn the past two weeks, MuskWill buy Twitter at original price，, before proposing to buy Twitter, MuskHad plans to build a blockchain-based social media platformBinance, Sequoia will continue to support Musk's acquisition of Twitter, Binance provided a donation of 500 million US dollars,Coinbase US Bank Account TransactionsOnce there was a glitch,Huobi Global has completed the formal delivery of equity, the M&A fund of Baiyu Capital became the actual controller,Li Lin: No longer the actual controller and shareholder of Huobi Global, no longer has any authority, informed sources saidThe real buyer of Huobi is Justin Sun, Huobi Global established a global advisory committee,Committee members include Du Jun, Sun Yuchen, etc., the SBF statementFTX Not Participating in Huobi Global Acquisition, Sun Yuchen delivered a speech to all members:Will vigorously empower HT and will not issue new Tokens, TokenPocket flash exchange service provider Transit SwapOver $23 million stolen, the official saidWill 100% bear the loss of the user's theft, the biggest hacker saidWilling to return remaining user assets，BNB ChainBSC Token Hub was attacked, about $566 million in BNB was stolen,backrelease a new version，,back，Network back up and running，OpenSeaMango Attack Loses $100 Million，Solana network restart，Remove Azuki market pending orderafter recoveryCosmos cross-chain function IBC has a serious vulnerability，, released a public version of the security patch, Do Kwon reiteratedPersonal assets are not frozen

Terra General Affairs Chief Yoo Arrested, suspected of violating the capital market law, fraud and dereliction of duty;；

In addition, in terms of policies and macro markets, the SEC is investigatingAre some NFTs and ApeCoin owned by Yuga Labs illegal?，Crypto's next outlet is on the mobile sideCZ responds to "centralization" doubtsCZ responds to "centralization" doubts，SBFExpress opinions on how the SEC defines securities, how stablecoins are classified, and how the framework affects the industry;

Institutions, large companies and top projects,CME GroupInstitutions, large companies and top projects,CME GroupDocumentation of registered futures commission merchants (FCMs) has been submitted to support investors in direct trading of futures,DBS Bank，The self-service cryptocurrency trading function will be introduced to wealth management customers through APP,Binance Launches Options Market Maker ProgramGitcoin to Launch Funding Infrastructure Grants Protocol, helping the community with grant programs and fundraising,XEN triggers Gas War, Jared Gray was elected with more than 83% of the voteSushi's new "chef"；

, Polygon launchesWith "Editor's Picks of the Week" series...well, another week of ups and downs.

With "Editor's Picks of the Week" seriesPortal。

See you next time~