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Weekly Editors' Picks Weekly Editors' Picks (0408-0414)

郝方舟
Odaily资深作者
@OdailyChina
This article is about 2908 words, reading the full article takes about 5 minutes
High-quality in-depth analysis articles and weekly hot spots.
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High-quality in-depth analysis articles and weekly hot spots.

"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.

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. You bring new inspiration.

Now, come and read with us:

invest

"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.

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. You bring new inspiration.

Now, come and read with us:

secondary title

invest

Step-by-step guide: How to write the code to claim the airdrop?

start a business

A very "purposeful" and "practical" Python tutorial.

ABCDE Capital: 3 hot tracks worth rethinking in 2023

There have been many changes in the three tracks of Appchain (especially RAAS, Rollup as a Service), ZK, and GameFi.

secondary title

start a business

Analysis of the Asian Crypto Market Overview from Six Aspects

Regulatory trends in China, Taiwan, South Korea, Crypto market size, talent and developer status, infrastructure adoption, etc.

Thinking about the incentive model of the trading platform, which one is more worthy of incentives, liquidity or trading behavior?

Cold start is the pre-action of the cross-border network effect. The ultimate goal of the latter is to form a competitive advantage (monopolistic position), based on which to realize and expand profits (protocol revenue > token subsidy expenditure).

The behavior habits of liquidity providers are more rigid than those of traders. The reasons include: Compared with traders, LP users are more likely to be bound by the platform; LPs have more willingness and concerns about product migration; For rationality, the only principle is to minimize transaction loss; the incentive for transaction behavior is dissipated due to the existence of transaction friction; the incentive for transaction will "falsely increase transaction demand".

Therefore, the incentive invested in the LP side may be exchanged for a higher total user value in the long run.

How to better carry out transaction incentives - not directly incentivize transaction behavior or transaction volume, but encourage those liquidity pools or transaction pairs with larger transaction volume; control the value of incentives to avoid "false increase" in transaction volume; From "Token Distribution Mechanism" to "Operational Activities".

In the low-barrier Web3 business world, operating efficiency is the winner of long-term development.

NFT, GameFi, and the Metaverse

If the on-chain of game assets represented by game token economy/props NFT has injected "real money" elements into traditional games, and is more about monetization and live-ops of playing games, then the core logic of the game On the chain is at the level of gameplay design, inspiring a group of games that can achieve the greatest "play freedom".

Web 3.0 

To create an interesting world, specifically, there are three steps:

2) Turn the game atom into the player's consensus with the blockchain, and become the underlying rule of the game world;

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Ethereum and scaling

Interpretation of the Web3 data economy from a full perspective, the next 100-billion-level track after LSD

An ultra-complete research report by SevenX. Web3 is the natural soil of the data factor market. It technically eliminates the possibility of cheating, can greatly reduce regulatory pressure, and allows data to exist as a real factor of production and market-oriented configuration.

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Web3 Hybrid Data Infrastructure Architecture

Ethereum and scaling

ConsenSys Deep Dive: The Ultimate Guide to ETH Staking Withdrawals

ConsenSys' complete research and judgment on Ethereum Shanghai upgrade and subsequent upgrades (extra long).

The Shanghai upgrade is completed, how much selling pressure will the unlocked ETH bring?

This article assesses the potential sell pressure that unlocking could generate from a staker perspective, and discusses the estimated amount of staked ETH that could be withdrawn and sold immediately following the Shanghai upgrade. After researching different staking groups and their motivations for selling unlocked ETH, we estimate a total of 170,000 ETH will be sold after the Shanghai upgrade. The ETH that is withdrawn and sold is expected to have a much smaller impact on the Ethereum economy than many predict. Arguably, upgraded technical delivery is more likely to support a growing staking industry.

In-depth analysis of the impact of Restaking on the current ETH ecosystem

Re-staking protocols may generate substantial gains for validators, but their success risks compromising Ethereum's ability to self-regulate staking participation and moderate centralization forces. A logical end goal is to limit the validator population to a certain size.

The re-staking protocol distorts the intrinsic staking feedback loop. In the long run, Ethereum may not be able to adjust APR to resist high staking participation rates and centralization forces. To continue this discussion, one should look to Ethereum's Robust Incentives Group, and Anders and Barnab's work on auctioning validator slots.

Messari: Explain the Optimism super chain in detail, unify the Layer 2 network to build a Rollup chain factorySimply going back to Layer 1 is not a panacea for scaling, scaling the Ethereum ecosystem to nascent users requires a greater degree of developer freedom and composability.》。

Superchain is a collection of Ethereum-aligned chains built using OP Stack, the software that supports the Optimism ecosystem. This includes the general Optimism Mainnet L2 and any chain that uses open source code to build a customizable modular chain. The initial version of Superchain is expected to launch sometime in 2023.

The composable multi-chain ecosystem can be divided into three different models: application chain (with shared security), fractal scaling, and L2 Rollup ecosystem.

The value proposition of Superchain is the sustainable expansion of Ethereum, combined with common infrastructure and community-based decision-making. Hyperchain aims to deliver maximum value to opt-in developers, not to find ways to extract value.

Can the accelerated development of Sui become the next Layer 1 breaker?

hot spots of the week

In the past week,Sui announced that its mainnet will be launched in the second quarter of this year, and launched a series of educational activities and content called "Wave to Mainnet", aiming to let the community understand the potential of the Sui protocol before the mainnet goes live. Compared with marketing, Sui pays more attention to the innovative application of the underlying technology.,The article also briefly introduces some Sui ecological projects: mixed liquidity trading application MovEX, wallet Sui Wallet, DEX Suiswap, over-collateralized lending application Leizd Protocol, NFT trading platform BlueMove, chain game: Abyss Worlds.,secondary title;

hot spots of the week,In the past week,,BTC back to $30,000,Ethereum successfully completes Shanghai upgrade$2000 on ETHHong Kong ZhongAn Bank will provide cryptocurrency-to-fiat exchange services through licensed exchangesHangzhou and Hong Kong formally signed a memorandum of understanding on Web3 industry linkageNorman Chan, former president of the Hong Kong Monetary Authority, serves as the chairman of the Hong Kong Web3.0 AssociationChan Mao-po, Hong Kong's Financial Secretary,Hong Kong Web3 Hub Fundchairman,The Hong Kong Web3 Hub Ecological Fund was officially launched with a scale of US$10 million,, Chen Maobo:Let Web3 take the road of innovation and development prudently, and adopt the strategy of "proper supervision" and "promotion of development"Will maximize the innovation and development of virtual assets;

, Hong Kong Chief Executive Lee Ka-chao:We must dare to be the leader of the wave of Web3 innovationWill invest more than 700 million Hong Kong dollars to accelerate the development of the digital economy and promote the development of the virtual asset industry,, SFC Cai Zhonghui:,DeFi projects need to be licensed and regulated、Biden administration to study whether AI tools need to be scrutinized,Bloomberg:All Twitter businesses have been packaged to join "X Company", Elon Musk may make big moves;

Twitter may become new defendant in Musk's DOGE price manipulation case for switching to DOGE logoTik Tok,Weibo,Short-term support for Bitcoin market data query, but soon,FTX creditors:,Bitrue Hot Wallet Hacked, About $23 Million in Tokens Stolen,FTX has recovered $7.3 billion in assets, or is considering restarting the exchange business, and FTT has skyrocketed for a short time;

In addition, in terms of policies and macro markets,SushiSwap contract attacked,dYdX、PaxosRecovering stolen funds through white hats and developing plans to return user fundsBitrue Hot Wallet Hacked, About $23 Million in Tokens Stolen;

zkSync Official Twitter StolenIn addition, in terms of policies and macro markets,,for regulatory reasonswill withdraw from the Canadian market,Utah Governor Signs Blockchain and DAO-Related Bill to Promote Adoption of On-Chain Credentials and DAOsIn terms of opinions and voices, Buffett:More banks may fail during the crisis, but no savers will lose moneyBitcoin is a "Gambling Token"DWF Labs' multiple public investment transactions do not match on-chain data;

Institutions, large companies and top projects,, whose person in charge is suspected to be related to OneCoin, an encrypted Ponzi scheme,,DWF Labs and Wintermute clash in space,Sui has no airdrop or never will, beware of scams,EOS Network Foundation Announces EOS EVM Mainnet Beta Release,Institutions, large companies and top projects,Bit Deer listed on NASDAQHashKey Group announces the launch of ecological credit HSK,EOS Network Foundation Announces EOS EVM Mainnet Beta Release;

NFT and GameFi fields,Solana Releases Web3 Mobile Saga,, initiated by the Arbitrum communityProposal Heat Check Vote to Return 700 Million ARB to DAO TreasuryThe opposition rate has exceeded 75%,Instagram、Facebook, the first online project is PG DeadJira,

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

See you next time~

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