Weekly Editor's Picks (November 22-28)
"Weekly Editor's Picks" is a "functional" column of Odaily Planet Daily. In addition to covering a large amount of real-time information every week, Planet Daily also publishes a lot of high-quality in-depth analysis, but these may be hidden in the news feed and trending news, and you may miss them.
Therefore, every Saturday, our editorial team will select some high-quality articles worth reading and saving from the content published in the past 7 days, bringing new inspiration to you in the crypto world from the perspectives of data analysis, industry judgment, and opinion output.
Now, let's read it together:
Investment and Entrepreneurship
Federal Reserve vs. Treasury: The Currency War Hidden Behind the Bitcoin Crash
What we are witnessing is a direct clash between two competing monetary systems:
- The old order—centered around JPMorgan Chase, Wall Street, and the Federal Reserve.
- The new order—centered on a digital architecture pegged to government bonds, stablecoins, and Bitcoin.
BlackRock's large transfers are actually a highly lagging indicator. The sell-off had already occurred in the ETF. The same is often true for on-chain transfers by market makers.
The real selling pressure won't appear when retail investors see the on-chain transfers, but rather when market makers are simultaneously accepting ETF sell orders (which is buying for them) while also selling to hedge in external markets. Since there's usually a one-day delay in redemption and circulation, the actual selling pressure may occur a day earlier.
Exclusive reveal of exchange user acquisition strategies: Buy a new user for $50
Odaily interviewed the Paid Ads department of an exchange.
Other recommendations:
Coinbase Ventures' 2026 Preparation Strategy
Forbes 2026 Crypto Trends Prediction: What's Next After Volatility Declines?
A review of 15 established altcoins: which have the potential for explosive price increases?
Crypto Winter Survival Guide: Focusing on the Counter-Cyclical Value of Platform Tokens
7 Ways Experienced Crypto Investors Print Money in a Bear Market
A heartfelt post from a Dragonfly partner: Reject cynicism, embrace exponential thinking.
Is it worth participating in Infinex, which is backed by Peter Thiel, which is about to go public?
Prediction Market
Predicting market evolution, the iPhone era is coming again.
Within a decade, Polymarket's model will devour most of the traditional financial system. This isn't because it offers lower fees or a better experience, but because compressing all markets into a single primitive and rebuilding them from the ground up is far more efficient than maintaining countless specialized market structures.
The dominoes will fall in the following order:
- DraftKings – Sports betting is essentially just a prediction market with lower odds.
- CBOE – Options are essentially complex binary bets on price levels.
- Insurance – is simply a market prediction tool that allows you to go long.
- The credit market is essentially about pricing the probability of bankruptcy, only with a few more layers of structure.
These industries will resist, be regulated, and eventually have to yield, because sooner or later they will realize that they are not facing a better product, but a better set of physical rules.
What we are truly witnessing now is a complete restructuring of how markets operate. You are no longer betting on prices, interest rates, or volatility, but on events, the correlations between events, and most importantly, changing the probability of events occurring.
Predicting the final form of the market can be roughly divided into five levels:
A: Event Derivatives Exchange
B: Parametric Insurance Infrastructure
C: Decision-making & Governance "Truth/Probability Layer"
D: AI Probabilistic Data & World Prediction OS for AI & Agents
E: Prediction-native Social Media
The higher up the hierarchy, the more abstract the narrative becomes, and the greater the potential for valuation growth.
In terms of "business maturity", Polymarket is far from reaching the level of ByteDance in 2016–2017.
The author also introduced four layout methods at the end of the article.
OKX Ventures Research Report: Understanding the Landscape of "Prediction Markets" in One Article
A comprehensive report.
Other recommendations:
Combating Polymarket Bots: When Order Placement Rewards Become Deadly Bait
Boxing champion Andrew Tate's "zero" story: Losing $720,000 in Hyperliquid.
Airdrop Opportunities and Interaction Guide
Monad mainnet launch: A glimpse into the monetization opportunities in popular ecosystem projects.
Bitcoin
Has Bitcoin's four-year cycle failed?
The previously straightforward halving pattern is now disrupted by multiple forces: the structural impact of ETFs and institutional funds; fragmented narratives and accelerated rotation of hot topics; and enhanced reflexivity.
Miners Amidst the Bitcoin Crash: Who's Profiting? Who's Holding On?
With Bitcoin prices currently below $90,000, miners are facing difficulties. Over the past two months, miners' average 7-day revenue has dropped 35% from $60 million to $40 million.
In summary, there are two coexisting break-even scenarios in the mining industry: The first is for large industrial-grade mining companies, which possess efficient mining machines, cheap electricity, and low-capital balance sheets. Their daily cash flow will only turn negative when the price of Bitcoin drops from $86,000 to $50,000. The second is for the rest of the mining industry, who will find it difficult to break even once depreciation, impairment, and stock option expenses are factored in.
Ethereum
Overview of ETHGlobal Buenos Aires Hackathon Finalists
Multi-ecosystem and cross-chain
The latest SOL proposal aims to lower the inflation rate; what are the opponents thinking?
The Solana community recently proposed a new motion called SIMD-0411 (which translates to Double Inflation Suppression, meaning that inflation is decreasing even though deflation has not yet occurred). It is currently under governance discussion and will soon be put to a vote.
Other recommendations:
Solana x402 Hackathon Concludes: Five Innovative Projects Stand Out
CeFi & DeFi
DAT leaders are all offering discounts; which one is truly worth buying at the bottom?
The three main reasons for DAT's discount are insufficient liquidity, operating expenses, and potential risks. In the future, only a few companies will be able to perform well and achieve premium trading.
SocialFi
The upper limit of the industry is determined by three dimensions of the underlying product structure of decentralized social protocols: identity system, data storage, and search and recommendation mechanism.
The pitfalls encountered by SocialFi applications in their emergence include: functional replication, lack of niche strong users, misuse of token incentives, application model continuation, and being driven by resources and narratives.
The future of SocialFi will be based on social users with payment and transaction needs.
Safety
Can funds mistakenly transferred to other blockchains be recovered?
For funds to be rescued, several conditions must be met simultaneously, such as the contract deployer's relevant nonce on the target chain not being used, the contract trapping the funds having a withdrawal function, or the withdrawal function being deployable through various means (contract upgrades or the use of proxies like Clones, etc.).
Therefore, please double-check before transferring money!
Will the 40 billion Bitcoins that Qian Zhimin took away be returned to China?
A legal education article from multiple perspectives.
Weekly Hot Topics Intensive Review
The market rebounded slightly over the past week; Upbit was hacked ( analysis ), and the CEO issued a public apology: confirming a loss of 44.5 billion won, and has fully compensated users for their losses ; S&P gave Tether its worst rating ;
In addition, regarding policy and macro markets, US Treasury Secretary Bessenter stated that the government shutdown caused a permanent $11 billion blow to US GDP; Federal Reserve Governor Milan indicated an intention to shift more of the Fed's balance sheet towards US Treasury bonds ; Japan's Financial Services Agency plans to require cryptocurrency exchanges to hold liability reserves to cover losses due to hacking or security vulnerabilities; South Korean financial regulators urged Bithumb to suspend Tether Market services ; South Korea further tightened cryptocurrency regulations , expanding the cryptocurrency "travel rule" to transactions below 1 million won; Xinhua News Agency forwarded a WeChat security center announcement : be wary of pyramid schemes and scams disguised as blockchain virtual currencies and stablecoins.
Regarding opinions and statements: BlackRock executives: Clients invest in Bitcoin primarily for "digital gold" considerations , not for global payment scenarios; Delphi Digital: Institutional crypto demand has decreased by 90% from its August peak of $5.5 billion, with capital in a wait-and-see state; Nakamoto CEO: MSCI's removal of digital asset reserve companies highlights industry discrimination and conflicts of interest, and regulatory agencies should intervene to investigate; Michael Saylor: Volatility is a gift from Satoshi Nakamoto to his followers … He will destroy the private keys to over 17,000 BTC , considering it an "legacy"… 99% of global funds are forcibly allocated to stocks and credit, making it impossible to buy Bitcoin even if one wanted to ; Arca's Chief Investment Officer: Strategy has no need to sell BTC unless the price drops to a level where selling becomes irrelevant; 10x Research: Web3 is shifting from speculation to fundamentals-driven ; Trader Eugene posted " surrendering to the market ": licking his wounds, waiting and watching again; The author of "Rich Dad Poor Dad" sold 225 [units of currency] for $90,000. The sale of Bitcoin worth tens of thousands of dollars has drawn widespread criticism; Berachain co-founder clarifies the Nova Fund's special refund rights : it was fabricated by a malicious former employee, and the Nova Fund remains a lock-up token holder and LP for Berachain; Pump members: Lookonchain's information regarding Pump cashing out is completely false ; Infinex founder: restarting ICOs is not to "make money for everyone," but to replace old-style schemes with high FDV and low liquidity ; YZiLabs criticizes BNC's board of directors: chaotic execution and disordered communication, demanding the introduction of new directors to "save the market" ( interpretation ); CEA Industries (BNC) announces the appointment of new board members ;
In terms of institutions, large companies, and leading projects: Grayscale's Dogecoin ETF was listed; JPMorgan Chase launched a structured note linked to BlackRock's Bitcoin ETF , matching the four-year BTC halving cycle; VanEck updated its S-1 filing for the BNB ETF, removing the staking option ; Alt5 Sigma, associated with the Trump family's crypto projects, dismissed its CEO and COO ; ALT5 Sigma, the WLFI reserve company, will violate US SEC regulations for failing to disclose executive suspensions in a timely manner; Binance Wallet launched a trading portal for Ondo tokenized stocks and ETFs; Robinhood will launch a new derivatives exchange to promote the development of prediction markets; Monad mainnet launched , initially locking 50.6% of the total MON token supply; Irys launched airdrop applications; vooi released its token model : airdrops and community token sales account for 10.53%; MegaETH pre-deposit launch faced numerous setbacks; 60% of the airdrop was taken, and aPriori encountered a trust crisis;
In terms of data, Strategy has suspended its Bitcoin purchases , ending six consecutive weeks of accumulation, and its stock price has fallen by about 70% from its peak; Jump Crypto has become the largest on-chain holder of USD1 , with a holding of 26.16 million coins;
In terms of security, Cardano suffered a temporary chain split due to a code vulnerability , and the FBI has intervened in the investigation; security agencies: North Korean agents are infiltrated in as many as 15% to 20% of crypto companies ; SlowMist Cosine: Monad airdrop claim page may have a vulnerability, and hackers can change users' claim addresses ... Well, it's been another tumultuous week.
Link to the "Weekly Editor's Picks" series is attached .
See you next time~
- 核心观点：预测市场将重构传统金融体系。
- 关键要素：
- 预测市场压缩为单一高效原语。
- 传统金融行业将被迫接受新规则。
- 比特币暴跌受新旧货币体系冲突影响。
- 市场影响：推动金融基础设施向事件预测转型。
- 时效性标注：长期影响
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