Weekly Editor's Picks (November 8-14)
"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
2026 Crypto Outlook: Six Structural Forces Paving the Way for the Next Cycle
Prediction markets, Neobank, Crypto AI, groundbreaking applications, dynamic DeFi... This cycle has found PMF in multiple directions, and the next cycle will be a cycle of deep integration between TradFi and DeFi.
Tether, the king of stablecoins, dreams of gold, buying more gold than central banks.
In 2025, central banks worldwide are embarking on an unprecedented gold-buying spree. Tether has become one of the world's largest gold buyers. As of September 2025, the company's gold holdings exceeded $12.9 billion, surpassing the central banks of several countries, including Australia, the Czech Republic, and Denmark, and placing it among the top 30 globally.
Tether chose to build its own vault and manage its own assets. Tether also poached two of the world's top precious metals traders from HSBC with high salaries.
Tether's ambitions extend beyond simple financial investment; they aim to systematically integrate the gold industry chain. Each step of Tether's asset allocation resembles that of a company learning how to operate a central bank. It's not merely pursuing returns, but rather constructing a new order bounded by code and anchored by gold and Bitcoin. If the future truly moves towards a multipolar monetary system, then "US Treasury bonds + Bitcoin + gold" will not just be an asset portfolio, but rather the balance sheet of this "stateless central bank" navigating economic cycles.
TGE Survival Game: Airdrops are dead, ICOs should rise?
The article focuses on how public sales, a method of public offering, have emerged and replaced airdrops as the mainstream method of token issuance, analyzing its advantages, case studies, and market impact.
Unveiling the KOL Round: A Wealth Experiment Driven by Traffic
KOL funding rounds are a token distribution method that emerged after VCs withdrew and retail investors fell silent, under the narrative of "influence is paramount".
Behind the profits, projects, KOLs, and individual investors are engaged in a triangular game.
Third-party agencies act as "resource allocators" between projects and KOLs.
To secure KOL opportunities, the key is to improve "content + data" and build a trustworthy personal brand.
A clear 12-step guide to earning $50,000 from scratch.
Policy and Macro Market
A $2,000 Christmas "heist": Trump and his tariff windfall
Trump is trying to play Santa Claus for the adult world, promising a $2,000 "tariff bonus" that falls from the sky, claiming the gift will be paid for by distant "foreign factories." The tariffs are described as "protection money" paid by foreign countries, not as hidden taxes borne by American consumers. But Trump has not provided specific details about the tariff bonus. It's a rehash of a political script: first, shout slogans to stimulate market reactions. "Inflation," "deficit," and "trade war" are crammed into next year's bill.
CeFi & DeFi
Following the "Blue Carpet Project," Coinbase launched a public sale of Launchpad tokens.
Key rules include: monthly allocation via algorithm, and a 6-month ban on selling tokens by the project team.
Coinbase's first token sale in seven years, allowing US retail investors to participate again, symbolizes the resurgence of the US crypto market. This marks Coinbase firing the first shot in the battle for the US centralized exchange (CEX) market.
On-chain financial management, danger! Run!
Many stablecoins lack transparency in their reserves and strategies. While they claim to be Delta-neutral in their marketing, they fail to disclose their actual position structure, leverage ratios, hedging exchanges, and even liquidation risk parameters. External users have virtually no way to verify whether they are truly "neutral," effectively making them the ones whose risks are being transferred to them.
Modular lending protocols and Curator further amplified the risks.
Currently, we still don't know how many hidden risks remain lurking beneath the surface. The author strongly advises those who engage in on-chain wealth management to temporarily withdraw.
A horizontal analysis of the main risk components of eight stablecoins
Risk indicators for stablecoins include de-pegging risk, smart contract vulnerabilities, regulatory risk, liquidity risk, counterparty risk, and yield volatility risk.
Panterafi will elaborate on Sky (USDS), Ethena (USDe), Aave (GHO), Resolv (USR), Curve (crvUSD), Falcon (USDF), USD.AI (USDai), and Cap (cUSD) one by one.
USDe issuance plummeted by $6.5 billion, but Ethena faces even bigger problems.
Ethena's current strategy remains operational; while the risk aversion surrounding DeFi has exacerbated Ethena's capital outflows to some extent, it is not the main reason; USDe's current security situation remains relatively stable, but it is advisable to avoid revolving loans as much as possible.
Furthermore, a more serious problem facing Ethena is that its Delta-neutral model, which relies on the perpetual contract market for its survival, seems to have reached a bottleneck in terms of scalability, and may be confined to "small and beautiful" DeFi wealth management.
Prediction Market
Odaily Picks: Tools to Double Your Trading Success Rate in Predictive Markets
The author has selected a number of practical "auxiliary projects" covering scenarios such as market analysis and proxy trading to help accurately grasp trading directions. These include trading analysis platform HashDive, Discord community zerosupercycle, user analysis platform PredictFolio, news prediction betting platform fireplace, prediction market protocol Liquid, trading application Betmoar, AI network Sportstensor for predicting sports events, AI-based analysis platform Polyfactual, analysis platform Polysights, DeFi platform Robin for earning yield on positions on Polymarket, trading terminal Stand, and monitoring platform Nevua Markets.
Predicting the market is the shortest path to monetizing knowledge. Find areas where you have an informational advantage and knowledge, and don't bet on others' judgments.
A Polymarket Top 0.7% Winner's Account: How to Lose $19,000 in One Minute
Haeju.eth, a trader in the top 0.7% on Polymarket, earned $3,500 a month using an end-of-day strategy, but ultimately lost money. The lesson learned: betting on the end of the day has negative EV, and the advantage doesn't lie with "end-of-day investment" users. On Polymarket (or any prediction market), real profits come from differentiation, not belief.
Market predictions also follow the Pareto principle: most users will lose money. AI-managed betting, with dozens of transactions daily, amplifies the probability of "black swan" events; the more bets made, the more prone to errors. Losses accumulate faster than income. And those who gamble big for small gains will ultimately be wiped out in one fell swoop.
Airdrop Opportunities and Interaction Guide
Early positioning: 10 popular early-stage projects that have opened whitelist applications
The "money-spraying" continues; a summary of recent activities on top Prep DEXs.
With Christmas or TGE approaching, will Lighter be the next Aster?
Ethereum and Scaling
The Fusaka upgrade, one month later, represents Ethereum's boldest scaling bet to date.
Ethereum will undergo the Fusaka upgrade in December 2025, which will bring data scaling, DoS protection, and development tools.
Peer Data Availability Sampling (PeerDAS) increases data block (blob) throughput by 8 times by "sampling data instead of storing complete data on full nodes".
The new EIPs will set blob fees, limit block size, and add features such as pre-acknowledgment and P-256 signature support. The Fusaka upgrade aims to expand data capacity, strengthen resistance to DoS attacks, and introduce new tools for developers and users.
Weekly Hot Topics Intensive Review
In the past week, Trump announced that he would give Americans at least $2,000 in tariff "bonuses" ; the US government shutdown ended ; and the market continued to decline .
In addition, regarding policy and the macro market, U.S. SEC Chairman Paul Atkins announced the "Token Taxonomy" plan , which will redefine crypto regulation based on testing; U.S. SEC Chairman: Saying goodbye to a chaotic decade, crypto regulation is entering an era of clarity ( full text of speech ); Dubai court freezes $456 million in funds related to Justin Sun's bailout of TrueUSD issuer Techteryx ; Musk: X Money is coming soon ;
In terms of opinions and statements, Federal Reserve Governor Milan stated that the widespread use of stablecoins could lead to lower interest rates from the Fed ; a16z called on the U.S. Treasury to exclude decentralized stablecoins from the GENIUS Act's regulatory scope ; CryptoQuant founder stated that if buying of MSTR and ETFs subsides , the market may once again be dominated by sellers; 10x Research suggested that a new DeFi cycle may have quietly begun, with stablecoins and funds returning to the Ethereum ecosystem; Eugene commented that Uniswap's implementation of a fee switch is beneficial to DeFi ; and CZ warned against buying accounts he follows , stating that he would unfollow them immediately if they were being sold.
Regarding institutions, large companies, and leading projects: Grayscale will apply for an IPO with the ticker symbol "GRAY"; JPMorgan launched JPM Coin, a deposit token for institutional clients on the Base network; Visa launched a stablecoin payment pilot program , supporting creators and freelancers to receive payments directly in USDC; Polymarket has reportedly quietly restarted its trading platform in the US in Beta mode ; Polymarket reached a multi-year cooperation agreement with UFC ; the Ethereum Foundation's dAI team's 2026 roadmap includes ERC-8004 and x402 ; Uniswap Labs and the foundation proposed charging protocol fees and burning 100 million UNI tokens ( interpretation ), launching the Continuous Liquidation Auction Protocol CCA ; OKX launched an in-exchange DEX ; Sonic Labs launched a fee monetization system , pushing native tokens into a deflationary mechanism; Stables Labs initiated USDX's recovery arrangements , opening the application registration window; BNB Chain's multisignature wallet will soon cease service ; Monad announced its token economics : the token supply is 100 billion, with 7.5% to be distributed at 25% per unit. $100 Million FDV Sale; Ethena Opens Applications for Q4 Airdrop ; RaveDAO Launches Ecosystem Token RAVE ;
Data shows that 61% of institutions plan to increase their holdings of crypto assets , potentially signaling the "next wave of institutional funding"; Bloomberg reports that Tether is already one of the largest gold buyers in the market , holding over $12 billion worth of gold as of September; Circle's Q3 earnings report shows revenue of $740 million and net profit of $214 million, more than doubling year-over-year; mNav, representing several treasury companies including Strategy, has fallen below 1 ; the x402 protocol's popularity is waning , with trading volume on November 9th plummeting 90% from its peak.
In terms of security, Balancer has proposed abandoning the v2 stable pool and encouraging LPs to migrate their liquidity to v3; there are suspected cases of someone deliberately interfering with Hyperliquid by using the POPCAT trading platform; Re7 Labs released a report on the xUSD de-pegging incident and is communicating with external partners and legal counsel to develop a response strategy; the National Computer Virus Emergency Response Center released a report on the theft of 127,000 Bitcoins from Chen Zhi : a state-owned hacker group was behind the operation ( full report )... 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：精选周报揭示加密行业六大趋势。
- 关键要素：
- Tether持金129亿超多国央行。
- Coinbase重启Launchpad争夺市场。
- 预测市场暴露尾盘理财陷阱。
- 市场影响：推动行业关注结构性机会与风险。
- 时效性标注：短期影响
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