"Weekly Editor's Picks" is a functional column on Odaily Planet Daily. Besides covering a large amount of real-time information each week, Planet Daily also publishes many high-quality in-depth analyses, but these may be hidden in the information flow and hot news, and may pass you by.

Therefore, every Saturday, our editorial department will select some high-quality articles worth spending time reading and collecting from the content published in the past 7 days. From the perspectives of data analysis, industry judgment, and opinion output, we will bring new inspiration to you in the crypto world.

Now, come and read with us:

Investment and Entrepreneurship

a16z 2025 Crypto Industry Report: The Year of Mainstreaming

• A large, global market that continues to grow;
• Financial institutions fully embrace cryptocurrencies;
• Stablecoins are going mainstream;
• The influence of cryptocurrency in the United States is growing unprecedentedly;
• The world is moving on-chain;
• Blockchain infrastructure is (almost) ready for prime time;
• Cryptocurrency and artificial intelligence are merging.

Gold Rush vs Crypto Dormancy: Has the Real Crypto Bull Market Yet to Begin?

If you examine the global macro market rationally, you will find that the current market performance is completely logical and there is nothing abnormal:

• Gold prices are soaring: far exceeding the stock market and cryptocurrencies, driven by the shift away from the dollar in global reserve assets;
• The slow rise of US stocks: It is not crazy, but a self-circulation driven by passive funds;
• The US housing market is frozen: $37 trillion in equity is "invisible but intangible," and high interest rates are the culprit;
• Cryptocurrency: Rebounding from the 2022 low, the real crypto bull market is expected to start in the second quarter of 2026.

Bitcoin is in deep consolidation: a breakthrough path in the critical Q4 stage

Both on-chain and options data suggest the market is in a cautious transition phase. Market recovery may depend on the emergence of new spot demand and easing volatility.

Bull market "pin": is it a crisis or a good opportunity to buy at the bottom?

The recent flash crash was just a temporary spike, and the broader bull market still has momentum, so the follow-up strategy remains clear: buy on the dip. The article also recommends three strong recovery tokens: SNX (Synthetix), TAO (Bittensor), and ZEC (Zcash).

Moat or Harvester, Are DAT Stocks Worth Investing in?

DAT company stocks provide leverage, but some of the strategies used face black swan risks, which are often easily masked by bull markets. If the price of the currency stagnates or falls, these companies will quickly become over-leveraged and vulnerable to sharp pullbacks.

The so-called DAT model has become mediocre and uninspired. The key to a downturn isn't betting on the direction of the market, but rather a systematic approach of defense, regulation, and protection. Furthermore, single-currency exposure relies more on long-term narratives and the ability to withstand pressure.

The 30x Big Golden Dog is born. What other projects in the x402 protocol are worth paying attention to?

In addition to $PING, other x402 protocol projects worth paying attention to include Questflow, AurraCloud, Meridian, PayAI, Daydreams, Gloria AI, and Kite AI.

Dialogue with Tether CEO: Let each employee generate $100 million in profits

Stablecoins are effectively the ultimate social network.

Tether has the capital, philosophy, and technological innovation to do whatever it wants.

If you create a product that solves a real problem, it has the potential to truly change the world.

10 Ways Ordinary Programmers Can Make Money in Crypto

Find a job, hackathons, grants, launch projects, get airdrops, do outsourcing, contribute to open source projects, security programs and bug bounties, make developer tools, sell courses.

Also recommended: " HyperEVM's No. 1 Arbitrage Team Reveals Its Strategy: How to Move Out $5 Million in Six Months " and " How to Create a 100% Win Rate Whale? Unveiling the True Identity of the "Trump Insider" ."

Policy and Stablecoins

The New York Times: Trump family's cryptocurrency scam is worse than Watergate

No president has ever interwoven state power, personal branding, and financial speculation into a global experiment quite like Trump. The marriage of money and power is not new, but when this union takes the form of a "token," when the image of a head of state is minted as a tradable asset, and when political influence can flow freely on the blockchain, what we are facing is no longer corruption in the traditional sense, but a systemic restructuring.

When cryptocurrency enters the White House, and when the digital shadow of the US dollar becomes entangled with national will, we must rethink a question: In this era of "on-chain sovereignty," do the boundaries of power still exist?

Airdrop Opportunities and Interaction Guide

Popular Interaction Collection | Brevis Phase 1 Mission; OpenMind NFT Minting Mission (October 20th)

MegaETH Public Sale Participation Guide: How to Seize the Next Plasma with Echo

Meme

Structural shift in the meme market: Solana’s retreat and the reshaping of BSC on-chain funds

Extreme deleveraging has triggered a structural cooling, and the meme is receding.

Solana ecosystem under pressure: Pump.fun retreats and BSC funds divert.

BSC is rapidly becoming a new growth center thanks to the Binance ecosystem effect and the explosion of Chinese cultural topics.

Also recommended: " When a foreigner starts learning Chinese to trade in cryptocurrencies " and " After Binance Life, Chinese memes go from hot hits to sectorization ."

Ethereum and Scaling

Ethereum's "Godfather of Scaling" has jumped ship! A look back at Dankrad Feist's legendary journey

A Crack in the Ideals: When Ethereum’s Soul Developers Leave

Multi-ecology and cross-chain

SOL Guards’ Crisis of Faith: The Fundamentals Are Invincible, So Why Are Prices “Flat”?

Solana boasts robust network performance, a massive user base, leading transaction volume and fees, and has experienced a resurgence, including a meme-driven boom. Furthermore, Solana is backed by a massive SOL treasury. Aside from its inflation mechanism, SOL appears to have no significant issues that could significantly impact its token value.

So why hasn't Solana, despite its excellent fundamentals, seen any significant price increases? Perhaps it's due to token inflation, the shift in meme enthusiasm to other networks, or liquidity issues and the pessimism of whales. Another point worth noting is that Solana seems to be perpetually lagging behind others in catching up.

Also recommended: "Solana 's Chinese name 'Solala' is born, sounding the clarion call for a counterattack? " and " Why is Solana full of Prop AMMs but still blank on the EVM? "

CeFi & DeFi

Odaily Exclusive Interview | Is U Card Dead? How Can the PayFi Project Survive?

In the short term, compete on the B-end, in the medium term, compete on the ecology, and in the long term, compete on the C-end.

Web3 & AI

AI Cryptocurrency Trading Practice: DeepSeek Leads the Market, GPT-5 and Gemini Surprisingly Lag at the Bottom

Alpha Arena Tips Revealed: DeepSeek's Secret to a 42% Profit in Two Days

Prediction Market

The Prediction Market Gold Rush: Who's Selling the Shovel?

Platforms will fight each other, and infrastructure will continue to expand.

Investors (especially institutions) should focus on data and oracle infrastructure; cross-market infrastructure and aggregation; analytics and historical data; processing and settlement; compliance and risk management infrastructure; infrastructure layout for traders; algorithmic trading and trading robot infrastructure; portfolio and risk management tools; backtesting and research frameworks; market microstructure and intelligence tools; real-time aggregation and one-click trading: the essential cornerstones of institutional funds.

The Oracle Wars: The Underlying Code for the Explosion of On-Chain Prediction Markets

The on-chain prediction market is booming, and oracles are the best infra-related opportunities. As the core of the settlement mechanism, oracles determine what topics the prediction market can support and whether it can operate correctly and efficiently.

Currently, Polymarket's oracle is dominated by UMA, supporting 80% of the subjective prediction market. Chainlink has been introduced to settle the remaining 20% of the price market. Python has been introduced to solve the problem of on-chain data for the Kalshi prediction market. Other oracle solutions mainly focus on AI.

As the only subjective settlement solution, UMA has established a strong barrier to entry through product and operational experience. However, issues such as long settlement times and manipulation by large investors remain, fundamentally limiting the development of new market types for prediction markets like Polymarket. This creates room for new solutions, including the introduction of AI agents, addressing manipulation issues, continuous/combinatorial market oracles, permissionless/long-tail market oracles, and event-driven DeFi integration for prediction markets.

Multicoin: What other entrepreneurial opportunities are there in the prediction market?

The article explores how "attention assets" can be financialized through prediction markets and oracle mechanisms, and proposes a methodology for building an "attention perpetual contract."

Trivia: The first DApp on Ethereum was a prediction market

Although Augur was officially launched in 2018, it’s not an exaggeration to call it “the first DApp on Ethereum.” It was also the first successful ICO on Ethereum.

Augur had great imagination but a terrible user experience, and later experienced internal strife within the team and a restart after three and a half years.

Weekly Hot Topics Cramming

In the past week, Trump pardoned CZ ( interpretation ); Google's quantum chip Willow achieved verified quantum acceleration , and Bitcoin's encryption security was once again threatened;

In addition, in terms of policy and macro-markets, the Chairman of the U.S. SEC said: The United States has lagged behind in the field of encryption for ten years, and establishing a regulatory framework is a top priority ; Federal Reserve Board Governor Waller: The DeFi industry is no longer suspected or despised , and is welcome to participate in discussions on the future of U.S. payments; Ondo Finance wrote to the SEC, calling for a suspension of approval of Nasdaq's tokenized securities plan ; Senate Democrats asked Trump's envoy to divest $120 million of WLFI holdings and explain the status of crypto assets; Mrs. Trump was involved in a pump-and-dump fraud lawsuit for endorsing the Meme coin MELANIA ; Sanae Takaichi was elected Prime Minister of Japan ; the South Korean Financial Services Commission plans to ban stablecoins from paying interest and will submit relevant bills this year; the South Korean Financial Services Commission will change the regulatory authority for exchange token listings to direct government supervision ; the three major stock exchanges in the Asia-Pacific region resist listed companies turning to crypto treasury (DAT) companies ( Hong Kong Stock Exchange responded and interpreted ); the Federal Reserve has lost the channel to obtain separate employment data from third-party providers ; institutions: U.S. Treasury bonds may be overbought ; Trump: All trade negotiations with Canada will be terminated from now on;

Regarding opinions and opinions, the founder of Strike stated: Bitcoin is most sensitive to liquidity and will lead a rebound, and the simplest way to do it is to "buy." Ansem stated: From a technical perspective, the market has entered a phase of momentum exhaustion . Trader Eugene stated: The market remains in a "hell difficulty" phase, and even top traders are repeatedly being ripped off . Eric Trump stated: Michael Saylor once suggested I mortgage my Mar-a-Lago estate to buy Bitcoin . CZ stated: Good discussions lead to good results, and Binance Life is the first Chinese-language project on the Base App . A Base co-founder stated : "I feel the vibrant energy of the Base community every day." Vitalik issued a statement calling on ZK and FHE developers to measure efficiency losses using a "performance ratio." Vitalik responded to questions about optimizing cryptographic performance to ensure hardware independence : publicly available hardware can be used. An Ethereum core developer criticized the Foundation's compensation system , claiming his total compensation over six years was only $625,000. AC questioned the flow of funds funded by the Ethereum Foundation , claiming he received no support during the development of Ethereum. Jay Chou's friend invested over 100 million yuan in Bitcoin on his behalf and then disappeared for a year . Jay Chou posted an angry message, "If you don't show up again, you're done," before deleting the post ( a recap ).

In terms of institutions, large companies and leading projects, VanEck submitted an application for the Lido collateralized Ethereum ETF ; Blockchain.com plans to seek a listing in the United States ; Gemini launched a Solana-themed credit card ; Ant Group and JD.com suspended their plans to issue stablecoins in Hong Kong ; Coinbase launched an AI payment tool : allowing AIs such as Claude and Gemini to directly use crypto wallets; a new "Chinese" section has been added to the Binance contract market page; Binance Alpha updated its points rules : a balance of 0 points will result in the trading volume and task points being reset to zero; Solana officially announced its Chinese name "Solala" ; Polymarket launched a cryptocurrency "15-minute prediction" function; Aster updated its Stage 3 trading points rules : both spot and perpetual contract trading volumes are included, and fraudulent activities such as wash trading are strictly prohibited; Jupiter will launch a new ICO platform in November, with the first token issuance scheduled for mid-month; Polymarket's Chief Marketing Officer confirmed plans to launch tokens and airdrops ; OpenSea CEO: plans to launch the SEA token in the first quarter of 2026 ; HyperSwap announced its token economics : a 25% Genesis airdrop and no lock-up restrictions for investors; Four.Meme will launch a token name protection feature to prevent duplicate creation and confusion; Limitless announced the LMTS token economics , with airdrops and incentives accounting for 24.37%; Limitless launched the TGE and opened LMTS token airdrops; the Limitless team claimed that the LMTS token had been secretly launched and a buyback program had been initiated ( a matter of community doubt ); Stable's $825 million pre-deposit quota sold out in seconds , with only 274 addresses successfully participating, a move that drew community scrutiny ; ProMint exposed nepotism, double standards, and abuse of power within Polymarket DAO ;

In terms of data, Forbes: Barron Trump holds approximately 2.25 billion WLFI; the CEO of WLFI reserve company ALT5 Sigma was suspended, and the company's stock price fell 83% from its 52-week high... Well, it's another week of ups and downs.

Attached is a portal to the "Weekly Editor's Picks" series.

See you next time~