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Weekly Editors' Picks (1211-1217)
郝方舟
Odaily资深作者
@OdailyChina
2021-12-18 01:29
This article is about 2624 words, reading the full article takes about 4 minutes
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.

Now, come and read with us:

Now, come and read with us:

invest

secondary title

investAt the end of the year, various investment institutions, financial data providers, media platforms, etc. are releasing summaries and outlooks (Odaily’s will be released next week), each with different perspectives (except). for example,ForbesForbesThe columnist predicts five trends in the blockchain industry: green blockchain, Internet of Things + blockchain, vaccine manufacturing and tracking + blockchain, expansion of NFT scenarios outside of art, and increased adoption of Bitcoin and central bank digital currencies ; Another example, through community research, Grayscale published an article "Bitcoin"2021 Grayscale Bitcoin Annual Report: Store of Value > Payment Currency

2021 Grayscale Bitcoin Annual Report: Store of Value > Payment Currency

", which mentioned, "Most Bitcoin sellers have made a profit", "74% of investors have heard of Dogecoin, which exceeds the awareness of Ethereum (56%)", etc.

And Bloomberg still focuses on secondary market data. If I remember correctly, Bloomberg has predicted that Bitcoin will reach $100,000 by the end of 2021 many times this year. By the end of the year, Bloomberg was a little more conservative, predicting that the price range of Bitcoin in 2022 may be in the range of 20,000-70,000 US dollars, and the price range of the bull market of Ethereum may be in the range of 4,000-5,000 US dollars.

DeFi

Narrative Leverage: Making the Next World-Changing Enterprise

Improvements to the DeFi 2.0 Ecosystem: The Pursuit of Sustainable Liquidity

NFT, GameFi and Metaverse

DeFi 2.0 used to be a short-lived niche in the middle of the year, mainly around solving the liquidity constraints of DeFi protocols. Based on the iterative naming rules of Internet products, it may be more appropriate to call it DeFi 1.1. This post reviews the DeFi 2.0 movement and introduces the liquidity issues that DeFi 2.0 protocols are trying to solve, before diving into the utility and new financial models introduced by the DeFi 2.0 ecosystem.

NFT, GameFi and Metaverse

Layout and Thinking of Dapper Labs: Exploring the Metaverse from the Creator Economy

In the first episode of the Himalayan series audio column "The Big Bang of the Universe" jointly produced by Odaily and 36Kr, the guest is Amber, the head of Dapper Labs China. When talking about the history of NFT, she talked about the evolution path from Colored Coin (colored coin) to ERC 721, ERC 1155, and ERC 998 standards; There are two parts to the change appeal represented by the entertainment industry; other core ideas include "enhancing the sociability of collections" and "having a change in the way of participation and belonging, so that the user's role can be changed from single to rich, so as to naturally build an ecology, and personal creations also It can be widely disseminated, motivated and recognized", etc.

Understanding the Web3 Game Ecology: Betting on Chain Games, We Don’t Need Faster Carriages

Produced by IOSG Ventures, the article first reminds readers to pay attention to a fact that is easily overlooked: the player psychology of traditional games and the corresponding mechanism design do not conform to the free trade attribute of metaverse chain games. Afterwards, the author proposed that instead of imitating the appearance of "old-age" games on the bottom layer of the blockchain, it is better to use the characteristics of the chain to design a game ecology that feels like web 3.0 from the perspective of transformation of production relations. Taking "Wang San" as an example, I imagined a set of operation modes for future chain games; finally pointed out that Ownership is only appearance, not essence, and it is more important to build a decentralized creator economy with the help of DAO.

Dialogue with SandBox founder: Will P2E replace traditional games?

Not a deep, 2-minute short video, but I was moved by one of them. The general idea is that Sebastien Borget believes that there are two types of games in the future, chain VS traditional. Once the experience of the former reaches the level of the latter, the choice before the players will become: earning money to play games (even as supplementary income) VS spending money play games. Although Sebastien Borget mixes playing chain games with real money (rather than being cut off), it still reflects a set of simple comparative logic, and reminds us that in addition to critical thinking, we must also develop (paint cake) Look at the problem with your eyes.Three minutes to learn to get all the key information of NFT in DiscordNFT Data Daily

Web 3.0

" column, welcome to pay attention.

secondary title

Lattice Capital: Web3 Needs a New Growth Playbook

From Footprint Analytics, the article understands ScoialFi from four perspectives: concept, problems solved, representative projects and data performance, industry opportunities and challenges.

DAO

The Other Side of DAOs: On-Chain Vote Buying and the Rise of Dark DAOs

secondary title

hot spots of the week

In the past week,In the past week,Fed rate meetingThe central government decided to temporarily maintain the benchmark interest rate and accelerate the pace of reduction; just electedTime Magazine's 2021 Person of the YearShout single DOGE,return,returnRaised the mouth NFTPak's work "Merge" broke the NFT transaction record with US$92 millionMrs TrumpandandCandidates for U.S. CongressNFT must be issued on Solana; after Nike acquired RTFKT, itsCloneX, the first NFT avatar projectbig fireHuobi Global closes currency transactions for users in mainland ChinaUpbit's "Coin Listing Effect"still going on;The hot wallet of Summit AscendEX is abnormal, a loss of $77.7 million; BM wantsRebranding of EOSas the "largest DAO";……

Portal

With "Editor's Picks of the Week" seriesPortal

See you next time~

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