"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

invest

Dialogue with 1confirmation partner: Web3 will be an opportunity for serfs under the oppression of technological overlords to turn around

An exclusive interview with Richard Chen by Stanford University’s encryption group, which involves his investment strategy (average of less than one shot per month, close cooperation with invested companies, providing first-class services), evaluation of many VCs (bad reviews), etc. The first three sentences are very refined:

1) If you do an ICO, there will be a group of traders pretending to be VCs, organizations like Alameda, Three Arrows, CMS, DeFiance, etc. will dump your tokens once they lock in profits and ignore your emails; or Derivatives exchanges short your tokens for a delta neutral cash arbitrage trade.

2) Money is your ability to bend reality to your will. However, the vast majority of crypto get-rich-quick people I’ve seen turn into hedonists and complacent people who spend money for their own enjoyment rather than using their lifetime wealth to make a lasting impact on society.

DeFi

3) Developers are so busy building, they don't have time to tweet. I think the easiest way is to unfollow people who try too hard to be thought leaders.

After reading it, I plan to study Catalog, Nexus Mutual and Dune Analytics carefully.

The DeFi3.0 sector is heating up? One article explains its concept, characteristics and ecological situation

Accidentally, DeFi is 3.0. DeFi 2.0 (protocol controls liquidity) represented by Olympus (OHM) mainly solves the capital efficiency problem of DeFi 1.0, while DeFi 3.0 professionalizes the business of Yield Farming (liquidity mining), and the protocol formulates corresponding Farming strategies to obtain income , and return profits to token holders, that is, "Farming as a service", which aims to lower the participation threshold for ordinary investors and increase Farming income. Hmm, sounds like cross-chain YFI.

A brief introduction to the design of DeFi application architecture

NFT, GameFi and Metaverse

This article is not long, it is written for developers, from the perspective of technology stack, it is a supplementary lesson for authors such as me.

NFT, GameFi and Metaverse

Rescue the NFT trapped in OpenSea, waiting for the upcoming NFT Summer

Some points of view: In addition to land, ENS is the core NFT, and other domain names are also worth starting; providing new trading scenarios is the big drama of the NFT platform this year; NFT projects should issue tokens and go out of Opensea; the lending market (may be called NFTFi ) will get up, DeFi 2.0 has been involuted like this, and it will definitely overflow into the NFT field; pledge, lock-up, farm, one-click three-link, the NFT project with 100 ETH this year must be done like this, and there will be a lot of NFT market value More than BAYC.

In-depth Analysis of Boring Ape: Creating a New Paradigm for Brand Operations

The writing style is quite humorous, and I personally prefer the original title: "After spending more than one million yuan to buy an avatar, I finally began to understand it". "Prejudice is a burden. It confuses the past, threatens the future, and makes people unable to grasp the present. Maybe I should give up prejudice and take a closer look at the communities and logic behind these head NFT projects. Even if he has a bubble, he should at least go Learn how bubbles come about." Look, how healthy the mind is.

Analysis of LooksRare's transaction incentive mechanism: How to treat "swiping volume"

Comprehensive analysis of Decentraland: the pioneer of the metaverse

The article is not long, and the angle is good, like a "value correction". After the quantitative analysis, the author expressed that he did not understand why everyone was angry about the brush volume: "This is a free market. If there is money to be made, people will do it. What they don't realize is that this is all about traders, Part of the strategy to attract collectors from Opensea. The volume looks bad, but it may be part of a necessary step to provide a better platform for the community."

Comprehensive analysis of Decentraland: the pioneer of the metaverse

Metaverse Virtual Real Estate Report: In-depth analysis of ecological progress and market trends

Web 3.0

Foresight Ventures research report explains why Sandbox is pulling away from other metaverses in several key indicators. It will be helpful for those who want to get a preliminary understanding of what the Metaverse platform has. The second half also introduces the relationship between the Metaverse platform and P2E games.

secondary title

After connecting OpenSea and Metamask, I found that my NFT is still on Web2Signal founder Moxie Marlinspike's observation has a strong effect. First, I explained where Web3 is not feasible from a human point of view, and then illustrated from a technical point of view that the certainty of ownership of NFT is not as beautiful as described by Web3 people, and finally included a more developmental and tolerant perspective, as well as constructive suggestions.Organized an article

Ethereum and scaling

V God, Facebook engineer and Dropbox CTO Aditya Agarwal, Dror Poleg's response to this matter is also worth reading. (The response atmosphere is friendly~)

Ethereum and scaling

Coinbase report: The real "Ethereum killer" may be Ethereum itself

The report tries to answer a question: If Ethereum 2.0 can replace the current Ethereum network with faster and cheaper alternatives, how valuable will those L1 replacements-"Ethereum killers" be in the end?

A few key points are that L1 still has room for existence in the encryption field, and it can also coexist with Ethereum. Scalability is only a problem affecting the Ethereum network. Other problems in the encryption industry have gradually emerged, such as the maximum extractable Value (MEV) and priority gas auction bots; L2, merging with the beacon chain, and sharding upgrades may limit the current development of the L1 network.

In-depth analysis of the annual progress and competition pattern of Layer1 and Layer2

Produced by The Block, it first reviewed the competition situation of L1 last year, and then compared the incentive levels, methods and effects of different L1s. It basically covered the representative public chains and applications that experienced explosive growth last year, and explained the reasons for the performance of different L1s. Finally, the article also mentions the growth of cross-chain bridges, existing shortcomings, and the situation of each L2 of Ethereum.

“L2 isn’t ready to compete with L1 yet, but we have every reason to believe they will in 2022. Entry-level DApps, greater revenue generation opportunities, low fees, fast transactions, Ethereum-level security, and native The combined effect of token possibilities is enough to jump above L1 to L2.”

Footprint's data-based research report analyzes and compares Layer 2 and its leading projects. The dimensions include TVL, growth rate, risk points, and ecological richness.

New ecology and cross-chain

"Currently, the cost of Ethereum is 4-20 times that of L2." Only by truly solving problems for users and projects can we attract top projects to settle in and enrich their ecology; a sound economic model is also very important.

New ecology and cross-chain

A comprehensive analysis of the cross-chain final battle: multi-chain game, compatibility and coexistence

Expanded and introduced the solutions, advantages, problems and prospects of LayerZero, Axelar, Polkadot and Cosmos. The conclusion is: LayerZero's solution may be launched to the market the fastest, Axelar faces the greatest homogeneous competition, Cosmos is expected to have a higher adoption rate than Polkadot, and the Polkadot ecology is facing a huge test.

You can focus on reading "1.2. Advantages and disadvantages of Cosmos cross-chain technology", "5. Analysis of Cosmos ecological key projects", and "6. Competition analysis".

hot spots of the week

secondary titleTP ICAPhot spots of the weekIn the past week, the world's largest inter-dealer brokerage firmLaunch of crypto ETP in Europe,Billionaire Bill MillerAllocate 50% of your personal investment portfolio in Bitcoin,IMFAmerican governmenta16zSuggests stronger regulation of crypto ATMs,PayPalissue regulatory advice;appleappleV GodThe VR equipment group regards the metaverse as a "forbidden zone";OpenSeaV GodLooksRareSaid that "the future will be multi-chain rather than cross-chain, and cross-chain bridges have basic security restrictions";In response to service outages, its competitorsGo online and airdrop to some OpenSea users,boxing champion tysonTweeting "All in on Solana" and showing the Catalina Whale NFT,Phanta Bear NFTShawn YueGhozali Everyday、Azuki NFTWith "Editor's Picks of the Week" series

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

See you next time~