"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:

Investment and Entrepreneurship

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Investment and Entrepreneurship

0xSoros: 2022 Q2 Industry Outlook and Portfolio Project Progress

0xSoros reappeared and commented on almost all the attention-grabbing projects of each subdivision track, and at the same time gave a lot of digested research and judgment opinions. It is worthy of being an article to understand industry trends, but if you want to invest, you still need to do your own research, and do not copy the answers directly.

Arthur, founder of DeFiance: How to turn a 6-figure portfolio into a 9-figure portfolio in 3 years?

DeFiance Capital's investment style is: based on fundamentals, not narratives or emotions. They decided to focus on investing during the 2018 bear market and bought a lot of tokens that no one was buying at the time. "The focus is not on the now, but on the ongoing trends, and insisting that we're building something bigger than just speculating."Among them, we must pay special attention to the accumulation of token value. Synthetix, Bancor, Aave and Compound are all positive cases. The protocol value of SushiSwap is underestimated. Solana is the best competitor to Ethereum, it cannot compete in what Ethereum does best and has to take a whole new approach. DeFiance Capital also predicts that the price of ETH will reach around 5,000 to 10,000 U by the end of the year.Speaking of fundamentals, Alpha Please in "

Crypto OG: How to conduct fundamental analysis on the project?

"It is further split into project analysis, financial profile analysis and on-chain activity analysis. Alpha also taught how to research projects (analyzing teams, competition, social media), and how to use data query tools.

Dialogue with Hashed Partner Kim: From $700,000 to $4 billion, how did Korea’s No. 1 crypto VC grow?

A self-narration of "Hashed Development History", with a high density of viewpoints, it is recommended to directly read the TL;DR extracts.

Partner at Dragonfly Capital: 11 legal issues that crypto start-ups need to pay attention toLaws affect products, operations, marketing, partnerships, and corporate structures. Given the rapidly evolving laws and regulations, there is no boilerplate in crypto law, and different lawyers may tell you different things depending on how conservative they are and their interpretation of current trends. Entrepreneurs in crypto should properly structure their company, set internal policies, understand that all your documents and communications may be discovered, ensure content is accurate, express terms page, understand IP strategy, know the tax implications of token offerings, do not succumb to the temptations of crypto marketing Pitfalls, make sure you get experienced outside legal counsel, be careful imitating other projects, and don’t forget about decentralization.Comes with a "

Delphi co-founder: What are the precautions for Web3 financing?", is also written for start-up projects.In addition, if the team pays attention to how to divide the economy, governance and utility rights in the design of tokens, "

a16z Protocol Expert: Talking about the Design of Future Token Economic Model》Gives methods such as creating a secondary insurance pool and setting up an attribution pool for active voters and representatives for reference.Colin, founding partner of Zonff Partners, Will, partner of BAI Capital, and Bosen, founder and CEO of NXG Labs

DeFi

Leaping to Web3: How do Web2 entrepreneurs enter Web3?

This article is more basic and focuses on the principles and risks of liquidity mining in the three scenarios of AMM, lending, and POS.

NFT, GameFi and Metaverse

The pattern is open: NFT holders determine the IP ceiling

NFT, GameFi and Metaverse

The pattern is open: NFT holders determine the IP ceiling

Talk about IP and NFT in the "fit identity" of players/observers/investors/enthusiasts.

The core issue that IP companies are always thinking about is low cost and high traffic, and content, channels, and marketing methods are all formulated and changed based on this core issue. With the change of communication media, the cycle of cultivating IP is shortened, the chain of commercial realization is also shortened, the communication mode is lighter, and the reach efficiency is increasing geometrically. The design style and presentation of IP are constantly iterating. The emergence of NFT is a real and brand-new change for IP. With high-speed communication awareness, decentralized copyright protection, and the openness of the community, BAYC, the head representative of NFT, is endowed with top-level content and matched with the best channels.

The giants are afraid of falling behind and being defeated by new things; the new wealthy people who are profitable in Web3 need to show their social identities; the old rich people of Web1 and Web2 need an entry point to talk to the new generation. We need to understand, recognize, and embrace trends.

Exploring NFT Price Definitions: What's the Best Way to Find Liquidity?

Gringotts DAO combined the historical prices of different series of NFTs, summed up five different patterns (price shapes), and came to the conclusion that "the price distribution pattern generally remains unchanged". The price ladder it depicts is similar to the "blue-chip channel" in the NFT Aerfa Research research report, and finally uses induction to assist in judging the future trend, liquidity, and potential of a certain project.

Art Blocks: Generating art vending machines, the cumulative transaction volume exceeds 1.3 billion US dollars

Art Blocks is like an art vending machine. Collectors buy artworks created on site, and Art Blocks is responsible for their production, sales and storage. Through the works of Fidenza, Ringers and Chimera, we can understand the evolution process of the quality of works on Art Blocks. The three sections of Art Blocks—Curated, Playground, and Factory—decrease according to the degree of selection and application threshold.

How is The Sandbox parcel valued? What drives land prices?

Art Blocks is a healthy company that can continue to operate for many years without selling any NFTs. GAN's work will be a very good artwork NFT, and at the same time it has more room for imagination.

How is The Sandbox parcel valued? What drives land prices?

The geographic model of The Sandbox adds importance to adjacent parcels. Small and medium lots are the most readily available home ownership opportunities and are available for public sale.While lot size is directly related to price, at this early stage, location plays a vital role. As the game matures, the design, or type of experience, such as the specific use of the plot will undoubtedly become more important. For now, geography is at the heart of picking lots on The Sandbox.》

Friends who are unfamiliar with its basic information are welcome to read this "

The growth history of The Sandbox: How did it go from being sold for $5 million to a value of $3.6 billion today?

In a brief summary, digital consumption and virtual goods are the future trends. In the metaverse, the cost of taking pictures and displaying virtual clothing is lower, the style transformation is more flexible, and it is more in line with the personality expression of the next generation of consumers.

Web 3.0

At the end of the article, we take stock of the financing of RTFKT, Space Runner, UNXD, DressX, and Red DAO.

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Indispensable MetaMask and the new world of Web3.0 encryption

The most deterministic Web3 entrance, one of the identity representatives on the chain, 30 million monthly active users (the peak active address of Ethereum is about 8 million), and the revenue of swap business in 2021 will exceed 250 million US dollars... MetaMask's record and imagination are due to its plan Token issuance (and DAOization) has once again attracted the attention of everyone. The article introduces ConsenSys' "hub-and-spoke" incubation model, MetaMask's team, historical process, product advantages, prospects, reasons for issuing coins, and analysis of competing products."The Metamask project team has only 25 people, and most of the members are from Apple." "The most frequently used function by MetaMask users is Swap, and the purchase of NFT is the second most used function of Metamask."Previously recommended Mario's "

Comprehensive analysis of MetaMask: a legendary hero in the encryption field

", can be used as supplementary reading.

A track study and judgment with clear logic and complete content.

Ethereum and scaling

"Information in the web3 era must be a perfect combination of on-chain and off-chain." Message does not need on-chain, even if resource consumption (such as gas fee) is not a problem, everyone will not want every message on their WeChat on-chain; the message only needs to be authentic and verify the signature when being queried. Discord/TG provides the on-chain address association function, which should be enough.

Ethereum and scaling

After the successful upgrade of The Merge, what impact will it have on the Ethereum ecosystem?

After briefly reviewing the past route planning and design of Ethereum, it is predicted that The Merge (merge) will happen in June this year. After the merger, the selling pressure of Ethereum will decrease, the ETH in the pledge will not be unlocked immediately, and high-end graphics cards will withdraw from mining return to the external market.

What makes Lido the top ETH staking protocol?

Lido's main business is the pledge pool service of the POS public chain, and currently supports Ethereum 2.0, Terra, Solana and Kusama four public chains. As of March 1, Lido's TVL reached a record high of US$13.98 billion, of which Terra (56%) accounted for the largest share, followed by Ethereum (41%). By supporting these 4 public chains, Lido can integrate many head agreements, and issue corresponding public chain Token derivatives to provide liquidity for the assets of equity holders. Lido is different from protocols such as MakerDAO and Liquity, and is not affected by the price of the original Token (LDO). The disadvantages of Lido include penalty mechanism, unstable income and gas fee.

Users can get 12% to 14% APR by staking any amount of ETH on the Lido platform for other DeFi platforms.

In addition, there are many zk articles recently, including five good ones:

Zero-knowledge solutions are quietly changing the industry landscape

Overview of zkSync ecological projects: infrastructure occupies half of the country

An article comparing zkSync and Starkware, the two-layer solution of Ethereum

New ecology and cross-chain

Messari: How do 7 expansion products build a moat for Polygon?

New ecology and cross-chain

Behind the tens of millions of dollars in gambling: Is Luna a Ponzi scheme?

The logic of Mint Ventures is very clear, and it aims to demonstrate whether Luna's stable currency + public chain "two-wheel model" can succeed.

UST is the engine of Luna, and Luna is the stabilizer of UST. The two interact. When the trend is good, it is easy to form a positive spiral, otherwise it is easy to fall into a death spiral. The real difference between the market and Terra lies in the rationality of its public chain development model. Supporters believe that Terra's high-interest deposits are similar to customer acquisition and retention subsidies in the Internet field. Although there are huge losses in the early stage, from the perspective of the overall life cycle of users, the current subsidy money will be detoured from the long-term ecological prosperity in the future. Earn back; Opponents believe that Terra’s development model of subsidies + public chain tokens & stablecoins is difficult to form a stable state, and will eventually die in a negative spiral of a certain Luna price drop.

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hot spots of the week

In the past week,hot spots of the weekIn the past week,Goldman Sachs and Galaxy DigitalMake your first OTC crypto options trade,Bridgewater FundPlans to support an external crypto investment vehicle, statistics show that currently21% of hedge funds have invested in digital assets; the Ethereum community adoptedEthereum Adoption DAOERC-4626 standardCashio, to standardize all DeFi vaults (Vault), Polygon launched, to promote the adoption and implementation of new projects in the Ethereum ecosystem, algorithmic stablecoin projectsThere is an infinite minting loophole, and the price of CASH is almost zero; Yuga LabsCompleted financing of US$450 million at a valuation of US$4 billion"Otherside", publish itsnew projectpromotional video，, EthereumGiant whales buy ApeCoin in large quantitiesBAYC Market CapBreaking through 3 billion US dollars, the United States "Time" magazine, released cover for V God,andThe first NFT magazine,andVeVeLaunch OpenSea, a platform for digital collectiblesWith "Editor's Picks of the Week" series

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

See you next time~