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Weekly Editors' Picks Weekly Editors' Picks (0604-0610)
郝方舟
Odaily资深作者
@OdailyChina
2022-06-11 00:30
This article is about 4765 words, reading the full article takes about 7 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:

Investment and Entrepreneurship

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Investment and Entrepreneurship

Nansen Analysis: After the Token is unlocked, which VC runs the fastest?Spartan Group has not been active since April despite receiving a large number of unlocks. Parafi is partially sold. Sequoia India typical Hodler, wallet not moved since October 2021. Delphi Digital sold in batches. Multicoin Capital sells off slowly. Defiance is a master of selling, as is Three Arrows Capital. In the future, there will be more unlocked sell-offs, and it is expected that the price may drop further.In this regard, ArthurVC, the founder of DeFiance Capital, published "

Responding to the “Paper Hands” Remark: The Reason Behind Our Exit

", said "There are many assets, although the lock-up period has passed, we still maintain Diamond hands (Diamond hands), even if the drop from the highest point to the lowest point exceeds 90%... will not sell the unlocked Token due to market conditions …evaluate deals primarily by looking at fundamental metrics (team, tech, product, valuation, TAM, etc.) Be optimistic and withdraw from liquidity projects.”

DeFi

A must-have for developers: A look at the best tools for building blockchain applications

This article covers the top tools developers need to start building blockchain applications, including programming languages, frameworks, integrated development environments, APIs and SDKs, testing blockchain networks, oracles, blockchain node providers, analytics and Security tools, wallets.

Talk about the status quo of DeFi and its future direction: Can it break out again in the next cycle?

Through the analysis of the current situation, the author predicts that DeFi will explode in the following fields next year: lending, structured products, derivatives, cross-chain, and lists some projects.

Liquidity is not everything, analyze 10 stablecoin projects from an overall perspective

Both USDT and USDC have the ability to withstand the exchange of tens of billions of dollars in a short period of time, but in comparison, USDC has a more stable asset structure and a stronger ability to deal with extreme liquidity crises. DAI's reserve assets are very stable and diversified, and it still claims to be the safest decentralized stable currency. However, as a trading pair settlement asset, there is still a big gap between DAI and USDC. The deposit rate provided by MakerDAO to users is often criticized, and users have insufficient subjective initiative to hold DAI. FRAX's asset structure is very stable compared to UST, and will shift to full mortgage in the future. At present, FRAX has gradually become a pricing method for multi-chain assets, and its DeFi ecological usage scenarios have quietly surpassed DAI.

NFT, GameFi and Metaverse

The selection of assets is crucial to stablecoin projects, and assets with higher volatility should correspond to higher mortgage rates. Between capital efficiency and stability, stability should be given priority. For projects that rely on market arbitrage to maintain stability, the arbitrage mechanism may fail under extreme market conditions, and relying on the protocol itself to manage liquidity is inefficient. Unsecured stablecoins have proven unable to support their debt issuance for a long time, and will eventually turn to fully collateralized stablecoins.

NFT, GameFi and Metaverse

An article to understand EIP-5058: Can NFT project parties be prevented from running away with buckets?

The EIP-5058 proposal is essentially to manage the locking status of NFT, allowing the project party to provide the function of locking and transferring in the NFT project that inherits 5058, and can also implement more functions (such as royalties, etc.) in the inheritance. The proposal uses Bound NFT to solve the liquidity problem, which is equivalent to the bond circulation of the unexpired fixed-term locked NFT. When NFT is locked, boundNFT is created for circulation. When the NFT is unlocked, the boundNFT is destroyed.

Here are a few suggestions on how STEPN can get out of the woods

Web 3.0

Anti-cheating has long-term significance, but it should not be the first priority at this stage. Solve the balance problem after multi-chain deployment, and control the assets and dynamics of each ecology. Adjust the mint mechanism + increase the burning mechanism to control the supply of shoes. Increase the mechanism of repurchase and destruction of GST to boost market confidence in the short term.

Super Full Summary: Airdrop Overview of the Potential of Web3 Social Projects

Ethereum and scaling

The author has fully interacted with many Web3 social projects, including Lens Protocol, CyberConnect, Highlight, Layer3, Atem, 5 Degrees, DeBank, Zerion, Boom, ShowMe, So-Col, Wall, Calaxy, context.app, Metalink, ApolloFi, Relationlabs, Airdrop possibilities, airdrop values, airdrop strategies, and project stages of Somnilife, Ethleaderboard, Tryroll, Prysm, and Mem protocol will be introduced in turn.

Ethereum and scaling

The Hitchhiker’s Guide to Ethereum: 4D Explains Ethereum’s Sharding Roadmap

Hardcore Report published by Delphi Digital. The goal of Ethereum is to become the ultimate unified DA and settlement layer - large-scale decentralization and security at the bottom layer, and scalable computing at the top layer. Innovations like proposer-builder separation and weak statelessness unlock the separation of power (building and validating) to enable scalability without sacrificing security or decentralization. All roads lead to the endgame of centralized block production, decentralized trustless block verification, and censorship resistance. Danksharding combines multiple cutting-edge research avenues to provide the scalable base layer needed for Ethereum's Rollup-centric roadmap.

What are we looking at when we look at Etherscan?

Etherscan usage guide. Starting from the background data, interpret the detailed information meaning of blocks/transactions/addresses, combined with Etherscan's expanded statistical information cases, to help novices enter the door of Web3. There are three main categories of content on Etherscan:

Basic normative data query entry:

Advanced statistical analysis of commonly used data:

Customized interface services for developers:

Explaining How the MEV Works: How Dark? How does the Ethereum merger affect it?

Maximum Extractable Value (MEV) is the profit a miner makes by ordering transactions in a block. Arbitrage is the most common way to profit on-chain. Searchers are able to take advantage of the information asymmetry in the DeFi market.

The Flashbots team has developed a MEV-optimized tool that helps users prevent transaction spam while reducing fees. It is able to off-chain most searcher bids to reduce congestion in the Ethereum mempool and establishes a MEV gatekeeper.

Bankless: Talking about the business model of L2, how does the L2 platform implement the value accumulation strategy?

Skeptics believe that the OP's token has no utility, does not generate any value, and the circulating supply is low and the supply stock is too large. Bankless believes that L2 tokens represented by OP are on a path of greatly increasing utility and becoming highly value-added.Also recommend Alex Beckett's "》。

New ecology and cross-chain

An overview of the development status of the Rollup ecosystem

A brief analysis of the reasons for the explosion of Solana NFT: high-performance public chain, community building and meme culture

DAO

There are three main reasons for the boom in the Solana NFT market: Solana's own high performance and mature ecology, emphasis on community building, and cultivation of meme culture. There are also some hidden worries behind the explosion of Solana NFT. The NFT PFP project lacks innovation, and some projects are imitations of BAYC, CryptoPunks, etc. Against the background of the overall downturn in the NFT market, it remains to be seen whether the transaction volume and floor price can remain high.

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13 pictures restore the brutal growth of DAO: the number increased by 8.8 times in one year

In the past year or so, the number of DAOs with valid proposals has increased from more than 700 to more than 6,000. The emergence and rapid rise of ConstitutionDAO has attracted the attention of a large number of market participants to DAO and DAO governance, and inspired many people to devote themselves to the construction of DAO.

While proposal activity has grown massively, it is still driven by a small minority. The number of people participating in governance voting has also grown significantly, with some early participants becoming the DAO's "star rulers." It is very valuable to be able to have a healthy debate before reaching the final governance outcome.

In-depth analysis of the multi-layer structure and expansion methods of DAO

From a technical perspective, a Pod is a multi-signature wallet; from an organizational perspective, a Pod is an organizational unit; from a financial perspective, a Pod is a group of packaged assets; from a business perspective, a Pod is a project under DAO .

Safety

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Safety

a16z: Smart Contract Security Guidelines for Web3 Projects

The article outlines the security elements that Web3 project developers and security teams must consider when designing, developing, and maintaining smart contracts, covering the entire cycle from threat modeling to emergency response preparation. Consider threat modeling and security design during the design phase, governance, access control, reusable and battle-tested templates and integrations during the development phase, testing, documentation, internal reviews, and security audits during the testing and review phase, and In the deployment and maintenance phase, the white hat community is encouraged to participate, to achieve real-time monitoring, and to have response operations in case of accidents and emergencies.

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hot spots of the week

In the past week,hot spots of the weekIn the past week,Draft U.S. Crypto BillSuspected to be leaked, DAO, exchanges, and stablecoin providers must become registered entities, and the US SEC is investigatingSouth KoreaJapanJapanHong Kong SFCHong Kong SFC

BinanceRemind investors to pay attention to the risks related to NFT;BinanceSaid that he did not participate in the second round of financing of Terra, did not have LFG board seats and multi-signature qualifications,Tether launches USDT on Tezos blockchainChainlink StakingEthereum Ropsten Testnet

The merger has been completed, and Chainlink issued an introductionlong-term goals, roadmap and initial implementation plan;MasterCardIntroduce its payment network into Web3 and NFT,Ali CloudAnnouncing the launch of an NFT solution, according to the New York Times,Opensea is facing a flood of lawsuits for theft, fraud and moreOpenSea Updates NFT Copyright Protection Plan,Yuga Labs, launched 4 protection measures, Yuga LabsFirst Otherside NFT Creator Files Trademark Infringement ComplaintWithdrawal of code allowing unlimited minting of BAYC NFTsBAYC Officially Confirms Discord Hacked, NFT worth about 200 ETH was stolen,,STEPNmfers founder sartoshi announced his retirementSmart contracts will be handed over to the communityLaunched M2E anti-cheating system SMACThe server encounters DDOS

Updating the economic model, including adjusting the dynamic minting cost, adding shoe and gem recycling mechanisms, etc.;Celsius NetworkFormer Terraform Labs employee saysDo Kwon transfers $80 million a month before UST crashesLost at least 35,000 ETH in the Stakehound private key loss event,stETH unanchoredexacerbated,Optimism confirms the theft of 20 million OPWith "Editor's Picks of the Week" series

With "Editor's Picks of the Week" seriesPortal

See you next time~

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