"Weekly Editor's Picks" is a functional column on Odaily Planet Daily. Besides covering a large amount of real-time news 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 you may miss them.
Therefore, every Saturday, our editorial department will select some high-quality articles that are 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, they will bring new inspiration to you in the crypto world.
Now, come and read with us:
Investment and Entrepreneurship
The Hong Kong Stock RWA Tokenization Wave: Decoding the On-Chain Migration of Listed Companies
Also recommended: " DAT in-depth research report: a new paradigm of financial innovation from on-chain coin hoarding to equity flywheel ", " 220 times profit in two weeks: the secret of Hyperliquid's market-making robot's huge profits ", and " Foreigners' platform, alternative business practices in the cryptocurrency circle ".
Policy and Stablecoins
The Federal Reserve cuts interest rates, and the stablecoin business is not so good
The era of high interest rates has reached a turning point. The previous high-interest rate cycle opened an unprecedented window of profit for stablecoin issuers. Now, with declining inflation, sluggish growth, and a shift in monetary policy, the golden age of the stablecoin industry is drawing to a close.
Hyperliquid Stablecoin Wars: An In-Depth Analysis of Ecosystem, Technology, Market, and Regulation
The biggest challenge facing the USDH project does not come from external market competition, but rather from the deadly combination of internal platform risks and radical financial innovation.
Also recommended: " SEC's new regulations are implemented, and crypto ETP enters the 75-day fast lane ."
Airdrop Opportunities and Interaction Guide
Hands-on guide to interacting with OpenSea's final reward task before issuing coins
Meme
The bottom rebounded more than 4 times, what changes did Pump.fun make?
Pump isn’t static; it’s constantly adding features: 98% of revenue recycles to buybacks; integrated bubblemaps for clearer token discovery; loyalty airdrops to retain users; and redefining memes as viral apps.
Recent Developments and Insights: Revenue is compounding; buybacks are occurring weekly; mind share and sentiment are climbing; the live gambling theme is in its early stages.
Long Pump, Short Human Nature: 8 B Market Value for Pump Fun Confucian Debate
What Pump got right most was that he understood before anyone else that this generation of young people was the "PVP generation";
Pump is a mass media based on the values of the PVP generation, equivalent to Truth Social and Bluesky;
The game of live broadcast coins is no different from other coins. It can be understood from the perspective of track and ecology.
The reason why Pump must create a live broadcast currency is that it must grab Taker traffic from trading platforms;
The fundamental reason why I pump maxi is that I am well aware of the darkness of human nature and the inevitability of the world heading towards chaos.
Which is more profitable, live streaming on Pump.fun or Twich?
Pump provides smaller creators with income opportunities that were previously only available to the top 1% of Twitch creators.
How does Pump.fun's live streaming reshape the trading landscape?
In a scenario where congestion and volatility coexist, prioritize reading Creator fees, position concentration, and external traffic signals, and be less influenced by barrage comments.
Also recommended: " Genius operation, a moment of excitement, the live broadcast illusion created by Pump.fun " and " An article reviewing the latest popular projects in the live broadcast section of Pump.fun ".
Bitcoin
Who will own the most Bitcoin in 2025?
Satoshi Nakamoto is the largest Bitcoin holder, owning approximately 1.1 million Bitcoins, which is worth approximately $128 billion at today's prices.
Coinbase holds nearly 1 million Bitcoins in total. BlackRock, Binance, and Strategy hold over 600,000, 450,000, and 200,000 Bitcoins, respectively.
The US government holds 198,000 bitcoins, seized from the Silk Road marketplace, James Zhong, and the Bitfinex hack.
There are multiple unknown Bitcoin billionaire wallets, most of which have been inactive since the initial influx of Bitcoin into the wallets.
Ethereum and Scaling
Not only can it deposit funds more effectively on Base and avoid becoming a "passing station", it also helps to transform short-term speculators into long-term interest communities, while providing more certain long-term incentives for high-quality developers and promoting the implementation of more infrastructure and innovative applications.
Multi-ecology and cross-chain
Kyle Samani's latest podcast: SOL's "Big Brother" reveals the story behind Forward Industries
Solana DEX’s “Hidden Champion”: How Prop AMM Quietly Captured the Market
CeFi & DeFi
From stablecoins to DeFi, where has on-chain revenue developed?
This report systematically breaks down the five major sources of on-chain revenue: interest rate transmission of tokenized cash, staking and re-staking rewards, lending spreads, AMM fees, and structured design.
DeFi Beginner's Guide (Part 2): How to Earn 10% APR in Stablecoins After Binance Ends USDC Subsidies
Ethereum AAVE V 3 offers RLUSD, which provides a consistent 11% APR return. Avalanche AAVE V 3 offers the GHO stablecoin, which provides a consistent 11.8% APR return.
5 Common Arbitrage Strategies in Prediction Markets (A Quick Guide)
Cross-market arbitrage, time arbitrage (buy early vs. buy late), event processing arbitrage, liquidity arbitrage, semantic/oracle arbitrage.
Also recommended: " Aave <State of the Union Address>: What is the future strategy of the king of lending? " " Prediction Market New Infrastructure: Polymarket Third-Party Ecosystem Project Inventory " " From Stablecoins to DeFi, How Far Has On-Chain Yield Evolved? "
Web 3 & AI
The Battle for the RWA Portal: A Panoramic Guide to Web 3 Wallets Betting on Tokenized US Stocks
Don't miss the Web 3 AI wealth train: 11 potential projects recommended
Weekly Hot Topics Cramming
In the past week, the Federal Reserve cut interest rates by 25 basis points as expected ( interpretation ); Binance is negotiating with the U.S. Department of Justice to remove key oversight requirements in its $4.3 billion settlement agreement; BNB broke through 1,000 USDT , setting a new record high ( interpretation ); USDT market capitalization exceeded $170 billion, setting a new record high; the total market capitalization of stablecoins exceeded $290 billion, setting a new record high; PUMP broke through $0.008994 to set a new record high; STBL soared ( interpretation ); Polymarket may issue a coin; Base changed its tone and explored issuing coins; Consensys founder: MetaMask will issue a coin , and it will be faster than you expect ( interpretation );
In addition, in terms of policy and macro-markets, the Federal Reserve's September interest rate meeting list was finalized : Milan's nomination was approved, and Cook's dismissal order was rejected; the US SEC chairman abolished the aggressive enforcement agenda and promised to issue violation notices before taking enforcement action against companies; the US SEC plans to comprehensively reform the information disclosure rules for listed companies, and Trump also called for "quarterly reports to semi-annual reports" ; Hong Kong Cyberport has launched a stablecoin and digital asset pilot project; France may ban crypto companies licensed by other EU countries from operating in the country; French, Austrian and Italian regulators urged the EU to strengthen coordination on cryptocurrency regulation;
In terms of opinions and voices, Matrixport stated: The Federal Reserve may initiate rate cuts, and easing expectations are expected to drive the bull market to continue ; Bitwise CIO believes that the SEC's universal listing rules will pave the way for the rapid approval of crypto ETPs; the Chicago Board Options Exchange announced the listing of the Dogecoin ETF ; CryptoQuant analysts stated: ETH is in one of its strongest cycles ; Pantera stated: The narratives of Bitcoin and Ethereum have been established , and Solana has greater upside potential; Circle executives stated: About 90% of USDC-anchored asset reserves are held by BlackRock; Bernstein stated: Tether faces liquidity and distribution challenges in launching a US-compliant stablecoin ; Coinbase CEO stated: There will be no listing fees , and all listings will be evaluated according to unified standards; CZ stated: We have contacted approximately 50 potential DAT teams and will only support a few strong companies; OKX CEO stated: Top-tier DApp infrastructure will be introduced to the X Layer in the coming weeks; Metaplanet CEO stated: Short selling and using stock issuance to cover short positions is illegal , and we will consider stock buybacks if the mNAV is less than 1x; Kyle Samani stated: Forward Industries Intends to deploy funds to the Solana DeFi protocol ; 1 confirmation founder: If operated properly, BASE is expected to become a top five token by market capitalization ; Jia Yueting: "Crypto Flywheel" CXC 10 will operate independently, and Faraday Future's value will not be diluted ; STBL responded to rumors of "market maker selling" : No abnormal selling activity was observed, and the related transactions may be user arbitrage behavior;
In terms of institutions, large companies and leading projects, Bitcoin Treasury Company DDC has partnered with Wintermute to obtain over-the-counter liquidity in the spot and derivatives sectors; the Ethereum Foundation announced an end-to-end privacy roadmap covering writing, reading and proving; the Ethereum Foundation will establish a DAI team to promote the development of on-chain AI ; Tether's new stablecoin USAT is scheduled to be launched before the end of the year; MetaMask has launched the stablecoin mUSD ; Ethena Foundation: ENA fee switching will be activated soon; Chow Tai Fook has strategically invested in Gaoying Securities to explore the Hong Kong digital asset market; Circle has invested in HYPE tokens and is considering becoming a validator; Native Markets has been selected as the token symbol for Hyperliquid's stablecoin USDH and will launch its first improvement proposal; Polkadot DAO has passed a proposal to set the total DOT limit at 2.1 billion; Wormhole has released the W token 2.0 upgrade , and revenue contributions will be used for the W reserve; Polymarket has launched a profit forecast section for listed companies ; the founder of Curve Finance has released a Yield Basis proposal , intending to distribute sustainable returns to CRV holders; Trust Wallet The Token Economics Litepaper was released , aiming to increase TWT holder returns through pre-TGE airdrops and Trust Alpha; WLFI adopted a 100% fee buyback and destruction proposal; Figure and DefiLlama were embroiled in a dispute over "RWA data falsification" ; Mirror will be gradually shut down within a month , with content and subscribers automatically migrated to Paragraph; JuCoin's platform token JU plummeted in the early morning , with the platform responding that it was "affected by the market environment and external liquidity"; SBF's X account was suspected to have experienced unusual activity, and FTT exceeded 1 USDT;
According to data from Bank of America, 84% of American investors have zero allocation to cryptocurrencies. Pump.fun's market share on the Solana ecosystem coin issuance platform has risen to 90.6%. There are only nine live-streaming concept coins with a market capitalization exceeding $1 million, with the leading one falling 80%. Pump.fun live-streaming concept coins have collectively plummeted , with the leading one having a market capitalization of only $5 million.
In terms of security, Monero was attacked again and a block reorganization occurred; the Yala protocol was suspected of being hacked, and the stablecoin YU was depegged ; Yala: The protocol suffered an attempted attack , YU was temporarily depegged, and the security of user assets was not affected; Yala: The stolen assets have been located and are being cooperated with law enforcement agencies to recover them ... Well, it's been another week of ups and downs.
Attached is a portal to the "Weekly Editor's Picks" series.
See you next time~
- 核心观点：加密市场呈现多元化热点与监管动态交织。
- 关键要素：
- 美联储降息终结稳定币高盈利窗口。
- Pump.fun 主导 Solana 发币市场占 90.6%。
- 比特币持币集中于中本聪及机构巨头。
- 市场影响：推动行业创新与监管适应并行。
- 时效性标注：短期影响。
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