Weekly Editors' Picks Weekly Editors' Picks (0218-0224)

郝方舟

Odaily资深作者

@OdailyChina

2023-02-25 08:00 (UTC+8)

This article is about 3425 words, reading the full article takes about 5 minutes

High-quality in-depth analysis articles and weekly hot spots.

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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.

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. You bring new inspiration.

Now, come and read with us:

Investment and Entrepreneurship

Now, come and read with us:

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Investment and Entrepreneurship

Must-read for Investors: Introducing Probabilistic Thinking in Trading

DeFi

For me, the most helpful tips of the article are in the last part - locating the failure point.

The problem with narrative deals is that most of them are momentum-based, which is very difficult to measure. And a good invalidation argument is the key to knowing when to cancel the transaction, which is extremely important in the Crypto market where the price fluctuates violently at any time.

What can crypto founders learn from the Blur airdrop?

Blur’s innovative airdrop design has some important lessons learned: market growth for sequential airdrops, indeterminate rewards create greater momentum, incentivize virality and social sharing, transfer liquidity to Blur, continuous incentives for new users, The iterative airdrop plan.

Several areas of opportunity for the future are: focusing on user retention, building moats around demand and supply, and creating token tools.

GLP Derivatives Agreement Strategy Dismantling: Delta Neutral Strategy, Mortgage Lending, Liquidity Certificate, Competitors

Based on GLP (GMX ecological liquidity token), the main goal of establishing a product framework is to reduce the risk of investors and increase the income of GLP holders, thereby increasing the capital efficiency of assets.

GMX and the GLP derivatives agreement are a win-win cooperation, GMX provides investors with LP tokens with low volatility, and the GLP derivatives agreement provides GLP holders with a strategy that is more capital efficient and has higher hedging returns . However, challengers in the spot/futures leveraged trading track can only attract liquidity providers through higher incentives like Vela Finance.

NFT, GameFi, and the Metaverse

Understand Synthetix V3 in one article: protocol-level reconstruction of liquidity

Synthetix cleverly used the mechanism of zero slippage between sUSD and sToken to tell the story of the new "atomic swap". Previously, it was necessary to over-mortgage SNX to mint sUSD for investment. On the one hand, the target of investment was subject to certain restrictions. In addition, the income generated through investment may be diluted because other users also generate income.

Although Synthetix provides stakers with SNX inflation incentives and transaction fee incentives, in a bull market, users will naturally choose to invest their principal directly, compared with tokens that can easily double.

The Synthetix team is no longer obsessed with hitting the south wall on the narrative of synthetic assets, but regards atomic swap as one of the most important functions of Synthetix. In addition, the deep binding between Synthetix ecology and Optimism and the expansion of options (Lyra), contracts (Kwenta) and other ecology are also important parts of Synthetix's strategy.
NFT, GameFi, and the Metaverse
IOSG's very neat (comfortable) track classification and mapping divides NFTs into two categories: NFTs with ornamental and collection value, and NFTs with use value. On this basis, the financialization of the former is benchmarked against the financialization of artworks, and the financialization of the latter is benchmarked against the financialization of commodities.

Looking vertically at the industrial structure of NFT Fi is divided into:

Marketplace, aggregator, AMM, etc. provide a direct transaction layer for NFT and FT exchange;

Lending, renting, crowdfunding, etc. provide indirect transaction layers for NFT custody and mortgage financing;

Options, futures, indexing funds and other financial derivative layers that push up transaction risk and leverage.

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The track map of NFT financialization

Redline DAO research: Blur drives the recovery of the NFT market, exploring opportunities for NFT derivatives track

The article first gave an overview of the NFT derivatives market, and then pointed out the problem: In the current NFT market, LPs have no way to hedge their own risks, cannot expand the scale of liquidity, and cannot support long-tail assets. The improvement of NFT derivatives will bring healthier liquidity and more use cases to NFT. Common derivatives include: contracts, options, insurance, and funds.

After the Blur airdrop feast, Sudoswap may deserve more attention from the market

The Sudoswap community has always hoped to make SUDO tradable. It is unlikely that the initial liquidity of SUDO will be deployed before the beginning of March (that is to say, it is unlikely that SUDO will be launched on the exchange before March), which is why many traders are looking at BLUR at this stage. s reason.
However, the next wave of encryption market attention is likely to shift to SUDO, and the data on the chain shows that some people have begun to explore the potential of SUDO. If XMON price is used to value SUDO, then the current market price of SUDO should be around 1.9 US dollars, and the market value is about 114 million US dollars, which has a large room for development compared with competing products.
First experience of Gem V2 beta version: what optimizations are there? Can you take on Blur?
Compared with the explosive Blur, Gem V2 has richer product functions and intends to create a one-stop NFT platform, including transactions, shopping carts, sweeping goods, data analysis, real-time casting data viewing and visualization; but Gas consumption is still more than Blur, and no incentives.
Interpretation of the 10 major trends of blockchain games: the era of full-chain games is coming
The 10 most exciting trends and differentiators for on-chain gaming are as follows:
The immersive experience comes from the persistence of games on the chain;
embrace open, collaborative and more adaptable networks;
The future of game content will revolve around NFT in the public domain;
Economic superstructure will emerge from an open economy;
Protocol DAOs unleash the power of community ownership;

Guild DAOs are the new frontier of this trustless revolution;

Games are a testing ground for generalized governance primitives;

Token between games will appear, representing "game work proof";

Ethereum and scaling

First Class Warehouse Research Report: Comprehensive Interpretation of NFT Development Game Aavegotchi

New ecology and cross-chain

Starting from April 2022, Aavegotchi has launched a number of major updates, including closing the GHST Bonding Curve and launching Aavegotchi Forge. In the future, Aavegotchi DAO will be promoted, Gotchichain will be launched, The Gotchiverse will continue to be developed, and a platform created by Produced by Unity 3D, Aavegotchi-themed cross-platform mobile survival game, integrating Aavegotchis into multiple metaverses and games.

We see a brand new Aavegotchi 2.0 in Gotchiverse Realm, which aims to create a new type of blockchain game mode through the combination of depth and traditional DeFi gameplay, and combines the current popular play to earn game mode, worthy of attention.

Ethereum and scalingA detailed explanation of the life cycle of Ethereum validatorsNew ecology and cross-chainVery concise ecological project review. The author is bullish on FTM for the following reasons: Andre Cronje is back, stable cash flow, FVM, Gas subsidies, easier to join DeFi, FTM ecological vault, known as one of the most Degen chains in terms of DeFi speculation.》。

DAO

In addition, because BASE and OP ecology have regained attention, friends who are interested in technology recommend reading "

Explain the concept of "super chain" in detail: Base is just a small "ambition" of Optimism

", if you are interested in ecological projects, recommend "

Explain the OP ecology in detail: how to attract rich activities and funds on the chain?

The openness and transparency of DAO is a double-edged sword, and strategies need to be added in the auction of open cards. Although the Constitution DAO auction failed, its idea of giving the ownership of collections to the community had a profound impact on the subsequent development of DAO.