Weekly Editors' Picks Weekly Editors' Picks (0701-0707)

郝方舟

Odaily资深作者

@OdailyChina

2023-07-08 08:00 (UTC+8)

This article is about 2659 words, reading the full article takes about 4 minutes

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

AI Summary

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:

Investment and Entrepreneurship

Looking for the next outlet: reviewing the top ten events in the encryption market in the first half of 2023

Focus on the review, and focus on the corresponding track. Shanghai upgrade, L2, Move public chain ecology, Blur and NFT market, AI+Web3, US encryption-friendly bank thunderstorm, MEME craze and local dog chaos, Bitcoin ecology in spring, Hong Kong, US SEC.

9 Catalysts and Narratives to Watch in the Third Quarter

The protocols (sectors) that performed well in the past quarter are perpetual DEX, Ethereum liquidity staking, L1&L2. The nine catalysts and narratives that need attention in the third quarter include Bitcoin ETF, EIP-4844, liquid staking and LSDfi, Base, Frax Chain, Polygon 2.0, dYdX V4, GMX V2, and Synthetix V3. Other protocols to watch are Vertex, Level, and Pear.

Behind the Meme Craze: A Look at How the Memecoin Ecosystem Profits?

DeFi

The article introduces five tools or platforms that many Memecoin-backed project parties or retail investors will use when participating in Memecoin, and analyzes their sources of profit, namely Pinksale, UNCX Network (formerly Unicrypt), Dextools, Maestro , Unibot.

Buidler DAO: Analysis and Summary of Token’s Initial Issuance Method

Token issuance has two main purposes: to issue Tokens to users (promoting users to use applications), and to raise funds. From this, several indicators are summarized: user coverage, compliance, and fundraising of Token issuance.

A comparison of several major distribution methods is as follows:

Token Terminal Report: Data Analysis on Recent DEX Developments

Volume and TVL have been relatively stable over the past 180 days, with the exception of mid-March. The decoupling of USDC was the main reason for the huge change in transaction volume and TVL in mid-March. Macroeconomic and regulatory actions have a significant impact on the DEX market space and the cryptocurrency industry as a whole.

DEX volume is moving from Ethereum to other chains Arbitrum is the second largest chain after Ethereum when measured by DEX volume. Increased user demand for token trading on Arbitrum has led to the launch of new DEXs (such as Camelot).

Uniswap and Trader Joe have successfully scaled beyond their native chains, while PancakeSwap is facing poor momentum on Ethereum. Over the past 180 days, Trader Joe, Quickswap, KyberSwap, and ParaSwap were the top performing projects in the DEX market space, with volume growth of 237.2%, 91.8%, 61.8%, and 38.6%, respectively. The growth in Trader Joe's active user base is largely attributable to the release of the new Liquidity Book solution and expansion to Arbitrum, whose v2.1 also automatically reinvests fees earned by liquidity providers into their liquidity positions, boosting user experience.

From classic DeFi projects to RWA, what is the development status of MakerDAO?

Maker is shifting from a classical DeFi protocol to RWA. After raising the DSR (DAI deposit rate) to 3.49%, it finally allows ordinary users to obtain income from US Treasury bonds through the top DeFi protocol.

Maker's investment in RWA has consumed a large amount of funds in PSM, which leaves not many stablecoins left in PSM. This may also be one of the reasons why Maker has increased the DSR significantly, hoping to attract more funds at a higher interest rate. However, the increase in encrypted mortgage lending rates caused by the increase in DSR may also reduce Maker's competitiveness in encrypted mortgage lending and limit Maker's future development.

NFT, GameFi, and the Metaverse

A Quick Look at 9 Decentralized Stablecoin Protocols Using LST as Collateral

The article briefly introduces Raft, Ethos Reserve, Shade Protocol, Vesta, Prisma Finance, TapiocaDAO, Sable Finance, Lucid Finance, Seneca.

NFT, GameFi, and the Metaverse

In-depth interpretation of ERC-6551: What new possibilities will it bring to the NFT track?

Web 3.0

image description

ERC-6551 will support the current ERC 721 NFT to create a smart contract wallet account, and use NFT as its identity wallet account on the chain. The NFT account can contain multiple wallet addresses, NFTs held, and ERC 20 tokens. NFT becomes a true on-chain identity account representative.

Ethereum and scaling

ERC-6551 needs to have the characteristics of compatibility, composability and transaction traceability. Its application scenarios and use cases include: the game Parallel Colony - NFT as a game player account, Tokenbound Titans - an NFT-like "development" game, Web3 digital fashion company StapleVerse - using ERC-6551 to launch an NFT signature version of the hat.

"zkMIPS"Creator Finance is an economic model that combines social networking and content creation. Potential projects include StoryCo, REPUBLIK, Cheelee, and PoPP.