Weekly Editors Picks is a functional column of Odaily Planet Daily. In addition to covering a large amount of real-time information every week, Planet Daily also publishes a lot of high-quality in-depth analysis content, 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, and bring new inspiration to you in the crypto world from the perspectives of data analysis, industry judgment, and opinion output.
Now, come and read with us:
Investment and Entrepreneurship
Trapped in Price Beliefs: The Psychological Black Hole of 90% of Crypto Investors
There are participants in the crypto market from different time points. Based on their respective evolutionary tendencies, they have different perceptions of token issuance and have completely different emotional interpretations and expectations of the same event.
When multiple people share a common belief, this “collective fiction” becomes a temporary reality due to the joint actions of all of them. In the cryptocurrency space, these shared beliefs drive the market.
In cryptocurrencies, price is a narrative, a leading indicator, and a reflexive one. So always know: what stage you are in; what “ reality ” you are participating in ; and what perception you hold when you think a token will go up.
The clearer you understand your own psychological foundations, the better results you can create for your positions.
Crypto industry moment of truth: Income, the only PMF validator
The crypto industry should return to its commercial essence and reshape its product logic to create products that truly meet user needs and can continuously generate revenue.
The four key points in building a revenue model are: fee-oriented business logic, strong user retention mechanism, tracking of real business indicators, and a repurchase mechanism driven by real revenue.
Web3 Marketing Insider: Is Kaito More Effective Than Traditional KOLs?
KOL marketing will not disappear, but it needs real voices rather than 24/7 paid accounts.
If entrepreneurs want to achieve growth, don’t just focus on X, don’t ignore Telegram and Substack.
policy
Before and after the new president of South Korea took office, the legalization process of stablecoins advanced, from institutional lack to regulatory dominance; the trinity of ETFs, pensions, and supervision formed an institutional moat; the regulatory attitude shifted, the central bank cautiously accepted it, and the division of labor in payment surfaced.
Driven by the dual wheels of user native and institutional innovation, the green-light policy dividends may reshape the market landscape, and institutional dividends will also constitute long-term competitiveness.
Also recommended: Web3 lawyers full interpretation of the Stablecoin Ordinance: From regulatory framework to market significance, how did Hong Kong do it?
Airdrop Opportunities and Interaction Guide
Interactive Tutorials | 8 New Projects Worth Paying Attention To Recently
Felix, Resupply, Meridian, Vest, Plastic Labs, cap, Wunder, Yupp.
Also recommended: Sapien, which has raised $15.5 million, has landed on Cookie Snaps, and the second wave of mouth-sucking opportunities is coming .
Meme
Path to find smart money addresses:
1. Find addresses with high profits in multiple Gold Dog tokens in batches;
2. Analyze the transaction data of each address in the results, such as single transaction amount, PNL, winning rate, address balance, entry timing, etc., and filter out Diamond Hands;
3. Finally, the screening results will be followed, tracked and followed.
Ethereum and Scaling
10,000-word research report: Bullish on Ethereum, the new oil of the digital age
ETH is the digital oil that powers the Ethereum economy and accrues value through its utility, scarcity, and yield.
ETH is a censorship-resistant store of value and a settlement, security, and collateral asset for the digital economy.
Programmatic issuance + destruction = predictable scarcity.
ETH provides native returns: validator staking makes the staked ETH a productive and profitable digital commodity.
ETH is undervalued: ETHs lag behind BTC is a temporary mispricing rather than a structural weakness, creating a rare asymmetric investment opportunity.
ETH has a trillion-dollar potential: the short-term target is $8,000; in the long term, conservatively estimated, as a currency reserve/commodity asset, ETH could reach over $80,000.
Multi-ecology
A quick overview of the popular projects in the Hyperliquid ecosystem
The article mainly introduces HyperSwap, Kittenswap, Unit, Felix, HypurrFi, HyperLend, and Drip.Trade.
CeFi DeFi
The stablecoin ecosystem has entered a new phase where value will increasingly flow to developers building applications and infrastructure.
This marks a critical maturation of the market; the focus will shift from the money itself to the programmable systems that make it work.
The future of stablecoins belongs to the developers who create the applications, infrastructure, and experiences that unlock their full potential. As this shift accelerates, we can expect more innovation in the way value is created, distributed, and captured across the ecosystem.
The future will not be defined just by stablecoins, but by the ecosystem that forms around them.
The big defeat of encrypted U cards: the payment dilemma under the pressure of compliance
As the industry develops, U cards are no longer in high demand. More U card projects fail one after another, and the difficulty of this business becomes more and more obvious.
Systemic difficulties include loss of control and high costs upstream, compliance risks and lack of initiative in the payment field.
Infini exits the market, USB cards decline? A look at the end and future of Crypto payments
The reality of the U card business is that it requires heavy compliance investment, low returns, and high risks. Even though the U card is highly dependent on traditional financial infrastructure such as Visa and Master, it is not a good business that is easy to make a profit, but the user needs it meets are real.
What crypto users really need is to complete the on-chain-off-chain two-way circulation and realize the closed loop of asset flow. The author predicts that the on-chain stablecoin settlement network is the real future event.
Also recommended: The Lazy Mans Financial Management Guide | Sonic Season 2 Airdrop Launched; Hyperliquid Ecosystem Seed Project Mining Started (June 18) .
Web3 AI
AI+DeFi is ready to take off, but is there any AI+stablecoin?
The article mainly introduces Maitrix, an AI stablecoin layer that addresses the problem of unequal resource distribution, GAIB AiFi, an AI and computing power economic layer that addresses demand problems, and USDAI, an interest-bearing synthetic stablecoin supported by RWA.
Hot Topics of the Week
In the past week, KOGE and ZKJ crashed , and Binance Alpha adjusted its rules; SRM plans to change its name to Tron Inc and sign a $100 million equity financing agreement to launch the TRX treasury strategy ; Sun Yuchens father obtained control of Tron Inc. through a PIPE transaction of $100 million TRX tokens; Liu Qiangdong: I hope to apply for stablecoin licenses in major currency countries around the world to achieve exchange between global companies and reduce payment costs by 90% ( Interpretation of JD.coms entry into stablecoins ); Israeli hacker groups burned $90 million in crypto assets after attacking Iranian crypto exchanges and will disclose Nobitex source code; PumpFun X account and founder account were frozen by X platform and then unblocked ( affecting the coin issuance process ); GMGN-related X accounts were unblocked, and ElizaOS official accounts are still blocked ; ElizaOS founder accused X of blackmailing him by asking him to pay a high license fee to unblock his account, and said he was considering whether to use legal means ( Interpretation of Xs recent batch blocking of crypto companies );
In addition, in terms of policies and macro markets, the GENIUS Act was approved by the Senate , and the legislation of stablecoins took a historic step; Trump released the T 1 mobile phone ; Musk will make X a super application : explore the introduction of credit or debit cards; the Ministry of Public Security issued 20 anti-fraud keywords such as virtual currency: virtual currency investment and financial management and other frauds;
In terms of opinions and opinions, analysis: Trumps support for cryptocurrency has become a key factor in his taking office in 2024; Trumps second son denied that he would take a position in the new company listed by Tron through a backdoor listing; Arthur Hayes: The US Treasury Department is the key institution to promote the future of Bitcoin , not the Federal Reserve; Musk thanked ZachXBT for his suggestion to add a screening mechanism to X platform and XChat ; Economic Daily published an article: Stablecoins are still facing uncertainties , and the core problem is that they are highly dependent on the liquidity and credit security of anchored assets;
In terms of institutions, large companies and top projects, crypto prime broker FalconX was reported to be preparing for an IPO this year ( interpretation ); Bitcoin mining company Bitdeer announced the issuance of $300 million in convertible senior notes; ConsenSys founder: LINEA will be the first to launch tokens, and multiple protocols will issue tokens ; Plasma: The deposit limit will no longer be increased , and the total amount has reached $1 billion; Infini announced the suspension of Infini Card services and will automatically refund the card opening fee because the compliance cost of C card is extremely high and the profit is thin. The company will embrace decentralization in the future;
According to the data, the Trump family made $57.7 million from the cryptocurrency business ;
In terms of security, SlowMist Yusinus: Attackers defraud crypto users by stealing accounts through WeChat , and account security precautions need to be improved... Well, its another week of ups and downs.
Attached is a portal to the “Weekly Editor’s Picks” series.
See you next time~
