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
Comparing the performance of Bitcoin and the U.S. Dollar Index ($DXY) since the beginning of the year, there have been two clear divergences: April 9 (after the 90-day tariff suspension period ended); July 1 (when the Big, American Act was passed).
Whether a trade deal is announced or not, the market results are remarkably consistent: bond yields climb, Bitcoin surges, the dollar falls, and gold rises.
Institutional capital such as family offices and hedge funds can no longer ignore Bitcoin.
Risk assets may continue to rise in the short term.
Crypto VC transformation in progress: from fundraising difficulties to a new token paradigm
Transactions slowed in 2025, but the pace of funding remained the same as in 2024; MA activity in the crypto industry continued to improve over the past two years, which is conducive to liquidity and exit opportunities.
Looking to the future: tokens will become the main investment vehicle; Fintech VC and Crypto VC will accelerate integration; Liquid Venture will rise.
10,000-word article: The journey of building a CEX-DEX arbitrage bot from 0 to 1
A very complete investment strategy journey, experience record and thinking sharing.
Why is the stock market willing to pay $2 for $1 worth of cryptocurrency? Because Bitcoin held by companies is more valuable and can do many things that retail investors cannot do; a large number of institutions that cannot directly hold or buy coins are willing to pay a premium to invest indirectly through these crypto vault companies; retail investors follow suit and push up prices.
For retail investors, the simplest and laziest way is to directly buy the entire US stock market index - that is, choose to believe in the market.
Bitcoin, stablecoins, and platform coins.
The new copycat logic has quietly taken shape: only coins that have fundamentals, can tell a clear story, and can be taken over by institutions will have the possibility of passing through the fog of valuation reconstruction in the next cycle and becoming the real winners.
Insight into the sector rotation pattern after Ethereum led the rise
ETH’s takeoff is not only a confirmation of the trend, but also the starting point of the next stage. Market rotation always unfolds along this path: BTC takes the lead → ETH follows the rise → high-market-cap currencies catch up → eventually leading to a full-scale altcoin season.
ETH surged nearly 12% in a single day. Which altcoins will generally follow suit?
ETH ecosystem infrastructure tokens: LINK, UNI, MKR, 1INCH, CRV; ETH ecosystem Meme coins: MOODENG, DOGE, PEPE; ETH conduction sector tokens: AERO, BRETT, TOSHI; WLD, ENS; You can also refer to the Coinbase 50 Index and Grayscales quarterly selected tokens .
Is the alt season coming? Bankless is bullish on these 6 tokens
Bankless is bullish on Euler (EUL), Pudgy Penguins (PENGU), Spark (SPK), Lido (LDO), Aave (AAVE), and Maple Finance (SYRUP), and bearish on Derive (DRV) and Movement (MOVE).
WLFI is about to be unlocked and launched, what is its valuation?
The current over-the-counter price has reached $1.
Also recommended: What crypto VCs are working behind the crypto reserve strategies of listed companies? Investigating Hyperliquid founder Jeff Yan: Using a team of 10 people, he quietly built a crypto empire .
Airdrop Opportunities and Interaction Guide
CeFi DeFi
The re-pledge track cools down: the transformation and breakthrough of leading projects
The two leading projects in the re-staking track have chosen to transform: Ether.fi announced its transformation into a new crypto bank (neobank), planning to launch cash cards and staking services for US users; Eigen Labs announced a layoff of approximately 25% and will reorganize resources to fully focus on the new product EigenCloud.
Although the transformation paths of Ether.fi and EigenLayer are different, they are essentially two solutions pointing to the same logic: changing re-staking from an end-point narrative to a starting module, and from a purpose in itself to a means of building more complex application systems.
Re-staking is not dead, but its single-threaded growth model may be difficult to continue. Only when it is embedded in a narrative of applications with greater scale effects can it continue to attract users and capital. The mechanism design of the re-staking track, which ignites market enthusiasm with secondary returns, is now looking for new landing points and vitality in a more complex application map.
Phantom, the mainstream wallet application in the Solana ecosystem, announced a partnership with the decentralized exchange Hyperliquid. With the back-end support of Hyperliquid, Phantom users will be allowed to trade perpetual contracts directly in the wallet, and go long or short on more than 100 tokens supported by Hyperliquid with up to 40x leverage.
As a result, Hyperliquid’s coin price hit a new high after it reached the Solana ecosystem; Phantom made money by doing nothing but “rebates”; and users enjoyed better liquidity and lower fees.
This is almost the future of chain abstraction that we have imagined - products will no longer be restricted by their native stacks, complex technologies and concepts will be hidden behind the scenes, and users will directly enjoy convenient services in a seamless way.
As two leading players in different fields, Phantom and Hyperliquid have set a good example through their cooperation, which may provide some reference ideas for subsequent cooperative innovation in the industry.
Why is Raydium the biggest beneficiary of Letsbonk.fun’s rise?
Value flow: Letsbonk.fun → LaunchLab → Raydium.
The so-called tokenization of the Shanghai Malu Grape Asset Chain Project is actually a reconstruction of traditional financing with NFT digital collections as a compliant shell and SPV equity structure as the core. The income right tokens are castrated, and the governance rights still belong to the centralized entity. The consumer NFT only serves as a pre-sale card function.
This de-financialization survival strategy, which was born under high regulatory pressure, has broken through in the name of technology, but has fallen into a deep dilemma of rights and interests fragmentation, liquidity suppression and lack of producer empowerment. It has three essential contradictions: the dilemma of technological instrumentation, the logic of regulatory arbitrage and the cost of local compromise.
Also recommended: The lazy mans financial management guide | Katana and Agora kill two birds with one stone; Huma 2.0 opens again (July 16) .
Web3 AI
Hot Topics of the Week
In the past week, Bitcoin broke through $120,000 for the first time , and the ancient Bitcoin whale transferred out for the first time; ETH continued to rise , breaking through 3,600 USDT on July 18, and SharpLink Gaming followed suit ; the passage of the three major encryption bills in the United States triggered the market, and XRP soared 18% in a single day to a record high ; Trump plans to open up U.S. pension investment in encryption ( interpretation );
In addition, in terms of policies and macro markets, Paul Atkins, Chairman of the U.S. SEC, is considering introducing a cryptocurrency innovation exemption policy to advance the tokenization process; Trump sent tariff letters to 24 trading partners in four batches; Trump denied drafting a letter to fire Federal Reserve Chairman Powell ; Trump: We should reach an interest rate level of 1% ;
In terms of opinions and opinions, JPMorgan Chase CEO: playing with the Fed often has adverse consequences; GameStop CEO: buying BTC to hedge against inflation , will not imitate Strategy; Varys venture capital director and Multicoin co-founder bet whether ETH can break through $10,000 by the end of 2026 ; Wintermute founder: There is almost no ETH to sell on Wintermutes over-the-counter platform ; James Wynn: Bitcoin may hit a short-term high this month, and the next 1-2 months will be the alt season ; trader Eugene has successively stopped profiting ETH , saying that the current market trend has met expectations, and previously bet on a breakthrough this week; Yi Lihua: The alt season is expected to start after the interest rate cut is confirmed in August or September; Analyst: ETHs strength may indicate that BTCs market share has peaked, and market funds are flowing into Ethereum and altcoins ; The Bank for International Settlements warns: The rapid expansion of stablecoins may threaten monetary sovereignty ; CICC: Under the current payment system, the necessity for the popularization of blockchain stablecoins in China is not high , and there are advantages in the layout of stablecoins on the Internet; CZ Commenting on Buffetts refusal to invest in BTC: No one can be right about everything;
In terms of institutions, large companies and leading projects, BlackRock iShares Ethereum ETF submitted a pledge application ; JPMorgan Chase and Citigroup considered issuing stablecoins , and traditional finance accelerated the layout of encrypted payments; after buying 10,000 ETH from the Ethereum Foundation , SharpLink continued to increase its holdings, reaching a total holding of 270,000 on July 14, surpassing the Ethereum Foundation for the first time and ranking first ; the board of directors of Nasdaq-listed Thumzup approved an investment of US$250 million to purchase cryptocurrencies; Trend Research reduced ETH leverage ; FTX/Alameda Staking address transferred 189,800 SOL to Bitgo Custody, worth US$31.17 million; Binance Wallet and Four.Meme launched a new TGE model based on the Bonding Curve mechanism ; PUMP public sale reached the upper limit in 12 minutes , selling 12.5% of tokens and US$500 million in funds, which was inconsistent with the previously announced 15% share , or because the exchanges public sale system was not synchronized successfully ; Boundless Mainnet Beta The version is now online . You can get the token sale whitelist by completing the tasks; Backpack has now opened the FTX debt sales channel ;
In terms of security, BigONE exchange suffered a supply chain attack , with losses exceeding 27 million USD. Hackers have exchanged the stolen assets for BTC, TRX and other tokens . Infini hackers stole assets with a floating profit of over 10 million USD and sold 1,770 ETH within an hour. JD CoinChain Technology: JD stablecoin has not been issued , and all trading platforms JD-HKD/USD are counterfeit... Well, its another week of ups and downs.
Attached is a portal to the “Weekly Editor’s Picks” series.
See you next time~
