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Information flows too fast, and in-depth analytical articles can easily be drowned out by hot topics. The "Weekly Editor's Picks" column rescues these valuable pieces of analysis from the sea of information, helping you filter out the noise, retain insights, and gain inspiration.
Macro Situation
"Time mismatch" is a variable underestimated by the market.
Even if the Strait of Hormuz resumes normal traffic in the short term, the delays in tanker rotations caused by previous transport interruptions will continue to erode onshore inventory for weeks to come. This means the supply problem will not be immediately alleviated with the 'resumption of navigation' but will be reflected in inventory and spot markets with a lag.
In this context, refinery behavior becomes a key amplifier. If the Strait closure persists beyond April, traditional oil pricing frameworks will fail. The market will face not a cyclical upturn, but an extreme scenario approaching 'physical shortage' – in this state, price ceases to be an effective adjustment tool, and the oil price ceiling loses its benchmark significance.
The only thing that can truly rebalance the market is not restoring supply, but 'policy-driven demand suppression' similar to the pandemic era.
Investment and Entrepreneurship
Global Consumer Crypto Survey: User, Revenue, and Sector Distribution
The user problem in crypto is fundamentally a geographic problem (real mass users are overlooked by the West); Tron is the most important consumer-grade public chain; on-chain e-commerce doesn't work; revenue and user numbers often move inversely; the perpetual DEX war is over, HYPE wins.
I Used AI to Analyze 221 Meme Coins and Finally Found the Only Way to Trade Them
Facing meme coins, predicting their launch and "calling the top" are both infeasible. The only viable strategy is: short during the pullback after a surge, and strictly exit when it bounces back. The only effective indicator: naked K.
Enter early, hold short, exit fast.
How Much Money Do VCs Sticking to Primary Markets Still Have?
Frontline investors estimate: available funds for Series A and later stages are around $60 to $70 billion, while for Seed rounds and earlier stages, available funds are around $10 to $20 billion.
Fu Peng's 2026 Hong Kong Speech: Why I Joined the Crypto Industry?
The future must be 'FICC+C', meaning macro asset allocation will incorporate crypto assets. Technology brings financial transformation, and now is the moment for new technology to bring new finance. Crypto assets have matured to the point where they can be included in investment portfolios.
Also recommended: Hong Kong IPO Subscription, the New Battleground for Shenzhen Airdrop Hunters.
Prediction Markets
Polymarket is never a simple 'predict the event' market; it's more like a system that translates real-world events into legal texts, and then translates those legal texts into settlement results.
Understanding the rules is as important as doing research. The advantage of market leaders often comes from a deep understanding of the rules, knowing what this system acknowledges and what the adjudication will recognize.
Whoever can realize the gap between 'reality' and 'rules' sooner has a better chance of profiting from the price discrepancies created by misreading, controversy, and emotion.
Polymarket's '2028 Presidential Election' Traffic King is... LeBron James???
Approximately 70% of trading volume is concentrated on candidates with a probability of less than 1%. Groups trading or providing liquidity in these absurd event markets can be categorized into three types: "lottery players, bots, and airdrop hunters."
Users trading James and Kardashian in Polymarket's "2028 Presidential Election" event are neither crazy nor foolish. They are either targeting stable annualized returns or seeking better execution paths. Though the operations seem absurd, they are driven by rational calculation.
Policy and Stablecoins
Only 50% Chance of Passage This Year: Can the CLARITY Act Succeed Before the Midterm Elections?
CeFi & DeFi
Aave is Handing Over the DeFi Lending Crown Due to Its Own Folly
Due to its incredibly foolish crisis PR strategy, Aave has watched community panic escalate for days, thereby losing its biggest advantage in the lending track – hundreds of billions of dollars in locked capital and the user perception of being the 'safest DeFi' protocol.
The Reality Behind the Satirical Literature of WLFI
The core controversy surrounding WLFI lies in its revenue distribution structure: "Zero investment, high commission, zero responsibility."
The risk profile of WLFI can be divided into two levels:
- Structural Risk: The 75/25 revenue split clause, 80% internal token concentration, and the overlapping identities between family members and regulatory decision-makers form the institutional basis for conflicts of interest. Problems at this level do not automatically resolve with market upturns or partial repayments.
- Operational Risk: The Dolomite lending incident revealed a fundamental lack of risk management awareness in the project's financial decisions and a lack of transparent disclosures regarding related-party transactions. Combined with low token liquidity, such operations have potentially destructive power over market stability.
Airdrop Opportunities and Interaction Guides
Ethereum and Scaling
Week in Review: Hot Topics
Policy and Macro Markets
Trump announces an extension of the ceasefire, maintaining a naval blockade;
Iran: The Strait of Hormuz is an integral part of Iran's sovereignty and will not relinquish control;
SpaceX drops an 'IPO bombshell': Space AI technology is unproven and may not be commercializable;
US SEC Chair: Advancing a digital asset regulatory framework, proposing an 'A-C-T' strategy;
Singapore to refine crypto capital regulation: Public chain assets may no longer be lumped into high-risk categories;
Opinions and Statements
Hong Kong Official responds to 'Middle Eastern capital influx': It's mutual two-way communication, tokenized funds have already landed on Middle Eastern wealth management platforms;
Dragonfly Partner: DeFi evolves through failures; the system possesses resilience and self-repair capabilities;
Justin Sun files a lawsuit against World Liberty Financial;
Musk agrees to set ASTEROID as SpaceX's mascot (Related Meme and Background Story);
Institutions, Major Companies, and Leading Projects
Polymarket teases the launch of a perpetual contract feature (Interpretation);
Security
Kelp DAO's rsETH bridge contract based on LayerZero was attacked, resulting in losses of nearly $300 million (Review, Three-Way Game between Aave, L0, and Kelp), Aave founder Stani announces personal donation of 5000 ETH to resolve the current issue;
RAVE crash (Full Review);
Iran opens fire on an oil tanker targeted by crypto fraud;
A user made $34,000 by using a hairdryer to interfere with Polymarket's temperature prediction market...
Attached is the Portal for the 'Weekly Editor's Picks' series. See you next time~
