Weekly Editors Picks는 Odaily Planet Daily의 기능적 칼럼입니다. Planet Daily는 매주 방대한 양의 실시간 정보를 다루는 것 외에도 많은 고품질 심층 분석 콘텐츠를 게시하지만 정보 흐름과 핫 뉴스에 숨겨져 있어 지나칠 수 있습니다.
따라서 저희 편집부는 매주 토요일마다 지난 7일간 게재된 콘텐츠 중에서 시간을 들여 읽고 수집할 만한 고품질 기사를 선정하여 데이터 분석, 업계 판단, 의견 산출의 관점에서 암호화폐 세계에 대한 새로운 영감을 제공해 드립니다.
이제 와서 우리와 함께 읽어보세요.
투자와 창업
토큰을 제품으로 만드는 방법: 사람들이 원하는 토큰을 만드는 방법
Tokens predict the market to some extent, reflecting the collective interest of the crowd in a project moving in a particular direction, and the expected probability of this happening. The mechanism of getting people to buy into a project based on their belief that the project will meet a need in the future is at the heart of venture capital.
Tokens have an unfortunate drawback, which is that as market attention changes, capital will flow with it. One way teams can solve this problem is through narrative surfing, which is to constantly associate their projects with the latest and hottest cryptocurrency value propositions to attract liquidity; another way is to use memes; in addition, excessive financialization of decision-making should be avoided.
Electric Capital: The future is multi-chain, don’t ignore the influence of crypto social and NFT
The future is multi-chain; the developer share in the United States is decreasing; Bitcoin Layer 2 and Base developers are growing; don’t ignore the influence of crypto social and NFT.
공중 투하
Interview with Trusta Labs: The Chaos and Order of 공중 투하에스
As more and more users (including witches) pour in, the airdrop market is already in a state of too many people and too little resources and is still continuing to intensify. There is a mismatch between users high expectations and the chips that the project can provide.
LayerZeros experiment had some problems in planning and execution. LayerZero failed to clarify the token economic model and airdrop share planning in advance, and the effectiveness of the three major links of self-exposure, screening, and reporting is also questionable. Another recent high-profile airdrop project, zkSync, can completely use LayerZeros list and implement strict witch screening in a relatively gentle way, thereby avoiding stirring up community sentiment again after the trademark issue caused public outrage.
If you want to design a reasonable airdrop, the project team needs to have a top-down design idea for the airdrop and adhere to basic principles such as data-driven, transparent rules, and fairness and inclusiveness.
일반 사용자에게는 에어드롭을 통한 부 창출 효과가 점차 사라지는 것으로 보입니다.
나 나
Institutional Meme coin holdings tripled; perpetual swaps saw huge volumes; retail investors showed high flexibility and resilience.
밈 코인 거래자: 당신이 구매한 10개의 밈 코인은 모두 내가 발행한 것일 수 있습니다.
Operating a mature Meme project is like putting an elephant in a refrigerator, which only requires three steps: preheating the issuance of coins, market value management, and community maintenance. This mature operating matrix involves the entire crypto industry chain.
Whether they succeed in getting rich or are blocked by Meme, the real active people behind each project are always the grassroots users of the coin circle. The success of Meme coins is never just led by the project owners, but also comes from the carnival of the communitys collective consciousness. The interconnection established by the Meme community is more decentralized. Speculation is also growing wildly in it.
Roaring Kitty is once again a hot topic, here are the top ten memes related to it
GME, AMC, Kitty, Superstonk, WSB, DFV, Keith Gill, Ryan Cohen, Melvin.
이더리움과 스케일링
매달 수백만 달러를 벌 수 있는 상황에서 레이어 2에서 가장 많은 돈을 버는 사람은 누구일까요?
Coinbase’s Base generated more than $6 million in cumulative on-chain profits in May, followed by Blast’s $1.5 million and Optimism’s $1.4 million.
다중 생태학
Exploring the Base chain ecosystem: Besides Meme, what other projects are worth paying attention to?
With the mission of bringing more users onto the chain, Base has become a consumer-facing on-chain application hub in less than a year through branding and marketing activities focused on the community, creators, and developers.
Base has recently seen a surge in users and transaction volume due to market factors such as EIP-4844 lowering aggregation fees and the Meme craze, coupled with internal factors such as the growth of the Farcaster community and the increase in on-chain applications.
Unlike other blockchain ecosystems that focus primarily on DeFi and infrastructure, Base provides consumer-oriented applications similar to traditional Web2 services. This is driven by its unique community and brand, and brings more applications on-chain.
Currently, the Base ecosystem is growing fastest in social and community applications centered on Farcaster. However, new categories of on-chain applications, including content, games, and commerce, are emerging, showing broad potential for user expansion.
또한 다음을 권장합니다 Market value increased by US$2 billion in one week, reviewing NOTs large-scale wealth creation action .
디파이
Paradigm invented a new mechanism, MEV tax, which will change the existing DeFi landscape
MEV tax is a novel mechanism that allows applications to capture the MEV they generate themselves instead of leaking it to block proposers. This mechanism takes advantage of competitive priority sorting during block construction, where transactions are sorted in descending order of priority fees, and transactions with higher priority are packaged in blocks first.
The birth of the MEV tax mechanism may have an impact on the existing DeFi ecosystem: changing the traditional MEV distribution method; improving the revenue and user experience of applications; solving some problems in DeFi – such as optimizing DEX routing, reducing AMM losses to arbitrage, and reducing MEV leakage of wallet users.
GameFi, SocialFi
블록체인 게임에 관하여: 저는 설문조사를 실시하고 62명의 플레이어와 대화했으며 7가지 결론을 내렸습니다.
1. Currently, the number of blockchain games played by Web3 players is not large, basically less than 5;
2. The main channel for Web3 players to obtain blockchain game information is Twitter;
3. 90% of Web3 players spend no more than 2 hours a day playing blockchain games, and 57.5% of them spend less than 1 hour on blockchain games;
4. Game popularity is the main factor for players to decide whether to enter a blockchain game;
5. 30.6% of people play blockchain games because of gamification and Fi and other money-making factors as attractions. 29% of people play blockchain games because of game-like and rich gameplay, which is comparable;
6. 38.7% of people gave up on a blockchain game because of the disappearance of gamification or no longer having the appeal of making money, and 38.7% of people gave up on a blockchain game because of the disappearance of gameplay or not fun;
7. Among the highly anticipated blockchain games, the top 5 blockchain games most mentioned by players are: Xterio Ecological Blockchain Games, MATR1X, Space Nation, Pixels, and BAC Games.
SocialFi functional layering: transaction priority or social priority?
The existing SocialFi stack consists of four core layers: the discovery layer – where users discover items they want to buy; the execution layer – where assets are bought and sold; the liquidity layer – where assets are stored and aggregated; and the asset issuance layer – where assets are created.
In SocialFi, most applications choose between two verticalization approaches – the transaction-first approach: first build a trading platform or market where users can trade attention assets (such as Memes), and then evolve into a social/discovery platform; the social/discovery-first approach: first build a social platform, and then gradually add financial elements, making consumers/attention merchants key stakeholders of the platform.
The most successful apps will be those that take a firm stand and are vertically integrated by design, create liquid markets for new types of assets, or otherwise inspire new consumer behaviors.
Web3
On May 7, four new social apps briefly entered the top 15 protocols by fee generation: Fantasy Top, Friend Tech, Pumpdotfun, YOLO Games. And there is one consumer app that blends speculative and social elements better than the others: Polymarket. The author is also bullish on Farcaster.
In the GameFi space, the top 3 Web3 games that are “most worthwhile” to play for early participants are Nyan Heroes, Metalcore, and Shrapnel.
At the same time, don’t get sucked into excessive bullishness — despite Brave being one of the most successful consumer apps, its BAT token is still trading at 2017 prices.
안전
Recommended Crypto Self-Protection Manual, Learn These Tricks to Save Millions of Dollars .
이번 주의 핫 토픽
지난 주에, Nvidia’s market value exceeded $3 trillion, surpassing Apple;
In addition, in terms of policy and macro markets, Biden vetoed the resolution to repeal the SECs crypto asset accounting standard SAB 121; the chairman of the U.S. SEC adjusted his crypto view : from all tokens are securities to tokens lack proper disclosure; Gary Gensler: The start time of Ethereum spot ETF trading depends on the issuers response speed to inquiries; the Hong Kong Securities and Futures Commission updated the list of virtual asset trading platforms, and 11 platforms were deemed to be licensed; 체코 has begun serving his sentence in a federal prison in California; MicroStrategy and its founder Michael Saylor reached a $40 million settlement agreement to end their tax evasion lawsuit allegations; the Shenzhen Financial Bureau issued a Risk Warning on Virtual Currency Trading Speculation; a post-00 college student issued a dog coin and withdrew liquidity in seconds , and was sentenced to 4 years and 6 months for fraud and fined 30,000 yuan;
In terms of opinions and voices, the Wall Street Journal: Roaring Kitty may be removed from the stock trading platform ETrade ; 10배 Research: short on ETH, long on BTC ; Standard Chartered Bank: Bitcoin is expected to reach $100,000 before the US election; Arthur Hayes: The wave of interest rate cuts by central banks is coming, and now is the best time to invest in Bitcoin and altcoins; Bitfinex: The Bitcoin bull market cycle may peak in the fourth quarter and hit a peak of $120,000; Vitalik: It is ugly for celebrities to issue Meme coins to make money. If they have characteristics such as public welfare goals, they can get more respect; Uniswap founder: I have no opinion on meme coins or celebrity coins , and it is cool to create a market for memes; Uniswap founder: I agree with the view of Solana co-founder that the uncertainty of DAs long-term value is one of the biggest problems facing Ethereum; Shima Capital founder is suspected of being involved in secret asset transfers, which has caused a crisis of trust;
In terms of institutions, large companies and leading projects, Ark Investment withdrew from the Ethereum spot ETF competition, and 21 Shares said it would continue to move forward; Robinhood announced that it would acquire Bitstamp ; Coinbase launched a smart wallet , which will reduce the number of transaction signatures; 스타크넷 entered the Bitcoin extension layer and established a million-dollar fund to support related research; io.net launched Binance Launchpool; 타이코 opened the first phase of airdrop applications; Ultiverse opened ULTI airdrop 응용 프로그램; 신성한 장소 announced the token economy and airdrop details; Matter Labs abandoned the ZK trademark application; Blast : DApps must allocate all Gold and Points to users before June 25 in order to be counted in the airdrop;
In terms of data, the value of Trumps cryptocurrency holdings exceeded $20 million, doubling in a week; the total value of Roaring Kittys GEM stock and option positions was approximately $586 million;
In terms of security, Japanese crypto exchange DMM Bitcoin was hacked and 4502.9 BTC was stolen, with a loss of US$305 million; Velocore was suspected of being attacked on zkSync and Linea chains, and all liquidity was exhausted. Velocore: The root cause of the attack has been identified , and measures have been taken to prevent attacks by imitators, and it is willing to provide a 10% white hat bounty to hackers; Cosine commented on the suspension of Linea chain after Velocore was hacked: Such decisions are understandable in the early stages, but become less likely as time goes by; A user suffered a loss of US$1 million due to the malicious plug-in Aggr causing web cookies to be held hostage by hackers… Well, its another week of ups and downs.
첨부된 포털입니다 "주간 편집자 추천" 시리즈
다음에 또 만나요~
This article is sourced from the internet: Weekly Editors Picks (0601-0607)
관련: 이더리움 현물 ETF가 승인되었지만 큰 폭등은 보이지 않았습니다. 업계 관계자들은 어떻게 생각할까요?
5월 24일 베이징 시간 오전 5시, 미국 증권거래위원회는 BlackRock, Fidelity, Grayscale을 포함한 여러 Ethereum 현물 ETF의 19개 b-4 양식을 승인했습니다. 그러나 양식이 승인되었더라도 ETF 발행자는 거래를 시작하기 전에 S-1 등록 신고서를 유효화해야 합니다. 이전에 발표된 Galaxy Digital 보고서는 Ethereum 현물 ETF가 7월 또는 8월에 거래소에 상장될 수 있다고 예측했습니다. Bloomberg의 ETF 분석가인 James Seyffart는 최근 Ethereum 현물 ETF가 6월 중순에 상장될 가능성도 있다고 말했습니다. Ethereum 현물 ETF는 인기가 없고 승인율이 7%에 불과했지만 하룻밤 사이에 승인율이 75%로 상승했고 ETH 가격은 반복적으로 돌파했습니다.
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