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Weekly Editors Picks (0412-0418)

Analiz6 gün önce更新 Wyatt
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Haftalık Editör Seçimleri, Odaily Planet Daily'nin işlevsel bir köşesidir. Planet Daily her hafta büyük miktarda gerçek zamanlı bilgiyi kapsamanın yanı sıra, çok sayıda yüksek kaliteli derinlemesine analiz içeriği de yayınlar, ancak bunlar bilgi akışında ve sıcak haberlerde gizlenmiş olabilir ve sizi geçebilir.

Bu nedenle, her cumartesi, editöryal departmanımız, son 7 günde yayınlanan içeriklerden okumaya ve toplamaya değer, yüksek kaliteli makaleleri seçecek ve size yeni ilham kaynağı olacak. kripto Dünyayı veri analizi, endüstri yargısı ve görüş çıktısı perspektiflerinden ele alıyoruz.

Hadi gelin birlikte okuyalım:

Weekly Editors Picks (0412-0418)

Yatırım ve Girişimcilik

Seeing the essence of tariff conflicts and the driving force behind Bitcoin’s rise: It’s time to buy at the bottom

The Defi Report analyzes from a macro perspective that the world is currently in the fourth period of change and that the US tariff policy has always been aimed at China. It also explains why the trade game between the US and China is conducive to the rise of risky assets such as Bitcoin.

Data Perspective: Why Crypto Pazar Fundraising Is Underperforming?

The crypto industry is undergoing a transition from early chaos to rational development. The current market has higher requirements for profitability and product-market fit (PMF). Founders need to quickly verify the business model in the seed round to shorten the subsequent financing cycle. Institutional investors should focus on high-potential projects that can complete multiple rounds of financing in a short period of time. Such projects usually have a clear growth path and strong execution capabilities.

In the future, projects that can quickly adapt to market demand, integrate emerging technologies such as AI and achieve a closed business loop will become the focus of capital pursuit.

The author believes that the liquidity crunch generally believed by the crypto community is not the main reason for the poor performance of the crypto financing market or even crypto prices. 2024 is the first year of compliance in the crypto industry, and it is also a turning point for more mature institutions to formally enter the market. The fact that crypto founders have not perfectly submitted the closed-loop answers of AI and crypto technology to crypto native investors is the main reason for the poor performance of cryptocurrencies in this round of AI and crypto intertwined technology cycles, or the liquidity overflow from the explosion of AI applications.

Crypto KOL Grassroots Behavior Awards: Understanding the Subtext Behind the Slang

(Ha ha ha ha)

ai16z Launchpad platform auto.fun is online. What are the Alpha opportunities?

auto.fun is a community-based open source token launcher and No Code AI Agent maker that allows anyone to create autonomous AI agents capable of performing tasks across social media platforms, DeFi applications, and other web3 services.

In addition to issuing tokens, creators can earn transaction fees here, and external communities can communicate, create content or CTO tokens here.

More than 15 projects in different fields have decided or are interested in joining auto.fun, including Comput 3 AI, DogLife.AI, Sigma Music, Kryptonites CZAI, Astra, etc.

Airdrop Fırsatlar ve Etkileşim Rehberi

Inventory of 8 potential airdrop projects with zero-cost interaction

Huddle 01, Recall, Irys, RISE, Somnia, Seismic, Seal, MultipliFi.

Ayrıca şunlar da önerilir: SuiPlay airdrop launched, can Sagas wealth-creating effect reappear in 2025? Interactive tutorial | a16z led investment, Towns will issue tokens in Q2, its not too late to participate now This weeks selected interactive projects: Momentum mainnet interaction, Solix idle mining, Hana Network card drawing to earn points .

meme

The meme market is experiencing a small explosion, is it a local frenzy or a full recovery?

Fartcoin whales entered the market in mid-March, with an average cost of about $0.62; 23% of addresses have cross-positions, and DARK and RFC have repeated the same script; behind this MEME rotation rise, there seem to be some traces of an artificial MEME bull market; the recent round of MEME craze on the Solana chain is not a full-blown one, but is highly concentrated on a few specific tokens.

Base official called for Meme coin to plummet 90% in 5 minutes. Who is reaping the benefits?

The price was pulled for 1 hour and rug for 5 minutes (a mysterious address with super high returns sold a large amount). However, Base is for everyone did not completely rug, and the price rebounded.

This also reminds us that when we are actually operating, we should monitor the movements of large investors in real time to avoid becoming the bag holder; at the same time, we should not be too reliant on official endorsement.

Ayrıca şunlar da önerilir: Axiom Ultimate Guide: From sweeping entry to safe shipment, all explained in one go .

Bitcoin Ekosistemi

Bitcoin is about to undergo a major upgrade? A brief introduction to Bitcoin soft fork Thunderbolt

Native enhancement is the real direction of Bitcoin expansion. Nubit has promoted Bitcoin Thunderbolt, a soft fork of the Bitcoin base layer, which directly modifies the Bitcoin protocol to provide higher transaction speeds and programmability without the need for traditional cross-chain bridges. Its verification is completed entirely on the chain without third-party custody risks.

Weekly Editors Picks (0412-0418)

In addition to the feasibility of the expansion plan, nativeness is also very important for promoting the value of the Bitcoin ecosystem, including security spillover effects and value attribution.

Bankless: Can Bitcoin thrive on-chain?

While BTC holds tremendous value, relatively little BTC is actively leveraged on-chain to provide yield opportunities. Bitcoin’s underlying architecture is not optimized for the high degree of programmability of today’s smart contracts. Some workarounds include: wrapping Bitcoin, bridging protocols, custodial platforms, and each option comes with tradeoffs that challenge Bitcoin’s core ideals: security, simplicity, and user sovereignty.

This gap is driving a wave of innovation around wrapping, staking, and other methods of bringing Bitcoin into the DeFi economy, unlocking ways to make BTC a productive capital asset. And better user experience will be key to the next phase of Bitcoin adoption.

Ethereum ve Ölçekleme

ZK collapsed. Are the four kings of Layer 2 doing well now?Weekly Editors Picks (0412-0418)The former Layer 2 Big Four represented the future direction of Ethereum expansion and were also the first stop for countless users. However, after the implementation of technology, airdrops, security incidents, and project differentiation, today’s Layer 2 track is no longer a highlight. The “high performance, low cost, and strong security” that were once repeatedly emphasized now seem to be losing their appeal.

Çoklu ekoloji ve zincirler arası

Learn about USDT 0 in one article: Is the cross-chain version of USDT reliable?

The parent asset USDT exists on ETH, and it becomes USDT 0 when it is transferred to other chains through Layer 0. Chains that support USDT 0 can also transfer to other chains.

Behind USDT 0 is the joint efforts of 1+ 3 companies: it is led by Everdawn Labs; the underlying technology used is Layer 0; it is endorsed by Tether; and it is endorsed by the INK public chain (this is the chain launched by Kraken).

In the past, USDT used the official bridge instead of the tripartite bridge like L0. The official bridge is generally safer, but the disadvantage is that the liquidity is dispersed.

CeFi DeFi

The Secret Gold Mine of Stablecoins: How to Profit from US Treasuries and Interest Rates?

How stablecoins like USDT and USDC generate billions of dollars in revenue by investing their reserves in U.S. Treasuries, with revenues closely tied to the Fed rate. If rates fall to zero, their profitability could plummet. As USDC demonstrated in the 2023 Silicon Valley Bank incident, fiat-backed stablecoins face regulatory challenges and decoupling risks, while algorithmic stablecoins like USDe rely on crypto-native yields, which makes them less sensitive to interest rate changes.

Tether’s $20 billion equity ensures a multi-decade runway, but Circle’s $1.68 billion in 2024 revenue and limited liquidity make it vulnerable with only 18-25 months of sustainability.

RWA: The elephant in the middle

The development of RWA has always been limited by the conflict between regulatory framework, asset complexity and decentralized logic.

In the first quarter of 25 years with weakening liquidity, where did the on-chain transaction volume go?

DEX trading volume hit an all-time high of $380 billion in January 2025, before falling 35% in the following two months, suggesting that a short-term top may have occurred.

The top 10 DEXs now account for nearly 80% of activity; Uniswap and PancakeSwap alone account for about 40%.

Solana native DEX quietly took the top spot, with 5 of the top 10, and its share expanded due to the growth in trading volume driven by Meme coins.

Hyperliquid has disrupted the perpetual contract landscape, jumping from a newcomer to a dominant share of over 60% by March 2025.

Contradictions and new opportunities: a brief analysis of the latest trends in the DeFi market

Integration and interpretation of recent important developments in the DeFi field: sUSD continues to decouple; veCAKE governance attack; BUIDL continues to grow (disconnected from the market and unrelated to retail investors); IRS DeFi Broker Act is officially repealed; Unichain starts liquidity mining; Euler expands to Avalanche; Cosmos IBC Eureka goes online; AaveDAO starts buying back tokens; Berachain farming is under debugging.

Uniswaps $80 million incentive gamble sparks controversy

The Uniswap Foundations plan for the next three months is to achieve a TVL of $750 million and a cumulative transaction volume of $11 billion for Unichain. The community considers the relevant proposals to be aggressive growth goals and old-fashioned growth strategies and doubts the capabilities of Gauntlet and the security of L0.

For users, they can go to Merkl to view the incentive pool. These incentive mechanisms may increase or decrease over time. If you want to mine UNI efficiently, you need to keep an eye on the changes in rewards in the 12 pools.

KEK Jeton Economics 3.0 Proposal Controversy: Will Centralized Governance Overthrow DAO?

In his comments on the X platform, CZ agreed with the view that PancakeSwap should adopt a buyback and destruction model to replace the ve-token model, and said that many current models are too roundabout, and destruction is the most direct. He also @ PancakeSwap official. Soon, PancakeSwap proposed a new token economics proposal to replace the ve plan that had been implemented for many years.

For some core participants and long-term supporters in the ecosystem, this proposal is undoubtedly devastating. In particular, Cakepie, as the main beneficiary of the veCAKE mechanism, has locked up more than 10 million CAKE in the past few years and obtained stable governance rights and dividend income through this mechanism. The controversy of the proposal is not only reflected in the adjustment of the economic model, but also in the anomalies in the on-chain operation and governance process. The invest and withdraw operation mode has aroused widespread doubts in the community.

Cakepie DAO launched a strong protest on social media, accusing the reform of betraying the original intention of long-term incentives and ecological co-construction, and proposed an alternative plan that includes partial adjustments rather than the complete cancellation of veCAKE. The founder of Curve said that although decentralized governance needs to be continuously optimized, the interests and incentive structure of early contributors should be fully respected. Simply canceling mature mechanisms is extremely risky and may lead to the collapse of the long-term value system in the ecosystem. At the same time, he called this proposal a governance attack and suggested not making the veGovernance contract upgradeable.

Currently, the proposal voting has officially started, and the supporters have gained more than 70% of the votes.

Ayrıca şunu da öneriyoruz: The Lazy Mans Financial Management Guide | Aave will soon support Pendle PT; points of multiple projects have been mined (April 14) .

Web3 Yapay Zeka

Exposing Bittensor: Potential Scam and $TAO’s Path to Zero

Haftanın Sıcak Konuları

Geçtiğimiz hafta, in terms of policy and macro market, the SEC and Binance have jointly applied to the court for a 60-day suspension of litigation ; the Financial Services Commission of South Korea is considering allowing banks to directly custody crypto assets ; 91 central banks around the world have no digital asset investments, and more than half oppose Bitcoin strategic reserves ;

In terms of opinions and voices, analysts: US tariff policy is undergoing a 180-degree turn; analysis: the focus will shift from tariffs to the conflict between Trump and Powell ; Feds Bostic: the economy is in a state of substantial stagnation ; BlackRock CEO: the recession may have begun, but the release of new liquidity may become a catalyst for cryptocurrencies ; opinion: Bitcoin holders were the first to see through the problems of US economic data ; JPMorgan Chase: Bitcoin has failed to benefit from the safe-haven funds that have driven gold prices up; Arthur Hayes: Bitcoin is expected to enter a mode of only rising and not falling ; Vitalik: The growth of the application layer is the period when a good social philosophy is most needed; CZ: The assistance and advice provided to the government are limited to the adoption and education of blockchain ; CZ responded to the WSJ report: someone bribed reporters to discredit me , and government witnesses will not go to jail; CZ: BNB is a Meme coin ; Justin Sun: Ethereum prices are low and there is no intention to sell ;

In terms of institutions, large companies and leading projects, DWF Labs has deployed USD 1 liquidity on ETH and BSC. USD 1 will be officially launched for circulation . Holders of USD 1 can participate in Falcon Stable internal testing and Farm activities first ; Base officially issued two tokens on the Zora platform , and then clarified that they were unofficial brand tokens; Jupiter launched the latest aggregator Juno ; Raydium launched the token issuance platform LaunchLab ( interpretation ); deBridge governance token DBR airdrop is now open for collection ;

Veriler açısından, Ethereum dApp fee revenue exceeded $1 billion in Q1 2025, ranking first; the issuance of Circles euro stablecoin EURC soared to a record high ;

In terms of security, trading platform promotes contract experience bonus to college students caused controversy; Odin.fun developer Bob Bodilys account was stolen and all his assets on the platform were liquidated; Bob Bodily: the platforms trading/withdrawal function has been suspended ; OM flash crash ( event review , co-founder JP Mullin responded ); Emblem Vault CEO suffered a Zoom conference phishing attack and $100,000 in crypto assets were stolen; Binance: Affected by the AWS network outage , some platform functions were restricted and are being resolved with all efforts; services were later restored and withdrawal functions were opened; KiloEx was stolen $7.4 million ( event review ); ZKsync was exposed to a ZK token security incident ( gözden geçirmek )… Well, its another week of ups and downs.

Ekli bir portaldır “Haftalık Editörün Seçtikleri” dizisi.

Bir dahaki sefere görüşmek üzere~

This article is sourced from the internet: Weekly Editors Picks (0412-0418)

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