"Weekly Editor's Picks" is a "functional" column of Odaily Planet Daily. Based on the extensive coverage of real-time information each week, the Planet Daily also publishes many high-quality in-depth analysis articles, but they may be hidden among the information flow and trending news, passing you by.
Therefore, our editorial team will select some quality articles worth spending time reading and saving from the content published in the past 7 days every Saturday, providing you with new insights from the perspectives of data analysis, industry judgment, and opinion output, as you navigate the crypto world.
Now, let's read together:
Investment and Entrepreneurship
When Smart Money Stops Telling "Stories": Where Are They Looking?
Look for audits and open source: Does the project have third-party audits, and are the contracts open source?
Check on-chain data: TVL, active wallets, asset structure, can it be verified on-chain?
Analyze asset usability: Can it be lent or used in combination after staking?
Evaluate team and community vitality: Is there continuous product updates and community dialogue?
Ark Invest Releases Bitcoin Valuation Model: BTC Starting at $500,000 by 2030
Ark Invest derives the price of Bitcoin by multiplying the maximum dollar benchmark demand scale of segmented markets by Bitcoin's penetration in its market and dividing by Bitcoin's circulating supply. The predicted price of Bitcoin in 2030 is $500,000 (bear market), $1.2 million (baseline market), and $2.4 million (bull market).
Expected contributors to capital accumulation (primary):
Institutional investment, mainly through spot ETFs;
Bitcoin is referred to by some as "digital gold," which is a more flexible and transparent means of value storage compared to gold;
Emerging market investors seeking a safe haven to protect them from inflation and currency devaluation.
Expected contributors to capital accumulation (secondary):
National treasury reserves, with other countries following the U.S. to establish Bitcoin strategic reserves;
Corporate treasury reserves, as more companies use Bitcoin for cash diversification;
On-chain financial services for Bitcoin, as an alternative to traditional finance.
The market has definitely bottomed around $74,500. The data investors really need to focus on is volatility, especially the bond market volatility index (MOVE), which means there’s no need to predict policy direction; as long as volatility rises, one can make money.
Any asset could potentially outperform Bitcoin, but it depends on two variables: the buying price range and the income growth curve during the holding period. There are many cash flow tokens that are not fully priced, and when the "altcoin season" or "fundamentals season" arrives (i.e., the peak stage of Bitcoin's dominance), there is indeed explosive potential. At this stage, Arthur is focusing on protocols or businesses that users are genuinely paying to use, and how token holders can benefit.
The ultimate state of Bitcoin is to resemble gold more. Bitcoin tends to rise more sharply and fall more gently. In the Bitcoin ETP space, most buyers are still hedge funds.
There’s no need to specifically pitch L1 or L2 to BlackRock. "Of the top 50 tokens, I have no confidence in 40 of them. I believe there are some opaque operations among market makers, which is completely different from the top 50 companies in the stock market. Next, I think there will be on-chain credit emerging."
Delisting Doesn't Drop but Rises? Unveiling the Capital "Short Squeeze Script" Behind ALPACA
Before the ALPACA delisting announcement, the "whales" may have been aware or sensed anomalies in advance, suspected to be accumulating positions.
The market generally expects "delisting = crash," retail investors and short-term speculators collectively bearish, with short positions flooding in, and ALPACA's open interest skyrocketing. The "whales" took advantage of the situation to accumulate at low levels, building up long positions at the bottom, then driving up the spot price, triggering a chain reaction of short liquidations.
Binance shortened the funding rate collection period from 8 hours to 1 hour, and ALPACA's funding rate once dropped to -2%. Shorts not only faced liquidation risks but also had to pay high "interest" every hour, forcing them to accelerate liquidations, leading to a rapid short squeeze and a quick increase in price.
Main players in the spot market: accumulating chips at low prices during the delisting panic, creating a "dead cat bounce" illusion to attract retail investors to chase high before unloading at high positions; in the contract market: holding large long positions, continuously collecting interest paid by shorts through a negative funding rate mechanism, achieving profits in both directions.
Highlighting 10 Launchpad Platforms Worth Watching
LaunchLab, Letsbonk.Fun, Arc Forge, auto.fun, Time.fun, Genesis Launches, Swarms LaunchPad, someting, Launch Coin on Believe.
Believe Transforms into a Creative "Minting Factory," Which Tokens Are Worth Watching?
Once a sensation in the SocialFi space, the application Clout is now rebranded as Believe. Believe has completely abandoned the simple "social relationship assetization" model, focusing instead on "empowering projects or technologies with practical application scenarios, facilitating rapid token issuance and cold starts." Within two days of launch, the platform's trading volume soared to $140 million, generating $2.5 million in fees for creators.
Tokens mentioned by Believe's official account and Ben Pasternak on Twitter include: LaunchCoin, SuperFriend, Dupe, Peek, CryptoGym, Instaclose, MaigaXBT.
Also recommended: "This is the Winter for VCs, but the Spring for KOL Agencies."
Airdrop Opportunities and Interaction Guide
Interaction Tutorial | Privacy Sector Dark Horse Inco Ecosystem Key Projects
The Spring for Yield Farmers, Exchanges Open a New Era of Airdrops
Ethereum and Scalability
In the future, the Ethereum Foundation will "strategically intervene and consciously withdraw."
DeFi
Mining Strategies: How to Earn Rich Returns in HypeVM?
In the HypeVM ecosystem, there are several high-yield mining strategies worth noting, including mining $HYPE tokens through HyperSwap and HyperLend, and using leveraged circular operations to increase holdings. The leveraged vaults provided by Sentiment can also effectively enhance returns, although there are certain risks. To protect capital, it is advisable to choose teams that are publicly identified and active in industry events. During the "points season," wise capital deployment can avoid losses.
Also recommended: "Lazy Financial Management Guide | Movement Distributes 250 Million MOVE Incentives; Bear Chain Leader Infrared Launches Points Program (April 28)."
Web3 & AI
AI Agent Projects Frequently Fizzle Out, Master the Four Key Elements of Flywheel Growth
The true competitive advantage of AI Agent projects lies not only in single-point breakthroughs but in building an organic self-growing system composed of AI products, token economics, social AI agents, and founder narratives. When these four elements operate in synergy, they form a self-reinforcing value growth system:
AI Products: Provide basic utility value, driving user demand;
Token Economics: Incentivize continuous participation, binding community relationships;
Social AI Agents: Amplify dissemination, converting casual users;
Founder Narratives: Solidify trust, forming long-term stickiness.
Also recommended: "Analyzing the Seven Structural Contradictions of the MCP Protocol in AI Collaboration."
Weekly Hot Topics Recap
In the past week, regarding policies and the macro market, the Federal Reserve has withdrawn guidance related to crypto banks, which may accelerate traditional banks' inclusion of BTC checking accounts and crypto loans; the U.S. House Republicans are set to release a draft digital asset bill by May 6; the U.S. SEC has approved ProShares Trust's XRP ETF for public listing on April 30 (non-spot); Nasdaq has submitted a listing application for 21Shares' Dogecoin spot ETF to the SEC; the Abu Dhabi sovereign wealth fund plans to collaborate with multiple entities to launch a dirham stablecoin; El Salvador has confirmed that it will continue to increase its BTC holdings even after signing an IMF agreement.
In terms of opinions and statements, former U.S. Treasury Secretary Yellen stated that the likelihood of a U.S. recession has greatly increased, and Trump's tariffs will have a huge negative impact; Arthur Hayes: The bull market is back, it's time to celebrate; trader Eugene noted that negative news has limited impact on BTC, and the market structure is stable; 1confirmation founder stated that crypto innovation needs to integrate with mainstream culture, as merely replicating early models is no longer viable; there is a negative correlation between the heat of seed round stages and the success of project products (link); AllianceDAO partner mentioned that crypto entrepreneurs are fleeing to AI, and 90% of Crypto+AI is a false proposition; Sequoia Capital's Roelof Botha remarked that AI development is overheating, and rapid growth does not equate to success; Du Jun stated that the ABCDE Phase I fund has not outperformed Bitcoin, currently showing around 5 times paper returns, with DPI around 2 times.
Regarding institutions, large companies, and leading projects, Ripple aims to acquire Circle for $5 billion but was rejected due to "low offer"; Ethereum will improve user experience through a new interoperable address standard; Binance announced its listing and delisting standards; the first version of OKX Pay has officially launched; Binance Wallet: Some Alpha token sell transactions failed due to underlying DEX issues, and they will continue to follow up and optimize; Binance Wallet product upgrade adds support for SUI exchanges, wealth management recommendations, and more; Eric Trump, Trump's second son, stated that the WLFI stablecoin USD1 will be used for MGX to complete its investment in Binance; Hyperliquid: The HyperEVM mainnet has launched the read precompiled feature; Four.Meme launched "Rush Mode" aimed at quickly realizing potential gains; Meteora proposed to allocate 25% of tokens to liquidity incentives and TGE reserves; Jupiter announced the launch of the Ultra v2 model to enhance trading efficiency and security; Aztec has launched a public testnet; Binance Wallet's new project MilkyWay announced its token economic model: airdrop ratio of 10%, fully unlocked in 12 months, followed by opening airdrop claims.
In terms of security, Loopscale: the stolen funds from the protocol have been fully recovered, and user assets have not been lost; Nike NFT "metadata Rug" (interpretation)… well, it has been another eventful week.
Attached is the portal for the "Weekly Editor's Picks" series.
See you next time~
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