Weekly Editor's Picks (1018-1024)

"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

a16z 2025 Cryptocurrency Industry Report: A Year Towards Mainstream Adoption

A large, global market that continues to grow;
Financial institutions fully embracing cryptocurrencies;
Stablecoins moving towards mainstream;
The influence of cryptocurrencies in the U.S. is unprecedented;
The world is moving on-chain;
Blockchain infrastructure is (almost) ready for prime time;
Cryptocurrencies and artificial intelligence are merging.

Gold Rush vs. Crypto Dormancy: Has the Real Crypto Bull Market Yet to Begin?

If you can rationally examine the global macro market, you will find that the current market performance is entirely logical and not unusual:

Gold surges: far exceeding stocks and cryptocurrencies, driven by the global reserve asset de-dollarization;
U.S. stocks slowly rising: not madness, but a self-circulation driven by passive funds;
U.S. housing market frozen: $37 trillion in equity "visible but intangible," with high interest rates as the culprit;
Cryptocurrencies: rebounding from the 2022 low, with the real crypto bull market expected to start in Q2 2026.

Bitcoin Consolidation Deep Waters: Breakthrough Path in Key Q4 Phase

On-chain and options data indicate that the market is in a cautious transition phase. The market recovery may depend on the emergence of new spot demand and a reduction in volatility.

Bull Market "Pin Prick": Crisis or Bottom-Fishing Opportunity?

The recent flash crash was merely a pin prick, and the broader bull market still has momentum, so the subsequent strategy remains clear: buy on dips. The article also recommends three strong recovery tokens: SNX (Synthetix), TAO (Bittensor), ZEC (Zcash).

Moat or Harvester, Is DAT Stock Worth Investing In?

DAT company stock offers leverage, but some strategies used face black swan risks, which are often masked by bull markets. If the coin price stagnates or declines, these companies can quickly become over-leveraged and susceptible to severe corrections.

The so-called DAT model has become mediocre and unoriginal. The key in a down cycle is not to "bet on direction," but to systematically "defend-adjust-secure"; moreover, single-coin exposure relies more on long-term narratives and pressure resistance.

30x Big Gold Dog Born, What Other Projects Under x402 Protocol Are Worth Attention?

In addition to $PING, other projects currently worth attention under the x402 protocol include Questflow, AurraCloud, Meridian, PayAI, Daydreams, Gloria AI, Kite AI.

Interview with Tether CEO: Let Every Employee Create $100 Million in Profit

Stablecoins are essentially the ultimate social network.

Tether has the capital, philosophy, and technological innovation to do anything it wants.

If you create a product that can solve real problems, it has the potential to truly change the world.

10 Ways Ordinary Programmers Can Make Money in the Crypto Industry

Find a job, hackathons, grants, launch projects, claim airdrops, do outsourcing, contribute to open-source projects, security programs and bug bounties, create developer tools, sell courses.

Policies and Stablecoins

New York Times: The Trump Family's Crypto Scheme is Worse than Watergate

No president has ever intertwined national power, personal branding, and financial speculation into a global-scale experiment like Trump. The combination of money and power is not new, but when this combination appears in the form of "tokens," when the image of a head of state is minted into a tradable asset, and when political influence can flow freely on the blockchain, what we face is no longer traditional corruption, but a systemic-level reconstruction.

When cryptocurrencies enter the White House, and the digital shadow of the dollar intertwines with national will, we must rethink a question: In this era of "on-chain sovereignty," do the boundaries of power still exist?

Airdrop Opportunities and Interaction Guide

MegaETH Public Offering Participation Guide: How to Catch the Next "Plasma" through Echo

Meme

Meme Market Structural Shift: Solana's Retreat and BSC's Capital Restructuring

Extreme deleveraging has triggered structural cooling, and the Meme tide is receding.

The Solana ecosystem is under pressure: Pump.fun is retreating, and BSC is diverting funds.

BSC is rapidly becoming a new growth center due to the Binance ecosystem effect and the explosion of Chinese cultural topics.

Ethereum and Scaling

Ethereum's "Scaling Father" Has Jumped Ship! A Look Back at Dankrad Feist's Legendary Journey

The Ideal Rift: When Ethereum's Soul Developer Leaves

Multi-Ecosystem and Cross-Chain

SOL Guardians' Crisis of Faith: Unbeatable Fundamentals, Why is the Price "Lying Flat"?

Strong network performance, a huge user base, leading in transaction volume and fees, having undergone a rebirth, and dominating the Meme craze. Additionally, Solana has a massive SOL treasury backing it, and aside from the inflation mechanism, SOL seems to have no serious issues affecting its token value.

So why is the fundamentally strong SOL not rising? It could be due to the token inflation mechanism, the Meme craze shifting to other networks, or liquidity issues and whales being pessimistic. Another point to note is that Solana seems to always be a step behind in catching up with trends.

CeFi & DeFi

Odaily Exclusive Interview | Is U Card Dead? How is the PayFi Project Surviving?

Short-term competition focuses on B-end, mid-term on ecosystems, and long-term on C-end.

Web3 & AI

AI Trading Practice: DeepSeek Leads the Market, GPT-5 and Gemini Unexpectedly Lag Behind

Alpha Arena Prompt Public: DeepSeek Earns 42% Wealth Code in Two Days

Prediction Markets

Gold Rush in Prediction Markets: Who is Selling the Shovels?

Platforms will compete fiercely, while infrastructure will continue to expand.

Investors (especially institutions) should focus on data and oracle infrastructure; cross-market infrastructure and aggregation; analysis and historical data; processing and settlement; compliance and risk management infrastructure; trader-oriented infrastructure layout; algorithmic trading and trading bot infrastructure; portfolio and risk management tools; backtesting and research frameworks; market microstructure and intelligence tools; real-time aggregation and one-click trading: essential cornerstones for institutional funds.

The Oracle War: The Underlying Code of On-Chain Prediction Market Explosion

The explosion of on-chain prediction markets presents the best infra-related opportunities for oracle solutions. As the core of the settlement mechanism, oracles determine what themes prediction markets can support and whether they can operate correctly and efficiently.

Currently, Polymarket's oracle is dominated by UMA, supporting subjective prediction markets that account for 80% of the market size, while Chainlink is introduced to settle the remaining 20% of price markets. Pyth has been brought in to address the issue of on-chain data for Kalshi prediction markets, while other oracle solutions mainly focus on AI.

As the only subjective settlement solution, UMA has established a good barrier in terms of product and operational experience. However, there are still issues with long settlement times and manipulation by large holders, which essentially limits prediction markets like Polymarket from exploring new market types. This creates space for new solutions, including the introduction of AI agents, addressing manipulation issues, continuous/combinatorial market oracles, permissionless/long-tail market oracles, and event-driven DeFi integrations for prediction markets.

Multicoin: What Entrepreneurial Opportunities Exist in Prediction Markets?

The article explores how "attention assets" can be monetized through prediction markets and oracle mechanisms, and proposes a methodology for constructing "attention perpetual contracts."

Fun Fact: The First DApp on Ethereum Was a Prediction Market

Although Augur officially launched in 2018, it is not an exaggeration to call it "the first DApp on Ethereum." At the same time, Augur was the first successful ICO on Ethereum.

Augur had great imagination but a poor user experience, later experiencing internal team conflicts and a restart after three and a half years.

Weekly Hot Topics Recap

In the past week, Trump pardoned CZ (interpretation); Google's quantum chip Willow achieves verifiable quantum acceleration, Bitcoin's cryptographic security is once again under threat;

Additionally, in terms of policies and the macro market, U.S. SEC Chairman: The U.S. has fallen behind by ten years in the crypto space, establishing a regulatory framework is urgent; Federal Reserve Governor Waller: The DeFi industry is no longer doubted or underestimated, welcoming participation in discussions about the future of U.S. payments; Ondo Finance wrote to the SEC, calling for a delay in the approval of Nasdaq's tokenized securities plan; Senate Democrats demand that Trump's envoy divest $120 million in WLFI holdings and clarify the situation regarding crypto assets; Trump's wife was embroiled in a pump-and-dump fraud lawsuit for endorsing the meme coin MELANIA; Suga Yoshihide was elected Prime Minister of Japan; South Korea's Financial Commission plans to prohibit interest payments on stablecoins, with relevant legislation to be submitted within the year; South Korea's Financial Services Commission will change the regulatory authority for exchange tokens to direct government supervision; The three major stock exchanges in the Asia-Pacific region resist listed companies turning to crypto treasury (DAT) companies (Hong Kong Stock Exchange's response interpretation); The Federal Reserve has lost the channel to obtain separate employment data from third-party providers; Institutions: U.S. Treasury bonds may have been overbought; Trump: From now on, terminate all trade negotiations with Canada;

In terms of opinions and statements, Strike founder: Bitcoin is most sensitive to liquidity and will lead the rebound, the simplest way is to "buy in"; Ansem: From a technical perspective, the market has entered a momentum exhaustion phase; Trader Eugene: The market is still at "hell difficulty," even excellent traders are repeatedly harvested; Eric Trump: Michael Saylor once suggested I mortgage Mar-a-Lago to buy Bitcoin; CZ: Good discussions lead to good results, Binance Life is the first Chinese project ticker on Base App; Base co-founder: Every day, we can feel the abundant based energy from the Chinese community; Vitalik published an article calling on ZK and FHE developers to measure efficiency loss by "performance ratio"; Vitalik responded to how to ensure hardware independence in optimizing crypto technology performance expression: Publicly available hardware can be used; Ethereum core developers criticized the foundation's compensation system, stating that the total compensation over six years was only $625,000; AC questioned the flow of funds from the Ethereum Foundation's grants, claiming that no support was received during Ethereum's development; Jay Chou's friend disappeared for a year after investing over 100 million in Bitcoin, and after Jay Chou posted angrily, "If you don't show up again, you're done," he deleted the post (event recap);

In terms of institutions, large companies, and leading projects, VanEck submitted a Lido Staked Ethereum ETF application; Blockchain.com plans to seek a listing in the U.S.; Gemini launched a Solana-themed credit card; Ant Group and JD.com suspended their stablecoin issuance plan in Hong Kong; Coinbase launched an AI payment tool: allowing AI like Claude and Gemini to use crypto wallets directly; Binance's contract market page has added a "Chinese" section; Binance Alpha updated its points rules: a balance point of 0 will lead to the clearing of trading volume and task points; Solana's official Twitter released its Chinese name “索拉拉”; Polymarket launched a “15-minute price prediction” feature for cryptocurrencies; Aster updated its Stage 3 trading points rules: both spot and perpetual contract trading volumes are included, and fraudulent activities such as wash trading are strictly prohibited; Jupiter will launch a new ICO platform in November, with the first token issuance scheduled for mid-month; Polymarket's Chief Marketing Officer confirmed plans to launch tokens and airdrops; OpenSea CEO: plans to launch the SEA token in Q1 2026; HyperSwap announced its token economic model: the genesis airdrop ratio is 25%, with no lock-up restrictions for investors; Four.Meme will launch a token name protection feature to prevent duplicate creations and confusion; Limitless announced LMTS token economics, with airdrops and incentives accounting for 24.37%; Limitless launched TGE and opened LMTS token airdrop claims; The Limitless team stated that the LMTS token has completed a stealth launch and initiated a buyback plan (community questions); Stable's $825 million pre-deposit quota “sold out in seconds”, with only 274 addresses successfully participating, facing community skepticism; ProMint exposed internal nepotism, double standards, and abuse of power in Polymarket DAO;

In terms of data, Forbes reported that Barron Trump holds approximately 2.25 billion WLFI; the CEO of WLFI reserve company ALT5 Sigma has been suspended, and the company's stock price has dropped 83% from its 52-week high… Well, it has been another tumultuous week.

Attached is the Weekly Editor's Picks series.

See you next time~

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。