Weekly Editor's Picks (0110-0116)

"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 pieces, 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

The Biggest Trading Theme of 2026: Trump Can't Afford to Lose, The End of International Order

Facing immense pressure from the midterm elections, the Trump administration is showing a determination to turn the situation around at all costs, which will reshape the global asset pricing logic from energy to gold.

Short emerging market stocks, go long on defense sectors and gold.

The biggest risks lie in the stock market and the AI bubble.

Reading alongside "New York Times Exclusive Interview with Trump: 7 Key Points on the Logic of Power" is recommended.

Primitive Ventures Founder Wan Hui: Who is Footing the Bill for This Bull Market?

A significant divergence between offshore and onshore funds. Spot: Onshore is the main buyer, Offshore is more inclined to reduce positions at highs; Futures: Offshore leverage is active, Onshore institutions continue to reduce positions.

At the beginning of 2025, two key policies laid the foundation for the structural entry of onshore buying: the repeal of SAB 121 and the effectiveness of FASB fair value accounting. Meanwhile, retail investors are absent.

Several key institutional and market variables will emerge in 2026: SFT Clearing Service and DTCC 24/7 tokenization; AI trading entering a "high expectation consumption period"; BTC further decoupling from the altcoin market.

We Used Large Models to "Divine" the Tokenization/Web3 of 2026

In 2026, the allocation consensus will evolve from broadly investing in cryptocurrencies and tech stocks to strengthening Bitcoin's core, focusing on specific tech targets, and increasing thematic investments and hedging allocations, reflecting adjustments in investor strategies amid evolving tracks: seeking a balance between growth and defense in uncertainty.

Global Superstar MrBeast Becomes a Major Player for Tom Lee

BMNR announced it will invest in the holding company behind global superstar influencer MrBeast. Beast Industries has an annual revenue of $400 million but thin profits.

MrBeast's wealth is highly concentrated in unlisted equity; despite holding slightly over 50% of Beast Industries, the company continues to expand and hardly pays dividends; he personally even deliberately avoids holding cash.

BMNR's investment in Beast Industries is a bet on the programmable future of attention gateways.

Prediction Markets

Million-Dollar Salaries to Attract Talent, Is Wall Street Taking Over Prediction Market Pricing?

In prediction markets, institutions and retail investors are not playing the same game. Retail investors often rely on fragmented information to predict individual events, which is essentially a form of gambling, while institutional players focus on cross-platform arbitrage and structural market opportunities.

The entry of market makers will quickly erase price differences and eliminate retail arbitrage opportunities.

Polymarket Ecosystem Overview: 170+ Tools Building New Infrastructure for Prediction Markets

Privacy Sector

2026 Privacy Asset Map: Which Projects Are Truly Gaining Market Patience?

Monero (#15): A return to privacy fundamentalism after 8 years;

Zcash (#28): A severe governance shock;

Dash (#138): The real adoption path for privacy payments;

Humanity (#215): Not a privacy coin, reconstructing "private identity";

Railgun (#331): The "private wallet layer" of DeFi;

Pirate Chain (#488): Treating "privacy" as the only premise, making no compromises;

Tornado Cash (#769): Still operational after sanctions;

Dusk Network (#781): Integrating privacy into the system rather than opposing it.

Tiger Research: Why Do Financial Institutions Prefer Selective Privacy?

The core advantage of blockchain—transparency—may expose corporate trade secrets and investment strategies, posing substantial risks to businesses.

Fully anonymous privacy models like Monero do not support KYC or AML, making them unsuitable for regulated institutions.

Financial institutions need selective privacy that can protect transaction data while remaining compliant with regulations.

They must determine how to connect with the open Web3 market for expansion.

Policies and Stablecoins

South Korea Lifts Nine-Year Ban, Will the $10 Billion "Kimchi Premium 2.0" Be Revived?

On January 14, the Korea Composite Stock Price Index (KOSPI) broke the 4700-point mark for the first time in history, setting a new record.

In January, the South Korean Financial Services Commission (FSC) plans to lift the ban on corporate cryptocurrency investments that has been in place since 2017, allowing listed companies and professional investors to participate in cryptocurrency trading.

However, the entry of heavyweight new forces (Korean institutions) coincides with the DAT narrative hitting rock bottom.

Airdrop Opportunities and Interaction Guides

2026 Potential Airdrop Project Compilation and Tutorial (Part 2)

YZi Labs Invests Tens of Millions of Dollars, CZ Personally Advises, How to Accumulate Genius Points?

Interaction Tutorial | Seize the Last Chance to Earn Points Before ETHGas Issues Tokens

Meme

Why Do Chinese Memes Lack Momentum?

Compared to the last wave of Chinese meme trends, this one has cooled down particularly quickly. Reasons include: the rejection of "Shandong Studies" affecting community unity; lack of external liquidity injection; and the narrative itself is no longer appealing.

Earned $430,000 in 30 Days, "Sitting P Little General's" Golden Dog Sniping Technique

From the Golden Frog Group, "Sitting P Little General" spent nearly a year watching foreign traders' live streams to learn how to snipe dogs, such as his Twitter monitoring technique which was "taught" by top Solana trader @clukzSOL, and "Sitting P Little General" has now transplanted these methodologies to the BNB memecoin market. From simple imitation to forming a personal style, he continuously optimized hardware configurations, tool parameters, and psychological qualities throughout this process.

Bitcoin

For the First Time in Three Years, the 6th Core Maintainer of Bitcoin is Born

Bitcoin Mining Outlook for 2026: Seven Trends Defining the Future of the Industry

Ethereum and Scalability

Ethereum Welcomes a Year of Interoperability: Deep Dive into EIL, Handing "Trust" Over to Large Experiments in Game Theory?

EIL is essentially a set of interoperability communication frameworks and standard protocols—without rewriting Ethereum's underlying security model, it can standardize the "state proofs" and "message passing" of L2, enabling different L2s to have composability and interaction capabilities like a single chain without changing their own security assumptions.

The engineering path of EIL is account abstraction + trust-minimized message layer.

Overall, EIL is one of the most important infrastructure concepts proposed by the Ethereum community in response to fragmented L2 experiences, attempting to simplify UX while maintaining Ethereum's core values (self-custody, censorship resistance, and disintermediation), which is commendable in itself.

Multi-Ecosystem and Cross-Chain

After a $250 Million Acquisition, Polygon's Long-Term Layout Emerges

Polygon Labs has announced the completion of its acquisition of cryptocurrency startups Coinme and Sequence, with a total acquisition price exceeding $250 million. Coinme holds remittance licenses covering multiple states and operates a Bitcoin ATM network, while Sequence's value is more reflected in blockchain wallets and developer infrastructure. These two acquisitions by Polygon are part of a vertical integration strategy aimed at the same goal: one end is compliance channels, and the other end is user entry; completing the transformation from "crypto infrastructure" to "financial infrastructure."

Polymarket has temporarily driven a surge in Polygon's revenue, while long-term strategies will determine whether it can remain competitive in the next round.

CeFi & DeFi

After the Uniswap Fee Switch Implementation: Is the "Report Card" of This DeFi Revolution Satisfactory?

Uniswap's fee switch links the UNI token to protocol usage through a token supply burn mechanism. Currently, the fees generated by the protocol will be used to reduce the supply of UNI, transforming the UNI token from merely a governance tool to an asset that can directly accumulate value.

Early data shows that the protocol generates annual fees of approximately $26 million, with a revenue multiple of about 207 times; it will continue to burn about 4 million UNI tokens each year, and this initiative has already integrated high growth expectations into the $5.4 billion valuation of the UNI token.

DeFi is gradually transitioning to a "fee-linked" token model. Mechanisms such as token burning, yield distribution for stakers, and "vote-escrowed (ve)" locking are all aimed at aligning token holders more closely with the protocol's economic system, thereby reshaping the valuation logic in this field.

Security

National-Level Players Enter the Scene: 2025 Crypto Crime Apocalypse Revelation

National-level threats are driving up transaction volumes: North Korea's theft amounts hit a new high, and the Russian A7A5 token aids in large-scale sanctions evasion;

Full-stack illegal infrastructure providers are fueling malicious online activities;

The correlation between cryptocurrency and violent crime is increasingly strengthening.

Weekly Hot Topics Recap

In the past week, BTC broke through $97,000; the review of CLARITY was unexpectedly postponed (Industry Divergence Interpretation); Eleanor Terrett: If all parties can reach a revenue agreement, the CLARITY bill is still expected to advance;

Additionally, in terms of policy and macro markets, federal prosecutors launched a criminal investigation against Federal Reserve Chairman Powell; the fourth candidate for Federal Reserve Chairman is Rick Rieder, Chief Investment Officer of BlackRock Global Fixed Income (Profile), Trump will make a final choice in January; Tennessee ordered Kalshi, Polymarket, and Crypto.com to cease sports prediction operations (Interpretation); South Korea lifted a nine-year ban on corporate crypto investments, allowing listed companies to invest 5% of net assets in crypto assets; CCTV disclosed details of Yao Qian's bribery case involving virtual currency: receiving 2000 ETH in return for "greasing the wheels" for project public offerings; the Chen Lei case involving Xunlei has drawn renewed attention; First Financial: The tax recovery period for overseas income can be as early as 2017;

In terms of opinions and statements, Vitalik Buterin condemned the criminalization of code, speaking out for Tornado Cash developers; Solana's APAC growth head: Starknet executives displayed arrogance, leading to their decision to join Solana;

Regarding institutions, large companies, and leading projects, X is developing a smart asset tagging feature that can display real-time prices and contract information of related assets (Interpretation); X revoked API access for the InfoFi application, causing KAITO to drop over 15% temporarily; Kaito: ceasing operations for Yaps and launching Kaito Studio, the KAITO token will continue to play a role in Kaito Studio; Cookie DAO announced the cessation of Snaps operations; X product head: the InfoFi application paid millions of dollars for API access, but the platform no longer needs this revenue; Polymarket is developing a Chinese version; He Yi's Binance Square data shows “You have all traded Binance life” identifiers, which may trigger under specific circumstances; Pumpfun launched a creator fee-sharing mechanism supporting multi-wallet revenue sharing and permission adjustments; After the "public opinion war" between Solana and Starknet, Solana launched the Starknet token STRK… Yes, 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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