Weekly Editor's Picks (0124-0130)

"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

How Long Will Silver Continue to Rise at $103?

$103 for silver is not the end, and it may not even be the midpoint. The driving factors (capital flight, currency devaluation, solar demand, supply constraints) have not changed and are still accelerating. These same dynamics are spreading to other metals, especially copper.

Key turning signals to watch include: China actively addressing the real estate debt crisis; the U.S. shifting towards fiscal responsibility; a more peaceful world; non-Western elites reaching some agreement with the U.S.

What’s Driving the Super Bull Market for Gold, Silver, and Copper?

The new highs for gold, silver, and copper are not just a cyclical rebound but a fundamental transformation in the global valuation logic of hard assets.

In 2025, the return rate of silver mining ETFs could reach 195%, and this trading cycle is not over yet.

The achievement of peace agreements, the emergence of material substitutes, and short-term market corrections could lead to price pullbacks of 20% to 40%.

Traders See Silver as the Next Bitcoin

The narrative around silver is shifting from "the poor man's gold" to "a necessity for industrial growth," with its fundamentals undergoing a profound structural reshaping. Whether from industrial demand, monetary attributes, or institutional movements and ETF inflows, silver seems to be entering its "Bitcoin moment."

Is Silver Facing a "Delivery Failure" Crisis? March Could Be a "Critical Moment" for Precious Metals

The New York Mercantile Exchange (COMEX) may see physical delivery defaults for silver as early as March 2026, which would completely destroy the credibility of the existing pricing mechanism and trigger a chain reaction spreading to the gold and credit markets, potentially leading to a collapse of the entire financial system.

A New Narrative for the $5000 Era: "Old King" Returns, How to Understand the Tokenization Logic of Gold?

The real watershed for digital gold is the transition from "on-chain" to "usable"—in a Web3 environment, XAUt can not only be traded but also combined, exchanged with other assets, and even connected to payment and consumption scenarios.

When Traders Start Speculating on Silver On-Chain: Hyperliquid's Full Asset "Infiltration War"

From a trader's perspective, as long as the open interest of HIP-3 continues to hit new highs, as long as the BTC order book depth continues to approach Binance, and as long as precious metal trading volume keeps growing, these three indicators hold, HYPE remains in an upward channel.

Prediction Markets

Essential Tools for Polymarket Developers: 18 Core Open Source Toolkits Verified in Practice

Policies and Stablecoins

Where is the Real Battlefield for Stablecoin Issuance: Compliance, Liquidity, or Distribution?

Core issuance capabilities are becoming more aligned, but in areas with high operational outcome requirements such as compliance, redemption efficiency, startup time, and bundled services, suppliers are not easily interchangeable. If you view issuers as completely interchangeable entities, you will overlook where the real constraints lie and misjudge where profits might be retained.

The article further dissects the technology and operational stack of white-label issuance.

Stablecoins are engaged in a customer acquisition competition, achieving retention through switching costs. Changing issuers will affect reserve and custody operations, compliance processes, redemption mechanisms, and downstream system integration, so issuers are not "just a click away from being replaced."

Pricing power comes from bundled sales, regulatory environments, and liquidity constraints. The value does not lie in "creating tokens" itself, but in the entire track infrastructure that operates around stablecoins.

Airdrop Opportunities and Interaction Guides

2026 Potential Airdrop Project Compilation and Tutorial (3)

2026 Perp DEX Airdrop Ultimate Guide

Ethereum and Scalability

Dialogue with Vitalik: Technological Achievements, Application Confusion, and the Most Dangerous Divide in the Crypto World

Vitalik: The biggest change in recent years is that I have seen a huge divide between technology and application. Too many people seem to have forgotten the original intention of "creating decentralized applications that truly change the way society collaborates." I hope Ethereum can become a core hub for all decentralized applications in the future, serving not only finance but also permeating various industries. Its core value lies in "true ownership." The types of applications I most hope developers will build are: DeSoc, smarter DAOs, decentralized stablecoins. Besides fiat currencies, decentralized stablecoins can also anchor real-world values, such as CPI.

The biggest structural dilemma in SocialFi is: if you bind social and financial incentives too tightly, financial incentives often backfire and overwhelm social incentives.

In the long run, short-term bets in prediction markets do not have much social significance. Theoretically, prediction markets as a tool are successful (because they can operate), but we need more meaningful applications. In terms of adjudicating disputes, the current Oracle data sources (like Web2 news sites, Twitter) have too low security standards.

AI×Crypto directions worth paying attention to include: AI bank accounts, prediction markets, content authenticity.

CeFi & DeFi

In-Depth Research Report on Stock Contract Tracks: The Next Trillion-Dollar Battlefield for On-Chain Derivatives

The U.S. stock market has unique structures such as trading hour restrictions (not 24/7), pre-market and after-hours volatility, and suspension mechanisms, which require oracle systems to intelligently handle market state transitions. Mainstream solutions ensure that on-chain prices do not deviate from real-world anchors during U.S. stock market closures by introducing market open/close markers, TWAP smoothing algorithms, and outlier filtering, while avoiding price manipulation risks due to insufficient liquidity.

In terms of synthetic asset construction, stock perpetual contracts do not mint tokens representing real equity but create virtual positions linked to the underlying stock price through smart contracts. To ensure smooth clearing, mainstream protocols have introduced cross-asset risk engines and dynamic parameter adjustment mechanisms.

The traffic entry for stock perpetuals is expanding from a single official website to a diverse ecosystem. Stock perpetual contracts are at a critical breakthrough point from zero to one. They are not only an inevitable choice for Perp DEX seeking new growth narratives but also a testing ground for the integration of traditional assets and crypto finance.

The Trump Family's Crypto Project WLFI in One Year: When the Referee Joins the Race

The Trump family has increased its net worth by $1.4 billion through crypto in one year, accounting for one-fifth of their total net assets.

Three major controversies surrounding the Trump family's crypto project: WLFI public offering, TRUMP meme coin, and the popularization of stablecoin USD1.

The Trump family's insider trading code: the ongoing "News Trading" and "TACO-style trading."

Web3 & AI

Sorry, This Time I Must Bet on AI's Death

One of the best measures of actual currency devaluation is the growth rate of M2. The illusion that the stock market always rises is just that—an illusion. The monetization of commodities is real and happening.

When the surplus of "production" threatens the foundation of "plunder," interest groups will have ample motivation to let the AI revolution fail or be indefinitely delayed.

Betting on AI's "death" is essentially betting: shorting "exponentially growing credit" against "linearly growing productivity"; going long on hard assets and anti-fragile assets; shorting organizational efficiency. In other words, if you bet on AI losing, you are betting on physical laws and the mathematics of debt; if you bet on AI winning, you are betting on technological singularity and the luck of human evolution.

Weekly Hotspot Recap

In the past week, on January 30, BTC briefly fell below $81,200; Trump: nominated Kevin Warsh as Federal Reserve Chairman;

Additionally, in terms of policy and macro markets, the U.S. enters a clearer regulatory period for crypto assets, and if the market structure bill passes, it may enhance predictability for retail investors; Trump sues the IRS and the Treasury for $10 billion; Trump: not worried about the devaluation of the dollar, as it can fluctuate like a yo-yo; sources: Trump reached an agreement with the Democrats on funding issues to avoid a government shutdown; the White House states that “the U.S. is now the global crypto capital,” and the CFTC will follow up on rules and regulatory reforms; CFTC Chairman: new rules will be established for prediction markets;

In terms of opinions and voices, the viewpoint: 2026 is a critical turning point for the crypto market, as the industry will shift towards building new financial infrastructure; a16z Crypto: AI-based adjudication mechanisms may solve the bottleneck of prediction market expansion;

Regarding institutions, large companies, and leading projects, Tether officially launched the U.S. federally regulated stablecoin USA₮ (interpretation); Binance launched Tesla contracts; ERC-8004 standard has been released on the Ethereum mainnet;

In terms of data, on January 26, silver broke through $117/ounce, setting a historical high (introduction to tokenized silver); on January 29, spot gold approached $5,600…… Well, it was another week of ups and downs.

Attached is the series of Weekly Editor's Picks.

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。