“Weekly Editor's Picks” is a "functional" column of Odaily Planet Daily. On the basis of covering a large amount of real-time information each week, the Planet Daily also publishes many high-quality in-depth analysis articles, but they may be hidden in the information flow and hot news, passing you by.
Therefore, our editorial department will select some quality articles worth spending time reading and collecting from the content published in the past 7 days every Saturday, bringing new inspiration to you in the cryptocurrency world from perspectives such as data analysis, industry judgment, and opinion output.
Now, let's read together:
Investment and Entrepreneurship
Sequoia Capital: The next trillion-dollar company doesn't sell software, it sells results directly
The next trillion-dollar company will not sell software tools, but will sell work results directly. For every 1 dollar spent on software, companies spend 6 dollars on services. When AI makes the cost of "doing things" nearly zero, the real opportunity is not in Copilot (assisting tools), but in Autopilot (automatically completing tasks).
The author breaks down automation opportunities in service industries such as insurance, accounting, healthcare, law, IT, procurement, recruitment, and consulting one by one, attaching a matrix diagram of opportunities mapped out by "Intelligence vs. Judgment" and "Outsourcing vs. Internal," which is valuable for AI entrepreneurs and investors.
Web3 teams should stop wasting marketing budgets on Platform X
Green Dots studied KOL promotional activities on Platform X and found that the recent new paid cooperation policy introduced by X has changed the marketing landscape on the platform, making most Web3 project promotion strategies no longer suitable.
Using Starknet as an example, the author discusses the reasons for failure and improvement plans. The improved model should be: design topics → stimulate creators' interest → trigger discussions → let the community continue to play a role.
Web3 & AI
Key 11 Questions About Lobster: The most straightforward explanation of the OpenClaw principle
The author has compiled a popular science video that explains the most critical AI Agent principle in simple terms, organized in a Q&A and metaphor format, covering questions we naturally wonder about: the formation of AI memory, reasons for burning cash, implementation and process for calling tools, the necessity and boundaries of shrimp life, the design of proactive work, and the most important aspect of safe use.
Latest article by Jensen Huang: AI's "Five-Layer Cake"
The five layers of AI structure: Energy → Chips → Infrastructure → Models → Applications. Every successful application will pull down all levels, to the power plant at the very bottom that supplies it.
The true meaning of AI is not just smarter software, but a revolution in infrastructure on a scale comparable to electricity and the internet.
OpenClaw x Crypto: These 8 projects have already started "taking orders" to make money
@senpi_ai: Trader on Hyperliquid at OpenClaw;
@KellyClaudeAI: A proxy that can develop iOS applications;
@clawdbotatg: Web3 developer proxy;
@FelixCraftAI: "Proxy entrepreneur";
@Clawnch_Bot: The PumpFun of the AI proxy world;
@moltlaunch: Hiring AI proxies like hiring people;
@nookplot: The "coordination layer" for AI proxies;
@AntiHunterAI: Proxies with both economic value and cultural value.
OpenClaw burns 21.5 million tokens in a day? Three optimization strategies to sharply reduce costs
Most invocation costs are not in processing new user intentions, but in repeatedly reading huge historical contexts.
Doing these four things can fix and optimize: do not stuff massive tool outputs into long-term contexts; ensure that the compaction mechanism is truly effective; reduce reasoning text persistence; improve prompt caching design.
The craziest Ethereum L2: AI agents spontaneously organizing to build L2
Current AI agents (based on ERC-8004) can independently execute tasks. For example, when discovering L1 performance inadequacies, they can evaluate options (such as monitoring gas prices, transaction throughput) and then "decide" to migrate to existing L2 (like Base or Zksync). For instance, agents can use on-chain tools to call bridging assets and transfer execution logic to L2.
Although the technical threshold is high, it is still feasible. AI agents can initiate "bounty rewards" or incentive mechanisms with on-chain tools, hire humans or other AI agents, and even co-create with other AI agents.
Also recommended: “AI Jargon Dictionary (March 2026 edition), recommended for collection”, “From 0.5 cents per degree of electricity in China to 45 yuan API export package: Tokens are becoming a new currency unit”, “Unpaid mirroring or dominion? OpenClaw founder slams Tencent for plagiarism.”
Prediction Markets
Analyzing 112,000 Polymarket Addresses: The 1% that truly makes money is doing these five things
After systematically sorting and analyzing over 112,000 Polymarket wallets and six months of on-chain data, the author found that about 87.3% of users ultimately lost money on the platform.
Three truths: top traders generally have a win rate between 55% and 67%; they focus only on one or two areas; they gradually build positions instead of jumping in first.
Five success models: reverse trading in extreme emotions; referencing the Kelly formula for position management; extremely focused professional trading; trading price fluctuations, not event outcomes; avoiding breaking news.
Five operational suggestions: choose a track and focus long-term; record every prediction; aim for position management close to a quarter Kelly formula; only trade when advantages are significant; insist on reviewing trades.
Also recommended: “Oscar Award Preview: Who are the big players betting on in the prediction market?”.
Policies and Stablecoins
A decoupling and a tweet: When the US President starts to "legislate" for his own business
The brief decoupling of USD1 indicates that political endorsement can bring market value but may not bring resilience. The WLFI team's large transfers also lack transparent and public explanations.
Since Trump returned to the White House in January 2025, his crypto empire has never truly separated from his presidential identity. One of the direct beneficiaries of the GENIUS Act is World Liberty Financial (WLFI)’s stablecoin USD1, owned by the Trump family.
The existing US system lacks sufficient tools to handle this new type of power-business overlap.
Airdrop Opportunities and Interaction Guide
CeFi & DeFi
Crude oil surged 25%, Hyperliquid staged a life-and-death situation with hundred-fold leverage
This round of crude oil market has brought a previously inconspicuous topic to the forefront: on-chain commodity trading. This is real financial democratization. But the dark side of the story is that there is no mechanism on-chain to give you a breather when a black swan descends.
Three different paths: Ondo aims to be the on-chain BlackRock, elevating tokenization standards to institutional levels; xStocks is a powerful tool for retail users, focusing more on self-custody and multi-chain access capabilities; Hyperliquid's advantage lies in its decentralized market creation mechanism, giving rise to explosive growth in various niche markets.
This Week's Hot Topics
In the past week, Trump: will temporarily lift some oil-related sanctions to lower oil prices; US Secretary of Defense: will not end the war with Iran unless the enemy is defeated; Trump threatened to stop signing any bills before the voter identity law is passed, or affect the progress of cryptocurrency regulation bills; Khamenei's son Mojtaba was elected as the new Supreme Leader of Iran; Iranian Foreign Ministry spokesperson: Iran will not trust any promises made by the US; Iran claimed to allow some vessels to pass through the Strait, international oil prices surrendered their gains;
Additionally, in terms of policy and macro market, the CLARITY Act is expected to pass in July, with active promotion from the White House and senators; SEC Chair: will consider innovation exemptions to facilitate tokenized securities trading; CFTC Chair: Blockchain prediction markets could become “truth machines,” with clear regulatory rules soon to be introduced; IRS new crypto audit form requires reporting all exchange and wallet histories, involving over 100 platforms including Coinbase; US Federal Judge allows the plaintiff in the Binance terrorism lawsuit to refile within 60 days; Hong Kong NPC representatives: should cautiously develop stablecoins, virtual assets, and other emerging financial products; Hong Kong Securities and Futures Commission plans to collaborate with police and licensed institutions to utilize a 24/7 stop-payment mechanism to freeze funds from virtual currency fraud; the compensation scheme for the 61,000 Bitcoin money laundering case has been questioned, with Chinese victims initiating legal challenges in the UK; a Chinese citizen involved in a SafeX crypto exchange $6.9 million theft case was sentenced to two years in Singapore; Ho Chi Minh City approves the establishment of a 50 trillion VND venture capital fund, prioritizing investments in blockchain and AI fields; BlackRock's $26 billion private credit fund limits redemptions, market worries about the pressure spilling over into Bitcoin and DeFi; Dubai gold has rare discounted trading, possibly due to logistical disruptions from Middle Eastern conflicts;
In terms of views and voices, Musk: X Money's early public access version will launch next month; Bernstein: Circle stock still has 60% upside potential, driven by stablecoin adoption and AI finance; Coinbase: new US crypto tax regulations are complex, reporting stablecoins and gas fees may lead to “over-reporting” in the system; Nic Carter responds to controversy over the author's identity of BIP-360: focus on proposal quality and BTC quantum resilience goals; Robinhood promotes “retailization” of private equity, Vlad Tenev again mentions the vision of equity tokenization; Strategy's head: STRC and MSTR will become the ultimate accumulation machines for Bitcoin, the bear market structure has completely changed; a16z released Top 100 AI Applications List: AI is moving out of the browser and integrating into everything; 10x Research: can refer to the previous Circle short covering trend to find the next crypto stock opportunity; Kyle Samani: PropAMM is one of the most important innovations in market microstructure in decades (full text); Binance has officially filed a lawsuit against the “Wall Street Journal” for defamation; Vitalik: the core value of Ethereum is a globally shared "bulletin board", with smart contracts and payments being just additional features;
Regarding institutions, big companies, and leading projects, JPMorgan has been sued by investors for allegedly participating in a $328 million crypto Ponzi scheme; major Wall Street brokers plan to access prediction markets, with Clear Street and Marex taking the lead; Coinbase Prime launches unified margin function, covering spot, derivatives, and regulated perpetual contracts; Kraken's tokenized stock trading platform launches points program, may introduce an ecosystem token; Polymarket will launch S&P 500 binary options; Polymarket's daylight saving time switch bug caused losses for bot users; Kalshi faces a class action lawsuit: for not paying bonuses to users of the prediction market related to the war with Iran; Ethereum introduces ERC-8183 to solve trust issues between AI agents (details); Vitalik proposes optimizing Ethereum's finality mechanism: replacing Casper FFG with Minimmit; Solana Shanghai Builder Station officially lands in Shanghai at the Hongqiao Alibaba Center; a user lost about $50 million in a single transaction due to slippage, Aave's founder stated that the interface had issued warnings multiple times (incident review); Trump will hold a luncheon for TRUMP holders, attending with himself and 18 "superstar" guests;
In the AI field, Tencent launched the OpenClaw security toolbox; OpenClaw founder questions Tencent for scraping Skills and calls for support to avoid raising server costs; the OpenClaw founder expressed willingness to further develop "lobster" with Baidu; the National Cyber Security Reporting Center released an OpenClaw security risk warning;
On the data front, both Kalshi and Polymarket are seeking funding at an estimated $20 billion valuation; DeFi stablecoin interest rates have reached their lowest level since June 2023; Vitalik Buterin: FLI has liquidated about $500 million of SHIB donations... Well, it's another eventful week.
Attached is the portal to the “Weekly Editor's Picks” series.
See you next time~
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