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每周编辑精选 (0629-0705)

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每周编辑精选是Odaily星球日报的一个功能专栏,星球日报除了每周报道大量实时资讯外,还发布大量优质深度分析内容,但它们可能隐藏在信息流和热点新闻中,与你擦肩而过。

因此,每周六我们的编辑部都会从过去7天发布的内容中精选一些值得花时间阅读和收藏的优质文章,从数据分析、行业判断、观点输出等角度为加密世界的你带来新的启发。

现在,就和我们一起来阅读吧:

每周编辑精选 (0629-0705)

投资创业

GSR:Solana ETF 会通过吗?对价格有什么潜在影响?

The two key factors that determine the next spot ETF are the degree of decentralization and potential demand. After analysis, if the United States allows additional spot digital asset ETFs, Solana will be the next one.

The spot Solana ETF could see inflows of 2%, 5%, or 14% of Bitcoin respectively (pessimistic, neutral, optimistic). 每周编辑精选 (0629-0705) Referring to the impact of spot Bitcoin ETF on Bitcoin (increased 2.3 times), the conclusion is as follows:

每周编辑精选 (0629-0705)

另外建议: LUCIDA: Revealing the Crypto Macro Analysis Methodology of Top Researchers , The Final Chapter of Smart Money Tracking on the Chain: A List of the Addresses of the Top 10 Eco-Coin Ambush Masters , Will it rise or fall in the next three months? Bankless predicts the trends of 16 tokens .

深入探讨:治理代币还有存在的必要吗?

The article proposes a four-quadrant framework for evaluating governance tokens based on the reliability of token holders’ rights and control over economic value. It studies the tokens in each quadrant through sample cases, and finally provides builders and investors with advice on how to build and evaluate governance tokens.

Governance tokens can add value in two main ways: by helping applications manage the risks inherent in their business models and by providing utility to their holders in the form of tangible economic value (like GMX).

每周编辑精选 (0629-0705)

Whether a cryptocurrency project is brand new or mature, it’s not too late to identify shortcomings and make changes.

区块链空间商业化时代,“胖应用”最终会崛起吗?

Valuable order flow is more important than the quantity of order flow. Applications will account for the largest proportion of total value.

Looking ahead, applications should look to create new types of order flows, including: creating new assets (e.g. Pump and memecoins), building applications for new use cases (e.g. Worldcoin, ENS), creating vertically integrated better consumer experiences and supporting valuable transactions, such as Farcaster and Frames, Solana Blinks, Telegram and TG applications, or on-chain games.

空投

Odaily interviews LuMao Studio: Uncovering the secrets of Web3’s “brush traffic” world

A story-based article, including the unique structure of LuMao Studio, and the competitive and cooperative relationship between LuMao Studio and the project owner

模因

How to choose potential Meme coins based on TVL changes?

The Memecoin TVL pull-up theory holds that a major memecoin or a basket of major memecoins will serve as a leveraged bet for on-chain TVL.

Taking Base and TON as examples, TVL inflow = major memecoin performance. If you can predict that TVL will increase, you can hold a position in the major memecoin on that chain as a leveraged bet on the TVL prediction.

Predicting TVL growth can be divided into two categories: long-term and short-term. Long-term forecasts are essentially predicting where TVL will go over multiple months. Short-term approaches look at short-term catalysts like points programs or airdrops as the reason for TVL growth.

以太坊和扩展

L1、L2挤在一起,还有哪些L3项目值得关注?

The general idea of Layer 3 is to further scale Ethereum by creating highly customizable, cheap, fast, and interoperable chains with varying degrees of security and decentralization. Examples of Layer 3 frameworks include Arbitrum Orbit and zkSync Hyperchains. This article briefly introduces Degen Chain (DEGEN) and Sanko (DMT).

另外建议: 2024 Ethereum Stakeholder Report: What issues do independent stakers care about?

多元生态

Blink Fantasy:从底层逻辑出发,探索最具潜力的应用场景

“Immediacy” and “promoting the purchase of valuable information” are the real battlefields for Blinks.

Blinks is effective in reaching new users, converting new users, and awakening old users.

Potential use cases include investment, consumption, community governance, decentralized social networking, blockchain games, etc.

另外建议: 一篇文章探索 Solana Blinks 的 50 多个创新用例 .

Beginners Guide: How to Play TON Ecosystem

The article introduces wallets, cross-chain bridges, CEX, and some on-chain applications, and believes that the gameplay of the TG APP, transfers, transactions, games, etc. can all be completed in TG, which is a more mobile user-friendly environment compared to other public chains.

要掌握 TON 生态系统游戏 Alpha,你需要这些工具

This article includes how to configure the wallet, find popular TON ecosystem games, and how to open multiple game simulators.

去中心化金融

Altcoins keep falling, it’s time to refocus on DeFi

There are three reasons for the sharp drop in the price of altcoins: insufficient growth on the demand side, excessive growth on the supply side, and a continuous wave of lifting of restrictions.

It is the right time to pay attention to DeFi because PMF products have emerged from the bubble period – from the business perspective: it has a mature business model and profit model, and the leading projects have a moat; from the supply side: low emissions, high circulation ratio, and a small scale of tokens to be released; from the valuation side: market attention and business data diverge, and the valuation level falls into the historical low range; from the policy side: the FIT 21 Act is conducive to the compliance of the Defi industry and may trigger potential mergers and acquisitions.

The article further analyzes Aave, Uniswap, Raydium, Lido, and GMX as examples.

After the launch of Ethereum ETF, will the RWA track usher in an explosion?

每周编辑精选 (0629-0705)

Key sectors: Treasury, credit, real estate. Private RWAs remain largely untapped. Regulation and poor value accumulation are big risks.

另外建议: RWA Narrative Renaissance: Who is on the cusp of the huge To B business?

GameFi, SocialFi

从VC与Builder角度探讨区块链游戏未来发展

If you have strong technical skills, first consider a decentralized full-chain casual game based on a social platform.

If you have strong operational capabilities, first consider centralized GameFi mini-games based on a social platform, with TON being the first choice.

It is not recommended to invest in/produce large-scale 3A blockchain games targeting Web3 users. This is a pitfall.

Can Farcaster, the social leader with a valuation of 1 billion, become a new hot spot in the bull market?

Farcasters total number of users has reached 540,000, and the number of daily active users has surged from 2k at the beginning of the year to 56k at present, an increase of more than 28 times.

Farcaster protocol data is stored in the hub on and off the chain. Developers can choose to run the hub node themselves or use third-party service providers like Neynar to obtain data. All of this data is permissionless. Based on this available data, developers can build various clients and applications, which greatly increases the richness and innovation space of the Farcaster ecosystem.

Users can track the progress of the ecosystem through the decaster website . The article also introduces some highlight projects: WrapCast, Jam, Clubcast, BountyCaster, AlfaFrens.

加密产品专为新一代注意力商家打造,正向 SocialFi 靠拢

每周编辑精选 (0629-0705)

网络3

观点:Web3 需要的是大规模接纳,而不是大规模采用

Crypto has boundaries. All its features (privacy, decentralization) come from its core value – permissionlessness, which is not available to most people on the planet. We think there are no new users now because the market is about to reach its actual TAM extreme.

The existing market has never been a problem, but high-frequency users are. The essence of Crypto growth is the process of cultivating high-frequency and large users. What Crypto/Web3 needs to make clear is let them make money and admit merchants from all over the world to come here and try to make money, provided that they learn the rules of Crypto. The way they make money is to play games involving money flows (trading, staking, lending, etc.), and everything revolves around this logic.

Web3 小程序?MetaMask Snaps 详解

The number of available Snaps listed on the official website is actually not very large. As of June 2024, there are only 68 at most. Due to understandable security considerations, a basic Snaps cant do much. Most of its functions require corresponding permissions first, so Snaps need to apply for relevant permissions from users when installing. Available permissions include lifecycle, transaction, signature, CRON, etc. Compared with the prosperous Web3 ecosystem, the number of available Snaps is pitifully small.

According to the classification on the MetaMask official website, it can be roughly divided into 4 types: account management, interoperability, notifications and chat, and security.

For most of MetaMasks current users, Snaps is not really a necessary feature, and MetaMask may need to do more work on how to promote it more effectively. But no matter what, it is at least a product built by a group of passionate developers who want to solve real problems, rather than a scam launched by a group of financial experts.

本周热点话题

过去一周, the US and German governments transferred Bitcoin ; Mt.Gox has officially started to compensate some creditors in the form of BTC and BCH ; Japanese creditors: have received compensation from Mt.Gox , and the number of tokens paid is 13% of the positions held that year; the market plummeted ; Bloomberg: Mt.Gox, the government, and miners’ selling pressure caused Bitcoin to fall , and the Fed’s potential policy shift will reverse market sentiment;

In addition, in terms of policy and macro markets, the SEC sued Consensys, accusing MetaMask of engaging in securities offerings and sales and acting as an unregistered broker; a U.S. judge dismissed the SECs allegations against Binance BNB secondary sales and Simple Earn, and approved other charges to proceed; the SEC has returned the S-1 form to the ETH spot ETF issuer and required it to be revised and resubmitted before July 8;

In terms of opinions and voices, Glassnode: Volatility continues to be compressed historically, and there may be greater fluctuations in the future ; Matrixport Investment Research: Summer consolidation plus market shipment, it is recommended to hold BTC options and wait for the US election to be realized ; Arthur Hayes: Looking back at the laws of the century-old economic cycle, Bitcoin is about to enter a macro turning point ; Galaxy Research Director: Mt. Goxs repayment will not have much impact on Bitcoin prices; Andrew Kang: We may see Bitcoins extreme correction to the $40,000 range; German lawmakers called on the government to stop selling Bitcoin , saying that this move may affect the stability of the crypto market; Casey: Runes and inscriptions will be programmable like Bitcoin; Vitalik Buterin: Crypto regulation has caused anarchy and tyranny, and honest crypto developers have been forced into a desperate situation; Vitalik published an article to explore ways to provide Ethereum users with faster transaction confirmation times , 和 hand-picked the route Epoch and slot ; Vitalik: Prediction markets and Community Notes are becoming the two flagship social cognitive technologies today; Justin Sun: This years goal is to achieve $1 billion in protocol revenue for TRON ; Starknet Founder: About 400 million STRKs are reserved for future airdrop rounds ; friend.tech: We have heard community feedback and FRIEND will not move out of Base; STIX founder: The reasonable off-market valuation of ENA in the locked state is 70% off;

In terms of institutions, large companies and leading projects, the high expenditure in the Polkadot Treasury operation report for the first half of 2024 has caused controversy (Polkado official response ); Telegram introduced the function of channel owners to publish paid photos and videos , which users can purchase with Stars; Blast launched a governance system and initiated the first proposal to enable points for BLAST holders; Blast announced the points distribution details for the second phase of the airdrop , and will distribute 10 billion BLAST; Lido launched the community staking module test network ; Notcoin plans to launch a trading robot function to support the buying and selling of tokens on Telegram; Ava Labs launched the Avalanche inter-chain token transfer ICTT solution ; ZKsync launched Elastic Chain ; marginfi will launch mrgnswap, allowing users to leverage long/short any Meme token ; Aevo announced the launch of the automatic trading Vault Aevo Strategies; WEL L3s unsmooth opening caused controversy;

From a data perspective, Vitalik Buterin’s net worth is estimated to be at least $830 million … Well, it’s been another week of ups and downs.

随附的 是通往 “每周编辑精选”系列。

下次再见~

This article is sourced from the internet: Weekly Editors Picks (0629-0705)

Related: Dialogue with Magic Eden Co-founder: Only native Bitcoin L2 will be considered, and multi-chain market incentives should

Original title: Zedd: Unpacking the long march of Magic Eden towards the market winner Original source: Mabel Jiang, HODLong Original translation: Ladyfinger, Lucy, BlockBeats This article is compiled from the podcast HODLong, which aims to explore the development of the Web3 community with listeners. The dialogue guests include project operators, investors, other ecosystem participants, etc., with a special focus on the Web3 community in Asia. This episode interviewed Zedd, co-founder of Magic Eden, hosted by Mabel Jiang, the host of HODLong. Mabel Jiang was a partner of Multicoin Capital and is currently the growth officer of STEPN, Gas Hero, FSL Ecosystem and MOOAR. Before entering the cryptocurrency field, Zedds early career was consulting for corporate clients at Bain Company. Then in 2017, Zedd joined dYdX, which became his starting point…

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