"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 seven 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
Crypto Coming of Age: 2025, the Reconstruction of Institutions, Assets, and Regulation
Institutions become marginal buyers of crypto assets.
Real-world assets (RWAs) evolve from a narrative concept to an asset class.
Stablecoins become both a "killer application" and a systemic weak link.
Layer 2 networks integrate into a "winner-takes-all" pattern.
Prediction markets evolve from toy-like applications to financial infrastructure.
Artificial intelligence and crypto (AI × Crypto) shift from hype narratives to actual infrastructure.
Launchpads industrialize, becoming the internet capital market.
Tokens with high fully diluted valuations (FDV) and low circulation are proven structurally uninvestable.
Information finance (InfoFi) experiences a boom, expansion, and then collapse.
Consumer-grade crypto returns to the public eye, but through new digital banks (Neobanks) rather than Web3 applications.
Global regulation gradually normalizes.
"Fat Applications" Are Dead, Welcome to the "Fat Distribution" Era
Previously, the crypto industry invested excessive resources in infrastructure and technology optimization.
By 2025, the industry has officially entered a new phase: cryptocurrency applications themselves have become interchangeable standardized products.
Integration and cooperation will ultimately prevail, distribution channels will win, and front-end interfaces will succeed; while crypto applications will merely become pure traffic pipelines.
Tiger Research: Is Now the Time to Buy?
Buy in batches, with strict stop-loss measures.
Five Major Meme Coins Surge Against the Trend, Who Will Be the Next Potential Coin?
PIPPIN, FOLKS, BEAT, AIA, RAVE.
Also recommended:
From Hammer to Pull, Sharp Review of 21 Mainstream Crypto Narratives in 2025
Grayscale Decodes 2026: Ten Trends Reshaping the Industry Ecosystem
Discussing the Twilight of the VC Empire Starting from a16z's Retreat from Asia
The Crypto Printing Machine Wants to Acquire Juventus: A Battle Between Old and New Money in Europe
Policy and Stablecoins
The essence of the disagreement between S&P and Tether: Traditional finance's risk perception prioritizes "repayment ability," focusing on "reserve liquidity under extreme runs"; while Tether emphasizes "market liquidity first" and long-term value preservation against risks (especially inflation risks). The dimensions of risk assessment are completely different.
The strategic intent behind Tether's reserve transformation: Tether's reserve model shifts from "1:1" cash-equivalent reserves to a mixed model of "hard assets (gold) + digital assets (BTC) + low-risk assets (U.S. Treasury bonds)." Essentially, this is a transformation from "stablecoin issuer" to "global liquidity provider + digital asset reserve institution," driven by core factors including inflation hedging demand, pro-cyclical yield enhancement (e.g., the anticipated BTC/gold bull market in 2025), and de-dollarization strategies. In fact, Tether is becoming more like a "shadow central bank" rather than just a simple stablecoin issuer.
Short-term risks and long-term trends of USDT: The anchoring stability of USDT is still supported by on-chain liquidity. However, in the short term, the 24% high-volatility assets (BTC/gold/loans) in the reserves may expose risks during the 2026 interest rate cut cycle and potential crypto bear market (in 2025, Tether's balance sheet showed huge unrealized gains from holding gold and Bitcoin reserves, but the situation may change in 2026). In the long term, the trend of "central bankification" of stablecoins (anti-inflation assets + global networks + energy) will drive the industry towards "transparency + standardization."
Prediction Markets
Prediction markets have three characteristics that are completely different from spot trading or perpetual contracts: a clear upper limit, a lower limit of 0, and binary results with instant confirmation.
The key premise for leverage to exist in conventional assets is that the price changes of the assets are continuous. Prediction markets, however, experience price jumps.
Airdrop Opportunities and Interaction Guides
A Step-by-Step Guide to Participate in predict.fun Supported by CZ
Bitcoin
Bitcoin Miners, Abandoning "Mining" for "Cloud"
Bitcoin mining income is unstable, while costs continue to rise, making the core business model unsustainable.
Mining companies are starting to utilize existing sites and infrastructure to lease data center space to large tech companies.
This transformation alleviates vicious competition and helps improve the overall health and stability of the industry.
Multi-Ecosystem and Cross-Chain
Abu Dhabi Breakpoint Overview: 49 Key Developments in the Solana Ecosystem
Overview of Solana Hackathon Prize Projects: A Selection of Industry Seeds
CeFi & DeFi
Hyperliquid's Portfolio Margin is innovating the account system for on-chain derivatives, significantly enhancing capital efficiency to meet the demand for large-scale institutional funds.
Web3 & AI
$180 Million of Experience and Lessons: The Current Entry Point for Web3 Is Not Social, But Wallets
The core of Web3 is value interaction rather than information transmission; the primary need for users entering the ecosystem is to manage digital assets and complete on-chain activities. Giants are competing for the wallet track.
The entry point for Web3 has shifted from CEX (early) to wallets (after DeFi exploded) and then to a combination of AI and wallets.
Security
Death is the Biggest "Buyer" of Cryptocurrency
Conservatively estimated, about $2 billion in crypto assets exit circulation each year due to lack of heirs.
The article introduces a simple three-step inheritance method (like something a detective fan would come up with) that is easy to remember, hard to crack, accessible anytime and anywhere, and ensures 100% non-custodial (i.e., no reliance on intermediaries):
Build a dedicated single-page website → Encrypt the mnemonic phrase into a digital string → Upload the digital string to the dedicated website.
Weekly Hot Topics Recap
In the past week, the U.S. SEC released a statement on Custody of Crypto Asset Securities by Broker-Dealers, published Guidelines for Custody of Crypto Assets, systematically sorting out wallet types and major risks; HashKey listed on the Hong Kong Stock Exchange (First Day Observations); five crypto companies including Ripple, Circle, and BitGo were approved to become trust banks (Interpretation);
Additionally, in terms of policy and macro markets, SEC Chairman Paul Atkins warned that cryptocurrencies could become financial surveillance tools; U.S. Treasury Secretary Janet Yellen: expects a boost in macro economy in the first quarter of 2026;
In terms of opinions and voices, the Bitfinex Alpha report states that 2026 will be the Year of Liquidity, with the crypto ETP asset management scale potentially exceeding $400 billion; Bitwise released Top Ten Predictions for the Crypto Market in 2026: the bull market will continue, and Bitcoin will reach new highs; 10x Research: Everyone is optimistic about 2026, but data does not support this view; Twenty One Capital CEO: Short the dollar, long BTC is part of the company's business; Delphi Digital: Cryptocurrencies are no longer the only investment option, crypto stocks have a siphoning effect on altcoins; Trump's "embrace of crypto" reshapes the structure of U.S. stocks, but high volatility risks are spreading to traditional stock markets; a16z Crypto calls on the U.S. CFTC to clarify blockchain protocol and application rules; Moonrock founder: Bullish on the application layer, bearish on infrastructure; CBB: The altcoin season is approaching, governance tokens are the future; the U.S. SEC has ended its investigation into the Aave protocol; Aave founder: The three strategic pillars for next year are Aave V4, Horizon, and Aave App; Multicoin co-founder: Ethereum was my crypto guide and the source of my first bucket of gold, and it was the fastest asset in history to reach a $100 billion market cap, but I gave up on it in 2017; Uniswap founder: The Uniswap Unification proposal has been submitted for final governance voting, if passed, 100 million UNI will be burned; Circle's acquisition of Axelar has sparked controversy.
Regarding institutions, large companies, and leading projects, Nasdaq plans to extend stock and trading product trading hours to 23 hours; Securitize will launch "real" rather than "synthetic" stocks on-chain, with full shareholder rights; JPMorgan will launch the first tokenized money market fund on Ethereum, injecting $100 million as startup capital; Visa announces the launch of stablecoin consulting services; Strategy security adjusts through the Nasdaq 100 index, but still faces the risk of being removed from MSCI; Binance released project onboarding path framework and application guidelines; Stablecoin U launched: landing on BNB Chain and Ethereum, connecting to mainstream DeFi protocols like PancakeSwap and ListaDAO, and launching on centralized exchange HTX; Binance Wallet launched Web3 lending features, integrating the Venus protocol; Binance introduced Pay and withdrawal regular sending features; Tether launched the peer-to-peer password manager PearPass; MetaMask supports fiat purchases of Bitcoin; Kalshi CEO: Kalshi officially opens the Combos feature, with a single-day trading volume reaching $340 million, setting a record; WLFI released a governance proposal: proposing to use part of the unlocked treasury funds to incentivize USD1 adoption; RateX announced its token economic model, with a 6.66% airdrop in the first quarter; Canaan Creative launched a $30 million stock buyback plan.
In terms of data, Ethereum and L2 networks' lending income account for about 90% of the total income in the crypto market; North Korean hackers stole $2.02 billion in cryptocurrency in 2025, setting a new record; Juventus' stock price rose nearly 14% after rejecting Tether's acquisition offer while Juventus fan token JUV briefly dropped over 13%.
In terms of security, the 0G Foundation: contracts were attacked, resulting in 520,000 0G stolen…… Well, 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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