The information flow is too fast, and in-depth analytical articles are easily drowned out by hot topics. The "Weekly Editor's Picks" column extracts these content pieces with judgment value from the massive information, helping you filter out the noise, leaving insights and inspiration.
Macroeconomic Situation
“Time mismatch” is a variable underestimated by the market.
Even if the Strait of Hormuz resumes passage in the short term, the delays in tanker turnover caused by earlier transport disruptions will continue to erode on-land inventories in the coming weeks. This means that supply issues will not be immediately alleviated with the "restoration of navigation," but will instead be reflected with a lag in inventories and the spot market.
In this context, refinery behavior becomes a key amplifier. If the closure of the strait continues beyond April, the traditional oil pricing framework will fail. What the market will face is no longer a periodic increase but an extreme situation close to "physical shortage" – in this state, price is no longer an effective adjustment tool, and the ceiling on oil prices also loses its reference significance.
What can truly bring the market back to balance is not the restoration of supply, but a "policy-driven demand suppression" similar to that during the pandemic.
Investment and Entrepreneurship
Consumer-Level Crypto Global Survey: Users, Revenue, and Track Distribution
The problem of crypto users is essentially a geographic issue (real massive users have not been focused on by the West); Tron is the most important consumer-level public chain; on-chain e-commerce is not established; revenue and user numbers often move in opposite directions; the perpetual DEX war has ended, with HYPE winning.
I Analyzed 221 Contract Coins with AI, Finally Found the Only Way to Trade Meme Coins
When facing meme coins, predicting triggers and "topping" are not feasible, the only viable strategy is: shorting during surges and strict execution of rebound exit. The only effective indicator: naked K.
Enter early, hold a short position, exit quickly.
How Much Money Do First-Level Market VCs Still Hold?
Frontline investors estimate: Available funds for Series A and later stages are about $6 to $7 billion, while available funds for seed rounds and earlier stages are about $1 to $2 billion.
Fu Peng's 2026 Hong Kong Speech: Why I Joined the Crypto Industry?
The future must be "FICC+C," meaning that asset allocation will include crypto assets. Technology is bringing financial transformation; this is the moment when new technology brings new finance. Crypto assets have matured to the point where they can be included in investment portfolios.
Additionally recommended: "New Field for Shenzhen's Wool Gathering Community: New Shares in Hong Kong".
Prediction Market
You Bet on News, Front-End Reads the Rules: The True Insight of Losing Money on Polymarket
Polymarket has never been simply a market for "guessing the correctness of events"; it is more like a system that translates real events into legal texts and then translates legal texts into settlement results.
Understanding the rules is as important as doing research. The advantages of the front-end often come from a deep understanding of the rules, knowing what this system acknowledges and how decisions will be rendered.
Whoever can realize earlier that there is a gap between "reality" and "rules" has a better chance of making money from the price deviations created by misinterpretations, disputes, and emotions.
The Traffic King of Polymarket's "2028 Presidential Election" is... LeBron James???
About 70% of trading volume is concentrated in the group of candidates with less than 1% probability. The groups trading or providing liquidity in these absurd events can be classified into three categories: "lottery players, robots, and wool gathering community."
In the "2028 Presidential Election" event on Polymarket, users trading James and Kardashian are neither crazy nor foolish; they are either seeking stable annualized returns or a better execution path. Their operations may be absurd, but they are still driven by rationality.
Policy and Stablecoins
CeFi & DeFi
Aave is Handing Over the Throne of DeFi Lending Due to Its Own Foolishness
Aave is sitting by as panic within the community continues to ferment for days due to its extremely foolish crisis communication strategy, subsequently losing its once greatest advantage in the lending space - a pool of hundreds of billions in deposited funds and the "safest DeFi" user perception tag.
The Reality Behind Satirical Literature WLFI
The core controversy of WLFI lies in its income distribution structure: "Zero input, high commission, zero responsibility."
The risk spectrum of WLFI can be divided into two levels:
- Structural risks: 75/25 income distribution terms, 80% token internal concentration, multiple overlapping identities between family and regulatory decision-makers, forming a systemic basis for conflicts of interest. Problems at this level do not automatically dissolve with market improvement or partial repayment.
- Operational risks: The Dolomite lending incident revealed that the project lacks basic risk management awareness in financial decision-making, and related party transactions lack transparent disclosure. Combined with the low liquidity of the token, such operations pose potential destructive forces for market stability.
Airdrop Opportunities and Interaction Guide
Ethereum and Scalability
Weekly Hot Recap
Policy and Macroeconomic Market
Trump announces an extension of the ceasefire deadline, maintaining the naval blockade;
Iran: The Strait of Hormuz is part of Iran's sovereignty, and it will not relinquish control;
SpaceX releases "IPO Bombshell": Space AI technology is unproven and may not be commercializable;
US SEC Chair: Working to establish a regulatory framework for digital assets and proposing an “A-C-T” strategy;
Singapore will optimize crypto capital regulation: Public chain assets may no longer be uniformly classified as high-risk;
Views and Voices
Hong Kong Officials Respond to "Middle Eastern Capital Influx": Mutual exchanges have taken place, tokenized funds have landed on Middle Eastern wealth management platforms;
Dragonfly Partner: DeFi evolves in failure; the system possesses resilience and self-repair capabilities;
Sun Yuchen has filed a lawsuit against World Liberty Financial;
Musk agrees to designate ASTEROID as SpaceX's mascot (Related Meme and Background Story);
Institutions, Large Companies, and Major Projects
Polymarket announces upcoming perpetual contract features (Interpretation);
Security
Kelp DAO's rsETH bridging contract based on LayerZero was attacked, resulting in losses of nearly $300 million (Review, Aave, L0, KelpTripartite Game), Aave founder Stani announces a personal donation of 5000 ETH to address current issues;
RAVE collapse (Complete Review);
Iran fires on tankers that suffered from crypto fraud;
A user interfered with Polymarket's temperature prediction market using a hair dryer to make a profit of $34,000...
For the "Weekly Editor's Picks" series, see the link. See you next time~
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