"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
After three months of decline, is on-chain data indicating a bull market is coming?
Overall liquidity tightening and a decrease in market activity. The supply of Ethereum on exchanges has dropped to its lowest level in nearly a decade. In the short term, market sentiment is leaning towards pessimism, with insufficient capital inflow and the unwinding of arbitrage trades continuing to exert downward pressure on prices; however, the stability of long-term holders and the reaccumulation by some large whales may provide necessary support for the market in the future.
Has the four-year cycle of cryptocurrency come to an end?
With the launch of cryptocurrency ETFs and the inflation of altcoins over the past two years, the price influence of the four-year cycle has become ineffective.
Today, the only reliable currencies are Bitcoin and gold, with the former having a clear advantage.
Michael J. Saylor's strategic bet: Bitcoin's premium issuance and capital manipulation
MicroStrategy essentially transforms the stock market into a Bitcoin ATM through capital structure design—raising funds to increase Bitcoin holdings by issuing new shares or convertible bonds, and then using Bitcoin holdings to support stock price valuation, creating a capital closed loop deeply tied to crypto assets. With this unique high-premium financing mechanism in the U.S. stock market, MicroStrategy not only leads in Bitcoin-related stocks but has also mastered a set of "alchemy" recognized by the U.S. stock market through equity issuance and price manipulation.
Although the volatility of Bitcoin prices may pose some short-term pressure on MicroStrategy, considering their debt maturity and market trends, they currently do not face the risk of liquidation or being forced to sell Bitcoin. On the contrary, they may take advantage of the current market environment to continue increasing their Bitcoin holdings, further solidifying their position in the cryptocurrency space.
2024 South Korea Cryptocurrency Individual Investor Trend Report
After the cryptocurrency market heats up in 2024, new investors entering the South Korean cryptocurrency market account for about 33%. Among them, investors with less than six months of experience are mainly influenced by the news of Trump's election, while those with six months to a year of experience are primarily attracted by the approval of Bitcoin spot ETFs.
Although South Korean investors are not familiar with decentralized exchanges, the investment ratio in Meme coins has already exceeded half. This is largely due to centralized exchanges actively listing Meme coins. As of February 2025, Bithumb has listed 16 types of Meme coins, including DOGE, TRUMP, PENGU, etc., which is more proactive than Upbit's six types.
About 75% of cryptocurrency asset investors in South Korea are optimistic about Bitcoin prices in 2025, generally expecting it to exceed 150 million won (approximately $102,000).
Exclusive Interview with Binance Founder Zhao Changpeng: Four Life-Changing Months
The regulatory environment in the UAE provides a key support point for Binance's global development.
Binance cannot become a place for large players to exploit retail investors and does not recommend exchanges to act as "selectors," believing that decentralized exchanges (DEX) will become the mainstream in the future.
It is suggested that project parties publicly disclose their lock-up mechanisms and use third-party smart contracts to enhance transparency. The industry needs to break through financial speculation and explore practical applications such as government identity verification and DeSci.
The current bottleneck for Ethereum is insufficient innovation at the application layer, which is a non-technical issue.
In terms of investment, the focus will be on three major areas: Web3 infrastructure, AI, and DeSci (decentralized science).
Binance has launched five rounds of Exclusive TGE through Pancake, characterized by short duration and high single-account returns. The single-account return situation for each round is as follows:
From the start to the end of the IDO, the strategy of shorting BNB has a certain and clear profit margin.
The data for the past 27 rounds of Launchpool is as follows: 
A conservative estimate puts the reasonable price of GUN at 0.13 USDT.
Airdrop Opportunities and Interaction Guide
The article introduces CAP (cUSD), Resolv (USR), Noble (USDN), and Level (lvlUSD).
Also recommended: "MegaETH Interaction Guide: Is it Worth It? How to Participate?", "This Week's Featured Interaction Projects: Monad Address Collection, Voltix Mining, Fluent NFT Distribution", "Airdrop Weekly Report | MoveDrop will launch in April; Eclipse has reportedly registered an airdrop subdomain (3.17-3.23)".
Bitcoin Ecosystem
The wallet competition has long surpassed the battle for market share and has become a game about rule-making. In this game intertwined with technology, capital, and regulation, whoever can find a balance between "security, compliance, and user experience" will be able to control the future direction of BTC.
Multi-Ecosystem and Cross-Chain
In-Depth Explanation of Berachain's PoL Mechanism: A More Aggressive Bribery Model than Curve
Berachain's PoL mechanism aims to solve the incentive misalignment problem present in PoS blockchains. In traditional PoS mechanisms, users need to lock assets to earn staking rewards, which distorts the incentive mechanism—because DeFi projects built on these blockchains also require assets and liquidity, resulting in a situation where assets directly compete with the PoS mechanism. PoL successfully shifts the focus of incentives from asset locking to DeFi activities while enhancing the network's security and decentralization.
A critical risk is that if the intrinsic value of BERA exceeds the returns of BGT, BGT holders may queue to redeem and sell BERA. The realization of this risk depends on a game dynamic where BGT holders need to assess whether the profit from holding BGT for returns is higher than the profit from directly redeeming and selling BERA. This depends on how prosperous the Bera DeFi ecosystem can develop— the more competitive the incentive market, the higher the returns for BGT delegators.
Also recommended: "BNB Chain: Community Revolution and Web3 Blueprint under the Meme Wave".
DeFi
Web3 & AI
Dragonfly Partner Haseeb: I am Confident about the Future of Crypto and AI Integration
The future impact of AI agents on crypto includes: software engineering agents potentially becoming the nemesis of crypto software engineers; AI-driven wallets fundamentally changing the crypto experience.
Current AI agents face a halt, and sovereign agents face significant issues, unable to distinguish between people and AI in scams.
However, in the future, the integration of AI and crypto will accelerate development.
What is the True Moat of AI with the Backing of Crypto Capital?
With the development of DeFi, Darwinian AI, and decentralized infrastructure, AI will not just be an assistant but a direct participant in the on-chain economy, achieving asset holding, trading, and value creation.
Crypto AI combines programmable currency with intelligent agents to build a decentralized economic system, accelerating the arrival of autonomous intelligent agent economies and breaking through the limitations of Web2 AI.
Weekly Hot Topics Recap
In the past week, in terms of policy and macro markets, Ripple has agreed to abandon its cross-appeal against the SEC, with the SEC retaining $50 million of the $125 million fine; the U.S. SEC cryptocurrency working group will hold four new roundtable discussions on regulatory issues in the next three months; SEC nominee chair Paul Atkins' asset disclosure: a net worth exceeding $327 million, questioned before the hearing; the IMF has included digital assets like Bitcoin in its global economic report framework for the first time; Sam Altman: ChatGPT's image feature is unexpectedly popular, with the free version's launch delayed; Ghibli Wind sweeps through the crypto circle; insiders say Manus is seeking to raise tens of millions of dollars in Silicon Valley at a $500 million valuation.
In terms of opinions and statements, Matrixport research: the rise in global liquidity may no longer drive BTC prices up; trader Eugene: the bottom for strong altcoins may have appeared, but this is not the time to enter; Canary CEO refutes the launch of altcoin ETFs as disguised advertising: early bets can gain first-mover advantage, with some applications expected to be approved next year; Nick Tomaino: Ethereum has become the dominant ecosystem for RWA; CZ: on-chain transactions are not as good as CEX, and futures clearing prices should remain private; CZ added a link to the ReachMe chat application in his X account profile introduction (introduction); Trump posted on social media: I love $TRUMP; CZ: the official stablecoin USD1 launched by WLFI cannot be traded yet, and warns against similarly named fake tokens.
In terms of institutions, large companies, and leading projects, preferred stock STRF is listed on Nasdaq; Gamestop establishes a BTC strategic reserve and states: there is no set limit on Bitcoin holdings, and it may sell its Bitcoin holdings in the future if necessary; Binance reported employees profiting from insider trading using old positions, with those involved suspended and facing legal accountability; Binance has voted to list four tokens including MUBARAK; Binance wallet launched the exclusive TGE for KiloEx; the OKX Wallet independent app has been listed on the Google Store; WLFI plans to launch the USD1 stablecoin for institutional users (USD1 existing information introduction); Polymarket launched the SOL deposit feature; the Dogecoin Foundation launched a $1 billion DOGE reserve; to make up for over $200 million in losses, Hyperliquid's "pulling the plug" forced settlement has drawn criticism from multiple parties; Movement co-founders responded to recent airdrop controversies, stating that MoveDrop is coming soon; Movement Labs has spent $5.44 million to repurchase 10 million MOVE tokens; Lens Chain is about to launch; Kelp DAO opened KERNEL Season 1 airdrop query, with TGE expected in early April; Taproot Wizards started a Dutch auction with a starting price of 0.42 BTC; AC: new algorithmic stablecoins can achieve over 200% APR at a TVL of about $10 million (interpretation).
In terms of data, polls show that 57% of the Argentine public have lost trust in President Milei.
In terms of security, Polymarket suffered an oracle manipulation attack, with large holders using voting rights to distort the truth; SlowMist's Yu Xian: DEXX's theft was confirmed to be an external attack, not insider theft, and the compensation work is commendable… 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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