Weekly Editors Picks is a functional column of Odaily Planet Daily. In addition to covering a large amount of real-time information every week, Planet Daily also publishes a lot of high-quality in-depth analysis content, but they may be hidden in the information flow and hot news, and pass you by.
Therefore, every Saturday, our editorial department will select some high-quality articles that are worth spending time reading and collecting from the content published in the past 7 days, and bring new inspiration to you in the crypto world from the perspectives of data analysis, industry judgment, and opinion output.
Now, come and read with us:
Investment and Entrepreneurship
After combing through 300 crypto predictions, we found the top five themes for 2025
The growth and popularity of stablecoins; RWA; the expansion of Bitcoin and Ethereum ETFs; the integration of AI and blockchain; DePIN.
The United States is advancing stablecoin legislation, which is expected to make progress in 2025. The tokenization of real-world assets has promoted the development of DeFi, allowing traditional assets to be gradually integrated into the blockchain, and will continue to enhance the importance of the US dollar in the global financial system.
According to most estimates, there are about 80 million on-chain users. Much of this growth is due to the appeal of cryptocurrencies as “Wall Street 2.0” — a whole new place to raise capital, speculate, and transfer money. 2025 could be the turning point for mainstream adoption of cryptocurrencies, blockchain’s “FarmVille moment.” FarmVille was Facebook’s first social game hit, driving exponential growth in the platform’s users, transforming it from a photo-sharing app into a global platform. In the crypto industry, on-chain functionality is being incorporated into new games and social applications.
Pantera also predicts that Unichain will become the leading L2 by transaction volume; endogenous and exogenous growth will lead to the RWA flywheel effect.
Bitcoin is the most suitable asset for full gaming. Raxy’s position allocation is clear:
80% -90% of the funds are invested in the spot market, using the Turtle Trading Method combined with key moving average indicators to capture market trends.
The remaining 10% -20% is used for contract trading. This part of the funds mainly relies on traditional chart pattern analysis and some small technical indicators to assist decision-making.
SRSI is a top escape indicator that Raxy attaches great importance to (SRSI is an algorithm based on the superposition of dynamic strong and weak RSI).
In addition, you should not set unrealistic integer level goals for profit; you should always respect the signals of the trading system and allocate positions reasonably. Avoid potential losses caused by subjective blind confidence; do not mix strategies in the same account.
Bankless starts cashing out crazily, has the market entered the exploitative PvP stage?
Investors need to learn to identify narrative risks and exit rationally at market highs rather than indulging in the fantasy of ever-increasing gains.
Also recommended: 2025 Crypto Investment Guide: How to allocate assets to maximize returns? Galaxy 2024 Q4 Crypto Venture Capital Report: Crypto VC is still difficult Ten thousand words in-depth article: Overview of global national or regional legislation and supervision of Web3 ecology in 2024 .
Airdrop Opportunities and Interaction Guide
Meme
Total Solana chain Memecoin transaction fees: over US$3.093 billion.
Revenue of major core platforms:
DEXs such as Raydium: earned $1.7 billion in transaction fees, accounting for 56%.
Trading BOT: Cumulative fees amounted to US$750 million, accounting for 24%, of which Photon led with a 33% share.
MEV Infrastructure Jito: Earned $340 million, accounting for 11%.
Pump.fun: Earned $240 million, accounting for 8%.
User concentration: The top 10% of users contribute 90% of transaction fees, with whale users spending an average of $13,000.
Top users: Raydiums biggest paying gamers spend nearly $130 million a year.
Also recommended: How to quickly check whether dev is locked on the chain? This week, continue to pay attention to ai16z series and DRUGS, and add attention to MATES and ZEREBRO .
Bitcoin and Ecosystem
Should Businesses Buy Bitcoin?
Bitcoin’s decentralized and inflation-resistant properties make it a versatile tool for institutions to hedge against economic uncertainty and preserve long-term value.
Institutional purchases of Bitcoin often signal confidence and innovation, while sales are for profit taking or cash flow management.
The growing use of bitcoin as an investment asset in Asia, along with moves by governments from El Salvador to the United States to recognize it as a strategic asset, underscores the growing influence of bitcoin in shaping global economic strategy.
Multi-ecology
SVM track outlook: The one who beats you may not be your peers, but may be a cross-border player
There were originally four kings in the SVM track: @EclipseFND @soon_svm @Terminaxyz @atlasxyz, each of them was very capable.
Solanas leading re-staking protocol @solayer_labs has also joined the game. Referring to the 2025 roadmap, Solayer plans to launch the SVM blockchain InfiniSVM, which will improve the performance and scalability of the Solana network through hardware acceleration and infinitely scalable architecture, and will also launch native income assets such as sSOL and sUSD, which users can stake, re-stake and consume through on-chain applications.
DeFi
DeFi+AI is here, here is a panoramic view of the four major areas of DeFAI
The DeFi market will go through three major stages: first pursuing efficiency, then achieving decentralization, and finally focusing on privacy protection.
The development of DeFi AI will go through 4 specific stages:
Phase 1: Focus on improving efficiency and launching tools to simplify complex DeFi operations;
Phase 2: Agents will be able to trade autonomously and execute strategies based on third-party data or insights from other agents.
Phase 3: Users will focus on wallet management and AI verification issues;
Phase 4: Eventually, a no-code DeFi AI toolkit or AI-as-a-service protocol may emerge, creating an agent-based economic system where users can fine-tune models through cryptocurrency transactions.
The main theme of Crypto in 2025: AiFi ecosystem map 40+ projects at a glance
Also recommended: Can DeFAI, which deeply integrates DeFi and AI, give birth to a new wave of AI Agents?
Web3 AI
On-chain AI tokens are not popular, 5 AI Agent analysis tools can help you find new opportunities
cookie.fun (observe sentiment and price correlation), AIAgentToolkit.xyz (public welfare AI Agent Yellow Pages), Goat Index (a tracking platform dedicated to the Solana AI hackathon project), Sentiment.Market (multi-dimensional data analysis for each ecosystem), Alphanomics (discover opportunities from DEX trading hotspots).
Franklin Templeton AI Agent Report: 10 projects to watch
Also recommended: Guide: How to use Cookies to continue to catch golden dogs in the crypto AI market?
Safety
Fishing! Fishing! Another fishing Trojan!!!
Always double-check the correctness of any unfamiliar URL before visiting it.
We must be cautious before executing each step and understand the purpose of this step. When we don’t understand or are not clear, we must be good at using AI tools such as GPT.
Hot Topics of the Week
In the past week, Tik Tok refugees took over Xiaohongshu and triggered a new batch of conceptual memes ;
In addition, in terms of policy and macro markets, U.S. Congressman Tom Emmer was appointed as Vice Chairman of the Subcommittee on Digital Assets, Financial Technology, and Artificial Intelligence; Ripple Chief Legal Officer: The SECs appeal is likely to be abandoned by the new government and will be formally responded to at the appropriate time; The U.S. SEC sued Musk for suspected securities violations : Failure to disclose the purchase of Twitter shares as required, spending $150 million less; Analyst: Litecoin ETF s S-1 filing may have received a response from the SEC and is expected to become the next approved crypto ETF; Bank of Japan Deputy Governor Ryozo Himino: If economic forecasts are realized, interest rates may be raised ;
In terms of opinions and voices, Huang Renxun praised Elon Musk for his progress in artificial intelligence: he is doing the right thing; Su Zhu: If Musk owns TikTok in the United States, it will usher in a Memecoin super cycle ; Delphi Digital released the top ten predictions for 2025 , including BTC, Solana, DeAI, DePIN and zkVM; 10x Research: Lower-than-expected inflation data may trigger a rise in Bitcoin ; Michael Saylor: MicroStrategy seeks to provide investors with a return equivalent to 1.5 times that of Bitcoin ; Matrixport Investment Research: BTC may enter an overall structural bullish trend ; Bybit x Block Scholes report: market data shows that ETH is about to rebound ; Messari analyst: XRP may surpass ETH after Trump takes office; OKX Star : Focus on products in 2025, believe in the industry, and builders win together; Sonic and Monad quarreled with each other ; Base protocol leader: Supporting Chinese developers is one of my top priorities in 2025; sources revealed that trader Eugene is ENA Tangent Ventures, a co-founder of the token seed round ;
In terms of institutions, large companies and leading projects, Heritage Distilling, a Nasdaq-listed company, plans to establish Bitcoin reserves and accept it as a payment method ; Meta has received Bitcoin investment and financial proposals submitted by employees of US think tanks; Tether is recruiting artificial intelligence filmmakers and has hired 30 employees for its AI platform in the past few months; about 15% of full-time employees of crypto research institution Messari have been laid off ; USD 0++ continues to discount ( analysis ), Usual : All Morpho markets have been allocated appropriate caps, and users are advised to transfer positions as soon as possible; Orbit releases GRIFT token economics , including lock-up and repurchase details; Orbiter Finance announces OBT token economics , with a total of 10 billion; AICC insider selling has caused controversy ; Aiccelerate : The first AI agent is being developed, and 100% of the treasury funds will be used for DAO investment and community; AI agent development framework arc will cooperate with Abstract Chain to achieve EVM compatibility; Abstract launches Abstract Syndicate, open to qualified investors; Abstract Chain The points incentive system was launched; Jupiter launched the JUPuary airdrop checker ; SendAI announced the results of the Solana AI Hackathon ( project inventory ); Telegram and TON Core launched a competition for developers , and the winners have the opportunity to join both teams;
In terms of data, on January 11, the daily transaction volume of the Base network surpassed the Ethereum main network for the first time , reaching 2.3 billion US dollars; pump.fun founder: Dune data statistics are wrong, 30% of wallets have only made one sell transaction ; on January 12, pump.funs cumulative revenue exceeded 400 million US dollars, and the total number of deployed tokens was about 5.87 million; hedge funds bought on dips, and Bitcoin exchange reserves were close to the lowest level in 7 years ;
On the security front, Litecoin’s official X account was briefly hacked and published false information… Well, it’s been another week of ups and downs.
Attached is a portal to the “Weekly Editor’s Picks” series.
See you next time~
