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
10K Ventures Annual Report (Part 1): Looking Back at 2024 (Part 2): Looking Forward to 2025
In 2024, BTC ETF will have a large net inflow in one year, and the pricing power will shift to North American institutional investors; ETH ETF will progress relatively slowly and is currently in the stage of turnover from inside the circle to outside the circle; the on-chain spot ceiling may be gradually approaching the limit; Hyperliquid is the only one that stands out; Pump.fun contributes half of Solanas trading volume on its own; Solana Memecoin is a one-man show; AI Agent leads Base to come to the fore; tap2earn s users are pure wool parties with very low commercial value, or the commercial value of their existence is to be sold to exchanges at one time; Ethena maximizes the rate of return; Usual can be seen as the Web3 version of the dividend-paying fiat-collateralized stablecoin; the most successful OTC Deal that has begun to exit may be Pendle/Ton/Solana. Solana is an exception. After all, it is to clean up the mess for FTX. Looking back, OTC deals are usually profitable (of course there are also money-losing ones).
In 2025, the importance of compliance will be further enhanced; the penetration rate of the Korean market can increase by at least 1 times to 60%; Bitget, the Pinduoduo of the currency circle, is expected to become one of the top three CEXs; Bybit will be the invisible winner benefiting from VC coins; Agent Economy will emerge; autonomous agents on the chain will develop intelligent systems that think and execute independently; AI agent + payment will form an economic model of human-machine collaboration in the future; Stablecoin is changing cross-border payments; Babylon/Solv, whoever can be more compliant and better meet the needs of large institutions, will be more likely to become the first BTCFi in the long run; applications are greater than infrastructure; traditional giants are beginning to enter.
Multicoin Capital: 2025 Frontier Narrative
DePIN robots, zero-employee companies; on-chain securities; Buy Now, Pay Never, portfolio consumption, portfolio margin; verifying on-chain status off-chain; trading social, full-stack media companies; the rise of alpha hunters; institutionalization craze.
Multicoin Capital Sequel: The Eternal Narrative in the Crypto World
The relentless pursuit of capital efficiency; the new financial games that are hard to stop; financial market transparency; value capture models will continue to be split and bundled; funds seek returns; using innovation to cut banking costs; eliminating friction and increasing usage.
a16z: Seven key crypto trends to watch in 2025
Companies will increasingly accept stablecoin payments. Countries are exploring putting national debt on the blockchain. DUNA will become the new industry standard for the US blockchain network. Developers will reuse infrastructure more rather than reinvent it. The crypto industry will usher in exclusive app stores and content discovery channels. Crypto users are turning from holders to users. Hidden technical details help Web3s killer applications emerge.
Monthly mobile wallet users, adjusted stablecoin trading volume, ETF net inflows, spot trading volume of decentralized exchanges vs. centralized exchanges, total blockchain transaction fees.
There are AI Agent projects everywhere. How to judge whether the Dev is reliable through GitHub?
To control project quality and Dev level, the key skills for treasure hunting on GitHub include: using search and Trending pages; checking README, code and submission records; Issues, Pull Requests and Contributors interfaces.
Eurasia Group: Top 10 Global Risks for 2025
The triumph of the G0 world, Trump’s “rule of rule”, deteriorating US-China relations, Trumponomics, Russian ambitions, troubled Iran, global economic crisis, AI going limitless and unrestricted, governance void, Mexican deadlock.
Also recommended: Dialogue with trader Amanda: How to formulate an investment strategy that outperforms BTC in a bull market?
Meme
As Trump is about to take office, which new government-related concept coins are worth ambush?
Bitcoin Ecosystem
Take a look at the BTC national reserve rankings. Who has the largest holdings, China or the US?
Long article reveals the BTCFi TVL scam, Nubits Proof of TVL report details
The reality of BTCFi TVL is that users (whales) retain full control over their funds: whales can spend these BTC at any time or stake them to other protocols. Pseudo-staking without slashing penalties does not have any mandatory slashing conditions in the process and is essentially meaningless.
The solution is clear: TVL verification through zero-knowledge proofs.
Ethereum
How to make money with ETH? A list of 16 profit strategies with APR over 20%
Multi-ecology
The next generation of public chain competition: MegaETH vs Hyperliquid vs Monad
DeFi
DeFAI, a new concept that helps DeFi break the circle?
The article explores the three main application scenarios of AI in DeFi (AI as a DeFi interface DeFi agent: autonomous transaction execution; research and communication agent) and shows how each application is expected to change the way we access and benefit from decentralized financial services.
DeFAI projects that have issued tokens: Griffain, Hey Anon, Mode, Hive, Orbit, Neur, Hiero, ASYM, Gekko AI;
DeFAI projects that have not issued coins but are worth paying attention to: Cod 3 x, Almanak, WayFinder Protocol, Slate.
DeFAI is a new trend. What projects are worth paying attention to?
Abstraction layer (simplifies interoperation) — Griffain, Orbit, Neur, Slate, AI Wayfinder;
AI agents for autonomous trading – Almanak, Cod 3 x, Axal Gekko Agent, Project Plutus;
AI-driven DApps — Mode Network, ARMA (by Giza Tech), Modius, Amplifi Lending Agents, HeyAnonai.
Web3 AI
The core point of Vitaliks article last year supports decentralized, democratic and differentiated defensive acceleration. We need to accelerate technological development, but also focus on technologies that can enhance our defense capabilities rather than cause harm, and strive to promote the decentralization of power rather than concentrate it in the hands of a few elites, so that these elites can avoid judging right and wrong on behalf of everyone.
Our goal is to build a world that preserves human agency, achieving negative freedom—preventing others (whether private citizens, governments, or superintelligent robots) from actively interfering with our ability to shape our own destinies—and positive freedom—ensuring that we have the knowledge and resources to exercise that ability. This echoes a centuries-old classical liberal tradition. Given the technological landscape of the 21st century, we can think of d/acc as a way to achieve these same goals.
d/acc is an extension of the fundamental values of cryptocurrency (decentralization, censorship resistance, and an open global economy and society) to other areas of technology.
Virtuals teaches you how to start your AI Agent business
Go live now and build publicly is the best strategy in the current environment.
Reasons to launch now: Validate your idea before investing over $100K in development; Use the Lindy Effect to solidify your position in the top 50; Instantly form a first-day community and distribution network; Get ahead of many VC-backed token TGEs in 2025.
The key is to build a solid core (the specific content is detailed in another article, but in short, it is the team, product, and community). The touchstone for judging whether the core is solid is whether your close circle is willing to take the lead in buying, holding, and believing in your project. If they are not convinced, others will not believe it either.
Relive DeFi Summer? Beta cycle dividends under the AI Agent craze
The improvement of infrastructure and the maturity of technology have enabled AI Agent to move from the uncertain Alpha stage to the profitable and scalable Beta stage.
The Soul of AI Agent: Crypto Contract
The AI Agents code of conduct will be smart contracts. However, at the technical implementation level, the potential risks of AI Agent + Crypto include security, scalability, responsibility attribution, and privacy.
Counting the five major trends and opportunities under the AI wave (with related projects)
Framework + launchpad: value accumulation begins to become important, and frameworks may continue to exist; the next round of agents will prioritize utility and value accumulation, and DeFAI (DeFi x AI) may be the first type of agent to achieve product-market fit; consumer layer: entertainment agents, the revival of autonomous worlds and games; agentic organizations: the return of DAO; verifiable agents: current agents will move towards greater autonomy and truly owning their own liquidity.
How to make money with Agent Economy in 2025?
The three waves of agent evolution are human to agent (current), agent to human, and agent to agent/collaboration, corresponding to the current, emerging, and future stages respectively. The six key directions and famous examples of the Web3 AI stack are: applications (aixbt agent), agent coordination (virtuals), privacy (Phala Network), AI training/reasoning (ritualnet), computing (ionet), and data (Arweave).
More complex applications that the author is willing to invest in include: automated trading systems, portfolio rebalancing, virtual reality, and AI-based smart contracts (prediction market arbitration).
Most of the consensus is focused on the following areas: ai16z system and partners, Solana hackathon winners, AI framework, and DeFi×AI.
Which AI Agent projects have VCs supported?
Payman, Skyfire, Axal, Theoriq, Talus Network.
Also recommended: AI Agent upstart Swarms grew 7 times in a week, what other potential projects are there in the ecosystem? Inventory of 20 official Eliza Labs cooperation projects: low market value boosting effect is more obvious AI Agent becomes the main theme of the market, 22 crypto projects collectively enter the market Base ecosystem AI gold rush: what other treasure projects are there besides Virtuals? .
Hot Topics of the Week
In the past week, FTX officially announced that its bankruptcy plan has taken effect , and the first batch of compensation is expected to be made within 60 days; Backpack Exchange acquired FTX EU for $32.7 million and will be responsible for distributing $55 million in FTX bankruptcy claims; the U.S. Department of Justice was approved to sell $6.5 billion of seized dark web Silk Road bitcoins; Trump met with Ripple executives at Mar-a-Lago;
In addition, in terms of policy and macro market, Coinbase Chief Legal Officer : Received the unabridged version of the OCP 2.0 letter from the FDIC, the new Congress should immediately launch a hearing; BiG, one of the major banks in Portugal, terminated the transfer of fiat currency to the encryption platform to comply with regulations; Sam Altman: OpenAI began to turn its attention to super intelligence , and the first batch of AI agents are expected to join the labor market this year ; Huang Renxun: AI Agent is expected to become the next robot industry , with an industry scale of trillions of dollars;
In terms of opinions and voices, Mark Cuban: If there are problems in the economy, I would rather hold Bitcoin than gold ; Arthur Hayes updated his forecast: The market will peak at the end of March ; Ansem, a well-known trader: The experience of the past three years is that shorting ETH is always safe . The market is expected to be sideways for a long time, but there are still opportunities on the chain; 1confirmation founder: Many new ideas that drive the crypto field forward started with Ethereum ; Vitaliks latest long article explores new views on d/acc, focusing on the role of AI and Crypto ; Vitalik: Polymarket is unique because it is suitable for solving real social problems ; Bitwise CEO: AI may lead to a surge in niche tokenized companies and form a new long-tail capital market; Solana AI hackathon Golden Dog continues, and the organizers urge developers to stop ; Su Zhu: Sui has a more resilient advantage over Aptos , and the developer experience is optimistic; Solv co-founder responded in a long article: The allegations against Solv asset security issues are false and contradictory ; Shaw: The founder of swarms does not know how to write code and has a history of fraud;
In terms of institutions, large companies and leading projects, Base is considering launching tokenized COIN stocks ; Solayer released its 2025 roadmap : it will launch the infinitely scalable multi-execution cluster architecture Solayer InfiniSVM; Solayer announced the details of community sales subscription ; Coinbase, Google and ai16z and other team members jointly launched the DAO organization Aiccelerate to accelerate the integration of encryption and AI; EigenLayer will cooperate with ai16z to hold an AI Agent hackathon ; Usual bond decoupling ; VitaDAO: will launch a new token on Pump Science on February 25; swarms will soon launch a new feature: swarms tokens can be used to buy and sell agents ; HAT will soon update the token economics , including increasing the amount of destruction, unlocking advanced features, etc.; Pump Science: has begun to airdrop 2.5 million BIO tokens to RIF and URO holders ;
According to statistics, Eliza has more than 45,000 ecological partners and more than 2,000 forked projects;
In terms of security, SlowMist: 410 security incidents occurred in the crypto field in 2024 , with losses reaching US$2.013 billion, a year-on-year decrease of 19.02%; Solv Protocols official X account was stolen and published false information... Well, its another week of ups and downs.
Attached is a portal to the “Weekly Editor’s Picks” series.
See you next time~
