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
When smart money no longer tells stories: where are they looking?
Look at audit and open source: Does the project have a third-party audit? Is the contract open source?
Check on-chain data: TVL, active wallets, asset structure, can they be verified on-chain?
Analyze asset availability: Can staking be used for lending or combination?
Assess team and community vitality: Are there continuous product updates and community dialogues?
Ark Invest releases Bitcoin valuation model: BTC will start at $500,000 per coin in 2030
Ark Invest derives the Bitcoin price by multiplying the maximum dollar benchmark demand size of the market segment by Bitcoin’s penetration rate in its market and dividing it by Bitcoin’s circulating supply, and summing the prices of all market segments (see below for segments/concepts) to arrive at Bitcoin’s forecast price in 2030 - $500,000 (bear market), $1.2 million (baseline market) and $2.4 million (bull market).
Contributors to estimated capital accumulation (mainly):
1. Institutional investment, mainly through spot ETFs;
2. Bitcoin is called digital gold by some people. Compared with gold, it is a more flexible and transparent means of storing value;
3. Emerging market investors seek safe havens that can protect them from inflation and currency depreciation.
Contributors to estimated capital accumulation (minor):
4. National treasury reserves. Other countries follow the example of the United States and establish strategic reserves of Bitcoin;
5. Corporate treasury reserves, as more and more companies use Bitcoin to diversify their fiat cash;
6. Financial services on the Bitcoin chain, Bitcoin as an alternative to traditional finance.
The market has definitely bottomed out around $74,500. The data that investors really need to pay attention to is volatility, especially the bond market volatility index (MOVE), which does not require predicting policy direction, and can make money as long as volatility rises.
Any asset may surpass Bitcoin, but it depends on two variables: the purchase price range, and the income growth curve during the holding period. There are many cash flow tokens that are not fully priced. When the alt season or fundamental season comes (that is, the peak of Bitcoins dominance), there is indeed a potential for explosion. At this stage, Arthur is paying attention to those protocols or businesses that users pay real money to use, and how token holders can benefit.
The ultimate state of Bitcoin is to be more like gold. Bitcoin is usually more violent when it rises, and relatively mild when it falls. In the field of Bitcoin ETP, most buyers are still hedge funds.
There is no need to specifically pitch L1 or L2 to BlackRock. “Of the top 50 tokens, I don’t have confidence in 40 of them. I think there are some opaque operations among market makers, which is completely different from the top 50 companies in the stock market. Next, I think there will be the emergence of on-chain credit.”
Delisting did not fall but rose instead? Uncovering the capital short squeeze script behind ALPACA
Before the announcement of ALPACAs delisting, the banker may have learned about or noticed the abnormality in advance, and suspected that there was a fund-raising operation.
The market generally expected that delisting = plummeting, retail investors and short-term speculators collectively took a bearish view, short orders poured in, and the open interest of ALPACA contracts soared. Market makers took advantage of the situation to absorb funds at low levels, built long positions at the bottom, and then raised the spot price, triggering a series of short orders to blow up.
Binance shortened the funding rate collection cycle from 8 hours to 1 hour. The ALPACA funding rate once fell to -2%. Short sellers not only bear the risk of liquidation, but also have to pay high interest every hour. They have to speed up their position closing, resulting in accelerated short squeeze and a rapid increase in the speed of pulling up the market.
The main force in the spot market: buying chips at low prices amid the panic of delisting, pulling up the market to create the illusion of a last gasp, attracting retail investors to chase high prices and then sell at high prices; in the contract market: holding huge long positions, continuously collecting interest paid by short positions through a negative rate mechanism, thereby achieving two-way profits.
10 Launchpad Platform Newcomers Worth Watching
LaunchLab, Letsbonk.Fun, Arc Forge, auto.fun, Time.fun, Genesis Launches, Swarms LaunchPad, someting, Launch Coin on Believe.
Believe transforms into a creative coin factory, which tokens are worth paying attention to?
Clout, a popular app in the SocialFi field, has now re-launched under the new brand Believe. Believe has completely abandoned the simple social relationship assetization model and instead focused on empowering projects or technologies with practical application scenarios, and facilitating the rapid issuance and cold start of tokens. Two days after its launch, the platforms transaction volume soared to $140 million, while generating $2.5 million in fees for creators.
The tokens mentioned by Believe official and Ben Pasternak’s Twitter are: LaunchCoin, SuperFriend, Dupe, Peek, CryptoGym, Instaclose, and MaigaXBT.
Also recommended: This is the winter of VC, but also the spring of KOL Agency .
Airdrop Opportunities and Interaction Guide
Interactive Tutorial | Privacy sector dark horse Inco ecological key project
The Spring of the Coin-Picking Party, Exchanges Open a New Era of Airdrops
Ethereum and Scaling
In the future, the Ethereum Foundation will strategically intervene and consciously exit.
DeFi
Mining Strategy: How to earn good profits on HypeVM?
In the HypeVM ecosystem, there are several high-yield mining strategies worth paying attention to, including mining $HYPE tokens through HyperSwap and HyperLend, and using leveraged loop operations to increase holdings. The leveraged vault provided by Sentiment can also effectively increase returns, although there are certain risks. To protect capital, it is recommended to choose a team with a public identity and active in industry activities. In the Points Season, wise capital deployment can avoid losses.
Also recommended: The Lazy Mans Financial Management Guide | Movement gives out 250 million MOVE incentives; Bearchain leader Infrared launches a points plan (April 28) .
Web3 AI
AI Agent projects frequently stall, here are the four keys to flywheel growth
The real competitive advantage of the AI Agent project is not only a single breakthrough, but also the construction of an organic self-growth system consisting of AI products, token economy, social agents and founder narratives. When the above four elements work together, a self-reinforcing value growth system will be formed:
AI products: provide basic use value and drive user demand;
Token economy: encourages continuous participation and binds community relationships;
Social AI Agent: amplify communication and convert passers-by users;
Founder’s narrative: consolidate trust and create long-term stickiness.
Also recommended: Analysis of the Seven Structural Contradictions of the MCP Protocol in AI Collaboration .
Hot Topics of the Week
In the past week, in terms of policies and macro markets, the Federal Reserve revoked its guidance on crypto-related banking, which may accelerate traditional banks to include BTC checking accounts, crypto loans and other businesses; the US House Republicans will release a draft digital asset bill by May 6 ; the US SEC approved ProShares Trusts XRP ETF to be publicly listed on April 30 ( non-spot ); Nasdaq submitted a listing application for 21 Shares Dogecoin spot ETF to the SEC ; Abu Dhabis sovereign wealth fund plans to cooperate with multiple entities to launch a dirham stablecoin ; El Salvador confirmed that it will continue to increase its holdings of BTC even if it signs the IMF agreement ;
In terms of opinions and opinions, former U.S. Treasury Secretary Yellen: The possibility of a U.S. recession has greatly increased, and Trumps tariffs will have a huge negative impact ; Arthur Hayes: The bull market is back , its time to party; trader Eugene: Negative news has limited impact on BTC, and the market is structurally stable ; 1confirmation founder: Crypto innovation needs to integrate mainstream culture , and simply copying early models will not work; There is a negative correlation between the popularity of the seed round and the success of project products ; AllianceDAO partner: Crypto entrepreneurs are fleeing to AI, and 90% of Crypto+AI are false propositions ; Sequoia Capital Roelof Botha: AI is overheated , and rapid growth does not mean success; Du Jun: ABCDE Phase I Fund did not outperform Bitcoin , and the current paper return is about 5 times, and the DPI is about 2 times;
In terms of institutions, large companies and leading projects, Ripple wanted to acquire Circle for $5 billion , but was rejected due to too low an offer; Ethereum will improve user experience through a new interoperable address standard ; Binance announced the listing and delisting standards ; the first version of OKX Pay was officially launched; Binance Wallet: The failure of some Alpha token sales transactions was due to the underlying DEX problem, and will continue to follow up and optimize ; Binance Wallet product upgrades , adding support for SUI exchange, financial management recommendations and other functions; Trumps second son Eric Trump: WLFI stablecoin USD 1 will be used for MGX to complete the investment in Binance ; Hyperliquid: HyperEVM mainnet has launched the pre-compilation function; Four.Meme launched Rush Mode to quickly realize potential benefits; Meteora proposed to allocate 25% of tokens to liquidity incentives and TGE reserves ; Jupiter announced the launch of Ultra v2 mode to improve transaction efficiency and security; Aztec has been launched on the public test network; Binance Wallets new project MilkyWay announced the token economic model : airdrop ratio 10%, which will take 12 months to be fully unlocked, and will be available for airdrops after that;
In terms of security, Loopscale: All funds stolen from the protocol have been recovered , and there is no loss of user assets; Nike NFT Metadata Rug ( interpretation )... Well, its another week of ups and downs.
Attached is a portal to the “Weekly Editor’s Picks” series.
See you next time~
