"Weekly Editor's Picks" is a functional column by Odaily Planet Daily. While Planet Daily covers a vast amount of real-time information weekly, it also publishes many high-quality in-depth analysis pieces that might get lost in the information flow and hot news, passing you by.
Therefore, our editorial team will select some articles worth spending time to read and collect from the content published in the past 7 days every Saturday. From perspectives like data analysis, industry judgment, and opinion sharing, we aim to bring new inspiration to you in the crypto world.
Now, let's read together:
Investment & Entrepreneurship
The Biggest Trading Theme of 2026: Trump Who Can't Afford to Lose, The End of the International Order
Facing immense pressure from the midterm elections, the Trump administration is demonstrating a determination to reverse the situation at all costs, which will reshape the global asset pricing logic from energy to gold.
Short emerging market stocks, go long on defense sector and gold.
The biggest risks lie in the stock market and the AI bubble.
Best read alongside "The New York Times Interviews Trump: 7 Key Points on the Logic of Power".
Primitive Ventures Founder Dovey Wan: Who is Paying for This Bull Run?
Huge divergence between offshore and onshore funds. Spot: Onshore is the main buyer, Offshore prefers selling on highs; Futures: Offshore leverage is active, Onshore institutions continue to reduce positions.
In early 2025, two key policies laid the foundation for the structural entry of onshore buying: the repeal of SAB 121 and the生效 of FASB fair value accounting. Retail investors are absent.
Several key institutional and market variables will emerge in 2026: SFT Clearing Service and DTCC 24/7 tokenization落地; AI trading enters the "high expectation consumption period"; Further decoupling of BTC and altcoin markets.
We Used a Large Model to 'Divine' Tokenization/Web3 for 2026
In 2026, the allocation consensus is evolving from broad布局 in cryptocurrencies and tech stocks towards strengthening the Bitcoin core, focusing on specific tech标的, and increasing thematic investments and hedging allocations, reflecting the adjustment of investor strategies amidst赛道 evolution: seeking a balance between growth and defense in uncertainty.
Global Top Streamer MrBeast Becomes a Big Card for Tom Lee
BMNR announced it will invest in and acquire a stake in Beast Industries, the holding company behind global top streamer MrBeast. Beast Industries has an annual revenue of $400 million but thin profits.
MrBeast's wealth is highly concentrated in unlisted equity; although he holds just over 50% of Beast Industries, the company continues to expand and hardly pays dividends; he personally even deliberately does not retain cash.
BMNR's investment in Beast Industries is a bet on the programmable future of attention gateways.
Also recommended: "Delphi Digital Outlook: 10 Major Paradigm Shifts in the 2026 Crypto Market", "Wintermute Reveals the Flow of Off-Exchange Funds in a 28-Page Report".
Prediction Markets
Million-Dollar Salaries to Poach Talent, Is Wall Street Taking Over Prediction Market Pricing Power?
In prediction markets, institutions and retail are not playing the same game at all. Retail often relies on fragmented information to predict single events, which is essentially gambling, while institutional players focus on cross-platform arbitrage and market opportunities.
The entry of market makers will quickly narrow spreads, eliminating retail arbitrage opportunities.
Polymarket Ecosystem Panorama: 170+ Tools Building New Infrastructure for Prediction Markets
Privacy Sector
2026 Privacy Asset Map: Which Projects Are Truly Gaining Market Patience?
Monero(#15): 8 Years Later, The Return of Privacy Fundamentalism;
Zcash(#28): A Severe Governance Shock;
Dash(#138): The Real Adoption Path of Privacy Payments;
Humanity(#215): Not a Privacy Coin, Reconstructing "Privacy Identity";
Railgun(#331): DeFi's "Private Wallet Layer";
Pirate Chain(#488): Taking "Privacy" as the Sole Prerequisite, No Compromises;
Tornado Cash(#769): Still Operating After Sanctions;
Dusk Network(#781): Putting Privacy Inside the System, Not Against It.
Tiger Research: Why Do Financial Institutions Prefer Selective Privacy?
The core advantage of blockchain—transparency—could expose corporate trade secrets and investment strategies, posing substantial risks to businesses.
Fully anonymous privacy models like Monero do not support KYC or AML, making them unsuitable for regulated institutions.
Financial institutions need selective privacy that can protect transaction data while remaining compatible with regulations.
Financial institutions must determine how to connect with the open Web3 market for expansion.
Policy & Stablecoins
South Korean Market's Nine-Year Ban Lifted, Will the $10 Billion 'Kimchi Premium 2.0' Ignite Again?
On January 14th, the Korea Composite Stock Price Index (KOSPI) broke through the 4700 point mark for the first time in history during trading, hitting a new all-time high.
Also in January, South Korea's Financial Services Commission (FSC) plans to lift the ban on corporate cryptocurrency investment in place since 2017, intending to allow listed companies and professional investors to participate in cryptocurrency trading.
However, the entry of this heavyweight new force (Korean institutions) coincides with the DAT narrative cooling to a freezing point.
Also recommended: "From Venezuela and Iran's Turmoil, See How Stablecoins Become a 'Second Monetary System'".
Airdrop Opportunities & Interaction Guides
2026 Potential Airdrop Project Compilation & Tutorials (Part 2)
YZi Labs Tens of Millions USD Investment, CZ Personally as Advisor, How to Farm Genius Points?
Interaction Tutorial | Seize the Last Chance to Earn Points Before ETHGas Token Launch
Meme
Why Do Chinese Memes Lack Staying Power?
Compared to the last Chinese Meme frenzy, this wave cooled particularly quickly. Reasons include: rejection of "Shandong-ology" affecting community unity; lack of external liquidity injection; the narrative itself is no longer attractive.
Earned $430k in 30 Days, The 'Sitting Still P Xiaojiang' Golden Dog Sniper Technique
'Sitting Still P Xiaojiang' from the Jinwa Group spent nearly a year watching foreign traders' livestreams to learn how to snipe meme coins. For instance, his Twitter monitoring technique was "learned from" top Solana chain trader @clukzSOL. 'Sitting Still P Xiaojiang' has now移植 these methodologies to the BNB memecoin market. From simple imitation to developing a personal style, he continuously optimized hardware configuration, tool parameters, and mental fortitude during this process.
Also recommended: "From 'Life K-Line' to 'Laozi',盘点 the Top 5 Hottest BSC 'Chinese Memes' Right Now".
Bitcoin
For the First Time in Three Years, The 6th Bitcoin Core Maintainer Emerges
Bitcoin Mining 2026 Outlook: Seven Trends Defining the Industry's Future
Ethereum & Scaling
Ethereum Ushers in the Year of Interoperability: Deep Dive into EIL, A Large-Scale Experiment Handing 'Trust' to Game Theory?
The essence of EIL is a set of interoperability communication frameworks and standard protocol collections—without rewriting Ethereum's underlying security model, it can standardize L2's "state proofs" and "message passing", enabling different L2s to possess composability and interaction capabilities like a single chain without changing their own security assumptions.
EIL's engineering path is Account Abstraction + Trust-Minimized Message Layer.
Overall, EIL is one of the most important infrastructure concepts proposed by the Ethereum community in the face of fragmented L2 experiences. It attempts to simplify UX while maintaining Ethereum's core values (self-custody, censorship resistance, disintermediation), which is commendable in itself.
Multi-Chain & Cross-Chain
After the $250 Million M&A Deal, Polygon's Long-Term Layout Emerges
Polygon Labs announced the completion of the acquisition of crypto startups Coinme and Sequence, with a total acquisition price exceeding $250 million. Coinme holds money transmitter licenses covering multiple states and operates a Bitcoin ATM network; Sequence' value lies more in blockchain wallet and developer infrastructure. These two acquisitions by Polygon are upstream and downstream布局围绕 the same goal: one end is the compliant channel, the other is the user入口; to complete the transformation from "crypto infrastructure" to "financial infrastructure".
Polymarket has driven a short-term surge in Polygon's revenue, but its long-term布局 will determine if it remains in the next round of competition.
Also recommended: "Token Price Crash, Layoffs, Developers Leaving, Is Berachain a Doomed公链?".
CeFi & DeFi
After Uniswap's Fee Switch Implementation: Is the 'Report Card' of This DeFi Transformation Impressive Enough?
Uniswap's fee switch, through a token supply burn mechanism, links the UNI token to protocol usage. Currently, fees generated by the protocol will be used to reduce the supply of UNI. This adjustment transforms the UNI token from having only governance functionality to an asset that can directly accrue value.
Early data shows the protocol's annualized fees are approximately $26 million, with a revenue multiple of about 207x; it will continuously burn about 4 million UNI tokens annually, and this move has already baked high growth expectations into UNI's $5.4 billion valuation.
DeFi is gradually transitioning to a "fee-hooked" token model. Mechanisms like token burning, staker收益分配, and "vote-escrowed (ve)" locking all aim to align token holders more closely with the protocol's economic system, thereby reshaping the valuation logic in this field.
Security
National-Level Players Enter, The 2025 Crypto Crime Out-of-Control Revelation
National-level threats drive up transaction scale: North Korean theft hits record high, Russian A7A5 tokens facilitate large-scale sanction evasion;
Full-stack illicit infrastructure providers fuel malicious cyber activities;
The correlation between cryptocurrency and violent crime is increasingly strengthened.
Weekly Hotspot Recap
In the past week, BTC broke through $97k; CLARITY deliberation was suddenly postponed (industry diverges on interpretation); Eleanor Terrett: If parties can reach a revenue-sharing agreement, the CLARITY Act could still advance;
Additionally, in policy and macro markets: Federal prosecutors launch criminal investigation into Fed Chair Powell; The fourth candidate for Fed Chair is BlackRock's Global Fixed Income Chief Investment Officer Rick Rieder (profile), Trump to make final choice in January; Tennessee orders Kalshi, Polymarket, and Crypto.com to cease sports prediction business (解读); South Korea lifts nine-year corporate crypto ban, allows listed companies etc. to invest 5% of net assets in crypto assets; CCTV discloses details of Yao Qian's virtual currency bribery case: "Greasing the wheels" for project public sales in exchange for 2000 ETH; The Chen Lei Thunder case draws attention again; First Finance: The追溯期 for补税 on overseas income can go back as far as 2017;
Views and voices: Vitalik condemns criminalizing code, speaks out for Tornado Cash developers; Solana APAC Growth Lead: Starknet executives displayed arrogance, leading to decision to join Solana;
Institutions, large companies & top projects: X is developing smart asset tag functionality, can display real-time price and contract information of associated assets (解读); X revokes API access for InfoFi apps, KAITO drops over 15% short-term; Kaito: Ceases operation of Yaps and launches Kaito Studio, KAITO token will continue to function in Kaito Studio; Cookie DAO announces cessation of Snaps operation; X Product Head: InfoFi apps paid millions for API access, but the platform doesn't need this revenue anymore; Polymarket is developing a Chinese version; He Yi's Binance Square profile shows "You all traded Binance Life"标识, may trigger under specific conditions; Pumpfun launches creator fee-sharing mechanism, supports multi-wallet splitting and permission adjustments; After the Solana & Starknet "PR war", Solana lists Starknet token STRK......Well, another rollercoaster week.
Attached is the portal for the "Weekly Editor's Picks" series.
See you next issue~
