The information flow moves too fast, and in-depth analysis articles are easily drowned out by trending topics. The "Weekly Editor's Picks" column rescues this judgment-worthy content from the vast sea of information, filtering out the noise for you, leaving behind insights, and bringing inspiration.
Macro Situation
Crossing the Tipping Point: Price Hikes Are Just the Prelude, the Oil Market to Face "Physical Supply Disruption"
"Time mismatch" is a variable underestimated by the market.
Even if the Strait of Hormuz resumes traffic in the short term, the delays in tanker turnover caused by the initial transport disruptions will continue to erode onshore inventories for weeks to come. This means supply issues will not immediately resolve with the "resumption of navigation" but will be reflected in inventories and the spot market with a lag.
Against this backdrop, refinery behavior becomes a key amplifier. If the strait closure persists beyond April, traditional oil price frameworks will become ineffective. The market will no longer face a cyclical price increase but an extreme scenario approaching "physical shortage"—in this state, price is no longer an effective regulatory tool, and price caps lose their reference meaning.
What can truly bring the market back into balance is not the restoration of supply, but "policy-driven demand suppression" similar to the pandemic era.
Investment & Entrepreneurship
Global Census of Consumer Crypto: Users, Revenue, and Sector Distribution
The user problem in crypto is essentially a geographical problem (real, massive users are not noticed by the West); Tron is the most important consumer-grade public chain; On-chain e-commerce is not viable; Revenue and user numbers often move inversely; The battle of perpetual DEXs is over, HYPE has won.
I Used AI to Analyze 221 Meme Coins and Finally Found the Only Viable Path for Trading Them
Facing meme coins, predicting the start and "catching the top" are not feasible. The only viable strategy is: shorting after a sharp price increase retracement, and strictly executing a bounce-exit strategy. And the only effective indicator: naked K-line charts.
Enter early, hold short positions, exit fast.
VCs Sticking to the Primary Market: How Much Money Do They Have Left?
Estimates from frontline investors: Available capital for Series A and later stages is approximately $6-7 billion; available capital for seed and earlier stages is approximately $1-2 billion.
Fu Peng's 2026 Hong Kong Speech: Why Did I Join the Crypto Industry?
The future is definitely "FICC+C", meaning major asset allocation will include crypto assets. Technology drives financial change, and now is the moment new technology brings new finance. Crypto assets have matured to an era where they can be included in investment portfolios.
Also recommended: "Hong Kong Stock IPO Subscriptions, the New Battleground for Shenzhen Airdrop Hunters".
Prediction Markets
You Bet on the News, the Pros Read the Rules: The True Cognitive Gap in Losing Money on Polymarket
Polymarket has never been a market purely for "guessing events correctly"; it's more like a system that translates real-world events into legal text, and then translates that legal text into settlement outcomes.
Understanding the rules is as important as doing research. The pros' advantage often comes from a deep understanding of the rules, knowing what this system acknowledges and what the adjudication will recognize.
Whoever realizes earlier the gap between "reality" and "rules" has a better chance of profiting from the price deviations created by misreading, controversy, and emotion.
Polymarket's "2028 Presidential Election" Traffic King Is...... LeBron James???
About 70% of trading volume is concentrated on candidates with less than 1% probability. Users trading or providing liquidity on these absurd event markets can be categorized into three groups: "lottery players, bots, airdrop hunters".
Users trading on James or Kardashian in Polymarket's "2028 Presidential Election" event are neither crazy nor stupid; they are either seeking stable annualized returns or a better execution path. Their actions may seem absurd, but they are driven by rationality.
Policy & Stablecoins
Only a 50% Chance of Passing This Year, Can the CLARITY Act Successfully Navigate Before the Midterm Elections?
CeFi & DeFi
Aave Is Foolishly Ceding Its Throne as the King of DeFi Lending
Aave is foolishly sitting by, letting community panic ferment for days due to its extremely poor crisis PR strategy, thereby losing its former biggest advantage in the lending sector—hundreds of billions of dollars in deposited funds and the user mindset label of "safest DeFi".
The Truth Behind the Satirical Literature of WLFI
The core controversy of WLFI lies in its income distribution structure: "Zero investment, high fees, zero responsibility".
WLFI's risk profile can be divided into two levels:
- Structural Risk: The 75/25 profit-sharing条款, 80% internal token concentration, and multiple overlapping identities between family and regulatory decision-makers form the institutional basis for conflicts of interest. Problems at this level are not automatically resolved by improving market conditions or partial repayments.
- Operational Risk: The Dolomite lending incident revealed the project's lack of basic risk management awareness at the financial decision-making level, and a lack of transparent disclosure for related-party transactions. Combined with the token's low liquidity, such operations have potentially destructive effects on market stability.
Airdrop Opportunities & Interaction Guides
Popular Interaction Collection | Tether Web3 Wallet Early Registration; Nava AI Waitlist Application (April 22nd)
Ethereum & Scaling
Vitalik Speech: Perfecting Quantum Resistance, Replicating Ethereum's L2 is Meaningless | 2026 Hong Kong Web3 Festival
Weekly Hot Topics Recap
Policy & Macro Markets
Trump Announces Extension of Ceasefire, Maintains Maritime Blockade;
Iran: The Strait of Hormuz is Part of Iranian Sovereignty, Will Not Relinquish Control;
SpaceX Drops "IPO Bombshell": Space AI Technology Unproven, May Not Be Commercializable;
US SEC Chair: Advancing the Establishment of a Digital Asset Regulatory Framework and Proposing an "A-C-T" Strategy;
Singapore to Optimize Crypto Capital Regulations: Public Chain Assets May No Longer Be Universally Classified as High-Risk;
Views & Voices
Hong Kong Official Responds to "Middle Eastern Capital Inflow": Mutual Two-Way Exchange, Tokenized Funds Already Listed on Middle Eastern Wealth Management Platforms;
Dragonfly Partner: DeFi Evolves Through Failure, the System Possesses Resilience and Self-Healing Capabilities;
Justin Sun Sues World Liberty Financial;
Musk Agrees to Set ASTEROID as SpaceX Mascot (Related Meme and Backstory);
Institutions, Large Companies & Leading Projects
Polymarket Teases Upcoming Perpetual Contracts Feature (Analysis);
Security
Kelp DAO's rsETH Bridge Contract Based on LayerZero Hacked, Nearly $300 Million Lost (Retrospective, Aave, L0, Kelp三方博弈), Aave Founder Stani Announces Personal Donation of 5000 ETH to Help Resolve Current Issues;
RAVE Collapses (Full Retrospective);
Iran Opens Fire on Oil Tanker Targeted by Crypto Scam;
A User Profits $34,000 by Interfering with Polymarket Temperature Prediction Market Using a Hair Dryer......
Attached: Portal to the "Weekly Editor's Picks" series. See you next time~
