Weekly Editor's Picks (0124-0130)
Weekly Editor's Picks (0124-0130) by Odaily Planet Daily features in-depth articles from the past week. Key topics include:
- **Investing & Startups**: Analysis suggests the silver rally, driven by capital flight, monetary devaluation, and industrial demand, may continue. Silver is seen as having a "Bitcoin moment," transitioning from "poor man's gold" to an industrial necessity. Concerns about a potential COMEX silver delivery failure by March 2026 are highlighted. The tokenization logic of gold (e.g., XAUt) and on-chain silver trading on platforms like Hyperliquid are also discussed.
- **Policy & Stablecoins**: The real competition in stablecoin issuance lies in compliance, liquidity, redemption efficiency, and bundled services, not just the technical ability to create a token.
- **Ethereum & Scaling**: In an interview, Vitalik Buterin expressed concern about the gap between Ethereum's technical capabilities and its original purpose of building decentralized applications (DeSoc, smarter DAOs). He noted that SocialFi faces structural issues where financial incentives can overwhelm social ones.
- **CeFi & DeFi**: A report on on-chain stock perpetual contracts details their mechanisms to handle unique market structures and their role in merging traditional finance with crypto. The Trump family's crypto ventures, which added $1.4 billion to their wealth, are also examined.
- **Web3 & AI**: A contrarian view bets against AI's success, arguing that excess production could threaten established power structures, making hard assets a better investment.
- **Weekly Recap**: Key events include Bitcoin's drop to ~$81,200, Trump's potential Fed chair nomination, and the US establishing clearer crypto regulations. Gold approached $5,600 and silver hit a record high of $117/oz.
marsbit01/31 04:20