"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. However, these might be hidden within the information flow and hot news, passing you by.
Therefore, our editorial team will select some articles worth spending time to read and收藏 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
Silver Moon in the Sky, How Long Will Silver Keep Rising?
Silver at $103 is not the end, perhaps not even the midpoint. The driving factors (capital flight, currency devaluation, solar energy demand, supply constraints) have not changed and are accelerating. These same dynamics are spreading to other metals, particularly copper.
Signals worth watching for a turn include: China actively addressing the real estate debt crisis; the US shifting towards fiscal responsibility; a more peaceful world; non-Western elites reaching some agreement with the US.
What is Driving the Super Cycle for Gold, Silver, and Copper, a Once-in-45-Years Event?
The new highs for gold, silver, and copper are not a cyclical rebound but a fundamental change in the global valuation logic for hard assets.
In 2025, the Silver Miners ETF achieved a staggering 195% return, and this trade is not over yet.
The达成 of peace agreements, the emergence of material substitutes, and short-term market corrections could lead to price pullbacks of 20% to 40%.
Silver in the Eyes of Traders is the Next Bitcoin
The narrative around silver is shifting from "the poor man's gold" to "an essential for industrial growth," its fundamentals undergoing a profound structural reshaping. Whether from industrial demand, monetary属性, institutional movements, or ETF inflows, silver seems to be having its "Bitcoin moment."
Silver Facing a "Delivery Failure" Crisis? March Could Be a "Critical Moment" for Precious Metals
The New York Mercantile Exchange (COMEX) might face a physical silver delivery default as early as March 2026, which would completely destroy the credibility of the existing pricing mechanism and trigger a chain reaction spreading to the gold and credit markets, leading to a collapse of the entire financial system.
The New Narrative of the $5000 Era: The "Old King" Returns, How to Understand the Tokenization Logic of Gold?
The real watershed for digital physical gold is the shift from "on-chain" to "usable"—in the Web3 environment, XAUt can not only be traded but also combined with other assets, exchanged, and even connected to payment and consumption scenarios.
When Traders Start Speculating on Silver On-Chain: Hyperliquid's Full-Asset "Infiltration War"
From a trader's perspective, as long as HIP-3's open interest continues to hit new highs, as long as BTC order book depth continues to approach Binance's, and as long as precious metal trading volume keeps growing, as long as these three indicators hold, HYPE is still in an upward trend.
Also recommended: Ark Invest's "Big Ideas 2026" Crypto Edition: BTC Market Cap Will Rise to $16 Trillion by 2030
Prediction Markets
Polymarket Developer Essentials: 18 Battle-Tested Core Open-Source Tool Libraries
Policy & Stablecoins
Compliance, Liquidity, Distribution: Where is the Real Battlefield for Stablecoin Issuance?
Core issuance capabilities are converging, but aspects with high operational demands like compliance, redemption efficiency, launch time, and bundled services are not easily replaceable between providers. If you view issuers as completely interchangeable, you miss where the real constraints lie and misjudge where profits might be retained.
The article further breaks down the technology and operations stack for white-label issuance.
Stablecoins are fighting a customer acquisition competition, achieving retention through switching costs. Changing an issuer involves reserve and custody operations, compliance processes, redemption mechanisms, and downstream system integrations, so issuers are not "replaceable with a click."
Pricing power comes from bundled sales, regulatory environment, and liquidity constraints. The value lies not in "creating the token" itself, but in the entire轨道 infrastructure surrounding the stablecoin's operation.
Also recommended: Tokenized Securities Regulation Clarified, Which Hot Projects Won't Pass the SEC's Test?.
Airdrop Opportunities & Interaction Guides
2026 Potential Airdrop Project Mega Compilation & Tutorial (Part 3)
Popular Interaction Compilation | Surf Launches Points System; MemeMax Earn MaxPacks Event Ongoing (January 30)
The Ultimate Guide to 2026 Perp DEX Airdrops
Ethereum & Scaling
Dialogue with Vitalik: Technical Maturity, Application Confusion, The Most Dangerous Divide in the Crypto World
Vitalik: The biggest shift in recent years is seeing the huge divide between technology and application. Too many people seem to have forgotten the original intention of "building various decentralized applications that truly change the way society collaborates." I hope Ethereum can be like a core hub for all decentralized applications in the future, serving not just finance but also渗透 into all industries. Its core value lies in "true ownership." The types of applications I most hope developers build are: DeSoc, smarter DAOs, decentralized stablecoins. Besides fiat, decentralized stablecoins could also be pegged to real-world value, like CPI.
The biggest structural dilemma for SocialFi is: if you bind social and financial aspects too tightly, financial incentives often backlash and overwhelm social incentives.
In the long run, short-term bets on prediction markets don't hold much social significance. Theoretically, prediction markets are successful as a tool (because they work), but we need more meaningful applications. For dispute resolution, the current Oracle data sources (e.g., Web2 news sites, Twitter) have too low security standards.
Worthwhile directions for AI×Crypto include: AI's bank account, prediction markets, content authenticity.
Also recommended: Side Events May Be Drastically Reduced by Over 80%, Is ETHDenver's Halo Fading?
CeFi & DeFi
In-Depth Research Report on Stock Contracts Sector: The Next Trillion-Dollar Battlefield for On-Chain Derivatives
The US stock market has unique structures like trading hour limitations (not 24/7), pre-market and after-hours volatility, and trading halts, which require oracles to intelligently handle market state switches. Mainstream solutions incorporate market open/close markers, TWAP smoothing algorithms, outlier filtering, etc., to prevent on-chain prices from detaching from real-world anchors during US market closures and avoid price manipulation risks due to insufficient liquidity.
Regarding synthetic asset construction, stock perpetual contracts do not mint tokens representing real equity but create virtual positions linked to the underlying stock price through smart contracts. To ensure smooth liquidation, mainstream protocols incorporate cross-asset risk engines and dynamic parameter adjustment mechanisms.
The traffic入口 for stock perpetuals is expanding from单一官网 (single official websites) to多元生态 (diverse ecosystems). Stock perpetual contracts are at a critical breakthrough period from zero to one. They are both a必然选择 (inevitable choice) for Perp DEXs seeking new growth narratives and a试验田 (testing ground) for the integration of traditional assets and crypto finance.
One Year of the Trump Family Crypto Project WLFI: When the Referee Joins the Race
The Trump family gained $1.4 billion from crypto appreciation in one year, accounting for 1/5 of their total net worth.
3 Major Controversies of the Trump Family Crypto Project: WLFI public sale, TRUMP Meme coin, USD1 stablecoin popularization.
The Trump Family's Insider Trading Code: "News Trading" and "TACO-style Trading" throughout.
Also recommended: Lazy Person's Financial Guide | Latest Calculation of Binance USD1 Airdrop Yield; OpenEden Launches New 26.4% APY Pool (January 26).
Web3 & AI
Sorry, This Time I Must Bet on AI's Death
One of the best gauges for measuring actual currency devaluation is M2 growth rate. The notion that stocks always go up is an illusion. The monetization of commodities is real and happening.
When the excess of "production" threatens the foundation of "plunder," interest groups will have ample motivation to make the AI revolution fail or be indefinitely delayed.
Betting on AI's "death" essentially means: shorting the race between "exponentially growing credit" and "linearly growing productivity"; going long on hard assets and anti-fragile assets; shorting organizational efficiency. In other words, betting against AI is betting on physical laws and debt mathematics; betting for AI is betting on a technological singularity and the luck of human evolution.
Also recommended: ClawdBot Viral Hands-On Test: Invest $100, "Earn" 200% Overnight.
Weekly Hot Topics Recap
In the past week, on January 30th, BTC once fell below $81,200; Trump: Nominating Kevin Warsh for Fed Chair;
Additionally, regarding policy and macro markets: The US enters a period of clearer crypto asset regulation; if the market structure bill passes, it could enhance industry predictability and benefit retail investors; Trump sues the IRS and Treasury Department, claiming $10 billion; Trump: Not worried about dollar depreciation, can make it go up and down like a yo-yo; Sources: Trump reaches funding deal with Democrats to avoid government shutdown; White House positions "US is already the global crypto hub," CFTC to follow up with rule and regulation reforms; CFTC Chair: Will formulate new rules for prediction markets;
Regarding views and voices: Viewpoint: 2026 is a key inflection point for the crypto market, the sector will shift towards new financial infrastructure construction; a16z Crypto: AI-based judgment mechanisms might solve prediction market scaling bottlenecks;
Regarding institutions, large companies, and top projects: Tether officially launches US federally regulated stablecoin USA₮ (解读 analysis); Binance lists Tesla contract; ERC-8004 standard released on Ethereum mainnet;
Data-wise: On January 26th, silver broke through $117/oz, hitting a record high (introduction to tokenized silver); On January 29th, spot gold approached $5600...... Well, another week of ups and downs.
Attached: Portal to the Weekly Editor's Picks series.
See you next issue~
