"Weekly Editor's Picks" is a functional column of Odaily Planet Daily. While Planet Daily covers a large number of instant news every week, it also publishes many high-quality in-depth analysis articles, but they may be hidden in the information flow and hot news, passing you by.
Therefore, our editorial department will select some high-quality articles worth spending time reading and collecting from the content published in the past 7 days every Saturday. From the perspectives of data analysis, industry judgment, and opinion output, we aim to bring new inspiration to you in the crypto world.
Now, let's read together:
Investment and Entrepreneurship
Crypto Coming of Age: 2025, The Restructuring of Institutions, Assets, and Regulation
Institutions become the marginal buyers of crypto assets.
Real World Assets (RWAs) evolve from a narrative concept to an asset class.
Stablecoins become both a "killer app" and a systemic vulnerability.
Layer 2 networks (L2) consolidate into a "winner-takes-all" landscape.
Prediction markets evolve from toy applications to financial infrastructure.
Artificial Intelligence & Crypto (AI × Crypto) shifts from hype narrative to actual infrastructure.
Launchpads industrialize, becoming internet capital markets.
Tokens with high Fully Diluted Valuation (FDV) and low circulating supply prove to be structurally uninvestable.
Information Finance (InfoFi) experiences boom, inflation, and then collapse.
Consumer crypto returns to the mainstream, but through Neobanks rather than Web3 applications.
Regulation gradually normalizes globally.
"Fat Apps" Are Dead, Welcome to the Era of "Fat Distribution"
Previously, the crypto industry invested excessive resources in infrastructure and technological optimization.
By 2025, the industry has officially entered a new stage: cryptocurrency applications themselves have become replaceable, standardized products.
Integration and cooperation will ultimately win out, distribution channels will ultimately win out, front-end interfaces will ultimately win out; while crypto applications will merely become simple traffic pipes.
Tiger Research: Is Now the Time to Buy?
Buy in batches, set strict stop-losses.
Five Meme Coins Soar Against the Market Trend, Who is the Next Potential Coin?
PIPPIN, FOLKS, BEAT, AIA, RAVE.
Also Recommended:
From Hype to Pull, A Sharp Commentary on 21 Mainstream Crypto Narratives in 2025
Grayscale Decrypts 2026: Ten Trends Reshaping the Industry Ecosystem
Starting with a16z's Asian Retreat: The Twilight of the VC Empire and the New Kings
The Year of M&A Devouring: 2025 Web3 Giants' Ecosystem Restructuring and Power Reshuffle
Crypto Money Printer Wants to Acquire Juventus: The Offensive and Defensive Battle Between Europe's Old and New Money
Policy and Stablecoins
USDT Rating Controversy: S&P's "Ruler of Stability", Tether's "Market Debate", and the Transformation into a "Shadow Central Bank"
The essence of the divergence between S&P and Tether: Traditional finance's risk perception prioritizes "solvency", focusing on "reserve liquidation capacity under extreme runs"; while Tether focuses on "market liquidity priority" and long-term value preservation and risk resistance (especially inflation risk). The two measure risk from completely different dimensions.
The strategic intent behind Tether's reserve transformation: Tether's reserve model is shifting from "1:1" cash-equivalent reserves to a hybrid model of "hard assets (gold) + digital assets (BTC) + low-risk assets (US Treasuries)". Essentially, this is a transformation from a "stablecoin issuer" to a "global liquidity provider + digital asset reserve institution". The core drivers include inflation hedging demand, pro-cyclical yield enhancement (e.g., the predicted 2025 BTC/gold bull market), and de-dollarization布局. In fact, Tether is becoming more like a "shadow central bank" than a simple stablecoin issuer.
USDT's short-term risks and long-term trends: USDT's peg stability is still supported by on-chain liquidity. However, in the short term, the 24% of high-volatility assets (BTC/gold/loans) in the reserves may expose risks during the 2026 interest rate cut cycle and a potential crypto bear market (In 2025, Tether's book showed huge floating profits due to holding gold and Bitcoin reserves; however, the situation may change in 2026). In the long term, the "central bankization" trend of stablecoins (inflation-resistant assets + global network + energy) will push the industry towards "transparency + standardization".
Prediction Markets
After Researching How to Apply Leverage to Prediction Markets, I Found This Problem Almost Unsolvable
Prediction markets have three characteristics completely different from spot trading or perpetual contracts: a clear upper limit, a lower limit of 0, and binary outcomes that are confirmed instantly.
The key premise for leverage to work on conventional assets is that the price change of the asset is continuous. Prediction markets, however, experience price jumps.
Airdrop Opportunities and Interaction Guides
Overview of Recent Developments in Popular Perp DEXs, Find the Best Way for You to Participate
Popular Interaction Collection | Cascade Early Access Application; OpenMind Adds Badge Tasks (December 17)
Step-by-Step Guide to Participating in predict.fun, Supported by CZ
Interaction Tutorial | Total Prize Pool of $1 Million, Jupiter Launches Trading Card Collection Activity
Bitcoin
Bitcoin Miners Are Abandoning "Mining" for "Cloud"
Bitcoin mining revenue is unstable, while costs continue to rise, making the core business model unsustainable.
Mining companies are beginning to use their existing sites and infrastructure to rent out data center space to large tech companies.
This transformation alleviates恶性竞争 and helps improve the health and stability of the entire industry.
Multi-Ecosystem and Cross-Chain
Complete Recap of Abu Dhabi Breakpoint: 49 Key Developments in the Solana Ecosystem
Complete Recap of Solana Hackathon Grand Prize Projects: The Industry's Handpicked Seeds
CeFi & DeFi
Hyperliquid "Portfolio Margin" Launches: Targeting Traditional Finance's $7 Trillion Incremental Script
Hyperliquid launching Portfolio Margin is revolutionizing the account system of on-chain derivatives, significantly improving capital efficiency, and meeting the demand of large-scale institutional funds.
Web3 & AI
$180 Million in Experience and Lessons: The Current Entry Point to Web3 is Not Social, But Wallets
The core of Web3 is value interaction rather than information transmission. The primary need for users entering the ecosystem is to manage digital assets and complete on-chain activities. Giants are competing fiercely in the wallet赛道.
The Web3 entry point has shifted from CEX (early stage) to wallets (after the DeFi explosion) and now to the combination of AI and wallets.
Security
Death is the Largest "Buyer" of Cryptocurrency
Conservative estimates suggest that about $2 billion in crypto assets exit circulation annually due to lack of inheritance.
The article introduces a simple three-step inheritance method (thought up like a detective fan), which is easy to remember, difficult to crack, accessible anytime and anywhere, and guarantees 100% non-custodial (i.e., no reliance on intermediaries):
Build a dedicated single-page website → Encrypt and convert the seed phrase into a digital string → Upload the digital string to the dedicated website.
Weekly Hotspot Recap
In the past week, the U.S. SEC issued a "Statement on Broker-Dealer Custody of Crypto Asset Securities", released crypto asset custody guidelines, systematically梳理 wallet types and main risks; HashKey listed on the Hong Kong Stock Exchange (first-day observations); Ripple, Circle, BitGo, and five other crypto companies approved to become trust banks (interpretation);
Additionally, in terms of policy and macro markets, SEC Chairman Paul Atkins warned that cryptocurrency could become a financial surveillance tool; U.S. Treasury Secretary Besant: Expects macroeconomic提振 in Q1 2026;
In terms of views and statements, Bitfinex Alpha report: 2026 Will Be the Year of Liquidity, Crypto ETP AUM May Exceed $400 Billion; Bitwise Releases Top 10 Predictions for the 2026 Crypto Market: The Bull Market Will Continue, Bitcoin Will Set New Highs; 10x Research: Everyone is Bullish on 2026, But the Data Doesn't Support This View; Twenty One Capital CEO: Shorting the USD and Longing BTC is Part of the Company's Business; Delphi Digital: Cryptocurrency is No Longer the Only Investment Choice, Crypto Concept Stocks are Creating a吸血 Effect on Altcoins; Trump's "Embrace of Crypto" Reshapes U.S. Stock Structure, But High Volatility Risks are Spreading to Traditional Stock Markets; a16z Crypto Calls on U.S. CFTC to Quickly Clarify Blockchain Protocol and Application Rules; Moonrock Founder: Bullish on the Application Layer, Bearish on Infrastructure; CBB: Altseason is Approaching, Governance Tokens are the Future; U.S. SEC Has Ended Its Investigation into the Aave Protocol; Aave Founder: Next Year's Three Strategic Pillars are Aave V4, Horizon, and the Aave App; Multicoin联创: Ethereum Was My Crypto Guide, Source of First Pot of Gold, and the Fastest Asset in History to Reach a $100 Billion Market Cap, But I Abandoned It in 2017; Uniswap Founder: Uniswap Unification Proposal Submitted for Final Governance Vote, 100 Million UNI to Be Burned if Passed; Circle's Acquisition of Axelar Sparks Controversy;
In terms of institutions, large companies, and leading projects, Nasdaq Plans to Extend Stock and ETP Trading Hours to 23 Hours; Securitize to Launch "Real" Not "Synthetic" Stocks On-Chain, with Full Shareholder Rights; JPMorgan to Launch First Tokenized Money Market Fund on Ethereum, Injecting $100 Million as Startup Capital; Visa Announces Launch of Stablecoin Advisory Services; Strategy Security Passes Nasdaq 100 Index Adjustment, But Still Faces MSCI Exclusion Risk; Binance Releases Project Listing Path Framework and Application Guide; Stablecoin U Launches: Lands on BNB Chain and Ethereum, Integrates with Mainstream DeFi Protocols like PancakeSwap, ListaDAO, Listed on Centralized Exchange HTX; Binance Wallet Launches Web3 Lending Function, Integrates Venus Protocol; Binance Introduces Pay and Regular Withdrawal Send Function; Tether Launches Peer-to-Peer Password Manager PearPass; MetaMask Supports Fiat Purchases of Bitcoin; Kalshi CEO: Kalshi Officially Opens Combos Function, Daily Trading Volume Reaches $340 Million, Setting a Historical Record; WLFI Releases Governance Proposal: Proposes Using Part of Unlocked Treasury Funds to Incentivize USD1 Adoption; RateX Reveals Token Economic Model, First Season Airdrop 6.66%; Canaan Technology Announces $30 Million Stock Repurchase Plan;
Data-wise, Ethereum and L2 network lending revenue accounts for about 90% of total crypto market revenue; North Korean Hackers Stole $2.02 Billion in Cryptocurrency in 2025, Setting a New Record; Juventus Stock Rises Nearly 14% After Rejecting Tether's Acquisition Offer, Juventus Fan Token JUV Plummets Over 13%;
Security-wise, 0G Foundation: Contract Attacked, Resulting in 520,000 0G Stolen......Well, another rollercoaster week.
Attached is the portal to the "Weekly Editor's Picks" series.
See you next issue~








