Odaily Editorial Team Tea Party (December 17) | Bee Network

Odaily Editorial Team Tea Party (December 17) | Bee Network Login Tin tức thịnh hành Nền tảng khởi chạy meme Các tác nhân trí tuệ nhân tạo (AI) DeSci TopChainExplorer Dành cho Newbee Tiền xu 100 lần Trò chơi Ong Trang web cần thiết ỨNG DỤNG Phải Có Người nổi tiếng về tiền điện tử DePIN Tân binh cần thiết Máy dò bẫy Công cụ cơ bản Trang web nâng cao Trao đổi Công cụ NFT CHÀO, Đăng xuất Vũ trụ Web3 Trò chơi Ứng dụng phi tập trung (DApp) Tổ ong Nền tảng phát triển QUẢNG CÁO Tìm kiếm Tiếng Anh Nạp xu Đăng nhập Tải xuống Đại học Web3 Trò chơi Ứng dụng phi tập trung (DApp) Tổ ong QUẢNG CÁO trang chủ•Phân tích•Văn bản chính Odaily Editorial Team Tea Party (December 17)Phân tích2 tháng trước更新Wyatt 18.014 5 This column’s content is based on the real investment and observation experiences of Odaily’s editorial team members. We do not accept any form of commercial advertising, nor do we constitute investment advice (after all, we are equally experienced in losing money). Its purpose is merely to broaden perspectives and supplement information sources, not to create consensus. Welcome to join the Odaily community ( Telegram group , Tài khoản chính thức X ) to exchange ideas, ask questions, and joke around.

Asher (X: @Asher_0210) Profile: Primarily plays interactive games and financial management, occasionally buys memes (but doesn’t like to sell them), not good at contract trading but enjoys participating.

Content: Yesterday, the mật mã fear index dropped to 11, but I still believe there will be a rebound. I’ve started buying the dip in SOL, ADA, and ENA (and opened small contracts). I simply feel that PIPPIN and BEAT have risen too much, so I opened short positions in both this morning (I’ll share my profits in the next post).

For those who trade futures, we recommend using leading on-chain futures trading platforms to trade and potentially win token airdrops. Lighter is already listed on Coinbase and is currently in its final stages of earning tokens; StandX is now available on its mainnet and you can start trading; and Aster’s Season 4 is underway.

My main focus recently has been on the interaction design of early-stage popular projects. Last week, I wrote a summary and reflection on the 2025 “freebie hunting” strategy, which I recommend reading: “2025 Freebie Hunting Survival Rules: In the past, gold was everywhere, but now we rely on these two trump cards .”

Wenser (X: @wenser2010) Profile: Tea-adding boy, encrypted soy sauce party member, media observer.

share:

Macro: US stocks hit new highs, but crypto stocks hit new lows for the year. This stark contrast between hot and cold sectors presents asymmetric opportunities, with crypto natives potentially profiting from the stock market through tokenized trading platforms. The altcoin sector will continue to suffer losses, but meme stocks like Gamestop may experience a new wave of hype. Investment advice: Sister Mu’s Ark Fund is still buying on dips, including Coinbase, Circle, and Bitmine. I personally think there is still a chance for a rebound. Prediction Chợs: Kalshi launched the Combo feature, which I think is an important milestone for prediction markets to break away from the native crypto space and grow into an independent emerging sector. This also means that: (1) prediction markets support automated combination operations; (2) prediction markets and derivatives in traditional financial markets are more closely integrated. Within 5 to 8 years (or even less), it will soon grow into a trillion-dollar sector. Most importantly, the development of prediction markets and the updates and changes of platforms are also betting events, so the two have reached a kind of “self-referential state”. “Prediction Market Platform” may become a separate section. To some extent, everything can be predicted and everyone is a product manager. It is worth looking forward to. After all, behind every bet is the bonus provided by the counterparty.

The new product, “Life K-line,” was originally a test version created by @0xsakura666 within the industry. Due to positive feedback, it was systematized and became a project ( https://www.lifekline.cn/ ). Many users have reported that the AI-generated fortune-telling results closely reflect their realities. I believe this is a major trend, especially with the integration of AI with stablecoins, the x402 protocol, and EIP 8004. Stablecoin payments are highly anticipated next year, and Circle is worth investing in, just like Coinbase did in its early days (the two have inherently shared interests). Finally, I recommend an article in the biographical style, telling the story of an asset manager and Kondratiev wave: “The World Has No More Zhou Jintao” by Zhang Jieyu Yuanchuan.

Nan Zhi (X: @Assassin_Malvo) Synopsis: Meme Diamond Hand, reborn after suffering a major setback.

Content: 1. Currently focusing on Polymarket copy trading, while also generating Opinions on the side. 2. Prediction markets are becoming increasingly prevalent, exceeding my current capacity for tracking. A conversation with a major company revealed that an aggregated prediction market and a full-data platform are on the way (Polymarket’s official implementation is terrible). 3. I’ve started a Human vs. AI project, featuring selected copy traders from Nanzhi vs. a new AI model, which will be launched soon.

Dingdang (X: @XiaMiPP) Giới thiệu: Pure “leeks” (a metaphor for being exploited or taken advantage of).

Content: I personally tend to go long on BTC, ETH , or some high-quality altcoins. Recently, apart from buying ZEC, I haven’t dared to touch other altcoins easily. Bitcoin is also particularly volatile; the harder I try, the more money I lose.

I have a feeling that the current market trend is somewhat similar to the pullback phase at the top of the 2021 bull market. If it really repeats itself, then we might be in the early stages of a bear market. But on the other hand, we’re now entering a rate-cutting cycle, and macroeconomically, there doesn’t seem to be a basis for a deep bear market. Moreover, leading DAT companies have recently been buying crypto assets in large quantities. Do they have some major positive news that we don’t know about or haven’t seen yet? In short, this market is too difficult to navigate right now. I’d better hold onto my holdings and play it safe.

Ethan (X:@ethanzhang_web3) Giới thiệu: Random ramblings

Content: The only major event last week was probably Fed Chair Powell’s announcement of an interest rate cut. The market outlook, as summarized by institutions, is that short-term market activity is declining, and a sustained “gradual decline” may occur by the end of the year. The momentum for a renewed bull market is limited. Whether further interest rate cuts will occur in the long term depends on weak wage growth or employment data. If the data remains weak, rate cuts may become more aggressive, but it’s best to avoid blindly buying the dip now.

I recently chatted with people in the industry, and this is just a rumor, but due to the tightening of policies this year, many of the agents in Shenzhen who previously provided operations and maintenance services for exchanges will most likely have moved overseas by the end of the year . Just take it as a joke, there’s no way to verify it.

Those who enjoy memes should check out this episode (guests: Cupsey & Jack Duval ). I think it was Cupsey’s first time on the show, and there were quite a few stories about how they made money.

golem(X:@web3_golem): Giới thiệu: Golem’s ingenious ideas

Content: Last week, Sei’s announcement of pre-installing an app on overseas versions of Xiaomi phones garnered significant attention. However, Sei seemed hesitant after making the announcement, issuing a clarification and contacting major Chinese media outlets to remove the related news. Subsequently, within Odaily, we discussed that exchanges are actually the ones that should be partnering with phone manufacturers for pre-installed crypto applications.

So I asked a few people at exchanges. According to insiders, Binance had actually partnered with the overseas version of Xiaomi before Sei, but due to Xiaomi’s restrictions, it only existed in certain markets and wasn’t something worth marketing . Moreover, this pre-installation doesn’t automatically download to the phone upon startup; instead, a hướng dẫn page pops up, giving users full control, similar to a push notification. The effectiveness of this is questionable.

However, the general enthusiasm for pre-installation also indicates that growth remains the biggest problem for Web3. If a project can break into the mainstream, regardless of whether it is personally relevant to them, they will feel a sense of excitement.

Moni (X: @mich73692) Giới thiệu: I don’t trade altcoins, I only follow Bitcoin.

Content: The market trends of the past week have made me even more convinced of one thing: the cryptocurrency market is systematically bidding farewell to the narrative of collective price increases based on time nodes, such as the “Christmas rally”.

Previously, it was thought that the price would fall in November, followed by a rebound in December, especially a significant increase in the 1-2 weeks before Christmas, because many US-listed companies had included Bitcoin in their coffers. These companies are backed by Wall Street, and considering human nature, Wall Street would likely try to capitalize on this for year-end bonuses. However, reality quickly proved them wrong. Even Strategy’s announcement in the past two weeks of purchasing over 20,000 Bitcoins failed to reverse the price decline. Previously, several Wall Street banks’ Bitcoin price predictions were largely unreliable, seemingly designed to lure retail investors in. For example, JPMorgan Chase predicted Bitcoin would reach $170,000, Bernstein predicted $200,000, and Standard Chartered predicted $100,000.

Another factor to watch is Friday’s yen interest rate hike. As a carry trade currency, a rate hike could cause panic among investors who previously borrowed yen at “zero interest.” These investors typically borrow yen to purchase other interest-bearing currencies (such as the US dollar) and risky assets (such as gold and Bitcoin). If the rate hike means increased repayment costs, investors will choose to sell risky assets, leading to a further drop in Bitcoin prices.

Among altcoins, SOL has received a lot of positive news in the past week (possibly due to the Breakpoint conference), such as Visa opening up USDC settlement services to US banks through Solana, Invesco’s collaboration with Galaxy to launch a collateralized Solana ETP, and Charles Schwab announcing support for purchasing Solana and Micro Solana futures products. However, due to the overall poor performance of the market, the price of SOL has not made much of a breakthrough.

Suzz (X: @uu01194636) Giới thiệu: Adhering to long-termism, shorting worthless cryptocurrencies.

Content: The crypto market is flooded with projects of varying quality. My core observation is that a significant portion of new projects are truly focused on dumping tokens rather than long-term development. This is an inherent risk of irrational market exuberance, and also my opportunity. My idea is to short these overvalued, inevitably declining “dump projects,” thereby turning risk into profit . The difficulty of shorting lies in the extreme volatility of cryptocurrencies; one cannot afford to be “short squeezed” or “liquidated” due to temporary rebounds.

The current direction being explored is how to capture profits from market dips while preventing losses from short-term market noise or extreme rebounds through rigorous risk control. We are researching an entry and stop-loss mechanism that does not rely on high leverage, tolerates a certain level of volatility, and has a very high margin of error. We are also attempting to establish an evaluation system to accurately identify projects “born to dump” based on token economics, unlocking cycles, and fund flows.

Bcxiongdi (X: @bcxiongdi) Giới thiệu: Primarily engages in on-chain PvP.

Content: On-chain liquidity is dropping rapidly, and PvP is now competing with the smarter and more diligent players for resources. At this time, it’s best for most people to refrain from engaging in PvP, otherwise they risk becoming the exit liquidity provider for those at higher levels. The more you try when the market is bad, the more unfortunate you’ll become. If you know you’re not a top-tier player, just wait for the market to improve before engaging in PvP.

I am optimistic about the Meme sector in the long term. When liquidity is good, there are still good opportunities to make money. Unlike other sectors, it won’t completely collapse. You can observe the operations of the addresses of experts who are still making money. Copy them first and then gradually develop your own style. It is best to observe more and act less.

Azuma (X: @azuma_eth) Giới thiệu: Dishes, in more learning

Content: Sharing some content I’ve been reading recently and found enjoyable:

1. “Focus on application layers, short the infrastructure.”

Major VCs are releasing their year-end reports or forecasts for the coming year. Delphi Digital and Moonrock Capital, among others, have given their logic of “going long on the application layer and shorting the infrastructure layer”—”The valuation premium of Layer 1 is disappearing, and the market demand for homogeneous infrastructure is weakening”; “Value will belong to applications that aggregate users on a large scale”; “The ultimate winners will not be those who build the deepest infrastructure, but those who control user identity, user traffic, capital flow, and daily interaction interfaces.”

Full Delphi Digital report: https://members.delphidigital.io/reports/the-year-ahead-for-apps-2026?utm_source=twitter&utm_medium=social&utm_campaign=Apps#robinhood-ee30

2. “Mã thông báos vs. Equity”

Following Circle’s acquisition of the Axelar team but its decision to forgo the token, the “token vs. equity” debate has reignited. Dragonfly’s article on the positioning, value, and legal rights of tokens within a funding structure is perhaps the most detailed analysis currently available. https://writing.dragonfly.xyz/post/read-the-fine-print-token-compensation

3. Pantera Capital launched a new podcast, Stateful. The first episode discussed topics such as “Robinhood vs Coinbase” and “stablecoin payment chains.” You can check it out if you’re interested: https://www.youtube.com/watch?v=wIh8KZOHWBw&t=1s

4. For those interested in quantitative trading, check out this podcast by Annany Kapila (formerly at Tower Research and Flow Traders), a leading quantitative trading expert. While there are some ads, it’s packed with valuable information: https://www.youtube.com/watch?v=aQlR_fxrThM&t=1s

5. Some good content on general AI.

Anthropic’s two experts, Barry Zhang and Mahesh Murag, are discussing abandoning the Agents approach in favor of the Skills approach in their podcast: https://www.youtube.com/watch?v=CEvIs9y1Uog

How far has AI impacted programmers’ work? Anthropic’s internal survey: https://www.anthropic.com/research/how-ai-is-transforming-work-at-anthropic?utm_source=substack&utm_medium=email

Bài viết này được lấy từ internet: Odaily Editorial Team Tea Party (December 17)

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