ArkStream Capital:2024 web3将爆发的9大赛道

币圈资讯 阅读:36 2024-04-22 09:30:25 评论:0
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1、ETH L2 Summer如期而至 

ETH+L2已经实质上是最大的同构跨链我生态群了。随着Starknet/zkSync /Scroll/Blast的上市,技术流与市场流两种方向的PK,会使L2的市场竞争白热化。

关注标的 / Focus on

Starknet / zkSync / Scroll / Blast / Manta

2、模块化是公链技术不停迭代的必然  

/ Modular Blockchain, an inevitable iteration 

随着Celestia的上线,DA层的市场占有率有脱离以太坊独家垄断的迹象。当下,OP Stack、Polygon CDK等都提供了成熟的智能合约架构,也让行业正在结合比特币前沿的BitVM论文做比特币DA化的探索。例如共享/去中心化定序器,RaaS服务等细分子领域的遍地开花,都标志着区块链向模块化的快速迭代。

关注标的

Celestia / Altlayer / Dymension / Avail / Fuel / Espresso

3、BTCfi爆发 达到比特币10%流动性释放  

原教旨主义+市场热点会爆发出来技术洁癖者想象之外的能量,BTC流动性释放的价值是一座还没有被挖掘殆尽的金矿。铭文的叙事之后,是BTC的L2与BTC应用的浪潮,随着比特币的流动性有望被释放10%以上,BTCfi会承载一个1000亿美金以上的市场。 

关注标的

Stacks / Merlin /  B² Network / Chainway 

4、Restaking的共识套娃乐高 

模块化区块链叙事之中,在共识层进行探索的项目非常有限,其中比特币和以太坊提供的共识安全是全网公认的两大项目。Restaking的提出可以很好的帮助新兴区块链项目在启动阶段获得合适的安全性,从而避免采用过高代币排放通胀的不健康代币机制。这里头比特币生态以Babylon为主,BTC相关的生态也有陆续采用Babylon的,而以太坊则是EigenLayer领头,已然在LSD的叙事上面又衍生出LRD(流动性再质押衍生品?)的叙事。在LSD/LRD叙事之上,拆分本息的Pendle作为生态独有的占位项目,在TVL、用户数据和代币价格都持续表现亮眼。

关注标的 

Eigenlayer / Babylon / Renzo / Puffer / Pendle

5、Gamefi的第二个周期 

/ The second cycle of Gamefi 

MPC钱包的大规模普及,扩大了用户技术。经过了3年迭代的具备更多可玩性的游戏,会比他们的前辈具备更强大的用户捕获能力。更丰富的游戏内容,会使经济系统的复杂性增加,逐步脱离上个周期的纯庞氏属性。

关注标的 

Illuvium / Space Nation / Lumiterra / Matr1x

6、AI+web3:在算法,算力和可验证性的长期叙事 

AI是科技领域的主线叙事,它的迭代会给Crypto一直持续的注入活力。Onchain AI可以利用智能合约实现机器学习和人工智能的自动化与动态化。同时,区块链技术为AI的各个方面提供了透明化和可验证化的解决方案(如zkML/opML)。此外,AI模型、GPU算力、数据喂养以及数据标记等关键要素都可以整合到区块链里面。

关注标的 

TAO / OLAS / JANCTION

7、Depin-物理飞轮性DeFi,指数增长 

/ Depin - a physical flywheel-like DeFi with exponential growth 

是一种新的现象级的线上+线下代币分发与服务提供模式,在基础设施逐步完善的周期,Crypto的应用会使Depin的网络指数型增长。

关注标的

8、Social社交货币化实验进行中 

/ Social experiments in social tokenization are underway 

尽管Friend.tech的尝试失败了,但是社交的货币化的爆发力得到了展现,同时抗审查性与安全性是社交对Web3的呼唤。Lens/Farcaster等社交协议依然承载着希望。

关注标的 

Farcaster / Lens / Nostr

9、DeFi衍生品,蓄势待发 

金融场景永远是区块链最匹配的高价值和有Real Yield的应用。GMX的全局共享流动池,Gains资本利用率高效的合成方案等持续引领市场。这轮牛市,如Aevo和Whales的期货协议也带来了Pre-market的爆发。我们认为,衍生品是长期基本面最好的叙事之一。


As scheduled, it has become the largest isomorphic cross-chain ecological group in essence. With the listing technology flow and market flow, the market competition will become fierce. It is inevitable that the public chain technology will continue to iterate. With the market share of the online layer, there are signs of breaking away from the exclusive monopoly of Ethereum. Nowadays, the mature intelligent contract framework has been provided, and the industry is also exploring bitcoin with the papers at the forefront of Bitcoin, such as sharing decentralized sequencer services and other sub-leads. The blossoming of domains everywhere marks the rapid iteration of blockchain to modularization, which leads to the release of bitcoin liquidity. Fundamentalist market hotspots will erupt. The value of energy liquidity released beyond the imagination of technical cleanliness is a gold mine that has not been fully excavated. After the narrative, yes and the wave of application, with the expected release of bitcoin liquidity, the above consensus doll Lego modular blockchain narrative will carry more than one hundred million dollars of market concern. The projects explored in the consensus layer are very limited, among which the consensus security provided by Bitcoin and Ethereum is recognized by the whole network, which can help the block chain projects in emerging areas to obtain appropriate security at the start-up stage, so as to avoid the unhealthy token mechanism of using excessive tokens to discharge inflation. Here, the ecology related to Bitcoin is also adopted one after another, while Ethereum is the leader, and the narrative of liquidity re-pledge derivatives is derived from it. The large-scale popularization of the wallet in the second cycle, which separates the principal and interest as an ecologically unique placeholder item, continues to show eye-catching attention in both user data and token prices, expanding the user technology. After years of iteration, games with more playability will have stronger user capture ability than their predecessors, and richer game content will gradually increase the complexity of the economic system, and gradually break away from the pure Ponzi property of the last cycle. The long-term narrative of the computational power and verifiability of the target is science. The main narrative of the technology field, its iteration will inject vitality into the whole time, and the automation and dynamics of machine learning and artificial intelligence can be realized by using smart contracts. At the same time, blockchain technology provides transparent and verifiable solutions for all aspects, so that key elements such as model calculation, data feeding and data marking can be integrated into the blockchain, and the physical flywheel exponential growth of the target of concern is a new phenomenon-level online and offline token distribution and service provision model. The periodic application of gradually improved infrastructure will make the network grow exponentially. Although the experiment of social monetization has failed, the explosive force of social monetization has been demonstrated. At the same time, anti-censorship and security are the call of social pairs, and other social agreements still bear the hope that the derivatives of the target will be ready to go. The financial scene will always be the best match of blockchain, the global shared mobile pool with some applications, and the efficient synthesis scheme will continue to lead the market. This bull market, such as the futures agreement, has also brought about an outbreak. We believe that derivatives are one of the best narratives of long-term fundamentals. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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