加密行业复盘及展望：2024年哪些赛道值得关注？

The source of the author continues the article I wrote last month. Let's open another article to summarize what happened in 2008 and look forward to the future of 2008. The secondary market is going from low to high, but at the same time, the primary market continues to be cold and cheerless, which gives me the feeling that the primary market may be even colder than that in 2008. This may come from the fact that the primary market lags behind the secondary market for about half a year, and new entrepreneurs have not yet entered the market. The old entrepreneurs have passed away and made new stories, which are extremely lacking in the current market. Most of the stories are old stories. Like last year, the whole article is divided into three parts, mainly explaining what we are optimistic about this year, what we are optimistic about next year and what we need to observe next year. The developers' tools are all bustling and profitable, which is a year-on-year decline. Fortunately, compared with two years ago, some growth was limited by the decrease of new developers and the loss of old projects. The market size of developers' tools has declined this year. In addition, because the primary market in North America and China is so good, many engineers chose to join Nuggets, so overall, the scale of the developer tool market has declined this year, which is reflected in the first-and-a-half market valuation of $ billion. Compared with the last round of valuation of $ billion, the current valuation of $ billion is only about $ billion, and now the first-and-a-half market is only about $ billion, but we are still confident in this market in, and we have also seen the growth of domestic developer tool data, for example, flat. Last year, the number of developers on the stage increased to the most direct benefit track for developers to enter. If the annual meeting is the next bull market, the increase of the developer's tool track is very significant in the annual meeting, and I also believe that the opportunity for a series of developer's tools to appear in the annual meeting can be a traditional story. It is difficult for everyone to pay the bill. The following picture shows the price trend in the last one or two years. In 2008, the monkey land combination boxing was launched to make the market temporarily, but this year's market is very deserted. It is difficult for large households to pay tens of thousands of dollars again, and it also makes the market chilling again. This year's launch is equivalent to directly copying and pasting and starting to print money with one click. It is difficult to feel the team's heart, but it is worth noting that there are still some interesting projects in this year's market, such as the route of little penguins taking off-line toys, which has indeed won unanimous praise in the North American market. Although it is in a downward trend this year, we have also seen the new route. Other uses, such as the commercial value of entities, such as Li Ning Monkey Brand Card, Starbucks Opera Concert, may gradually evolve into a technology of traditional industries in the next year and the year after next. What should we be optimistic about next year or put an interesting point of view first? If there is a bull market, we will see a certain amount of games and social projects on the road of making money. This point of view comes from the fact that many projects we have seen this year are relatively homogeneous, and the income ceiling is relatively low and limited by the increasing cost of computing power. It's difficult to level the income statement. After getting the investors' funds, we should also consider the exit channel. When the growth of income gameplay stagnates, it's actually a good idea to increase the gameplay. On the one hand, it's a good strategy to make a bid, and secondly, it can bring users into the market. Now the technology of wallet and account abstraction has developed well, so it may be a win-win way. In addition, these entrepreneurs are also very young and have a high degree of acceptance of new things, which may also contribute to this. To get to the point, I will divide the simple products into two categories, such as games and similar products. I won't go into details. Both products have been verified successfully. In the process, we also see that similar voice robot communities are booming, because it is still in its early days. For example, companies that provide services to them on the chain, projects and companies do verification service models, or companies crowdsource data annotation, etc. There is another interesting point, especially the data and computing power side. Both are platform-based businesses, and the upstream is the demander of computing power data labeling. For example, the midstream of various model companies is the distribution platform of computing power data labeling, and the downstream is all kinds of large, medium and small blockchains, which dispatch the long tail retail investors downstream through the reward mechanism. But at present, it is easier to realize the scheduling of data labeling, and it is difficult for teams to schedule computing power, especially when it comes to a wide range of heterogeneous scheduling. We have seen the vigorous growth of the project in many directions and expect you to be there. Next year, the performance of business and currency issuance, supervision and compliance institutions enter the market, which is an eternal theme. In fact, a large part of the increase at the end of this year comes from everyone's concern. It has been well proved by the recent increase of more than a month that just imagining that some traditional funds can enter the market, there will be great growth. At the beginning of the year, the market value of stable currency was US$ billion, and the year of stable currency was the lowest in the last year or two. The market value of stable currency was US$ billion, but it rose from US$ to US$, which means the mainstream. The liquidity in the market retreated from the cottage dog to the bitcoin, but in this month, the stable currency only flowed into the US$ 100 million in the next month, and it rose from there. We assume that there are not many traditional funds entering the market. After all, the traditional funds all think that the blockchain is going to cheat, and the primary market has not invested much, so this part of the money may be the traditional funds known by the old people in the currency circle. So once it passes through the market and then flows into the mainstream institutions for one year or two years, how much can it rise? Wait until the end of the year to make a summary. There are several topics that I think are good regulatory compliance related to stabilizing the asset management of the currency exchange. I won't go into details on how to use them for distribution. Recently, I have seen many interesting projects, among which the most interesting ones can be summarized as the main business is the means of distribution. For example, the main business of the means of distribution is that users feed map data to suppliers who need data, but the main business of using them for distribution is to help companies with data needs to mark data. I think it's the same as the logic of trading speculative coins. Instead of directly telling users that they can make money a year, it's better to give them a hope that they can make money, and it's more convenient to use it as a means of settlement than cash, especially in the cross-border settlement of a wider range of users. I divide it into three questions: the first question is what is the real demand of the upstream, for example, in the middle of peace, the real demand is that communication data is very expensive and the signal is not good. It takes a lot of money to set up the base station, so there is no centralized big company in America that can do similar things, so we need 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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