I believe that Edjak cycles, like the Beat cycle, also have cycles. The meta is dominated by the first mover, and latecomers have to pray for their choices to succeed. (I want to stop praying...) 1. L2 Meta and Edjak Cycle In each meta, Aptos, Arbitrum, and Whackhole were the first to appear, and then many people flocked to Edjak. » They were completely wiped out by Rezero, ZK, and Scroll. 2. Perfdex Cycle At first, Vertex and KiloX weren't popular, but eventually Hari, Aster, and Lighter became popular. This led to a surge in demand, and the mining price skyrocketed... » Those who mined early didn't care, but those who mined late had to pray for Edjak to really thrive due to the mining price. Therefore, I believe it's crucial to preemptively select and preempt the next meta. I believe the next meta will be prediction markets. Nothing else comes to mind. MMs like Jump Crypto have started investing in Opinion, Polymarket, and Kalsi, and are also collaborating with Polymarket to get a foothold. Prediction markets will undoubtedly be a major drag on early- and mid-game players, and latecomers could find themselves anxiously praying... So, let's prepare in advance.
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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