Here is the English translation of the text, with the content inside <> not translated: After Bitcoin broke the $10,000 mark, the market recovery under the Pump push, here are 10 hot narratives that could potentially explode at any time: - ; - ; - Ethereum layer2; - reStaking; - Bitcoin layer2; - ; - ; - ; - ; - ; If you were to rank the above hot narratives, which one do you think will recover the fastest?

1) Modular expansion——> Ignite the business expansion prospects of DA, AltVM, shared sequencer, decentralized storage, etc.——> Trapped in the capital quagmire of severe infra homogeneity, high FDV and generally bearish market;

2) Ordinals inscription (inscription, rune) ——> became the "diversified" innovation singularity of assets issued on Bitcoin ——> trapped in the dilemma of no "empowerment" due to the abundance of assets and the mess after Fomo;

3) Ethereum Layer2 - From Plasma, Validium to Rollup paradigm disputes, to Rollup layer2 standard disputes (OP/ZK), specification disputes (orthodoxy), TPS disputes, Compatible standards (type0, 1, 2, 4), RaaS (one-click chain launch) - Criticized infra > application cannot effectively transfuse Ethereum;

4) Restaking (re-staking) ——> It has set off a wave of TVL farming points on the chain, bringing about the business model of AVS outputting security consensus ——> Trapped by the slow implementation of the AVS business closed loop, the issuance of coins after the ecological points war has overdrawn expectations;

5) Bitcoin Layer2 --> Took over the second half of the Inscription Operation, introduced EVM-Compatible chain, isomorphic binding RGB++, ZK General bottom layer, Native cross-chain bridge, MoveVM, BTCFi related Stablecoin, lending and other DeFi infrastructure layout trends --> Trapped by too diverse technical specifications and still relying on DeFi, no BTC Specific application scenarios have been born;

6) Intent-centric —> It triggered a discussion on a new AI-driven trading paradigm, introduced a decentralized solver network, and stimulated a new trend of AMM on-chain market making —> Due to the fact that AI Agents are still in the early stages of executing transactions, the slicing requirements of the solver network are limited, and the chain abstraction infra is not yet complete, it cannot be converted into an experience-level "intention";

7) Chain abstraction——> Driving the trend of "integration" such as infra, contract standards, and unified accounts with the goal of user experience, preparing to onboard more users——> Currently in the early stages of the market, it is criticized for being more conceptual than substantial, and needs a breakthrough in phenomenal applications;

8) AI Narrative (AI +)——> The huge user and business scenario demand of web2 itself, combined with Crypto, has generated many narrative spaces such as decentralized cloud computing, distributed reasoning, DePIN, TEE, FHE, Blind Compute, AI Agent, etc.——> AI large models are not yet mature in the web2 field, and the demand for overflow to web3 is still too small, and it will take time;

9) ZK General-Purpose (zkVM)——> Taking advantage of the Trustless feature of ZK technology in messaging between homogeneous and heterogeneous chains, it can perfectly separate off-chain computing and on-chain verification scenarios, and then become the next-generation unified infrastructure that connects chains, applications, and liquidity——> Trapped by the technology being too "upstream", it requires a long time to explore and implement application scenarios;

10) PayFI (RWA related) - Trying to break the gap between off-chain traditional business scenarios and on-chain basic infra, breaking through restrictions such as compliance and Mass Adoption, and introducing a steady interest-bearing demand for on-chain funds - Trapped by the fact that the integration of compliance qualifications and business scenarios is not a one-day job, it is difficult to form a scale effect in a short period of time if the troops are scattered;