After Bit coin broke the $10,000 mark, the market recovered and the Pump drove the following 10 hot narratives that could potentially explode:
-Modular;
-Ordinals, runes;
-Ethereum Layer2;
-reStaking;
-Bit coin Layer2;
-intent centric;
-chain abstraction;
-AI +;
-zkVM;
-PayFi;
If you were to rank these hot narratives, which one do you think would recover the fastest?
1) Modular expansion —> ignited the commercial expansion landscape of DA, AltVM, shared Sequencer, decentralized Storage, etc. —> trapped in the quagmire of severe infrastructure homogenization, high FDV and generally Bearish capital;
2) Ordinals inscription —> became the "diversified" innovation singularity for issuing assets on Bit coin —> trapped in the predicament of too many assets and a mess after the Fomo, without "empowerment";
3) Ethereum Layer2 —> from the Plasma, Validium to the Rollup paradigm debate, to the Rollup layer2 standard debate (OP/ZK), specification debate (orthodoxy), TPS debate, Compatible standard (type0, 1, 2, 4), RaaS (one-click chain launch) —> criticized for infra > application unable to effectively transfuse Ethereum;
4) reStaking —> triggered a wave of on-chain TVL Farming points, bringing the commercial model of AVS output security consensus —> trapped in the slow landing of the AVS business closed loop, and the over-issuance of tokens after the ecological points battle;
5) Bit coin Layer2 —> took over the second half of the Ordinals movement, introducing EVM-Compatible chains, homomorphic binding RGB++, ZK General underlying, Native cross-chain bridges, MoveVM, BTCFi-related Stablecoin, lending and other DeFi infrastructure layout —> trapped in the overly diverse technical specifications, still dependent on DeFi, and no BTC Specific application scenarios have emerged yet;
6) intent centric —> triggered discussions on the new trading paradigm driven by AI, introducing decentralized Solver solver networks, and stimulated the new trend of on-chain market making —> hindered by the fact that AI Agent execution of transactions is still too early, the demand for Solver network slicing is limited, and the chain abstraction infra is also not yet complete, unable to translate into an "intent" level experience;
7) chain abstraction —> drove the "integration" trend of infra, contract standards, and unified accounts aimed at user experience, preparing for onboarding more users —> currently still in the early market, criticized for more concept than substance, and in need of a breakthrough in phenomenal applications;
8) AI Narrative —> inherits the huge user base and business scenarios of web2, and the integration with Crypto has generated many narratives such as decentralized cloud computing, distributed reasoning, DePIN, TEE, FHE, Blind Compute, AI Agent, etc. —> the AI large models are still not mature in the web2 field, and the demand volume spilling over to web3 is still too small, and it will take time;
9) ZK General-Purpose (zkVM) —> leverages the Trustless feature of ZK technology in message passing between homogeneous/heterogeneous chains, can perfectly separate off-chain computation and on-chain verification scenarios, and then become the next generation unified infrastructure connecting chains, applications, and liquidity —> trapped in the fact that the technology is too "upstream", and it will take a long time to explore and land application scenarios;
10) PayFI (RWA related) —> tries to break the disconnect between off-chain traditional business scenarios and on-chain basic infra, break through compliance, Mass Adoption and other constraints, and introduce stable income demand for on-chain capital —> trapped in the fact that the integration of compliance qualifications and business scenarios is not a one-day job, scattered warfare, and it is difficult to form scale effects in the short term;
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