An article to understand the sectors and projects that are about to explode again.
Author: 31
Any plate rotation is the wealth code of the currency circle, and the plate rotation must start from the leading project.
If you don't know the key sectors and leading projects of sector rotation, you may not be able to catch the next bull market! This article is for you to interpret👇
🧵The content is long, and a mind map has been made for easy reference. Remember to bookmark, don't miss the rotation wave again!
1#Layer2
The upgrade of Ethereum #Cancun is expected to be carried out in October this year. EIP-4844 will increase the processing speed of the second layer of Ethereum by 10-100 times, and the cost of each transaction on L2 will be dozens of times cheaper than it is now.
The upgrade will give rise to more application scenarios for #Layer2, and the promotion of major events will inevitably bring about a major increase in the sector.
Here are also the representative projects and classifications of #blockchain infrastructure for everyone.
Currency recommendation for Layer2 plate
$ARB@arbitrum
The leader in the second-tier expansion plan, and as a new currency, has not hit three waves yet, and it is very likely to hit expectations in advance before the Cancun upgrade, so the cost performance of the layout is relatively high.
$ OP@optimismFND
After a huge amount is unlocked, the pressure on the fundamentals will be relatively small. Similarly, if the Cancun upgrade brings Layer 2 summer, the OP Rollup ecology will definitely increase.
$ Matic@0xPolygonLabs
Seeing the potential of ZK and investing 1 billion US dollars to build ZK solutions, 4 solutions have been launched so far. It is not difficult to imagine that when the ZK hot spots brought about by the Cancun upgrade appear, Polygon will take off with the momentum.
$ SNX@synthetix_io
Allows for the creation of synthetic liquidity backed by asset liabilities. The leader of synthetic assets, and the narrative expectation of the V3 full-chain protocol.
$ GMX
At present, 30% of Arb's TVL is from @GMX_IO, which is close to a leveraged platform in essence. GLP lends money to traders to increase leverage as counterparties.
$RDNT@RDNTCapital
The original lending market on Arb tries to solve the problem of liquidity fragmentation between different chains/L2, and builds a full-chain lending market that is completely operated by the community. The threshold for cross-chain lending is very high, and it is doing very well, leaving a lot of room for imagination
$Vela@vela_exchange
It is a rising star on Arbitrum, supporting perpetual transactions with up to 30 times leverage, OTC transactions and spot transactions for instant DEX exchange. The project just announced the integration available in Factor Vault providing users with seamless access to $VLP, and partnerships with @BitkeepOS, @RamsesExchange. The pie drawn by Roadmap is also very big, which is worthy of belief!
2#zk
In addition, currently ZkSyne, Starknet and other general zkRollup solutions have not issued coins. In addition to paying attention to these projects, you can also pay attention to ZK application layer star projects and tokens such as $LRC, $ IMX , $SKL.
$LR@loopringorg
The native token of the protocol. Loopring is a decentralized exchange protocol designed to improve the efficiency and security of cryptocurrency transactions.
$ IMX @Immutable
L2 expansion solution + game platform. Positioning itself as the first Ethereum Layer 2 solution for NFT transactions. And it is built with zk-rollups. With the upgrade of Ethereum Cancun, it is possible to win a big narrative explosion.
$SKL@SkaleNetwork
Provides a network of interconnected chains with an economic model that enables zero gas.
3#LSD track
Gradually becoming the standard for any PoS ecosystem, LSD has always been an integral part of DeFi.
#LSDfi is based on its DeFi protocol, which can further release liquidity and improve asset utilization and income.
There was a $pendle 10-fold increase before, and a $LBR 40-fold increase recently. It is difficult to ignore the uplift expectations of LSD's established projects.
#LSD is also released here to represent the project and relationship classification
$ LDO@LidoFinance
Leading, pioneering, deep liquidity, highest utility.
It is currently the largest liquid staking platform with a market share of 31.6%.
In addition, Lido has recently launched V2. This new version allows users to withdraw much faster. For those who hold less than 1000 stETH, they can withdraw ETH in less than 1 day, while the standard Ethereum withdrawal usually takes 2- 6 days.
$SSV@ssv_network
It is the infrastructure of LSD, the head project of the decentralized node verification protocol. It can serve all POS and provide underlying services for ETH , and the market value is really not high.
$ FXS@fraxfinance
From the stablecoin track to the current pledge track, the ecological landscape is huge.
4#VR track
Apple's VR products will be released soon, and Facebook, Samsung and other companies are all preparing to come up with new products to fight the bayonet.
VR is also regarded as the infrastructure of the metaverse and the next generation of smart hardware, and CZ previously stated that Binance will build a "metaverse ecology" based on BNB . With the concept of a metaverse and the blessing of the landing scene, it is naturally worth our planning in advance.
Currency recommendation for the VR sector
$HIGH@highstreetworld
It is a business-centric Metaverse, a VR project invested by Binance.
$RNDR@RenderToken
It is one of the few blockchain-based distributed GPU rendering network platforms.
Under the big concept of metaverse, the virtual world will develop very rapidly, and the demand for rendering will become stronger and stronger.
$CEEK@CEEK
is a social virtual and augmented reality experience (AR) developer that aims to provide creators with the tools they need to generate new revenue streams from the digitization of their art.
Artists share resources through the blockchain platform equipped with CEEK wearable devices, such as individual albums or songs, and can also create branded content that audiences love through the VR/ AR studios established by CEEK on a large scale.
5#AI track
Under the leadership of @OpenAI, AI exploded, and top institutions rushed to the AI market with a lot of capital. #英雷达涨出天空...
Not only that, Binance is also very supportive of the AI track.
Needless to say, AI is the hottest concept right now and will continue to do so. Therefore, whether it is short-term, medium-term, or long-term, the AI track is worthy of our layout!
⌨️The following summarizes the key tokens of the #AI sector
AI plate currency recommendation
$AGIX@SigularityNET
One of the earliest projects that combined AI and blockchain is also one of the most popular AI concept coins in this round.
$FET @ Fetch_ai
Founded in 2017 and launched via IEO on Binance in 2019, it is an artificial intelligence lab that aims to build an open, decentralized machine learning network with a crypto-economy.
$OCEAN@oceanprotocol
A blockchain-based ecosystem that allows individuals and businesses to easily unlock the value of their data and monetize it through the use of ERC-20 based data tokens. With Ocean Protocol, publishers can monetize their data while preserving privacy and control, and consumers can now access data sets that were previously unavailable or hard to find.
6#GameFi & Metaverse Circuit
#GameFi #Yuanxuan track has been silent for a long time, but GameFi has relatively strong expectations in every plate rotation.
And since the beginning of this year, a16z has invested in 12 chain games & Metaverse-related projects, which can be regarded as a heavy blow. Following the smart money is always the right choice at any time. Looking forward to GameFi summer.
Recommended currency for GameFi & Metaverse
$SAND@TheSandboxGame
One of the leading projects in the metaverse, luxury IP is stationed, and external funds are sufficient
$MANA@decentraland
The earliest metaverse leading currency. Defining itself as a virtual reality platform powered by the Ethereum blockchain, with the rise of the RWA narrative, there are also new explosion expectations.
$GALA @GoGalaGames
The future Metaverse game STEAM.
$MAGIC@Treasure_DAO
It is an NFT ecosystem on Arb, and L2 Summer also brings great expectations for it.
$YGG@YieldGuild
It is a decentralized DAO for investing in NFTs based on virtual worlds and blockchain games. It has a good lineup of investment institutions and a very low market value. And the price is really good now.
$ BNX@binary_x
It was originally a decentralized Derivatives trading system. Gradually developed into the development of decentralized video games, and is now fully transformed into a GameFi platform, providing IGO services.
$ASX@AxieInfinity
It is a top project in the chain game field, allowing players to collect, breed, raise, fight and trade token-based creatures——Axie, each Axie is an NFT.
7#RWA track
Real-world asset (RWA), an area that I am very optimistic about, is expected to grow with a market value of trillions, because it can really connect traditional finance with DeFi.
There are some real builders in the field of building RWA, they are struggling with regulations, once they find a breakthrough, they can connect Web3 with the real world, lay out in advance, and the time will come sooner or later!
RWA plate recommended currency
$CFG@Centrifuge
It is the first project party to do #RWA (Real-World-Asset) on @MakerDao. The concept of #RWA has become popular this year, and Centrifuge is the project with the most potential in the concept of RWA in my opinion. According to the official website data, Centrifuge has raised more than $385 million, and its TVL has doubled compared to last year.
$TRADE@Polytrade_fin
It is the most popular lending agreement on Polygon , dedicated to bringing sustainable real-world asset income to DeFi.
More RWA projects and
@synthetix_io ($ SNX), @maplefinance ($MAPLE), @TrueFiDAO and more, you can explore for yourself.
written in the back
In the encrypted market, we have two ways to make money: one is to participate in the market game, and the other is to follow the trend of the incremental market. The plate rotation belongs to the latter, which is a highly deterministic mid-line profit direction. We must maintain market sensitivity like a hunter, wait for the opportunity to appear, and hit it!
