In the second half of 2024, these 7 potential narratives in the cryptocurrency circle are worth looking forward to! (Attached with related projects)
In the first half of the year, we have experienced Bitcoin ETF, decentralized AI, the use of DePIN, Solana's Meme and ETH staking. If you grasp any of them, your returns will not be too bad.
Looking forward to the second half of the year, there are 7 potential trends worth paying attention to:
1) Bitcoin scalability and DeFi
Bitcoin's inscriptions, runes, BRC-20s and Runes will still be hot in the second half of the year. Focus on @BounceBit, @babylon_chain, @SolvProtocol, @MezoNetwork
2) Ownership economic applications
Blockchain technology enables users to regain control of their sovereignty over personal data, creative content and computing resources.
DePin: @AethirCloud @IONET1 @Render Network k @Hivemapper
DeSoc: @farcaster_xyz @LensProtocol
3) RWA
Projects focusing on tokenized treasury bonds: @OndoFinance, @MountainUSDM, @tangibleDAO, @MakerDAO
4) Web3 Games
Web3 games are emerging in various genres, @ParallelTCG, @pixels_online, @playSHRAPNEL, @PirateNation.
5) Abstract user experience
There will be new progress in chain abstraction: including key management, gas abstraction, transaction abstraction and cross-chain interoperability.
Projects to follow: @ParticleNtwrk, @NEARProtocol, @EverclearOrg, @burnt_xion, @lifiprotocol
6) DeFi sub-sector
Re-staking/LR: @eigenlayer, @symbioticfi, @solayer_labs, @Karak_Network, @ether_fi
Lending: @MorphoLabs, @0xfluid, @Aavegotchi
New market type derivatives: @HyperliquidX, @SynFuturesDefi, @WhalesMarket, @DriftProtocol
Prediction market: @Polymarket, @azuroprotocol
Revenue: @Pendle
7) New infrastructure
The infrastructure sector has raised more than $2.58 billion in capital, becoming the largest category in venture capital. Follow: @monad_xyz, @berachain
