The biggest increase in the past few days is the Dex concept: $Uni is the leading DEX. However, it is not just Uni that stands out. $Sushi, $Cake, and $DG have also increased a lot to varying degrees, and they are doing pretty well. Dex showed off his performance.
It seems to be a wave of good news for Dex, but in fact it is difficult for us to find its support point. I think the biggest expectation for this round of Dex growth is the outlook for BTC L2 swap.
In fact, traditional public chains have basically met the needs, and each leading public chain has found a place in its own position.
$Uni is undoubtedly the most powerful existence on the ETH layer. Other cross-chain L2 can only do so-so. Cake is the leader of the BNB chain, after all, he is his biological son. Except for being on the BNB chain, everything else is not worth mentioning. They are all jerks and cannon fodder. But it's enough. After all, Cake's increase is nothing compared to its peak.
Although $Sushi is an ETH chain, the current ETH market is actually too big. A small share of the ETH market is enough to take off. $DG (Degate) looks like an ETH chain, but is actually a second-layer Dex.
Its excellence comes from its top-notch Dex market-making technology and smooth experience, which is currently most suitable for market arbitrageurs. He weakens his L2 and absorbs ETH's blood, which is really high. It is not an exaggeration to say that it has the potential to surpass Sushi and Uni in the future. The BTC L2, which is about to debut, is still in the warm-up stage. At present, the Inscription market seems to be a mess. When they fall by about the same amount, institutions will enter the market, start shearing the sheep, and use low-priced chips to form L2 Swap.
Start a round of Dex L2 feast. How do we make it so that people are in the chess game?
First, you need to have tokens from the L2 Dex platform, but the risk is extremely high because you don’t know who will win. L2 is currently estimated to have at least dozens of companies doing it, and it is estimated that there will only be 1 or 2 companies in the end, so it feels a bit like buying a lottery ticket. Moreover, the currently weak community is cutting leeks like crazy under the guise of being an L2 developer, but in fact, they don’t even know If Else.
If you are not sure about the layout of L2, maybe the king of kings in the layout inscription may have a greater chance of winning. Qingtian is not asking you to invest, it is just an analysis of the current situation, and you can also think about it as what Qingtian said is right.
At present, the inscription market is quite popular, and almost all of them are meme leaders. What is said here is good because public opinion is loud in its praise and criticism. $Sats, $Ordi, $BTCs, $Insc, $Rats are still points you should consider for layout.
However, they still exist in meme form in my mind, but this is enough. If we want to talk about applications, currently only Sats is estimated to be backed by Unisat, and I heard there will be L2 enhancements. In fact, I am not optimistic about Unisat's L2. It's not that the technology is not good. From its operation point of view, it has been defeated by OKX's Web3, which came from behind.
Judging from the current frequency of use of UniSat and the recent inscription entry of Binance on Web3, the data support behind it is Unisat, which is a complete failure. Binance is no longer the competitive young man it once was.
The pros and cons of the inscription can already be seen. Although Inscription is early, it may take some time and energy for Binance to catch up. It may be related to the fact that CZ is far across the ocean. The current outbreak of this market undoubtedly tells us that it may be coming. Moreover, in the precision track, there must be concepts related to inscriptions and inscription ecology. The currencies that are focused on must be the most popular ones in BRC20 and the L2 concept!
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