Since 2020, the rise of DeFi, the popularity of NFT, the popularity of GameFi, the pursuit of the Metaverse by all, and the imagination of Web3. In the crypto world, it seems that new concepts and new stories are constantly emerging. Why is this?

After the baptism of the bear market, users tend to become numb. Without sufficient stories, users cannot be impressed to enter the market. Even after entering the market, without sufficient stories, users cannot be attracted to stay for a long time. Projects that cannot stay for a long time are likely to die before they become popular.

New narratives are often new projects, and the chips for new projects are all in their own hands, so of course they are more willing to promote them. The reason why bear markets usually last longer than bull markets is that it takes time to build

1. MEME

Why are meme assets so popular? The blockchain industry has developed to a point where it is no longer in the grassroots stage of a few years ago. A few years ago, if you were doing multiple projects, investors would think that this was a sign of being unfocused and unreliable. But now it is just the opposite. Launching a new project is actually a good thing because it is endorsed by previous projects, so the new one will not be bad, and everyone will have a better understanding of the relevant situation, which is euphemistically called ecology.

In such an environment, the industry has long been dominated by giants, with complicated relationships. Various early institutions have gradually grown into giants, with numerous companies and a large number of interests behind them. If you have no background and no resources, no one will pay attention to you. Retail investors don't understand you, and institutions will not trust you.

The same product will be completely different with or without institutional support. For example, if well-known institutions like Pradigm, BN, etc. invest in you, people will still follow your product even if it is terrible. After all, with institutional endorsement, no matter how terrible your product is, they have resources and connections. If you have a product without any quality assurance, how can you compare with them?

Some leading institutions have launched various assembly line projects in batches, with a total market value of tens of billions of US dollars (it should be noted that projects with a valuation of more than one billion US dollars are called unicorns in the Web2 world). Under the dumping of large-cap and low-circulation projects, the market value of high-quality projects continues to grow, but the price does not move. Ordinary investors, let alone getting a share of the profits, directly become the last ones to come, and remain silent one after another.

Recommended currencies: SHIB, PEPE, DOGE, BOME

2. AI

Affected by the new round of expectations, AI has recently returned to the public eye, leading the market with an exaggerated increase, and has become popular, surpassing runes. If you look at the high-point pullback strength of the top currencies in the AI ​​sector, you will find that it is only about 20%, which is similar to mainstream currencies. It is considered very strong. Why is it so strong?

From the underlying logic, the value support of the AI ​​sector comes from the fact that the imagination space is large enough. How large the imagination space of AI is depends on how many people do not understand it, how big the bullishness is, how much capital is supporting it, and how many new projects are emerging. Currently, no concept can reach the imagination space of AI. The BTC ecosystem cannot do it, RWA cannot do it, MEME cannot do it, and none of them can do it.

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3. Sol Ecosystem

It is relatively centralized, relatively efficient, and relatively investor-oriented, but it is precisely because of this that Sol has many advantages to play. Considering the competition between Sol and ETH, it is expected to last throughout the bull market. But don't get too excited, because ETH cannot be replaced by Sol, which currently has obvious shortcomings.

Continuous technological innovation: The Solana team will continue to focus on technological research and development and innovation to improve the performance, security, and scalability of the SOL token.

The ecosystem continues to grow: With the participation of more developers and project parties, the Solana ecosystem will become more diverse, providing more application scenarios and value support for SOL tokens.

Compliance and Regulation: As the cryptocurrency market gradually becomes standardized, the SOL token is expected to make more progress in compliance and regulation and serve a wider user base.

Cross-border payments and digital identity: SOL tokens have great potential in the fields of cross-border payments and digital identity, and are expected to provide more convenient and secure financial services to global users.

Recommended currency: WIF BOME JUP JTO

四、Rwa

Ondo is soaring, which is another model for traditional investors to participate in the cryptocurrency circle. Including NFT and Metaverse in the last bull market, various forms of web3 and web2 interaction. It is expected to run through the bull market.

Compound (COMP): An old DeFi, decentralized lending platform. It established a new company focusing on on-chain bonds. Superstate’s entry into RWA ignited the market. It is also the token with the largest increase in the RWA sector.

MakerDAO (MKR): A veteran DeFi, decentralized lending platform that issues the stablecoin DAI pegged to the US dollar. In April, MakerDAO approved the opening of a real-world asset (RWA) vault for Coinbase Custody and transferred up to $500 million in USDC stablecoins.

Centrifuge (CFG): One of the earliest DeFi protocols involved in RWA, and also the technology provider behind head protocols such as MakerDAO and Aave. There are a total of 17 RWA asset pools.

Propy (PRO): A blockchain-based real estate platform that supports the use of cryptocurrencies and NFTs to buy and sell houses. It also announced the integration of AI to improve the efficiency of real estate transactions. PRO once rose by more than 200%.

Aave (AAVE): A long-established decentralized lending protocol that announced the launch of the RWA market in 2021

5. Depin

Whether it is RWA, NFT, metaverse or tools, they are all anchoring the currency circle with reality. The new coins in this round of depin are expected to grow repeatedly.

IN

Filecoin is a token on IPFS, and Filecoin is a way to reward miners by contributing idle hard drives. Filecoin uses a brand new algorithm (proof of work). Simply put, the larger the hard drive capacity you have, the more Filecoin rewards you will get.

THETA

HETA is the Ethereum token of the THETA network project. The THETA network project is affiliated with Theta Labs and is a new generation of decentralized video streaming platform based on native blockchain technology. The platform issues THETA token rewards to content viewers who share bandwidth, provides high-definition video content, and reduces video distribution costs.

IOTX

IoTeX (IOTX) is an automatically scalable and privacy-centric blockchain infrastructure for the Internet of Things (IoT). IoTeX is committed to building a next-generation blockchain platform that supports IoT applications with lightweight, private, and scalable disruptive blockchain underlying technologies. The IOTX token is an important part of the IoTeX network ecosystem and is used for transfers, running distributed applications, and incentivizing community participants.

WITH

Ar is a new blockchain storage platform that aims to overcome the scalability, data availability and cost issues in blockchain data storage. This is also the difference between Ar and most blockchain storage solutions. Arweave aims to become "the internet's browsable home network."

PERSON

Bittensor is an open source protocol that powers a decentralized, blockchain-based machine learning network. Machine learning models are trained collaboratively and are rewarded in TAO based on the value of the information they provide to the collective. TAO also grants external access, allowing users to extract information from the network while tailoring their activities to their own needs.

in conclusion

Cryptocurrency markets are seeing renewed optimism as key stories emerge that are expected to drive the next bull run. These five themes are capturing investor interest and shaping their expectations for significant growth in various crypto assets and blockchain technology in the coming months.