The narrative of the cryptocurrency circle has not changed substantially since the beginning of the year. Ai is still ranked first, and Ai's narrative is still due to the hype of US stocks. Many Ai projects have good financing and stories. But there is still a long way to go before it can be truly implemented.
The rise of DeFi is a bit interesting. With the weakening of ETH prices, the discussion about DeFi is very low, and the current DeFi income has no obvious advantage over the 5% yield of US bonds. In particular, the security of US bonds is incomparable to DeFi. However, with the launch of several interesting protocols and the use of circular arbitrage during price increases, it is understandable that DeFi can maintain a high growth rate.
There is nothing to say about Meme. I even think that the biggest problem in this statistics is Meme. The narrative share is less than 12%. I don't believe it. Even if it is not as much as Ai, it should be higher than DeFi. After all, the narrative advancement of the entire industry now relies on Meme. If Ton's ecology is also considered a Meme, there should be no suspense that Meme ranks first.
I don’t know if the increase in the narrative share of L2 and ZK is due to being scolded. I maintain my consistent view on L2. From 2022 to 2023, the hype of L2 is greater than its actual use, especially when ETH Gas drops, the actual role of L2 is greatly reduced. More often, it has become a channel for stablecoins or certain token transfers. In terms of actual applications, L2 has not made much progress. The same is true for ZK, there is nothing to say.
I don’t want to say too much about GameFi. I also saw a lot of excellent products at the event this time, but most of them have moved away from the Play to Earn model and paid more attention to playability and fun. This is a good thing, but I haven’t seen any new achievements in the field of Fi. By the way, the theme of the metaverse has seen a lot of shrinkage, which is much less than last year. #谷歌云与Solana合作 #美国二季度核心PCE符合预期 #HMSTR开盘
