CEO da Delphi lista seus 20 projetos favoritos para 2024
➠Ele acredita que esses projetos tentam criar produtos úteis
Muitos deles já chegaram ao mercado secundário. A seguir, minha compreensão pessoal desses 20 projetos, espero que possa ser útil para você.
1. Hiperlíquido
Isso já deveria ser considerado familiar. Aos olhos de muitas pessoas, parece que levou apenas três meses para deixar de ser ignorado e se tornar popular.
na verdade
Ela começou a construir discretamente uma infraestrutura de derivativos em cadeia já há 22 anos.
Actualmente, o seu valor de mercado de circulação atingiu quase 8 mil milhões e a FDV alcançou directamente 20 mil milhões.
It can be considered the most unique and stunning DeFi target of 2024.
It didn't go online with BN as soon as it started like Ethna, nor did it roll up like big protocols such as Layerzero, which attracted attention before TGE and went live to the crowd.
Currently, HyperLiquid has accumulated a passionate community, which is something that many VC-supported projects do not have: over 200,000 users and a cumulative trading volume close to 450 billion dollars.
2.Polymarket
Polymarket has appeared in my tweets more than once. Whether it's the secondary market or on-chain users, their understanding probably started in the last two months of the U.S. election, gradually entering the public view of the industry.
Polymarket has handled 3.6 billion dollars in election-related bets. It must be said that the narrative of the U.S. election has made it.
It can also be inferred based on this logic that there are still many protocols planning to launch [prediction markets], which I am subjectively not optimistic about.
Polymarket was rated as 'Annual Out-of-the-Loop Application' and 'Backbone of the Ethereum Ecosystem' in my annual summary over the past few days.
At the same time, it also has certain expectations for token issuance in the first half of this year, making it a very worthy S-level project to pay attention to.
3.Farcaster
This is a social unicorn that has already reached a valuation of one billion in the primary market.
It allows users to publish and manage content on a decentralized network. It itself is also an infrastructure that will develop around the Farcaster ecosystem.
Other ecosystems will be able to leverage the Farcaster social graph to create other social network applications.
Currently, the community group building around it has reached a certain scale. I personally hold a relatively optimistic attitude towards Web3 + social applications, but I haven't had the chance to explore the Farcaster ecosystem (I received community invitations but kept delaying, I must start this month! First flag of the year).
4.Ethena
In the above text, I compared it with HyperLiquid as an example.
Its business model is quite simple in logic, which is to issue stablecoins through hedging, with the protocol earning funding rates.
But unexpectedly, it achieved very impressive growth this year, even in a generally poor performance of new coins, with a big surge in the last quarter of 2024.
Especially recently, it has also collaborated with BlackRock to issue stablecoins, which is powerful and needs no further explanation.
In this round of the cycle, those who are close to the ETF issuers are the ones who are favored.
5.Gunzilla
This is a AAA game studio that launched a AAA game Off The Grid, which also made a splash in the market.
As a cyberpunk-themed battle royale game, it has already attracted over 12 million wallets and 230 million transactions.
However, I am not very interested in the gaming track, so I won’t elaborate much.
6. Lighthouse One
This is a portfolio tracking tool. According to Anil, he really likes this tool and it has greatly helped his work efficiency.
But this is my first time coming across it~ no opinions, don’t understand.
7.Pump Fun
In my annual project summary a few days ago, it was rated as 'Annual Web3 Native Application'.
Driven by Meme this year, the protocol's daily revenue has reached millions, with annual revenue breaking 1 billion dollars, becoming the protocol with the highest revenue in crypto in 2024.
Even its team size is not large, so the per capita income ratio is astonishing, powerful and needs no further explanation.
8.Truth Terminal and $GOAT
This should be considered the ancestor of the rise of the AI agent track. You may not understand AI agents, but I think you need to know about GOAT.
For example, I have repeatedly brought the AI agent track into the development phase of inscriptions.
Then
GOAT is equivalent to the inscription track's $ORDI .
9.VIRTUAL’s Ecosystem
This is a protocol that truly pushes the AI agent track into the public view. Currently, there are over 12,000 AI agents operating within its ecosystem.
Understanding the development of the AI agent track, at this stage and even in the future, it cannot be bypassed.
10.MetaDAO and MetaLeX
MetaDAO is a project focused on DAO governance in the Solana ecosystem, relatively niche. This is also the first time I have noticed it.
According to Anil's description, it looks like a 'generalized BIO' without DeSCI attributes.
11.Sandwich
This is a trading service software mainly aimed at trader clients. Not understanding, not commenting much.
12.9dcc
This is also the first project I've heard of. When I opened it, the description positioned it as an on-chain lifestyle platform and clothing brand.
Not understanding, not commenting much.
13.deBridge
To put it bluntly, without deBridge, there wouldn't be this article.
deBridge is a cross-chain bridge project in the Solana ecosystem that I have been tracking for a long time. It is also a bridge for processing intentions.
Currently, deBridge has settled more than 4 million intentions, with a trading volume exceeding 6 billion dollars.
In addition to having a sufficiently high activity level, deBridge's series of visual charts displayed on the official website is almost the best I have seen in the crypto space.
14.Echo & Legion
Both of these are platforms that help promote fundraising, and Legion has also been used as a case study in our internal research.
There is a consensus that Legion will become a major player in this niche track in the future.
It's a rather niche project, which can be understood as an emerging launch pad. It has added a scoring mechanism to rank from three dimensions: (1) On-chain activity, (2) Social influence, (3) Development experience.
You can give it a try.
15.Kaito
An emerging scoring tool, not favorable for creators in the Chinese community, with airdrop expectations.
16.Grass
This is one of the few projects this year with a large airdrop pattern, and many people sold out.
A very simple plugin, with a relatively large user base, I thought it would log into BN when it went live, but unexpectedly it didn't.
17.Ostium
This is an on-chain derivatives protocol for synthetic assets. The asset categories supported by this protocol are quite rich, supporting long and short perpetual contracts for foreign exchange, commodities, cryptocurrencies, and stock indices.
This is also the first time I've learned about it. It is reported that its trading volume has reached 160 million dollars.
18.Moonwalk Fitness
This is a fitness incentive application. I think my community partners will really need this because we've established a Web3 fitness group, but only a few people continue to exercise.
The logic of this application is also very simple. It is a pool bet, operating through setting a target + betting assets, where the winner takes back the assets and shares the unfinished part of the prize pool.
Above is a basic introduction of these twenty applications and some of my views, some of which I have completely not been in contact with, so I haven't elaborated much.
Some of them are niche, but I have really come into contact with them, and the products themselves are passable, so I would recommend everyone to pay attention to them.
The twenty projects listed here are all applications with relatively strong product capabilities.
Keep an eye on it and continue to output!