As the crypto market gradually warms up in 2024, new signs of a bull market are emerging. From the perspective of track layout and market hotspots, the following tracks may become the core driving forces of this bull market:
1. Layer 2 Scaling Solutions
Core Logic: The long-standing congestion and high fees of the Ethereum network make Layer 2 (L2) solutions essential by improving transaction speed and reducing costs to provide convenience for more users.
• Representative Projects:
• Arbitrum (ARB): Currently ranks high in locked value on Ethereum, with an increasingly rich ecosystem.
• ZKSync (Unreleased Token): Based on zero-knowledge proof technology, supporting more efficient scaling and privacy protection.
• Optimism (OP): Optimized scaling solution, collaborating with several well-known projects.
• Potential Analysis:
• Layer 2 is key to solving Ethereum's scalability issues, with increasing demands from users and project parties.
• With the increasing demand for DeFi, NFTs, etc., the L2 ecosystem may experience explosive growth.
2. Real World Assets (RWA, on-chain real assets)
Core Logic: Tokenizing real-world assets through blockchain technology connects traditional financial assets (such as real estate, bonds, artworks) with the crypto market.
• Representative Projects:
• MakerDAO (MKR): Supports RWA collateral, providing new asset sources for decentralized finance.
• Centrifuge (CFG): Focuses on bringing real-world assets on-chain, helping SMEs obtain financing.
• Ondo Finance: Committed to bringing bonds and other traditional financial products on-chain.
• Potential Analysis:
• The market size of real-world assets is vast, and RWA can attract more institutional funds.
• The volatility of the crypto market can be mitigated by introducing more stable traditional assets.
3. DeFi 2.0
Core Logic: Compared to the DeFi boom of the previous bull market, the new generation of DeFi projects focuses more on capital efficiency, liquidity optimization, and user experience.
• Representative Projects:
• Curve Finance (CRV): A veteran DeFi project that enhances yields through liquidity pool upgrades.
• GMX: On-chain derivatives exchange, supporting perpetual contract trading.
• Aura Finance: Focuses on liquidity aggregation, optimizing DeFi capital utilization.
• Potential Analysis:
• DeFi 2.0 projects begin to address early liquidity issues, unstable yields, etc., attracting more users and funds.
• Enhancing market competitiveness through innovative economic models (such as liquidity incentives and profit sharing).
4. ZK (Zero-Knowledge Proof) Technology Track
Core Logic: Zero-knowledge proof technology can provide technical support for privacy protection and efficient scaling, making it an important breakthrough in blockchain applications.
• Representative Projects:
• Aleo (Unreleased Token): Focused on privacy computing, supporting complex smart contracts.
• Mina Protocol (MINA): Claimed to be the 'lightest blockchain in the world', using zero-knowledge proofs to ensure privacy.
• StarkNet (Unreleased Token): A zero-knowledge scaling solution based on Ethereum.
• Potential Analysis:
• ZK technology provides privacy protection and performance improvements for decentralized applications, with broad application scenarios.
• From DeFi to enterprise-level applications, the demand for ZK technology will continue to grow.
5. Web3.0 Application Track
Core Logic: Web3.0 will reshape the internet architecture, and decentralized applications (DApps) will give users more control over their data, creating new economic models.
• Representative Projects:
• Filecoin (FIL): A leading project in decentralized storage.
• ENS (Ethereum Name Service): Decentralized domain name service.
• Lens Protocol: Decentralized social network infrastructure.
• Potential Analysis:
• As users' concerns about privacy and data autonomy increase, Web3.0 related applications gradually enter the mainstream.
• Decentralized storage, social, and identity systems are core areas of Web3.0, with vast growth potential in the future.
How to choose a track?
1. Mainstream Tracks (Layer 2, DeFi): Lower risk, suitable for conservative investors.
2. Innovation Track (RWA, ZK): High technical barriers, but great potential, suitable for medium to long-term layout.
3. Web3.0 Applications: Focus on future trends, choose high-quality projects with practical application scenarios.#2025加密货币预测
Investment Advice:
• Diversified layout: Combine risk preferences and reasonably allocate funds to mainstream currencies (such as ETH, BTC) and potential track currencies.
• Focus on hot topics: closely track track dynamics and participate in early promising projects (such as testnets or airdrops).
• Long-term holding: The volatility in a bull market is significant, requiring patience and a long-term perspective.
This bull market is a test of investors' patience and vision; choosing promising tracks and projects may be the key to achieving wealth leaps!