When looking forward to the future bull market, several tracks are particularly eye-catching. They not only carry the potential for technological innovation, but also herald huge market opportunities.
First, I am highly optimistic about the Ethereum staking (LSD) track, especially projects like LDO and SSV. As the Ethereum network evolves towards a more decentralized and efficient direction, the staking mechanism will become an important cornerstone for its long-term development. Projects in this field are not only expected to benefit from network upgrades, but will also play a key role in promoting the further prosperity of the DeFi (decentralized finance) ecosystem.
Secondly, Layer 2 solutions (Layer 2) are also worth paying attention to, such as technologies such as Optimism (OP) and ZK Rollups. They have greatly improved the user experience of main networks such as Ethereum by optimizing transaction speeds and reducing fees. Although these projects may not be suitable for heavy positions, their contribution to improving the efficiency of the entire blockchain industry cannot be underestimated, and they are expected to attract more users and capital inflows in the future.
In addition, the rise of new public chains is also an indispensable part of every bull market. Projects such as APT and SUI are gradually eroding the market share of traditional public chains through technological innovation and ecological construction. These new public chains tend to have higher transaction speeds, lower fees, and stronger scalability, providing a solid foundation for the widespread implementation of blockchain applications. In particular, SUI, with its focus on the field of blockchain games, has a unique advantage in future market competition.
When it comes to future narratives, I think blockchain games will become the next major outlet for the blockchain industry. Compared with early popular concepts such as NFT and DeFi, blockchain games have stronger interactivity and immersion, and can attract a wider user group, especially young people born in the 1990s and 2000s who are more receptive to new technologies. If an excellent blockchain game that combines economic models, playability, and social interaction can be developed, it is very likely to become a dark horse that changes the landscape of the blockchain industry.
