1. RWA
RWA (Real World Asset) is increasingly being applied at the national level. The Monetary Authority of Singapore (MAS) and financial institutions from Japan, the UK and Switzerland are collaborating to test the tokenization of foreign exchange, asset management and fixed interest products. The US Federal Reserve has also studied RWA and appreciated its potential. Recently, the state of California digitized 42 million vehicle registrations on Avalanche. Forecasts from 21co show that the RWA market could reach $3.5 trillion in a bear market and $10 trillion in a bull market.
Blockchain technology, especially RWA, is proving to be a powerful application and becoming a new trend in asset management. The line between real-world assets and tokenized assets is increasingly blurred thanks to the development of technologies such as Chain Abstraction and Account Abstraction. The developers at RWAxyz have classified assets into three main types and five sub-types, based on ownership and the ability to transfer value.
Major representatives of RWA narrative include: Mantra, Plume, Relio, Polymesh, Paxos, Ondo Finance, Provenance, OnyX, Corda, Figure, Centrifuge, Maple, Goldfinch, Credix, TrueFi,...
2. DePIN
DePIN (Decentralized Physical Infrastructure Networks) connects the physical world with blockchain technology by incentivizing the contribution of digital or physical resources, such as computing power or storage, to a decentralized network. Contributors will receive tokens from projects based on their contributions.
DePIN's Pieces:
- Sever Network: a network of servers that provide resources for computing or storing data.
- Wireless Network: infrastructure system serving communication activities.
- Sensor Network: a network of sensor devices that collect real-life data such as weather, environment, transportation, ...
- Energy Network: a decentralized energy network that aggregates scattered energy sources to create a flexible and efficient energy network.
Featured DePIN projects to invest in:
- Storage Network: Filecoin, Storj, Sia, GenesysGo, Crust, ScPrime, Zus, Aleph, 4everland, Ceramic, Tableland, Kwil, Polybase, Space and Time...
- Compute Network: IoTex, Fetch AI (ASI), Flux, Theta, Livepeer, Gensyn, Cudos, Aleph, iExec, Golem, 4everland, Lit...
- Wireless Network: Helium, WiFi Map, Pollen, Karrier One, XNet, Chirp, WiCrypt, Wifi Dabba, WayRu, Geodnet, Foam, Onocoy, World Mobile Token, Nodle...
- Sensor Network: Hivemapper, WeatherXM, Dimo, Spexigon, 2blox, Soarchain, Planet Watch
- Energy Network: React Protocol, Arkreen...
3. Memecoin
According to data from Artemis, in 2024, memecoin recorded an average return of up to 103%, far exceeding the 16.1% of the entire crypto market. This is a growth rate more than 6 times higher than the rest of the market.
Successful memecoins are often those with strong narratives, deep culture, and a cult-like following that has a large following. Dogecoin (DOGE) and Pepe (PEPE) are prime examples.
The memecoin playground is where small investors look for opportunities to break out. Unlike technology altcoins, memecoins do not have products, advanced technology or any applications, they are simply an idea, a story to guide the community. There have been too many life-changing models thanks to memecoins and looking forward to tweets from the "spiritual leader of memecoins" - Elon Musk. This is the reason that has urged many FOMO people to try their luck to find a "ticket to change their life" without caring about the surrounding risks.
There is no shortage of memecoin niches either, but here we can divide memecoins based on the network they are deployed on:
- Ethereum memecoin: Dogecoin (DOGE), Shiba Inu (SHIB), Pepe (PEPE), MyLady (MYLADY), Kishu Inu (KISHU), Floki Inu (FLOKI), Dogelon Mars (ELON), Hoge Finance (HOGE), Sanshu Inu (SANSHU), Pitbull (PIT), Baby Doge Coin (BabyDoge), MonaCoin (MONA), Samoyedcoin (SAMO), CateCoin (CATE), Woofy (WOOFY)...
- Solana memecoin: Dogwifhat (WIF), Bonk Inu (BONK), Book of Meme (BOME), Peanut (PNUT), Popcat (POPCAT), Mew (MEW), Goat (GOAT), Myro (MYRO), Wen (WEN), Ponke (PONKE)...
- BNB memecoin: Baby Doge Coin (BABYDOGE), Simon's Cat (CAT), WHY (WHY), Baby BNB (BABYBNB), Cheem (CHEEM), COCO COIN (COCO)
- Ton memecoin: Resistance Dog (REDO), TON FISH MEMECOIN (FISH), Notcoin (NOT), Dogs (DOGS), Hamster Kombat (HMSTR), CATI, CATS, GOATS...
- Base memecoin: Brett (BRETT), Degen (DEGEN), Based Pepe (PEPE), Clanker (CLANKER), Ski Mask Dog (SKI), Mister Miggles (MIGGLES), Bonkey (BONKEY), Based Turbo (TURBO), Simmi Token (SIMMI)...
- Tron memecoin: Sundog (SUNDOG), Tron Bull (BULL), MUNCAT (MUNCAT), SunWukong (SUNWUKONG), Suncat (SUNCAT)...
- Bitcoin memecoin: ORDI (ORDI), SATS (SATS), Bitcoin Wizards (WZRD), Rats (RATS), RSIC•GENESIS•RUNE (RUNECOIN), UNCOMMONGOODS, SATOSHI, DOG•GO•TO•THE•MOON (DOG)...
Memecoin is an attractive market but also full of pitfalls and risks, capital management is necessary before you want to try something with this risky game.
4. AI Agent
AI Agents are artificial intelligence entities designed to operate autonomously and independently to perform specific tasks. AI Agents can receive information from the environment, process it, make decisions and act to achieve set goals.
AI Agent is the hottest topic in the cryptocurrency market in recent times, many projects have achieved hot growth hundreds of times in a short time, leading to rapid growth in quantity in all categories.
Some typical projects of this narrative:
- Infrastructure: Ritual, io.net, Bittensor, BasedAI, Autonomys, 0G Labs, Tau, Talus Network, Koboto, Questflow, Omo Protocol, Chasm, Naptha, Theoriq, Magnet, Cookiedotfun.
- Agent Platform: Virtuals Protocol, Spectral, Olas, MyShell, Alethea, Almanak, CreatorBid, eliza (bởi ai16zdao), Tophat, vaifudotfun, Arata.
- AI Agent: aixbt, Luna, G.A.M.E, Dolos, AVA, Opus, terminal of truths, VaderAI, ai16z, zerebro, Botto, TestMachine, Forta, Clanker (tokenbot).
- AI Agent memecoin: GOAT (Gospel of Goatse), ACT (Act I : The AI Prophecy), Shoggoth, Fartcoin, MemesAI, GNON (numogram), eliza, WMM (Weird Medieval Memes).
5. BTCF
Bitcoin Finance is financial activities related to the Bitcoin network or Bitcoin (BTC) in general. Although it does not support smart contracts, Bitcoin still has its own ecosystem thanks to the extended application layers that allow many BTC-related Dapps to be built.
DeFi on Bitcoin refers to the development of a decentralized financial platform that runs directly or indirectly on the Bitcoin network. Since its launch until now, BTC has been used primarily as a store of value rather than a means of payment. The development of scaling solutions has led to the development of the DeFi ecosystem on Bitcoin. Bitcoin will have more utilities than storing value, holders can participate in activities such as lending/borrowing, LP farming, buying NFTs, ... easily and at low cost.
A growing DeFi ecosystem will be the premise to unlock billions of dollars of Bitcoin liquidity that is sitting idle just for the purpose of storing value.
Some of the projects featured in this narrative: Lightning Network, Stacks (STX), Rootstock (RBTC), Mintlayer (ML), Threshold (T), Ren Protocol (REN), Badger DAO (BADGER), Alex (ALEX), Bevm, BitLayer, Merlin,...
Bitcoin DeFi is not a new field but its potential is being exploited very little. Along with the development of solutions to scale the Bitcoin network will follow the development of not only the DeFi ecosystem but also NFTs on it.
