Original author: @sirius_zzzz
With the new year and new atmosphere, our chief analyst Sirius has compiled twenty key narratives that our team will focus on this year, ranging from underlying infrastructure to top-level applications. It is destined to be a very busy year.
Narrative 1: Parallelized EVM
Sei made an upgrade announcement in November to build the first parallel EVM chain. Neon and sei both exploded in December. They are currently taking a short break, but the battle for public chain performance continues.
The following projects include @SeiNetwork @monad_xyz @Neon_EVM @EclipseFND
Narrative 2: Modular Blockchain
DA\Consensus\Execution @TheDeFISaint's weekly modular roundup is a good source of information
Narrative Three: Solana Ecology
In the past period, the Solana meme was flying around, and DEX infrastructure such as Raydium and Orca also had good gains, but they should not stop there. Mainly focus on projects in the chain of asset issuance-circulation-leverage
Narrative Four: DePin
Although I don’t know how the wind blew up for depin a while ago, depin can still come up with some good tricks. The hardware mining machine is used as an entry-level investment in ponzi to create an excellent dividend disk design. It is recommended that the project party repeatedly study the ponzi course of @thecryptoskanda.
Narrative Five: Restaking
When we were designing narratives for the project two months ago, we talked about how DeFi is about constant vampire attacks using interest rates between projects. Ethereum POS brings a risk-free interest rate of 3%, which can reach 8% with leverage. Lido distributors such as Blast and Manta said that I have native yield and suck the blood of DeFi. After EigenLayer went online, Ethereum-based DeFi took 10% long-term risk-free interest rate and sucked it back from Blast @retakefi @agilely_io
Narrative Six: Sei Ecology
Similar to Solana, V2 will focus on asset issuance, circulation, and leverage after its launch.
Narrative Seven: Starknet Ecology
After so long delay, it’s time to issue the coins. There are two main lines: DeFi and full-chain games. DeFi mainly depends on the attitude of Starknet DeFi Commitee. @Real_Maxlion is a full-chain game. Look for @AW_Research. If you are lazy, just watch @LootRealms.
Narrative 8: Atomics
Compared with brc20, it is more orthodox. Just buy some faucet atom quark and hold it. The other inscriptions will depend on the mood, but this is not what we are good at.
Narrative 9: GameFi
There was a large wave of excellent games in Q4 last year, and they are gradually going online this year, including @GasHeroOfficial and @Matr1xOfficial @playSHRAPNEL @LumiterraGame @Seraph_global. But for the details, you may have to find friends at the Goldsmith Studio.
Narrative 10: On-Chain Game
Of course, when playing games, you need to play with assets to maximize dopamine, but we haven’t done any research yet. It would be good to watch their content from @AW_Research as well.
Narrative 11: Pow
Miners always have to find something to dig, and machines cannot sit idle. A very simple strategy is to look at what mining machines the mining machine companies have released. After Bitmain launched the Kaspa mining machine in May last year, $kas increased by up to 10 times.
Narrative Twelve: Cosmos
To be honest, we haven't done much research on cosmos, but the vitality of the entire ecosystem has always been there, and good projects can be produced.
Narrative Thirteen: Derivative
Nowadays, DeFi’s agreements are more and more complicated, and people who don’t have a financial background will not be able to understand them at all. But it is still a relatively comfortable battlefield for traders, who can complete some more complex arbitrage\hedging on the chain. @symm_io The fundamental data is really good. @IntentX_ is also more comfortable to use.
Narrative Fourteen: Intent (AI)
After Paradigm proposed this concept, it became popular for a few months, and then fell silent. However, the project still needs to continue to be paid attention to. @dappOS_com @anoma @intentessential
Narrative Fifteen: berachain
Proof of Liquidity, it feels like it will be a battlefield where economic models and tokenomics designs compete to maximize capital efficiency.
Narrative Sixteen: De-Science
Messari mentioned this narrative, but I don’t know when he will expand this narrative. At present, it seems that it is mainly medicine and AI projects. @DataLakeToken Still looking for others
Narrative Seventeen: Stablecoin
@LiquityProtocol v2
@ethena_labs
@agilely_io
New structure, new capital efficiency, new interest rates
Narrative Eighteen: Ponziness
The story of ohm fork goes on forever, there have been two 20× in the last 30 days.
Narrative Nineteen: ZK-Proof Handware Accelerating
I didn’t find any projects. Maybe I was too early. Anyway, grab a kid to study it.
Narrative Twenty: ZK Coprocessor
I haven’t understood it yet, but ABCDE is very well written @Wuhuoqiu
The direction has been initially set, and our investment research team and project team are also expanding their recruitment. Let’s strive to reach another level in 2024~
