#binancepleasegotodubai #hottopics
Let’s review Binance Research’s outlook at the beginning of the year and summarize which tracks have exploded and which ones have not.
Binance Research Annual Report outlines 8 key points for 2024
: Bitcoin ecology, ownership economy, AI, RWA, on-chain liquidity, institutional entry, security, account abstraction.
Bitcoin ecology in January: $STX $RIF took the lead and broke through all-time highs. Most notably, the launch of more Bitcoin expansion solutions, such as Stacks’ sBTC, will be an interesting development. Helps enhance the functionality of Bitcoin. Therefore, STX is very strong, which is also very consistent with Binance Research’s expectations. However, Inscription is still the same weak, ordi and sats cannot beat the market, and rats has not been listed on Binance spot yet.
On the contrary, in terms of runes, two major airdrop projects dominate the NFT collection, with RSIC and RUNESTONE performing well.
Before and after the halving in April, we predict that runes and inscriptions will compete one after another. And new opportunities will emerge for RGB++ and RGB.
Encryption evaluation: There was a brief outbreak, but it was not a full-blown outbreak.
Second: Two noteworthy areas of ownership economic applications are decentralized physical network infrastructure (DePin) and decentralized social media (DeSoc).
We can see that the second-level#depinhas not exploded, but the first-level projects have received a lot of attention, such as io.net and grass.
Desoc did not break out
List DeSoc tracks:
1. Farcaster A16z led the investment (most popular)
2.Lens Protocol AAVE team, unissued coins
3.DeSo social L1, currency issuance
4.Nostr Bitcoin community payment social unissued currency
5.Tako Protocol Social bottom layer
6.CYBER Social Graph Protocol
Encryption evaluation: Therefore, there is the possibility of a secondary outbreak in these two tracks.
Third: Increased integration of artificial intelligence (AI)
This track can be said to be the most accurate and explosive track that Binance Research has seen.
The AI track is the first track to continue to explode, taking the lead in WLD
Under the leadership of , fet agix and others have broken through previous highs. ARKM, an Ultraman investment project, has also received a lot of attention. Near, a public chain dark horse, has exploded with its AI concept. The NAER project team also performed at the NVIDIA conference. .
Encryption evaluation: The AI track has received huge attention and success. I believe that more AI projects will continue to stand out in the future. Among the projects invested by Binance, AI projects are also gradually increasing.
4th: #RWA
It is currently breaking out. Although the leading Ondo has not listed Binance Spot yet, we believe it will soon.
The rest of the polyx tru performed well too. Binance and BlackRock have been laying out the RWA track for a long time.
Fifth: The on-chain liquidity pattern is booming
Binance’s prediction was half right. Due to the craze of staking and re-staking on the Ethereum chain, everyone has pledged one after another, resulting in a lack of liquidity in the Ethereum chain ecology. As a result, the Ethereum ecology has performed very poorly this year!
On the other hand, with the explosion of SOL ecology, Bome has created a new fundraising model, which only requires leaving an address on Twitter. Many project parties and KOLs have followed suit. BAKE has raised US$320 million, and VT has raised more than $100 million.
MEME is popular on the SOL chain, and the pool is large and has good liquidity, while bome was launched on Binance in three days. The next one we think will be online is sloth $slerf (it will only be online when the pre-sale user issues are solved) )
Institutional Adoption Accelerates
Reputable traditional asset management giants like BlackRock and Fidelity are entering the crypto space, proving their confidence in the industry's long-term potential.
The adoption of ETFs makes it easier for institutions to enter.
Safety remains paramount
Binance has also invested in several security track projects such as Goplus
Account abstraction becomes more important
When the Cancun upgrade is completed, the next Ethereum upgrade that needs attention is the Prague upgrade. The narrative after the Cancun upgrade is implemented is abstract account wallets and EIPs: 7002, 6110, 2537. The main targets are bico and safe
The above are the eight major tracks mentioned by Binance at the beginning of the year. We believe that some predictions are accurate and have exploded, while some are still brewing.
About the education track
CZ posted on the X platform that the name of his new project is Giggle Academy (no logo yet). The program aims to provide free basic education (approximately from first to twelfth grade) to all with no source of income.
Giggle Academy will use gamification and adaptive learning. Those interested can read the Giggle Academy concept paper. The project is hiring, and joining the team will have the opportunity to work directly with CZ.
In addition, everyone still needs to pay attention to a new meme track. The ebb of SOL meme is gentler than expected. This also proves that the most popular theme of this bull market is meme, because the market value of other new coins is too high. As long as the Binance project FDV is listed, it will be 2 billion US dollars, the FDV of the project listed on OKX is 500 million US dollars.
Not to mention those projects with high valuations and high financing.
Therefore, everyone will place more hopes and enthusiasm for getting rich on memes or fair sales. At present, whoever masters and innovates a new fair sales model can win the favor of the market.
new meme: bome
