Interest rate cuts are in sight, and BTC is expected to surge after halving.
As the Federal Reserve signals a rate cut, the surge in Bitcoin after the fourth halving is ready to take place. For those who are looking for investment opportunities, the sharp drop in altcoins is a good time to buy at the bottom.
Among them, the three sectors of AI artificial intelligence, RWA and GameFi are worthy of attention.
The RWA sector has been favored by large Wall Street institutions, probably because of the involvement of Jewish capital. As early as last year, Goldman Sachs announced the launch of its digital asset platform GS DAP, which has helped the European Investment Bank (EIB) issue a 100 million euro two-year digital bond. Not long after, Hamilton Lane, a private equity firm with a management scale of over 100 billion, tokenized part of its 2.1 billion US dollar flagship equity fund on the Polygon network and sold it to investors;
Electrical engineering giant Siemens also issued a 60 million euro digital bond on the blockchain for the first time. Secondly, some government agencies have also begun to test the waters of RWA, including the Monetary Authority of Singapore (MAS) will cooperate with JPMorgan Chase and DBS Bank
Sam Altman is optimistic about the future of AI, and he made it clear that he doesn't care about burning $50 billion every year because they are building general artificial intelligence, which is worth it! As OpenGPT became widely known, a massive buying boom in AI companies and projects followed, driven by investors in all markets including cryptocurrencies. While many experts continue to focus on the traditional financial sector and DeFi, more and more voices believe that the future of the crypto trend lies mainly in artificial intelligence (AI).
The GameFi sector is a very broad market and has almost become a part of the lives of many young people, but most existing Web2 game users may not have much knowledge and understanding of the GameFi (Gaming) sector. From the perspective of TVL, the TVL of the GameFi sector is only 3.36 million US dollars. From the perspective of financing, in 2023, the financing amount of the GameFi sector is 777.9 million US dollars, which is 18 times that of 2022. Moreover, the financing scale of GameFi is almost equal to the financing scale of the entire DeFi sector last year, which is 777.4 million US dollars. However, the explosive growth of the GameFi sector has not yet really equaled the growth rate of the DeFi sector. According to on-chain data statistics, the market value of DeFi is currently 77.4 billion US dollars, and the market value of GameFi is 20.2 billion US dollars, the latter is only about a quarter of the former.
In short, if we only look at the development space of GameFi, it is expected that GameFi will have a larger narrative in 2024-2025 and will attract more attention.
Similarly, the SOL series can also be taken seriously. In this cycle, the leading project RNDR, ArkM and WLD related to Ultraman Sam are all worth paying attention to.
The investment opportunities are right in front of you now, and the direction has been revealed. Seize the opportunity to make money. The above are all suitable for long-term investment.
