4 Mind Maps to Understand the Narrative of 7 Crypto Potentials
4 Mind Maps to Understand 7 Crypto Potentials
Author: 31 Source: Twitter, @althunter31
If you still don’t know the key sectors and leading projects of sector rotation, you may miss the next bull market! This article will interpret it for you. The content is long, and for easy reference, it is made into a mind map. Remember to bookmark it and don’t miss the rotation wave!
High-definition mind map, reply “sector” in the backstage
1# Layer2
- Strong US dollar and continuous depreciation of RMB may put pressur...
- Strong US dollar and continuous depreciation of the Chinese yuan ma...
- Bitcoin Taproot Assets Protocol Feature Overview
Ethereum #Kankan upgrade is expected to be carried out in October this year. EIP-4844 will increase the processing speed of Ethereum Layer 2 by 10-100 times, and the cost of each transaction that occurs on L2 will be cheaper by dozens of times than now.
The upgrade will promote more application scenarios for #Layer2, and the big event push will inevitably bring about a large sector pull-up.
Here are also representative projects and classifications of #blockchain infrastructure for everyone.
Layer2 sector currency recommendation
$ARB@arbitrum
The leading second-tier expansion solution, and as a new coin, it has not yet played out three waves, so the cost-effectiveness of the layout is relatively high before the Kankan upgrade is expected to be carried out.
$OP@optimismFND
The pressure on the fundamentals will be relatively small after the huge amount is unlocked. Similarly, if the Kankan upgrade brings Layer2 summer, the OP rollup ecology will definitely rise.
$MATIC@0xPolygonLabs
Seeing the potential of ZK and investing 1 billion U.S. dollars to build a ZK solution, Polygon has launched 4 solutions. It is not difficult to imagine that when the ZK hotspot brought by the Kankan upgrade appears, Polygon will take off with the trend.
$SNX@synthetix_io
Allows the creation of synthetic liquidity supported by asset debt. The leading synthetic asset and the expected full-chain agreement narrative of V3.
$GMX
Over 30% of the current TVL in Arb comes from @GMX_IO, which is essentially close to a leveraged platform. GLP lends coins to traders to add leverage to do the opposite.
$RDNT@RDNTCapital
Native lending market on Arb, trying to solve the problem of liquidity fragmentation between different chains/L2, and build a fully-chain lending market operated entirely by the community. The threshold for cross-chain lending is very high, but it does well and has a lot of room for imagination.
$Vela@vela_exchange
is a new entrant on Arbitrum, supporting perpetual trading with up to 30x leverage, over-the-counter trading, and spot trading with instant DEX exchange. The project has just announced that integration into Factor Vault provides users with seamless access to $VLP and partnerships with @BitkeepOS, @RamsesExchange. The roadmap is also very promising and worth believing!
2#zk
In addition, currently, general zkRollup solutions such as ZkSyne and Starknet have not issued coins. In addition to paying attention to these projects, you can also pay attention to star projects and tokens at the ZK application layer, such as $LRC, $IMX, and $SKL.
$LR@loopringorg
The native token of the protocol. Loopring is a decentralized trading protocol designed to improve the efficiency and security of cryptocurrency trading.
$IMX@Immutable
L2 expansion plan + game platform. Positioned itself as the first Ethereum layer 2 solution for NFT transactions. It is built using zk-rollups and may have a big narrative explosion as Ethereum Kanquan is upgraded.
$SKL@SkaleNetwork
Provides an interconnected chain network with an economic model that can achieve zero gas.
3#LSD Track
LSD has gradually become the standard for any PoS ecosystem and has always been an indispensable part of DeFi.
#LSDfi is a DeFi protocol based on it, which can further release liquidity, improve asset utilization and returns.
With a 10-fold increase in $pendle in the past and a 40-fold myth in the near future, it is difficult to ignore the expectation of the rise of the old project of LSD.
Here is also the #LSD representative project and relationship classification.
$LDO@LidoFinance
Leading, pioneer, deep liquidity, highest efficiency.
It is currently the largest liquidity pledge platform with a market share of up to 31.6%.
Additionally, Lido recently launched V2, which makes withdrawals much faster. For those holding less than 1000 stETH, ETH can be withdrawn in less than 1 day, compared to the standard 2-6 days for Ethereum withdrawals.
$SSV@ssv_network
is the head project for the LSD infrastructure and the top project for decentralized node validation protocols. It can serve all POS services, provide underlying services for ETH, and its market value is really not high.
$FXS@fraxfinance
Has a large ecosystem from the stablecoin track to the staking track.
4 #VR Track
The release of Apple’s VR product is imminent, and companies like Facebook and Samsung are also preparing to compete with new products.
VR is also seen as the infrastructure of the metaverse and the next generation of smart hardware. CZ previously stated that Binance will build a “metaverse ecosystem” based on BNB. With the support of concepts and practical scenarios of the metaverse, it is naturally worth our early layout.
VR Sector Currency Recommendations
$HIGH@highstreetworld
Is a business-centric metaverse and a VR project invested heavily in by Binance.
$RNDR@RenderToken
Is one of the few blockchain-based distributed GPU rendering network platforms.
Under the big concept of the metaverse, the development of the virtual world will be very rapid, and the demand for rendering will become increasingly strong.
$CEEK@CEEK
Is a social virtual and augmented reality experience (AR) developer that aims to provide creators with the tools they need to generate new revenue streams from their art digitization.
Artists share resources, such as individual albums or songs, through the blockchain platform that CEEK wears. They can also create brand content that audiences love through the VR/AR studios built on a large scale by CEEK.
5 #AI Track
Under the leadership of @OpenAI, AI is exploding, and top institutions are pouring into the AI market with a lot of capital. #NVIDIA has risen to the sky…
Not only that, Binance also strongly supports the AI track.
There is no doubt that AI is now the hottest concept and will continue to be hot. Therefore, whether it is short-term, medium-term, or long-term, the AI track is worth our layout!
⌨️ Below is a summary of key tokens in the #AI sector
AI Sector Token Recommendation
$AGIX@SigularityNET
One of the earliest projects to combine AI and blockchain and also one of the AI concept coins with the highest increase in this round.
$FET@Fetch_ai
Established in 2017 and launched through an IEO on Binance in 2019, it is an artificial intelligence lab aimed at building an open, decentralized machine learning network with encrypted economics.
$OCEAN@oceanprotocol
An ecosystem based on blockchain that allows individuals and companies to easily unlock the value of their data and monetize it by using ERC-20-based data tokens. With Ocean Protocol, publishers can monetize their data while protecting privacy and control, and consumers can now access data sets that were previously unavailable or difficult to find.
6#GameFi & Metaverse Track
#GameFi #The metaverse track has been quiet for a while, but GameFi has had strong expectations in every sector rotation.
And this year, a16z has invested in 12 projects related to chain games and the metaverse, which can be considered a heavy blow. It is always the right choice to follow smart money at any time. Looking forward to GameFi summer.
GameFi & Metaverse Sector Token Recommendation
$SAND@TheSandboxGame
One of the leading metaverse projects with luxury IP settled in and ample external funds.
$MANA@decentraland
The earliest leading currency in the metaverse. Defines itself as a virtual reality platform supported by the Ethereum blockchain. With the rise of RWA narrative, there are also new expectations for a breakout.
$GALA@GoGalaGames
The future metaverse game STEAM.
$MAGIC@Treasure_DAO
Is an NFT ecosystem on Arb, and L2 Summer also brings great expectations for it.
$YGG@YieldGuild
Is a decentralized DAO for investing in NFTs based on virtual world and blockchain games, with a good lineup of investment institutions and a low market capitalization. And the current price is really good.
$BNX@binary_x
Started as a decentralized derivatives trading system. Gradually developed into developing decentralized video games, and is now transitioning into a comprehensive GameFi platform, providing IGO services.
$ASX@AxieInfinity
Is a top project in the blockchain gaming field, allowing players to collect, breed, raise, battle and trade token-based creatures — Axies, each of which is an NFT.
7#RWA Track
Real-world assets (RWA), a field that I personally have a lot of confidence in, is expected to grow into a trillion-dollar market value, because it really can connect traditional finance with DeFi.
There are some real builders working on the RWA field, fighting regulations, and once they find a breakthrough, they can connect Web3 with the real world in advance and lay out the timing sooner or later!
RWA recommended coins
$CFG@Centrifuge
Is the first project to do #RWA (Real-World-Asset) on @MakerDao, and this year, the concept of #RWA has taken off, and Centrifuge is the project I think has the most potential in the RWA concept. According to official website data, Centrifuge has raised more than $385 million and TVL has doubled from last year.
$TRADE@Polytrade_fin
Is the most popular lending protocol on polygon, dedicated to bringing sustainable real-world asset returns to DeFi.
More RWA projects include
@synthetix_io ($SNX),
@maplefinance ($MAPLE),
@TrueFiDAO
And so on, you can explore them yourself.
Written at the end: In the crypto market, we have two ways to make money: one is to participate in the market game, and the other is to follow the trend of incremental market. Sector rotation belongs to the latter, which is a medium-term profitable direction with strong certainty. We need to keep market sensitivity like a hunter, waiting for opportunities to appear and striking with one blow!
