New stories lead the bull market: new opportunities in L2 ecology, AI computing infrastructure, BTC ecology, RWA and LSDFI sectors
At the beginning of 2022, the curtain has been raised on a new round of bull market. Investors are eagerly looking forward to new stories leading this round of bull market to a new peak. This article will deeply explore the L2 ecology, AI computing power infrastructure, BTC ecology, RWA and LSDFI, and explore the emerging tracks and leading projects in them to provide a reference for your investment layout.
1. L2 Ecosystem: High-Performance High-Throughput System If blockchain technology is to serve a large number of users, it must solve the problem of high throughput. Therefore, L2 expansion technology came into being, which will increase Ethereum's tps to 10,000 levels. As representative projects of the L2 ecosystem, Arbitrum (ARB), Optimism (OP), etc. have created a powerful ecosystem. However, due to the POS mechanism and large circulating market value of ARB and OP, the future space may be limited. It is a good choice to try to layout their ecological leaders with a small position, such as Magic and RDNT in the ARB ecosystem, and Velo and Sonne in the OP ecosystem.
2. AI computing power infrastructure: The fit between blockchain and AI AI is undoubtedly a major event that will affect productivity in the next 20 years. Its foundation includes algorithms, computing power, data, etc. Blockchain technology has a good application prospect on the distributed GPU computing power platform. DNX, RNDR, Octa, Clore, etc. are all projects in this sector. Against the background of the rapid development of AI, the AI computing power infrastructure sector will also usher in huge opportunities.
3. BTC Ecosystem: Rebuilding Fairness and Efficiency The BTC ecosystem is very different from the ETH ecosystem: Bitcoin is a POW mechanism that pursues fair launch and fairness first, while ETH is a POS mechanism that pursues efficiency first. Although the POS mechanism has capital support and high efficiency, it has gradually deviated from the original intention of fairness and justice in the blockchain. The underlying infrastructure protocols in the BTC ecosystem are being actively developed, such as Ordi, Sats, Atom, Alex, STX, RIF, etc., which have laid the foundation for building a fairer and more efficient blockchain network.
4. RWA: Real-world assets on the chain Since 2018, RWA has been attracting attention, until MakerDAO included US Treasury bonds in its asset list and obtained $80 million in real income, which made RWA a hot topic again. Related projects include MakerDAO (MKR), Compound (COMP), TrueFi (TRU) and Pendle. These projects use US Treasury bonds as anchors, showing the broad development prospects of RWA.
5. LSDFI: An early-stage track LSDFI is an emerging field that emerged with the upgrade of Ethereum Shanghai and the rise of the LSD staking sector. Its leader Pendle itself has strong openness. It can not only develop in the LSDFI sector, but also has a good performance in the RWA sector. It is a high-quality target worthy of long-term hoarding.
In short, every bull market has a new narrative, and new stories mean new opportunities. Only by finding new track leaders, making layouts and holding them patiently can you double your wealth. Seize new opportunities in the L2 ecosystem, AI computing infrastructure, BTC ecosystem, RWA and LSDFI sectors, and let us jointly meet the challenges and opportunities of the new bull market!
