Welcome to the Morning and Evening Web3 World
The cryptocurrency world can do without ETH, but it cannot do without #LINKUSDT
What to look forward to: - Build: Hold LINK to stake and you can get tokens for new ecosystem projects. Imagine if you could get altcoins by using ETH in the bull market of 2017?
——Cross-chain: Oracles do cross-chain, killing bridges in seconds?
——Pledge.
Risk point: The implementation effect of the three major plans is not good.
Return the whole thing to Zhao? Binance monopoly is taking shape, and all Binance needs to do is make fewer mistakes.
What to look forward to: - Other updates to the oracle and BSC chain to strengthen the network effect and form a dual leader of centralization and decentralization.
——The ecosystem has millions of users. ——The transaction volume is growing linearly, and the destruction force of one quarter is stronger than the halving of Bitcoin in four years.
Risk points: internal management problems, CZ problems, external investigations, hackers
Taking into account that the current circulation volume has reached 70%, the wash-out during the decline was relatively sufficient (down 86.5%), and the opening of the fee switch, it is a currency that can be considered for bottom fishing. If there is to be a particularly large rise, unless: the expected trading volume continues to rise, some kind of perpetual contract is innovated, and the acquired NFT exchange has some kind of empowerment.
Risk point: There is a high probability that only spot goods will be available for a long time, and it will be difficult to make achievements in NFT transactions.
He is the eldest son in the second layer, and the youngest son is ZK. Vitalik is more partial to the younger one and praises him every day.
The OP Stack proposed by $OP has brought composability to the forefront. Developers can combine the advantages of various chains to build building blocks, such as letting ETH be responsible for security and ZK for settlement. Considering its market capitalization ranking and the fact that it will take off with the second layer anyway, it is very "optimistic".
Risk point: Although the function is good, no one uses it...
I am looking forward to the Bitcoin spot ETF being approved. After the gold ETF was approved in 2004, a long-term bull market from 300 to nearly 2000 began. If BTC is approved, no one will criticize me for the guaranteed minimum of 150,000 per coin…
Risk points: The market value is exceeded by $ETH or $BNB, people are worried, the ETF is not approved, and the bull market turns to bear market.
The long-awaited L2 ecosystem explosion continues to be realized. Millions of L2 applications appear.
ETH's ecology and consensus have been strengthened, making it the new king of coins. ETH's ETF has been approved, and old money has entered the market.
Risk points: The ecosystem is plundered by other public chains and the wealth effect is lost. The fragmented liquidity of L2 plus the underdeveloped ecosystem. Vitalik Buterin has problems. Policy risks.
LDO has strong cash flow, very low maintenance costs, and is a very profitable business, but currently LDO has no capabilities.
The gameplay of LDO has released ETH and brought greater prosperity to LDO. Adding some kind of equity capture, LDO is actually empowered (currently there is no and I have not heard of it, but sooner or later there will be, if not it will be abandoned by the market)
Risk point: Vulnerability, attack, and zero overnight.
Expected to become the main currency of Twitter wallet, Lao Ma continues to call for empowerment, and start to increase practicality, etc. (currently there is not much action)
Risk points: Ma stopped shouting or exchanged coins. Ma shouted too late, the bull market is over. You didn’t sell in time when the price went up... No one uses Twitter wallet...
ICP
This is a "God-death" project, but what if it survives?
The expected ecological explosion (there is no hope at the moment!) The network effect of the ecology is comparable to ETH, and a third-generation blockchain is taking shape.
Risk point: The team and investors will leave after making money (I have calculated before that even 1U shipments can still make a profit). Only consider buying below 1U
GMX
The expected trading experience upgrade, the significant increase in trading users, the explosive trading volume, and the revenue driving $GMX to continue to rise.
Risk points: Team anonymity, defeated by competitors, hacker attacks, and ARB ecosystem has not taken off.
Official account: Chenxi web3 Vision, follow me, face the fans, our strategic layout, share for free, just to increase fans.
