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Recently, Binance released a research report in the first half of 2024, which not only summarized the industry development over the past six months, but also predicted the cryptocurrency market in the second half of the year!Biteye compiled the non -issuance items mentioned in the report for your reference.
01 project inventory
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Layer 1
1. Berachain: The L1 public chain built and compatible with EVM based on COSMOS SDK.Total financing is US $ 142 million, investing in Polychain, OKX Ventures and other investment.
2. Hyperliquid: A L1 blockchain combined with the advantages of CEX and DEFI, including more than 100 PERPS and native Spot DEX.
Defi
1. Babylon: The head project of the Bitcoin ecology is also the largest Staking infrastructure of Bitcoin.Total financing is $ 96 million and invested by Paradigm, Binance Labs.
2. MORPHO: Users can borrow loans without licensed the independent lending market.The total financing is $ 68 million, investing in A16Z, Variant Fund and other investment.
3. Karak: A universal pledge network is similar to the pledged projects such as Eigenlayer.Total financing is $ 51.3 million, investing in PANTERA Capital, Framework Ventures and other investment.
4. Synfutures: A decentralized derivative exchange, the first total financing of 37.4 million US dollars without the need to license the contract market model, was invested by Pantera Capital, Polychain and other investment.
5. Symbiotic: A general -purpose re -pledge system, no permit shared safety agreement.Total financing is $ 5.8 million, investing in Paradigm, Cyber Fund and other investment.
6. Citrea: The first ZK Rollup project in the Bitcoin ecosystem.The total financing is 2.7 million US dollars, invested by Galaxy, Delphi Digital.
7. Solayer: The re -pledge protocol of the Solana ecosystem can get POS, MEV and AVS and other benefits.The total financing was not disclosed and invested by Binance Labs.
Zk/l2
1. Scroll: Ethereum’s native Zkevm Layer 2, based on ZK-Rollup.Total financing is $ 80 million and invested by Paradigm, OKX Ventures and other investment.
2. LINEA: Layer 2, compatible with EVM developed by Consensys and using ZK-Rollup technology.The total financing was not disclosed and invested by Consensys.
Social
1. FARCASTER: decentralized social protocol, allowing users to create, possess and transfer identity and content.Total financing is 180 million US dollars, investing in Paradigm, A16Z and other investment.
2. Lens Protocol: A decentralized open social map, any application can be inserted.The total financing is $ 15 million, investing by Ideo Colab Ventures, Robot Ventures and other investment.
3. Fantasy.top: SocialFi trading card game based on BLAST.The total financing was not disclosed and invested by Alliance DAO, Fabric Ventures.
Game
1. NIFTY Island: Open social game world, players can create, trading and display 3D NFT.Total financing is $ 20 million, invested by Hashed, Arrington Capital.
2. Sonic: The first game chain on Solana is specially used for game development and operation.The total financing is 16 million US dollars, investing in Bitkraft Ventures, OKX Ventures and other investment.
3. Hamster Kombat: A click to earn a game, combining cryptocurrency trading simulators.Total financing and investors have not disclosed.
Meme
1. pump.fun: The platform for creating and trading MEME tokens on the solana blockchain.Total financing and investors have not disclosed.
Predict Market
1. Polymarket: Decentralization prediction platform, users use cryptocurrency betting hot topics.Total financing is $ 74 million and invested by Founders Fund, Polychain and other investment.
AI
1. Gensyn: decentralized deep learning computing protocol, aiming to establish the AGI computing market.Total financing is 49.5 million US dollars, investing in A16Z, Eden Block and other investment.
Depin
1. Ambient Network: Decentralized environmental monitoring infrastructure network and collect global environmental data.Total financing is 2 million US dollars, invested by Borderless Capital, Solana Ventures and other investment.
Privacy
1. Light Protocol: Solana Ecological Privacy Project, provides the most accessible privacy track in the ecology.The total financing is 4.5 million US dollars, invested by Polychain, Solana Ventures.
Infra
1. KINTO: Based on OP Stack, focusing on providing secure financial services access.Total financing is 3.5 million US dollars, invested by The Spartan Group, Parafi Capita.
02 Outlook in the second half of the year
Regarding the theme outlook in the second half of the year, the report mentioned that the organization’s adoption rate will continue to increase, especially the approval of the American spot BTC ETF has attracted more institutional needs. The participation of traditional financial giants will attract more investors to explore DEFI, NFT, etc.field.
The macroeconomic situation in the United States is also worthy of continuous attention. The November US presidential election may lead to market fluctuations, and the Fed is expected to cut interest rates in September, which may be favorable to the cryptocurrency market.
In terms of track, the scalability and DEFI of Bitcoin are also continuously developing. The decentralized physical network infrastructure (DEPIN) and decentralized social media (Desoc) are expected to achieve further development.
The tokens of real -world assets (RWA) have provided strong use cases, and Treasury bonds are still attracted much. It is expected that investors will provide investors with new sources of income.
The number of web3 game players has reached a new high. Super casual games have attracted a large number of players. The project will have more innovations in the economic solution in sustainable games.
