jakiro
Author: haotian, encrypted observer source: x,@tMel0211
When Meme currency carnival was sluggish, I wrote a dairy article saying that it was breeding. In the past two days, Altcoin has collapsed for two consecutive days in a row, which has a sense of weakness that people pressed over the head.It’s harder to go in a bullish way than expected.If you want to draw a rhythm map for the mainstream narrative of the bull market, it should be the first force of Ethereum Layer2, and then BTC Layer2 relay, eventually detonate the big bull market by AI+DEPIN?Next, just say a few words:
1) Since March, the secondary market has shown fatigue. After the popularity of Layer2 Layer2 after the upgrade of Cancun, the market performance is far less than expected.The reason is also clear. Some research reports said that by 2030, the value of the Ethereum Layer2 will reach a trillion US dollars. At presentEssenceObviously,The Ethereum Layer2 market is still in the early stages of development. However, the fact is that many people have the feeling of being weak in Ethereum Layer2.
Mainly because the ecological development of the Ethereum Layer2 market is not as good as expected, and the Stack stack strategy of the “one -click hair chain” stays at the narrative level in the short term.Land or technical breakthrough traction.At present, there are several potential changes in the direction:
1) General Layer2 chain such as@Starknet, Arbitrum and other general Layer2 chains take out the current -level explosion in the direction of full -chain games, layer3 application chain;
2)@scroll_zkp, taiko and other EVM equivalent ZK-Rollup layer2’s follow-up landing and bring vitality;
3) Nothing Layer2, such as@Metism2,@Metisl2, after decentralization of SEQUENCER, it is based on native token to inspire the market to get out of the special development rhythm;
4) Whether the one -click hair chain and modular DA and Rollup AS A Service can further promote the emergence of innovation Layer2 and so on.
In short, Ethereum Layer2 originally assumed the mission of making Ethereum again. Whether the Layer2 Centric proposed by Vitalik can be achieved, these Layer2 projects have a difficult mission.The advantage is that after the EIP-4844 Cankun is upgraded, the cost of DA to the project party will be reduced, and the potential returns will increase.The variable is that Layer2 has strongly attracted user increases (Mass Adoption), or the continuous increase of users (daily lives, users), further stimulating the development potential of Layer2. I am currently inclined to the latter.
It is hoped that Ethereum Layer2 will gradually accumulate energy by relying on application innovation and technical underlying innovation from time to time, and you ca n’t rush.For example, the impact of Eigenlayer AVS on the Layer2 market after landing, or the further prominentness of ZK technology on cross-chain security and interactive operability, and Vitalik’s diverse exploration from General-Purpose to Special-Purpose.
2) There is no doubt that the potential of the BTC Layer2 market is to eat the dividend of the Ethereum Layer2 market.Compared with the Ethereum ecology, the BTC ecology has a stronger consensus, and there are new effects such as inscription asset distribution gameplay. Because there is no strict standards, there will be richer and more diverse innovative gameplay. VC and retail investors have in the entire BTC Layer2 market.Very active.There is a reason to believe that after the BTC is halved, the ecological heat of the BTC ecology will become the driver engine in the middle of the bull market.
However, the BTC Layer2 market starts in the chaos. Whether it can develop a market with strength in an orderly manner, there are also several potential variables:
1) The UTXO homogenic binding chain ecosystem of @Nervosnetwork and the EVM-COMPATIBLE modular combination chain ecosystem of @BSQUAREDNETWORK, as well as the Rune, Atomical, RGB, Lightning Networks of the original BTC Native;
2) The BTC Restricted Circuit will be engraved with more rich gameplay in Ethereum Restaking, such as; Bouncebit, Babylon,@Solvprotocol, etc. all give different solutions;
3) How will there be a new wave of FOMO in the postplay of assets such as inscriptions, and which gameplay can be combined in combination with Layer2;
The BTC Layer2 ecology has now become a mainstream core narrative that needs to be erupted.Pulling new capabilities and rich possibilities for extending development will become the key to this round of bull market renewal.
After the preheating in April, Bitcoin is halved, and it will start fermenting, becoming the focus of the next market topic.
3) If you observe carefully, there are already many AI+DEPIN project markets related to AI+DEPIN. The DEPIN direction includes decentralized cloud -tetron power networks, decentralized storage network, decentralized wireless communication network (RPC), decentralized sensor network, Decentralized router, as well as energy geographical space data network, etc.
The AI direction involves a wide range of noodles. Distributed machine learning, decentralized computing power model training, distributed reasoning, distributed data storage verification mining, distributed IP intellectual property rights, and so on.The path that can be expanded in this track is too large. The only shortcoming is that it takes a long time to brew and layout, and it is not anxious.It is not difficult to feel that we have the power to grow from the market growth of @ionet, and there is a chance to produce tens of billions of dollars in a market value project in a certain direction.
As a new track, AI+DEPIN does derive many innovative concepts and trends. If Defi undertakes everyone’s expectations for financial decentralization, then AI+DEPIN can almost use the entire traditional web2 network, the Internet, the Internet of Things, andAI is in the world of web3.This is the core master of this magnificent big bull market that should be focused on.However, both AI and DEPIN are not a narrative that can be done by PPT. It takes a long time to plan and implement it, and it takes time to grow.
I premonition, AI+DEPIN will share the market heat in the first half of the ecological sharing with BTC Layer2 ecological sharing, supporting the popularity of the middle of the bull market. In the end, AI+DEPIN will become the mainstream and the absolute mainstream narrative of the bull market FOMO period.
Note: The above is the rhythm of the bull market in my hunch. Obviously it is still in the first half of the bull market.What are you?
