Discover and read the best of Twitter Threads about #区块链基建

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【投资必看!一文读懂即将再次爆发的板块和项目】

任何一次板块轮动都是币圈的财富密码,而板块轮动必定从龙头项目开始。

如果你还不知道板块轮动的重点板块和龙头项目,你可能抓不住下次牛市!本篇为你解读👇

🧵内容较长,为方便查阅,做成了脑图。记得收藏,别再错过轮动浪潮 !🌊

#Bitcoin Image
1⃣ #Layer2

以太坊 #坎昆升级 预计会在今年 10 月份进行,EIP-4844将令以太坊二层处理速度提高 10 - 100倍,且每笔在 L2 上发生的交易成本将比现在便宜数十倍。

升级将为 #Layer2 催生更多应用场景,大事件推动必然带来大的板块拉升。

⌨️ 这里也为大家放出 #区块链基建 代表项目及分类。

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1.1 Layer2板块币种推荐

💵 $ARB

@arbitrum 二层扩容方案龙头,且作为一个新币,还没打出三浪,很有可能在坎昆升级之前提前打出预期,所以布局的性价比比较高。

💵 $OP

@optimismFND 巨量解锁后基本面的压力会比较小。同样如果坎昆升级带来Layer2 summer的话,OP rollup生态一定会拉升。

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