Thread by @archon_0x

1/n
Before everyone posts theirs, let me come up with a few high-level #crypto predictions for 2022. These are just some personal thoughts around topics that I care about and, indeed, no investment advice. Will detail some of them later on.
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#GameFi #NFTs $LUNA $RUNE #DeFi

2/n
Cross-chain interoperability will become a reality. The focus will change from underlying protocols and platforms towards dApps that will be built on cross-chain layers or deployed on multiple chains. Eventually, dApp users won't know and care what underlying chain is used.

3/n
Increased focus on applications also leads to more awareness about user experience (UX). This does not only include better UI design but also providing easy-to-use applications that solve real-world problems end-to-end. Think for example of built-in FIAT on/off-ramps.

4/n
Who understand UX design best and also provide the resources when it comes to financial applications? #CeFi. Therefore I think we will see more #CeDeFi applications that merge the best of both worlds (e.g. FIAT on/off ramps, native mobile apps + #DeFi yields & opportunities).

5/n
We will see infinite new #crypto payment apps that come with both virtual and real debit/credit cards. Who will be able to win over customers by providing clever incentives, loyalty programs and utility while staying on top of the current trends in crypto investment?

6/n
#HODL doesn't work anymore except for the majors like $BTC or $ETH. The market does no longer exclusively move together but sub-trends emerge quickly and vanish forever in short time frames. Sitting on a "trend coin" for months may destroy capital with 0 chance to recover.

7/n
Just take a few examples from 2021 where we saw huge trends and absurd valuations not only on the market leaders but also hundreds of "me too projects": Food tokens, dog coins, 10k NFT PFPs, Olympus clones

8/n
In 2022 the "war" between #Ethereum L2s (Optimistic rollups, ZKrollups, sidechains) L1 EVM-compatible alternatives (#Avalanche, #BSC) & L1 non-EVM alternatives (#Solana, #Terra) will intensify and the winners will be able to extend their lead.

9/n
But as mentioned in the beginning, dApps will become cross-/multi-chain and move independently/opportunistic of the underlying chains. They will deploy where the users are and where incentives can get them even more users.

10/n
Another winner of this trend will be cross-chain infrastructure solutions such as @ComposableFin or @CoinwebOfficial as dApps need to focus on their core competencies and need easy solutions to deploy on as many useful chains as possible (incl. their own token).

11/n
2022 will become the make or break year for @THORChain & $RUNE. Either stage- & mainnet will be successful, attracting multiple billions of liquidity becoming THE major X-chain liquidity platform or others will emerge - with the trend and new tokens working in their favour.

12/n
2022 will be the year of #GameFi & #PlayToEarn. Countless new (AA+) games will be released and take the market by storm. Players (especially of mobile games) will flock to these new games with the ability of earning at least some money for their time.

13/n
Major companies (Ubisoft, EA, Activision, etc.) will bake the #PlaytoEarn into some of their games, announce partnerships and make acquisitions in this new market environment. This might become the biggest accelerator for #crypto adoption that we have seen.

14/n
It's impossible for me to predict the overall #crypto market but I believe we will see a rather organic growth for the majors plus heavily consolidation (and high volatility) in the #altcoin market following the mentioned trends above.

15/n
Stablecoins will see further growth but we also might witness some trend-setting rulings in terms of regulation or censorship which will either speak for more decentralized coins like $UST, $MIM or $DAI or centralized versions like $USDC, $USDT or $BUSD.

16/n
.@terra_money will continue to grow at a high rate fueled by demand for $UST and the launch of dozens of new protocols on its blockchain. Based on its sound DeFi primitives released Q4/21 & Q1/22 it will cement its place as the 2nd biggest DeFi chain after #Ethereum. $LUNA