These are some of the trends I am seeing as an analyst in public markets and degen in private markets (weekend hobby is to ape in private deals brought by syndicates and DAOs).
1.@ethereum 2.0 PoS will happen by the end of 2022.
2. Alternative Layer-1 ecosystem will experience a higher growth rate than $ETH. $SOL, $LUNA, $AVAX, and $NEAR accumulatively will flip the ETHs market cap.
3.The layer-2 ecosystem will experience a higher growth rate than Ethereum. $MATIC can enter the top 10 market cap (ZK-rollup baby! ).
4.Multi-chain Layer-1s and Layer 0 ( $ATOM, $DOT, $AVAX ) will outperform monolithic Layer-1s (e.g., $SOL, $ADA).
5.@Polkadot and @cosmos will have their "multi-chain moment" with the benefit of XCM and Cosmos IBC vividly visible. My best guess is Q2 for ATOM and Q4 for DOT.
6.$UST becomes the second largest stablecoin, behind $USDT. Other algorithmic stables will try to copy UST but it will be a bit late
7.Decentralized crypto indices (e.g.@defipulse index) will become increasingly popular. I will look for smart contract/L1, infrastructure, and DAO indices for my personal portfolio.💪🚀
8.Blockchain gaming projects with useless gameplay will underdeliver. There will be a contraction in valuation. The market narrative will be that this crypto segment ran ahead of its fundamentals.
The financialization of gaming via NFTs and crypto will become a prerequisite.
Gamers have already started asking why they weren't always owning their in-game assets?
Financialization of gaming assets and enjoyment will be so crucial that >80% of games will have this.
The irony of the situation is that having NFTs, crypto, or P2E mechanics of the game wouldn't be enough.
I believe in LR just P2E mechanics are not enough. Games can use their inflationary token emission to bootstrap networks but it's akin to poor DeFi protocol with high APY.
A detailed walkthrough of my investment thesis, valuation, and price prediction
Investment Thesis
💪Can be thought of as an ETH 2.0 Hedge ( delays in ETH 2.0 Road map) and a Put Option (captures user base and developers from the ETH community)
💪Highly Scalable – Can process up to 1 million transactions vs 15 currently for ETH and 10K for ETH 2.0
cont...
🚀Broadest type of interoperability ( multiple blockchains and bridges can communicate with each other)
🚀Highly customizable and developer-friendly. Substrate makes it easier for developers to create custom blockchains for bespoke products (DeFi,NFT,Privacy,Gaming etc).