Thread by @Jun_Yu

分享下2022年个人比较看好的赛道 | Share my thoughts of Crypto in 2022

1. L1 非EVM公链 期待#ATOM #Near #ICP的生态爆发, 非EVM公链上的项目更加创新,突破了以太坊的限制,发挥的空间也更大
L1 non-EVM public chain like #ATOM #Near #ICP, Projects on non-EVM public chains are more innovative cuz it breaking through the limitations of ethereum

2. L2 期待starkware、Zksync和Arbitrum等Layer2生态的爆发。去年Solana、Avalanche都是承接了以太坊的溢出需求。Layer2来承接这些需求是更加make sense的。这些layer2在一级市场的估值都是10亿出头 , 未来市值的很有可能像其他新公链一样几百亿美元 。预计有大概几十倍的上升空间

2. L2 look forward to the explosion of Layer2 ecosystem such as starkware, Zksync and Arbitrum. Last year Solana, Avalanche are taking over the overflow demand of Ethereum. Layer2 taking over these overflow demands is more make sense.

The valuation of these layer2 in the primary market is around 1 billion, and the market value of them in future is likely to be tens of billions of dollars like other new public chains. There would be an expected upside of about several dozen times of the market value of Layer2

3. 2022年Gamefi将进入2.0阶段 今年gamefi的重点应该是游戏本身的可玩性的提升和玩法设计, 同时有可以氪金的可循环的经济模型

3. Gamefi will enter the 2.0 stage in this year. Gamefi should focus on the improvement of the playability and gameplay design of the game itself, while having a recyclable economic model that can be play to earn

4. NFT的想象空间不止是头像,收藏品。NFT可以打包许多非标资产。比如NFT成为游戏、元宇宙世界等领域中广泛的流通商品和支付方式，具备了收藏、流通等属性，成为Gamefi和元宇宙的重要经济载体, 进一步推动NFT的爆发和广泛应用 。又或者是NFT与音乐的结合, 在一定程度革新了音乐行业的利益分享机制。

4. The imagination of NFT is not only for avatars and collectibles, NFT can be packaged with many non-standard assets. For example, NFT has become a widely circulated commodity and payment method in games and metaverse worlds, with the attributes of collection, value preservation

becoming an important economic carrier for Gamefi and metaverse, further promoting the explosion and widespread use of NFT. Or the combination of NFT and music has revolutionized the benefit sharing mechanism of the music industry.

5. Defi将进入深水区,变得更加的多元化、多维度。从现货,质押理财,期权, 再到后来我们看到越来越复杂的DeFi产品比如结构化基金还有利率互换产品将利率互换引入链,同时还衍生出永续利率互换产品。DeFi逐步将华尔街的金融产品搬到了链上,丰富链上的金融市场。

5. Defi become more diversified and multi-dimensional. From spot, pledge finance, options. Later we see more complex products such as structured funds and Interest Rate Swaps. DeFi gradually moved financial products of Wall Street to crypto and enrich on-chain financial market

6. Web3全栈，例如能够支撑/适配Web3数据需求的底层、补全使用权/所有权分离的中间件方案、对SocialFi的新尝试等 DAO工具的完善，主要体现在人才发掘、DAO之间协作等

6. Web3 full stack, such as the underlying layer that can support Web3 data requirements, the middleware solution that complements the separation of usage/ownership, new attempts at SocialFi. The improvement of DAO tools, mainly in talent discovery, collaboration between DAO, etc