Wo+ 李嘉图 Profile picture
Apr 2 6 tweets 2 min read Twitter logo Read on Twitter
为下一轮牛市做好准备
其实web3基建中最重要的只有两点:
1.提升资本利用效率
2.提升资金流动性
经典案例便是 #Crypto 市场发动机-- #DeFi

下面是我个人相对看好的牛市赛道,分享出来

请记住:牛市需要新的,宏大的,振奋人心的故事,加密市场不需要价值投资,庞氏项目是每轮牛市中涨幅最猛的
1.ZK赛道
#zkSync 大概率是下一轮牛市的发动机,#arb 已经让人们看到了l2的巨大潜力和财富机会,这轮arb没有上车的散户都会注意zk,也获得了多轮大机构的投资,最有可能fomo的项目
2.layer2赛道
arb引领的l2赛道势头正猛, #arbitrum 网络的生态竞争也很激烈,但在下一轮牛市时,需要出现几个新的更有竞争力的应用,带动arb飞轮走向牛市
3.move语言赛道
包括 #Aptos#Sui 两大公链。随着l2的发展,新公链已经没有资格和以太坊主网直接碰撞,Aptos和Sui只适合短线投资,长期持有或信奉价值只会亏麻,下一个Solana罢了
4.比特币二层和比特币NFT市场
暂时看不清楚,btc二层可以更好的构建btc生态,但是这与信奉“数字黄金”的 #BTC 矿工理念相违,共识无法达成。构筑在btc网络上的NFT的价值未必就比以太坊网络上的高,并且跨链转移,流动性都很差,需要技术的进一步发展。
5.NFT借贷
#NFT 借贷由于体量太小注定无法引领整个行情,但是下轮牛市大概率会fomo起来,因为NFT借贷可以很好的释放资本利用效率,提高资金流动性,这一点很重要。在web3中所有人都是韭菜,唯有资本为王

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