下轮牛市前，有哪些赛道和项目值得关注？

深潮TechFlowPublished on 2022-12-19Last updated on 2022-12-19

Abstract

这些赛道和项目，值得在熊市关注和布局。

回顾过去，往往是最意想不到的事情往往表现最好。在上一轮牛市中，在叙事早期进入的人都成功地获得了巨大的收益，那么下一轮牛市呢？以下是一些你应该准备好应对的一些未来叙事：

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NFT-Fi

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众所周知，NFTs 在上一轮牛市中爆发，成交量达数十亿，散户关注度很高。即使是现在，虽然交易量明显降低，但 NFT 仍在积极交易。假设 NFT 卷土重来，NFT-Fi 应该会更加繁荣。

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NFT 金融化（NFT-Fi）项目在某种程度上是行业的直接进步，随着 NFT 市场的回升，可能会看到更多的使用案例。这个板块我正在关注的项目有：Sudoswap、Nftperp、GumBallProtocol。

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可持续 / 真实收益

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在熊市的深处，人们已经将注意力转移到能够获得可持续和真实收益的协议上。虽然这不是一个具体的叙事，但它仍然是项目与市场契合度的一个很好指标。

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能够持续保持盈利的项目将是一个的可靠赌注，因为它们的使用和收入将具有内在价值。我正在关注 GMX、GainsNetwork、Redactedcartel 等项目。

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高 Beta ETH 项目

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我认为，以太坊作为基础层，在未来几年将继续领先其他 L1s。随着 Celestia、Fuel、Eigenlayer、Arbitrum、zkSync 等更多基础设施 / 模块化解决方案的建立，以太坊将继续占据主导地位。

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当谈到这个叙事时，我正在寻找直接受益于以太坊增长的项目。其中一些例如：

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流动性质押衍生品

MEV

扩展解决方案

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可以利用稳定币增长的项目

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稳定币是加密货币和区块链技术的最大用例之一。它们对 DeFi 和其他 dApps 中少数了解它们的人有巨大帮助。另一方面，稳定币解决了许多当前的问题，如传统的支付轨道和更安全的货币的可及性。

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寻找稳定币增长的项目很难，但我找到了一些：Frax Finance、Y2k Finance、Reserve Protocol。

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创新的 DeFi 项目

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很明显，创新的 DeFi 项目会做得很好，但让我对此进行扩展。我的意思是找到在加密货币中创造从 0-1 的项目。

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例如：GammaSwapLabs、Eigenlayer、Morpho Labs 等。

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期权

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在过去的几个月里，去中心化期权得到了大量的炒作。从 Deribit 等中心化交易所的交易量创下新高的事实来看，人们对加密货币期权很感兴趣。

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那么，为什么 DeFi 期权还没有大放异彩呢？我的猜测是两个原因：

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1. 人们仍然不重视自我监管，从而选择了中心化期权，因为更加方便；

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2. 去中心化期权仍然存在流动性、用户体验和可定制性问题。

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我甚至不完全确定去中心化期权会像永续平台那样起飞，但是如果 / 当他们有 GMX 这样的项目时，做好准备是很重要的。

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我正在关注的有 Lyra Finance、Panoptic、Dopex 等项目。

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多链未来

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虽然以太坊可能会继续成为最突出的 L1，但其他链也会看到增长。我对为这个未来而建设的项目感兴趣，例如 Synapse Protocol、Tapioca、Cosmos。

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Cosmos 特别有趣。当许多链的增长停滞不前时，Cosmos 的生态系统却随着 Celestia 和 Berachain 等有趣的项目不断增长。

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Cosmos 绝对值得成为你关注的焦点。

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真实世界资产

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RWA 是另一个我认为未来有显著增长的领域。因为就目前来说，加密货币和现实世界过于分散，没有太多的重叠，这对于 Web3 的增长来说显然是不行的。

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我正在关注 Landxfinance、CytusFinance、Next Factor 等项目。

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隐私

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隐私可能并不显眼，但当人们发现他们的隐私被侵犯时，就意识到了它的重要。这种说法多年来一直很死板，我认为人们最终会看到链上隐私的价值。

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无论这种情况的催化剂是过度的政府监管、链上工具的增长，还是基金意识到他们的交易被追踪，我认为这在某种程度上是不可避免的。

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我对像 RAILGUN 和 Aztec network 这样的项目很感兴趣。

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Layer 2 在 DeFi 中占据主导地位，这是有充分理由的。他们可以利用以太坊的安全性和去中心化，同时具有可扩展性。随着未来代币的空投和每天新项目的启动，很难不感到兴奋。

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虽然我确实认为这种叙事在某种程度上已经走到了尽头，但事实证明 L2 是创新和增长的地方。展望未来，我对 Polygon、Scroll、zksync 推出的一些 ZK-EVM 感到非常兴奋。

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加密游戏

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在上一轮牛市中，加密货币游戏和「元宇宙」是一个巨大的叙事。其中许多游戏仅凭一个游戏预告片就筹集了数百万美元，这导致了许多骗局和公然的现金掠夺。

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由于这个原因，许多人完全放弃了加密游戏。

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然而，已经有数十亿美元投资于这些早期阶段的游戏，我们将在未来一年左右开始看到它们的推出。虽然很多会很快消亡，但有些可能会流行起来。

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例如：Treasure DAO、illuviumio、Aurory 等。

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