速览未来值得关注的13条加密赛道

区块律动Pubblicato 2022-03-31Pubblicato ultima volta 2022-03-31

Introduzione

在加密世界,投资的时机至关重要。

在加密世界,投资的时机至关重要,尽早进入一个新兴行业或许是你获得成功的最佳机会。以下是我认为未来几年将获得显着增长的一些潜在叙事:
1. 流动性质押
以太坊主网转向权益证明 (PoS) 将是加密行业一个重要的拐点。
但是,它也有一定的局限性:用户需要质押至少 32 ETH,并并需要锁定他们的资金。
而使用 Lido 等协议,用户便可以存入任意数量的 ETH,并获得能够自由交易的权益凭证。

DAO

2. 碎片化 NFT
如果 100 万人可以拥有《蒙娜丽莎》会是怎样的?
对于实体收藏品来说,这当然是不可能的。
然而,NFT 却可以分为数千块。这为更多的投资者打开了艺术行业的大门,并消除了用户入场的高成本障碍。

DAO

3. 社交 Token
社交影响者需要通过更好的方法来从工作中获得收益,并与粉丝实现进一步的互动。
目前创作者受平台限制,只能被迫将利润拱手让给这些中介。
使用社交 Token,创作者可以对社区进行 Tokenization,并奖励自己以及粉丝的付出。

DAO

4. 期权
在股市中,每天都有近 5000 亿美元的期权交易。
整个 2021 年里,光 BTC 和 ETH 之间的期权交易额就达 3870 亿美元。
期权是加密领域的新兴产业,随着市场的成熟,该行业必将呈指数级增长。

DAO

5. 零知识证明
V 神表示,ZK Rollups 未来将会长期处理绝大多数以太坊交易。
这些技术允许 L2 公链及时向以太坊确认其状态,并实现隐私保护和可扩展性的大规模普及。

DAO

6.DAO 工具
从运营和管理的角度来看,DAO 仍有许多问题需要解决,这就需要对 DAO 工具进行创新。
有助于解决 DAO 中的去中心化、问责制、法律和贡献问题的协议很可能成为 2022 年的热门领域。
7. 跨链桥
当今顶级区块链存储着数万亿美元的价值,然而这些生态却彼此分离。
随着这些生态系统的不断发展,对有助于资产跨链、数据的可扩展性、去中心化的协议的需求将变得更加明显。(律动注,目前跨链桥解决方案风险较高,读者需自己做出判断)

DAO

8. 外汇市场
外汇市场的价值估计为 2.4 万亿美元,尽管规模巨大,但主要都保持在美元体系中,加密行业几乎没有捕捉到这些价值。
非美元稳定币的普及将成为数十亿用户加入加密生态系统的关键驱动力。

DAO

9.DAO 非治理
随着 DAO 的发展,它们的局限性变得更加明显。
一个控制系统只要涉及到人工干预,就会存在对手风险。
对此的一个潜在解决方案是 Reflexer 引入的非治理,其目的是随着时间的推移逐步消除人类因素的控制。

DAO

10. 空投
空投是帮助协议构建社区的有效方式。
最近,空投已经成为了针对其他平台的吸血鬼攻击工具,例如 LOOKS 空投。
我希望这些吸血鬼攻击会增加用户试图取代集中式组织的依赖程度。
11.PoS MEV
ETH 2.0 中的交易排序过程将与当前的 PoW 机制相同,这意味着在 ETH2.0 中仍然存在 MEV 机会,唯一的区别是验证者取代了矿工,负责交易排序的过程。

DAO

12.Rollups
在以太坊以 Rollup 为中心进行发展的路线图得以确定后,Rollups 在切换到 PoS 后的 ETH 2.0 中将发挥越来越重要的作用。
与 PoS 的合并将使其成为最安全、最去中心化的共识层,而数据分片和 Rollup 将能够支持高达 100,000 TPS 的吞吐量。
13.Token 化社区门控
加密世界的去平台化特性能让一些有趣的用例得以合并。
例如,Guild.xyz 就允许用户创建对任何具有高级逻辑要求的平台的门控访问,例如 NFT、属性、令牌、白名单等。

DAO

区块链生态系统还在不断创新并快速发展,虽然没有人可以预测未来,但我们至少可以推断出前进的方向。
NFT、DAO 和互操作性协议等领域的进步,正是这个奔腾时代的新兴代表。

Letture associate

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