The Next Bull Run May Be Some Time off, but These Are the Trends That Will Lead It

beincryptoPublicado em 2022-09-08Última atualização em 2022-09-08

Resumo

Messari named the seven trends most likely to fuel the next bull run.

Crypto analytics firm Messari has identified seven unique trends that could catalyze the next great crypto bull run.

⠀

According to the analytics company, “The next major bull market will be driven by technology and trends currently being built out.”

⠀

As Messari themselves state, not all trends are equally valuable. To measure their potential the industry experts used a number of criteria including the total addressable market, value capture potential and competition. These are the seven trends they identified to power the next crypto bull run.

⠀

Apps

⠀

With a huge total addressable market, Apps will figure highly in the next crypto bull run. Messari predicts that “protocols in the application layer will start to accrue more relative value when compared to Layer 1 and Layer 2 tokens.

⠀

Apps are already highly profitable, have proven business models, and are quick to adapt and to adopt new chains. Apps could provide the rocket fuel of the next bull run.

⠀

Ones to watch: Aave, MakerDAO, Curve, Uniswap, Frax, Balancer, dYdX, Synthetix, Lido

⠀

Decentralized social trends

⠀

The concept of decentralized social, is to create completely “open, customizable and ownable” social media.

⠀

The total addressable market is colossal, but due to networking effects social media has always been a winner-takes-all, zero-sum game. Case in point: Myspace and Facebook. It’s one or the other, but not both.

⠀

If any decentralized social company can navigate the risks and chart a path to become No. 1 in their field, the rewards will be huge. History suggests that second-best efforts will have much less joy, and even less longevity.

⠀

Ones to watch: Lens, Farcaster, Orbis, DeSo, CyberConnect, Phaver, Lenster, Ceramic, Lit

⠀

Web3 gaming trends

⠀

Much like decentralized social, Web3 gaming is a sector brimming with potential. Games like Axie Infinity have proven that there is a huge market for this type of product, and a profitable one at that.

⠀

What about sustainability? Like Icarus, many Web3 games have found themselves soaring to the heavens, but their waxy wings only ever last so long. Competition in the sector is fierce, but a sustainable economic model for Web3 gaming could change the landscape for the entire crypto sector.

⠀

Ones to watch: StepN, ImmutableX, Axie Infinity, Stardust, Enjin, Sandbox, Illuvium, Webaverse, NOR

⠀

New Layer 1s (blockchains)

⠀

Another major driving factor for the next bull run could be a batch of new Layer 1 protocols, or blockchains as the industry used to call them. The next generation of blockchains will have to carve out a niche for themselves in an already crowded market. For these upstart chains the name of the game is specialization. Expect to see more chains designed specifically for gaming, decentralized finance (DeFi) and other market sectors.

⠀

Ones to watch: Aptos, Sui, Sei, Canto, 0L Network

⠀

Web3 infrastructure trends

⠀

Decentralized apps need decentralized infrastructures. Web3 infrastructure protocols build out networks of physical services that support the next generation of decentralized apps. The potential is there, but it’s capitalizing on it that counts.

⠀

Ones to watch: Helium, Pollen, Hivemapper, Livepeer, Filecoin, Arweave, RNDR, DIMO, Akash

⠀

Modular chain architectures

⠀

By breaking chains into individually optimized components, modular chain architectures hope to increase scalability at a lower cost. The exact mechanics of this process vary, but often involve parallel transactions, or horizontal scaling. Confused? Just think bigger, better, cheaper, faster.

⠀

Ones to watch: Ethereum, Celestia, Polygon, Arbitrum, Cosmos, Fuel

⠀

Ethereum rollups

⠀

Unlike modular chain architectures which use a modularized base layer, Ethereum rollups all use Ethereum as the base layer. Rollups helps to scale the Ethereum network by increasing speeds while reducing transaction costs, further encouraging ecosystem growth. Ethereum is such an important player in the wider crypto ecosystem that rollups could be a significant factor in the next bull run.

⠀

Ones to watch: Arbitrum, Polygon, Optimism, Scroll, Starkware

Leituras Relacionadas

Bitcoin Must Hold $60K Or Risk Major Breakdown, TradingView Analyst Warns

Bitcoin has reached a critical juncture around the $60,000 level, which analysts view as a major technical and psychological support zone. According to a TradingView analysis, a successful hold above this demand area could pave the way for a recovery toward $81,000. However, the warning is clear: a decisive and sustained break below $60,000 would invalidate the bullish outlook, likely triggering stop losses and a deeper market correction. The current setup is described as a binary test—maintaining support keeps the recovery narrative alive, while losing it would signal a shift toward a more significant downturn.

bitcoinistHá 4m

Bitcoin Must Hold $60K Or Risk Major Breakdown, TradingView Analyst Warns

bitcoinistHá 4m

Venus Protocol Integrates Tokenized Stocks As Lending Collateral On BNB Chain

Venus Protocol now allows tokenized stocks from companies like Apple, Tesla, and Microsoft to be used as borrowing collateral on BNB Chain. This integration brings a key real-world asset (RWA) use case into DeFi lending. Users can deposit these tokenized equities, which are described as 1:1 backed by real shares held by regulated custodians, into isolated pools to borrow stablecoins or BNB without selling their underlying positions. This move expands DeFi lending beyond crypto-native assets, resembling traditional margin finance. It highlights BNB Chain's competition for RWA activity and aims to attract more stable liquidity. However, tokenized stocks introduce different risks, including dependency on off-chain custodians and challenges with collateral valuation due to differing market hours between traditional and on-chain trading. While not an immediate price catalyst, this development is significant within broader crypto trends like compliance pressure and RWA tokenization. Success will depend on growing liquidity, reliable custody, robust price oracles, and clear rules for redemptions and liquidations.

bitcoinistHá 1h

Venus Protocol Integrates Tokenized Stocks As Lending Collateral On BNB Chain

bitcoinistHá 1h

The Impossible Trilemma Is Basically a Pseudo-Problem

The article argues that the core limitation of blockchain technology is not the scalability trilemma, but its fundamental lack of privacy, which acts as a barrier to institutional capital. It defines blockchain as a slow, expensive, shared computer whose primary value is "permissionlessness" (no administrator) and verifiable trust. While this is ideal for native financial assets like stable币, which now process trillions, two critical flaws remain for mainstream adoption: regulatory legitimacy and a default transparency that leaks all financial activity. The author contends that transparency is not a feature but a tax, quantified through MEV extraction, making the public ledger unusable for serious institutions. However, modern cryptography, specifically zero-knowledge proofs, now offers a solution: "provable privacy." This allows users to prove compliance (e.g., solvency, KYC) without revealing underlying data. This fusion of privacy and auditability resolves the transparency-compliant privacy-compliance dichotomy, enabling a purely upgraded system where transactions are verified but not broadcasted. Closing these flaws is presented as the essential bridge to onboard the next wave of trillions in capital.

marsbitHá 11h

The Impossible Trilemma Is Basically a Pseudo-Problem

marsbitHá 11h

The "Impossible Triad" Is Fundamentally a Pseudo-Problem

The article argues that blockchain's fundamental limitation is not the scalability trilemma (decentralization, scalability, security), which has been largely solved, but the lack of **privacy** and, until recently, clear **legitimacy**. Blockchain is described as a slow, expensive, globally shared computer whose core value is censorship resistance and verifiability. While ideal for native digital assets like money (e.g., stablecoins), its default transparency acts as a **tax**, exposing all transactions and enabling MEV extraction, which deters serious institutional capital. Simultaneously, its permissionless nature created regulatory ambiguity. The piece contends that **privacy** is the missing critical feature. It rejects the false choice between total transparency and complete anonymity. Modern cryptography (like zero-knowledge proofs) enables **compliant privacy**: users can prove facts (solvency, KYC status, compliance) without revealing the underlying sensitive data (specific holdings, identities). This preserves auditability for regulators and eliminates the leak of financial information. With recent regulatory progress (e.g., the GENIUS Act) addressing legitimacy, adding default, provably compliant privacy becomes a pure upgrade. It transforms blockchain from a costly, public ledger into a confidential settlement layer, finally bridging the gap to mainstream institutional and individual adoption of on-chain finance.

链捕手Há 11h

The "Impossible Triad" Is Fundamentally a Pseudo-Problem

链捕手Há 11h

Optical Chips: Collective Capacity Expansion

The global optical chip industry is experiencing a massive wave of expansion driven by surging AI data center demand. Major players across the US, Japan, Europe, and China are aggressively investing to ramp up production capacity. In the US, Coherent is expanding its 6-inch Indium Phosphide (InP) semiconductor fab in Texas, supported by CHIPS Act funding and a $2 billion strategic investment from NVIDIA. Lumentum is building a new factory for InP optical devices, and Nokia is scaling its advanced photonic chip packaging and testing capabilities. NVIDIA's investments aim to secure future supply of critical lasers and optical interconnect products for AI infrastructure. Japan's JX Advanced Metals, a leading InP substrate supplier, plans a multi-billion yen investment to increase its capacity 7-10 times, strengthening its grip on the crucial upstream materials market. In Europe, IQE and Tower Semiconductor settled a patent dispute and signed a multi-year InP epitaxial wafer supply agreement, highlighting that next-generation silicon photonics platforms will integrate high-performance InP components. STMicroelectronics and Sivers Semiconductors are also expanding silicon photonics production and partnerships. China is rapidly building out its domestic supply chain. Dongshan Precision's subsidiary, Source Photonics, announced a $12 billion project to expand optical chip and module production. Companies like Sanan Optoelectronics and Yunnan Germanium are scaling up InP chip manufacturing and substrate production, moving towards vertical integration from materials to modules. While debate continues around the exact future architecture—whether CPO (Co-Packaged Optics), NPO, or pluggables will dominate—analysts like Morgan Stanley argue the underlying driver is unchangeable: the explosive growth in bandwidth demand. This will inevitably increase the volume of optical engines, lasers, and related content per GPU, regardless of the final technical path. The competition for "more light" in the AI era has intensified into a global, full-chain capacity race.

marsbitHá 13h