一览2024年值得关注的10大加密趋势与代表项目

Odaily星球日报2023-12-28 tarihinde yayınlandı2023-12-28 tarihinde güncellendi

Özet

zk Rollup、Rollup 中间件、互操作性、比特币生态……

原文作者：Layergg

原文编译：Luffy，Foresight News

牛市的号角已经吹响，即将到来 2024 年，我们需要关注哪些赛道和项目呢？以下列出了明年值得关注的 10 个趋势和项目代表。

一览2024年值得关注的10大加密趋势与代表项目

zk Rollup

2022 年之前 Rollup 领域的争论主要集中在 Optimistic 和 zk Rollup 哪种技术更具优势。

但是，随着 EIP-4844 之后的 L2 成本降低以及一些大型项目的启动，之前平静的 L2 战争预计将重新全面爆发。关键在于 L2 能够如何构建其生态系统。

关注项目：zkSync、Starknet

一览2024年值得关注的10大加密趋势与代表项目

Rollup 中间件

EIP-4844 使 Rollup 的成本下降之后，Rollup 的普及才会真正开始。这个赛道包含以下细分领域：

  • Rollup 即服务

  • 共享排序

  • Rollup SDK

围绕几个主流 Rollup 项目，将会出现数百到数千个 AppRollups。

关注项目：Gelato Network、AltLayer、Espresso Systems

一览2024年值得关注的10大加密趋势与代表项目

互操作性

随着区块链数量的不断增加，跨链基础设施的需求将呈指数级增长。但它们还存在一些无问题：

  • 成本高

  • 黑客事件

  • 合成资产

  • 流动性分散

尽管现有的跨链桥存在各种问题，但新发布的跨链解决方案有望取得突破。

关注项目：LayerZero、Wormhole

一览2024年值得关注的10大加密趋势与代表项目

并行化 EVM

并行化 EVM 的优势在于：

  • 更快的出块时间

  • 更高的 TPS

  • 低费用

这项技术已经通过铭文压力测试得到验证，将对 DApp 开发人员产生强大的吸引力。

关注项目： Sei Network、Neon、Monad 

数据可用性 

数据可用性层对于区块链网络的可扩展性、安全性和效率至关重要。 它的特点和优势是：

  • 提高可扩展性 

  • 透明度和易于验证 

  • 与 L2 解决方案兼容 

  • 降低成本 

作为模块化叙述的核心，DA 层将被众多项目采用。

关注项目：Celestia、Avail、EigenLayer一览2024年值得关注的10大加密趋势与代表项目

比特币生态

比特币现货 ETF 很有可能在 2024 年第一季度推出。此外，随着 Inscription (BRC-20) 的发展，比特币生态系统仍将是 2024 年的重点关注领域。

而且，解放比特币 8300 亿美元流动性的努力还会继续下去。

 关注项目：Stack、Babylon

一览2024年值得关注的10大加密趋势与代表项目

去中心化机器学习

人工智能将继续在 2024 年的叙述中发挥核心作用，人工智能算力将成为主流领域之一。

随着人工智能的不断发展，预计市场将越来越多地将注意力转向数据挖掘，这是人工智能技术的一个基本方面。

关注项目：gensyn、Bittensor 一览2024年值得关注的10大加密趋势与代表项目

去中心化社交

大多数 SocialFi 尚未获得庞大的用户群。尽管如此，friend.tech 的故事是一个令人信服的例子，它证明了用户驱动的社交网络的无限潜力。

关注项目：friend.tech、Lens Protocol、Farcaster一览2024年值得关注的10大加密趋势与代表项目

分布式验证器技术

DVT 允许多个节点充当一个以太坊 PoS 验证器，从而提高安全性和去中心化。正如 Vitalik Buterin 警告的那样，主要的质押服务提供商目前面临着中心化问题。

这里的要点是，LSD 在未来几年将继续成为一个高增长行业，并且在此过程中自然会激发人们对 DVT 的兴趣。

关注项目：ssv network、Obol Network、diva一览2024年值得关注的10大加密趋势与代表项目

以太坊重新质押

「重新质押」是指在充当各种协议验证器的节点重新利用质押的以太坊或其他加密货币。

这里需要注意的一个关键点是 EigenLayer 的潜在收入。

以太坊质押年利率 (~ 5 %) + Eigenlayer 重新质押奖励 (~ 10 %) + LRT 协议代币发行 (~ 10 %) =潜在年利率

当以太坊进入牛市时，人们可能会更加关注重新质押协议的潜力。

关注项目：EigenLayer

İlgili Okumalar

BlackRock Launches Covered-Call Bitcoin ETF Under BITA Ticker

BlackRock has launched the iShares Bitcoin Premium Income ETF (ticker: BITA), a new bitcoin product that generates income using a covered-call options strategy linked to its iShares Bitcoin Trust (IBIT). Unlike a plain spot bitcoin ETF, BITA aims to provide monthly income by selling call options, offering investors a yield-focused alternative to direct bitcoin holdings or DeFi protocols. This strategy involves a trade-off: it can perform well in sideways markets by collecting premiums but may underperform pure spot bitcoin during strong rallies. The launch signals the evolution of the bitcoin ETF market beyond simple access products toward sophisticated strategies like income generation and hedging. BITA is targeted at investors and advisors who believe in bitcoin's long-term thesis but seek a smoother, income-oriented product within a traditional brokerage account. It is not a replacement for spot bitcoin exposure but rather a different tool that packages bitcoin's volatility into a strategy familiar to traditional markets. Understanding this trade-off is crucial for evaluating its performance, especially during major bitcoin price increases.

bitcoinist45 dk önce

BlackRock Launches Covered-Call Bitcoin ETF Under BITA Ticker

bitcoinist45 dk önce

David Schwartz Backs XRP Ledger 3.2.0 Upgrade With Major XRPL Hub Move

David Schwartz, co-creator of XRP Ledger and Ripple's CTO, has moved a major XRPL hub to version 3.2.0, a transition completed in under ten minutes. This upgrade follows the ledger's core software being renamed "xrpld" to distinguish it from Ripple. Key improvements include up to 40% better memory optimization and the fixCleanup3_2_0 amendment, enhancing security for features like vaults and decentralized exchanges. The update also introduces new tools for developers and invariant checks for ledger integrity. Concurrently, network governance updates include changes to the Unique Node List. The move underscores the commitment to maintaining the latest software across the XRPL ecosystem.

TheNewsCrypto1 saat önce

David Schwartz Backs XRP Ledger 3.2.0 Upgrade With Major XRPL Hub Move

TheNewsCrypto1 saat önce

Why Is the World Nervous About Japan Raising Interest Rates?

In June 2026, the Bank of Japan raised its policy rate to 1%, marking its first hike to this level since 1995. While this rate remains low compared to global peers like the US and Europe, the move signals a profound shift for a nation that has been a global source of ultra-cheap funding for decades. Japan's long-standing near-zero or negative interest rates had facilitated massive "yen carry trades," where international investors borrowed low-cost yen to invest in higher-yielding assets worldwide, such as US tech stocks and emerging market bonds. This made Japan a critical, often overlooked, source of global liquidity. Japan's ultra-loose policy stemmed from structural challenges post-1990s asset bubble: aging demographics, chronic low inflation/deflation, and high public debt. Recent shifts, including sustained wage growth (exceeding 5% in recent years) and inflation consistently above the 2% target, have created a "wage-price spiral" possibility, prompting the policy normalization. The global market's concern lies not in the absolute rate but in the potential unwinding of the yen carry trade. As Japanese borrowing costs rise, the economics of these leveraged global investments change, potentially triggering deleveraging and capital outflows from risk assets. Market anxiety focuses on the end of a thirty-year consensus that Japan would perpetually provide cheap funding. Ultimately, the global impact will depend on the interplay with US monetary policy. While Japan is tightening, the significant interest rate differential with the US remains. The key future dynamic is whether simultaneous Japanese hikes and eventual US rate cuts will narrow this gap, forcing a major recalibration of global capital flows and asset pricing built on an era of abundant, cheap yen liquidity.

marsbit2 saat önce

Why Is the World Nervous About Japan Raising Interest Rates?

marsbit2 saat önce

Congress Advances CBDC Ban Until 2030 Through Major Housing Reform Bill

Congress has passed the 21st Century Road to Housing Act, a bipartisan bill primarily focused on housing reform to improve affordability and supply. Included within it is a significant provision that bans the Federal Reserve from issuing a central bank digital currency (CBDC) or "digital dollar" before December 31, 2030. The measure defines a CBDC as a dollar-denominated digital asset, a direct liability of the Fed, accessible to all Americans. Proponents argue the ban allows more time to study a digital dollar's impacts and addresses concerns about privacy, financial surveillance, and government overreach in digital payments. The provision specifically targets a retail CBDC but does not restrict permissionless blockchain networks. This crypto-related language, embedded in broader housing legislation, has drawn considerable attention for its potential to shape the future of digital assets and payments in the U.S. The bill's final passage will determine if the ban takes effect for the next decade.

TheNewsCrypto3 saat önce

Congress Advances CBDC Ban Until 2030 Through Major Housing Reform Bill

TheNewsCrypto3 saat önce

Research Report Analysis: MRVL's Optical AI Booming, Why High Valuation Keeps Morgan Stanley's Star Analyst Sidelined?

Report Recap: MRVL Optical AI Boom - Why High Valuation Led Morgan Stanley's Star Analyst to Stay Neutral? Morgan Stanley analyst Joseph Moore maintained an "Equal-weight" (Neutral) rating on Marvell Technology (MRVL) on May 28, raising the price target from $172 to $195, below the trading price. This stance comes despite Marvell reporting a record quarter and significantly raising its full-year outlook (FY27 revenue ~$11.5B, up ~40%). Moore's neutral view is based on valuation. The $195 target implies ~40x CY2027 P/E. He contrasts MRVL with NVDA: both trade near ~$200, but Nvidia's forward EPS is more than double Marvell's. For MRVL's valuation to hold, it needs consistent earnings upgrades, proof of networking market share gains, or certainty on large-scale custom AI chip shipments—none of which are confirmed yet. Growth is driven by two pillars: **1) Optical Interconnect** (the faster runner): Moore raised FY27 growth expectations to >70%, with the optical module product line nearing a $1B annualized run rate. **2) Custom AI Chips** (the climber): Confidence in FY28 is growing, but a major new customer project only ramps in FY28, with no current revenue visibility. Key risks are the underperforming Storage, Enterprise, and legacy Networking segments. Moore acknowledges the real AI opportunity but believes the current price already reflects it. For the stock to work from here, investors need to see the optical business hit its targets, custom chips ramp as planned, and a recovery in the weaker business units.

marsbit3 saat önce

Research Report Analysis: MRVL's Optical AI Booming, Why High Valuation Keeps Morgan Stanley's Star Analyst Sidelined?

marsbit3 saat önce

İşlemler

Spot
Futures
活动图片