Arca cryptocurrency asset manager: 5 growth trends and 9 investments by 2022

A few years ago, we released an annual and mid-term forecast focused on resource growth for digital assets. Sometimes we have a few key ideas.

In early 2020, we wrote about DeFi's growth and rebirth.

Mid-2020, we were talking about the rise of the NFT.

At the start of 2021, we talked about the development of social / sports tokens.

Arca's capital investment process begins with a top-notch approach to content that further drives Arca's attention, time and investment.

We believe that 2022 will be another year of optimal growth in certain areas of the heritage of the digital ecosystem. We reached out to members of the Arca group on policy, compliance, marketing, business development and members of the Lab / Innovation team, as well as our portfolio of resources and liquid capital. These are the highlights for 2022 and beyond.

1. Although going through unstable periods, the macro origin is good.

Macro models in 2022 will be mixed, but ultimately the development of digital assets will continue to support. First, inflationary pressures can ease. When inflation is low and medium, it will make the wheel of the capital layer fertile. The problem arises when inflation begins to erode the actual purchase, which turns out to be a tax on people.

Some people try to ignore the increase, while others take it to the extreme and call it hyperinflation. Of course, the truth is somewhere in between. The inflation that we see today is real, it has always been there and it is in people's pockets. On the other hand, hyperinflation is not a real risk in countries with high levels of aging, high debt, high diversity and economic well-being, and global financial governance. Additionally, price comparisons moving to 2021 rather than 2020 (soon) will make comparisons for the same year difficult.

We now know that inflation is a problem. From an investment perspective, we appear to be in the “success not due to inflation”, environmental risk quadrant. That could change by mid-2022, but it's not a disaster. Low interest rates, support but moderate inflation, strong growth and long-term analog-to-digital volatility will continue to provide a good story for big investments in the digital tool.

Perhaps the most important,Excessive money laundering, mistrust of central government and mistrust of financial institutions continue to undermine confidence in our traditional processes.The blockchain-based marketplace offers people an alternative to the US dollar and TradFi in one way or another. In addition,The growing skepticism of financial companies has always led to a violation of the policy.

Digital assets will continue to be a growing asset in 2022, but other areas of the ecosystem appear to be starting to grow and evolve into safer areas.

2. An increase in the company's capital leads to an increase in the value of Bitcoin

This year we learned that companies are buying Bitcoin or Ethereum for the first time. Under these circumstances, the agency that manages most of the world's capital has gone from dissatisfaction to exploration and recently seized the opportunity to devote itself to much more. As millions of dollars in new capital flow into the digital asset industry, we are starting to see the benefits of this engagement.

As the venture capitalist enters the market exponentially, marginal buyers will outnumber marginal sellers. 2022 will further prove that digital assets are part of a long-term transition, not a short-term one.The complexities of digital heritage have moved beyond “yes, no risk” or “no, no risk” data. Traders have already learned what digital tools look like in existing processes, and these models will be faster in 2022. Traders won't be able to dive right away for all parts of the ecosystem, but will go beyond it. binary exposure.

According to education and advertising,Anyone who still believes that the world of digital assets is ruled by Bitcoin will be abandoned as the market comes together.. As more and more investors enter the market, terms such as "altcoins" (used indiscriminately to describe something other than bitcoin) and "quality of bitcoin" (representing the percentages of all market values ​​that the bitcoin represents) are excluded. We also believe that digital assets will not only be considered Category 6 assets, as digital assets now represent the characteristics of money, products, contracts, real estate and real estate. on the other hand,Digital assets are seen as the next generation of value and packaging technology for all current assets.

Bitcoin prices against the US dollar may rise further, but companies are not seeing a source of macro or beta play, but are investing in technology upgrades through operations and trading in the markets. This will result in the adoption of the necessary conditions and taxes for the existing capital. According to a recent cryptocurrency survey, only 2% of research participants in the United States, Mexico and Brazil did not score above 60% on research strategies associated with Bitcoin, Stabilitycoins and to NFTs. By prioritizing education, barriers to access have been removed and rapid growth has been achieved.

3. Treatment may be delayed.

The most direct and appropriate form of regulatory environment for stable coins and exchange rates is expected to occur in the future, in accordance with existing rules and regulations.It may seem cumbersome at first, but eventually trillions of dollars in new capital will have to flow into the system to make up for the low rates.However, the current law does not apply to all digital assets or free finance (DeFi). The new system that includes these areas will require new regulations and take years to develop.

This will have a huge impact on the new crypto-friendly representatives and the lucrative lobby. So, the rules will continue to affect digital assets as evidenced by the extremely low cash flow in real estate today DeFi-and-what-if. As simple as these concerns are, too much detail can affect visual acuity.

While the approval of the first Bitcoin Futures ETF has helped the SEC adopt financial instruments containing digital assets, market share and competition remain issues for the SEC to address. .

4. Thematic investments will also account for the bulk of the return on investment.

Arca also focuses on DeFi, sports and entertainment through investment considerations. Because it has to do with Sharing with Fans, Games and NFTs, and Website 3.We are learning more about the use of consumer products, products and technologies to reward early adopters.

1. NFT will continue to grow and evolve.

Foundry is the process of creating and integrating digital assets on a blockchain. However, the casting process for NFTs is unique and depends on the platform (such as Foundation, OpenSea, or Rarible). Various smart contract molding and design processes have created relationship issues that plague many designers. We believe this process can serve as a model. The standardization process allows new entrants to confidently participate in the ecosystem, recognizing that there are business models for the creation of new digital assets.

We also anticipate that the value of NFTs will shift from design and archiving to intellectual property.. The purchase of written and artistic NFTs educates clients about community knowledge and ownership of their assets.However, these tools are theoretically one-dimensional and have no behavioral, historical or historical explanation.The community provides an opportunity to maximize the value of NFTs by developing intellectual property tools. Creating rich historical stories based on books, games, and movies can help improve your wealth. It will also become more popular because people will understand NFTs better and become another portal where people can understand and hold digital assets other than Bitcoin.

NFTs are the way to realize the digital world. Anything different and irreplaceable, like taxes, housing, music, and expenses, can be NFT. Along with finance and scarcity, NFTs follow the steps of benefits, communications, media and other daily tasks for digital migration.

Finally,We believe the NFTs will start to explode and regenerate.For example, if you can set the floor price for a set of special NFTs, you can design reports and documents based on the value of that special property. Think of Zillow as if you were counting the cost of returning metaverse or NFT land equipment into DeFi contracts. It may take several years for humans to access the meta-world and meta-world, but by 2022, we'll start developing tools that can't be avoided.

2. The rewards will continue to fuel the legacy.

The way gift users are rewarded and encouraged is completely changed (estimated mining and retroactive drops). In order to create persistent users instead of financial mercenaries, many projects have attempted to encourage and support growth by rewarding users with tokens. The data collected over the past year allows the approval and evaluation of new users using the tokens they receive, even if they are long-time holders and engaged in management. According to reports, this is not under normal circumstances. We will see further progress in 2022.

As more businesses and businesses share giveaways from contracts, LPs, airdrops, etc., membership in physical tokens will always be more valuable than reps who risk owning giveaways. or other rewards. If the market continues to improve so as not to spread, arbitrage traders encourage strong token traders to close these trades and adopt risk aversion strategies. We anticipate this will be an important part of future business models. This will not affect the growth of the derivatives industry, but will create a better market.

Choosing DeFi 2.0 solves this problem. It is a very broad word, but it includes the necessary evolution. Additionally, while these giveaways are typically generated by DeFi and in-game crypto-based companies, we're about to see new companies come into the fray, such as restaurants, airlines, communications, and more. retail. Just as Domino's Pizza became an online business 10 years ago, businesses using these products will become “blockchain businesses” and scale to leverage and improve connectivity with consumers.

Wall Street schools are also starting to see this. 2022 can see the emergence of the "DeFi organization". If you want to quickly understand what that might look like, you can take a look at banking with Aave Arc, Compound's Treasury, and MetaMask. The project is developing the current KYC protocol and testing a “know the pool” module that will allow new entrants to activate DeFi.

3. DAOs and regimes will continue to be new, but they will suffer.

we believe,DAOs will begin to extract value from diversity and add value at the expense of the country.Although the current national debt is huge, it usually comes in the form of a token (the base token of the DAO itself). These changes limit the Bank's effectiveness and limit growth plans. It will know its value as DAOs look for more creative ways to raise funds and spread debt across the country and move the balance to more profitable assets.

For example, the use of Ethereum DeFi has been affected by network configuration issues and increasing currency exchange rates. Dozens of Layer 2 scaling solutions are now ready to be deployed to the backbone. The funds that DAO spends on DeFi projects will be on the mainnet choosing low cost, high TPS alternatives (such as Solana and Avalanche).

However, governance issues remain.Total centralization is not a solution, but the desire for decentralization leads to the inefficiency of the internal economy.. The job of executives is to use the intermediate process to spread more time. These organizations need to develop better management and design standards and provide greater visibility. For example, a decentralized candidate can accept a proposal on a day of the month and vote on a day of the month. Similar efforts will pay off as token rates increase and departures increase.

Attempts to do DAO for many companies have not been successful, but it turns out that DAO developed by a clear definition is a viable option.For example, the ConstitutionDAO has established a human and financial environment with one goal: to purchase a copy of the Constitution. Although the campaign failed, it explored how the distributions could be applied to other areas, including unions, governments, financial aid and open education. This open and usable model will be further developed to integrate administrative management with member tokens. Some DAOs look like low-profit businesses, but these are just a few of the documents DAOs will ultimately explore and include in different ways.

In addition, the growth of DAOs will force changes in traditional investment groups such as private equity. VCs have to work with community management to get the job done.. Venture capital firms have always been owned and influenced by capital and management consulting. Decentralized projects on the blockchain reverse this framework by introducing managed tokens, allowing community users to vote on market decisions such as product launches, token advertising, and investments. VCs who invest in digital assets should work with these communities to drive business and network productivity.

4, "Play to win" 将 演变 为 "Learn to win"

The success of Axi Infinity and the game through the game model has led to a re-imagining of this great game, and the NFT companies have accumulated capital, and the same can be used side by side in reverse of the game. Blockchain technology provides equal opportunity for all to receive education and provide accurate assessment of skills. So people may have to pay per education which will affect the current impact. These changes can also lead to better recruitment as well as better data retention of public blockchains. This can be extended to credit score based on non-financial behavior. Now DeFis often has too high a commodity, and once scores are identified and scores can be traced back to established chains, loans can be converted to low interest rates, not as secure as the borrower. .

For example,A Decentralized Personal Identifier (DID) represents an organization (person, organization, entity, data structure, or abstract entity) as determined by the DID controller.Relative to associated stakeholders, the design of DIDs allows separation of intermediary registrars, identity providers and regulator. Specifically, while it can help others find DID-related information, the design allows the DID controller to prove that the DID controller is handling data without the permission of the other party. A DID is a Uniform Resource Identifier (URI) that associates DID information with a DID form, allowing interaction with learners.DID with decentralized scores will soon be integrated into all platforms and applications.

5. DeFi 1.0 returns with a Liquid Control Protocol (POL).

After gaining popularity in January 2021, the performance of DeFi 1.0 applications (AAVE, SUSHI, YFI, COMP, etc.) for the past year has further declined in the market. This is due to factors such as lower APR support for the mining industry, higher Ethereum fuel costs, chain links, and better support for other L1 and DeFi 2.0 projects.

DeFi 2.0 (OHM, TIME, TOKE) gained market share by introducing the concept of POL and reversing mining investments.Liquid mining induces working capital and dilutes and depreciates the "capital" of the contract (base token).--- that is to say: free TVL, agriculture, token sale, TVL recycling, go

Through POL and the contract, the main miners support TVL to contract stakes in the form of non-local tokens (DAI, LUSD, ETH, etc. exchange for OHM).This diversifies the balance sheet and generates income for the contract.

We believe that the changes from the traditional DeFi 1.0 protocol to the POL model will stimulate people's interest in the project, restructure the balance sheet and generate more income once again for symbol holders (reset to create value). We've seen small companies like ALCX and SYN working with Olympus DAO to sell contracts for tokens, and we think these models are worth writing. This could be the exchange that makers of traditional blue-chip ETH products need to reorganize their capital.

6. The Robinhood effect becomes the new Coinbase effect

Currently Robinhood can only trade 7 assets, 5 of which are unpopular. As Robinhood expands its token business, these digital tokens will benefit large traders willing to trade.

7. The metaverse would be the entry and exit of local businesses without access.

The metaverse-based concept has captured the attention of many Fortune 500 companies and is a new word added to every advertising strategy. However, the spread of the Meta Universe could be the gateway that employees have started walking in the digital asset arena.For incumbents, Metaverse generates new revenue by connecting with multiple customers.. Commercial products can give their customers the advantage of virtual shopping rather than retail. The Metauniverse is a new area that can be used for advertising and advertising, such as bulletin boards and public transportation.

8. It will be a challenge to solve the problem all along the chain.

In 2021, a new kind of Layer1 smart linkage platform has appeared, and the cost of fuel has become so that people are refocusing on the Ethereum Layer 2 process. We are also starting to see the increase in Layer0 and d other chain ecosystems like Cosmos. and Polkadot. TVL now holds more than $ 25 billion in more than 80 channels. Because too much value is broken2022 will be the year when competitive campaigns will enable consumers to better integrate these low cost, low friction channels.There were several solutions, but none developed a contradictory transport.

9. We will not see the “end of the cycle” decline in digital assets.

The past does not represent the future, especially if the great structure of the past is small and inconsistent for the modern ecosystem. We don't think there will be a downturn in the digital asset market, and we don't believe in a “four-year market”. In fact, we can say that 2021 is already a bear market for DeFi and a bull market for NFT, gaming, metaverse and Layer1 contracts.Similar results can be seen in 2022. This is a bear market in some markets and a bull market in others.It is not an inheritance class, but a tool that supports the whole inheritance class.

So while some of these assets work well, others don't. We can continue to make repairs faster, faster, and more efficiently, but as we've seen throughout 2021, some assets and operations will recover and grow stronger than others. If you want to shorten the "digital heritage", it is better to research more specific tools that you want to shorten. The lazy man like morality for 2018 will not work in 2022.

5. Capital development by new developers.

The best investment environment is a collection without saturated competition and with continuous expansion and refinement. This is why digital asset management is more effective than passive strategies with positive results.With the development of new tokens and features, good research-based investments can be most rewarding.

The collection of token opportunities has rapidly expanded over the past two years into new areas, new types of tokens and contracts, and new types of tokens as well as individuals and cities. We anticipate further expansion in 2022 and expect cities, colleges, and small businesses to start advertising the brand.

Local contracts replace general contracts and revenue with procedures and payments.

The school will announce a tuition fee to replace the "529 plan," which will make it easier for donors and support the average donation.

Small businesses advertise tokens that offer loyalty giveaways and wagers. It usually starts at local restaurants, hair salons, gyms, and other retail outlets before they gain corporate favor.

Finally, the "security token" gives meaning to the location. Another market for digital heritage is in its infancy, but more are in the process of being registered. The combination of new securities and access to previously undeveloped assets will increase the market value of our digital assets by 2022. The demand for liquidity will increase, increase the demand for ATS to support the commercialization of these security systems on the secondary market.

Blue-chip companies and state-owned enterprises will continue to tokenize their assets to reduce operating costs and acquire ever more impactful assets at entry.

Tokenization of real estate comes first, followed by commodities, as traders seek out the benefits blockchain can bring: speed, accuracy, and irreplaceability.